> For the complete documentation index, see [llms.txt](https://docs.obside.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.obside.com/portfolios/portfolios.md).

# Portfolios

A **portfolio** is where your agents run and where your holdings live. Every [agent execution](/agents/run-an-agent.md) is tied to a portfolio, and you can track performance, positions and the agents working on it from a single page.

There are two types of portfolio:

* **Demo** — a paper-trading wallet with **virtual capital**. Perfect to test ideas risk-free.
* **Real** — an account linked to a **connected broker** (see [Connectors](/platforms/connectors.md)), for live trading.

***

## Creating a portfolio

From the **Portfolios** section, click **Add portfolio** and choose the type.

### Demo portfolio

* **Name** your portfolio.
* Set the **cash** your agents can spend (defaults to $10,000).
* Optionally **seed holdings** — add positions with a quantity and average price.
* Or **import an existing portfolio**: upload a screenshot or a CSV / XLSX / PDF export from any broker, or **copy a connected account**. Obside detects the holdings for you to review.

### Real portfolio

* **Pick your broker** from the list of [supported platforms](/platforms/supported-brokers.md).
* Authorize the connection (broker portal or API key).

{% hint style="info" %}
Some connections are **read-only** (most crypto exchanges today): they let you read and monitor positions, but not place live orders. Live execution runs through brokers connected via SnapTrade. See [Availability by region](/platforms/availability-by-region.md).
{% endhint %}

***

## The portfolio page

Each portfolio has a detail page with:

* **Portfolio value** — an equity curve over time, with **Value / PnL** views and a **Compare to a benchmark** option to overlay an index or asset.
* **Allocation** — a breakdown of your holdings, by asset or by class (crypto, stocks, ETFs, FX, indices, futures, commodities, cash).
* **Holdings** — every position with its quantity, value, weight and P\&L, plus a **cash** row. On demo portfolios you can **add capital** or adjust positions directly. Pending orders appear below.
* **Active agents** — the agents currently running on the portfolio, each with its exposure and P\&L. You can **add** an agent or **stop** one from here.
* **Trades** — the orders and trades executed on the portfolio, filterable by agent.

***

## Weekly recap

On the **Plus plan and above**, Obside generates a **weekly recap** of your portfolio — its week decoded in a one-minute read, delivered after the market week closes. It's included in your plan and **doesn't consume credits**. Manage the recap email in [Notification channels](/alerts-and-notifications/channels.md).

***

## Plans & limits

* **Portfolio monitoring** (detail pages, value curves, weekly recap) is available on the **Plus plan and above**. See [Pricing](/misc/pricing.md).
* **Demo** portfolios are unlimited.
* **Real** portfolios depend on your **broker connections**: 1 on Free, unlimited on paid plans.