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Managing Connected Accounts with "My Portfolio"

Centralized hub for managing connected exchanges, API settings, transfers, and portfolio performance in 3Commas.

Updated over 3 months ago

"My Portfolio" is the central hub where all your connected exchange accounts are managed and displayed. It provides real-time insights into your trading activity, balances, and portfolio performance, ensuring seamless control of your accounts.


Key Features

  1. Exchange Overview:

    • View all exchanges linked to your 3Commas account.

    • Access balances, trading activity, and detailed Exchange information for each connected account.

  2. Account Management Options (API Management & Quick Actions):
    Access all account management tools from a single modal window. Some options may vary depending on the type of account (e.g., Spot or Futures).

    • Deposit: Deposit funds directly to your exchange account. (Available only for Binance Spot accounts.)

    • Trade: Redirects to the SmartTrade page for initiating trades.

    • View: Check Exchange statistics and settings.

    • Sell All to USD(T): Sells all assets in the selected account to USDT. (Available only for Spot exchanges.)

    • Sell All to BTC: Sells all assets in the selected account to BTC. (Available only for Spot exchanges.)

    • Update API Key: Refresh or modify API keys.

    • Delete: Remove an exchange connection.

    • Exclude from Total: Exclude specific accounts from the overall balance calculations.

    • Transfer: Move funds between accounts. (Available only for Binance Futures (USDT-M, Coin-M) accounts.)

    • Hedge Mode: Enable or disable hedge trading on supported accounts.

  3. Portfolio Stats:

    • Consolidated view of total balances across all connected accounts.

    • Track performance changes over the last 24 hours.

    • Real-time updates showing account totals and equivalent balances in BTC for easy comparison.


Primary Button Behavior

The Primary Button dynamically adjusts based on the account type and fund status:

  • Binance Spot:

    • Displays Deposit if no funds are available.

    • Displays Trade if funds are present.

  • Other Accounts (e.g., Futures):

    • Displays View if no funds are available.

    • Displays Trade if funds are present.

    • Displays Transfer for Binance Futures (USDT-M, Coin-M) accounts without funds.


Use "My Portfolio" to simplify account management and stay on top of your trading game with 3Commas!

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