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My Portfolio: Managing Connected Accounts

A centralized dashboard to view and manage your connected exchange accounts, balances, API settings, transfers, and trading performance.

Updated this week

The My Portfolio page in 3Commas is your one-stop hub for managing all exchange accounts linked via API. From here, you can monitor your balances, review trading activity, and take quick actions on your accounts without needing to navigate elsewhere.


Key Features

  1. Exchange Overview:

    • View all exchanges currently connected to your 3Commas account.

    • Access balance summaries, exchange-specific settings, and historical activity per account.

  2. Account Management Tools:
    All tools are accessible via the Quick Actions menu. Available options may vary based on exchange type (Spot or Futures):​

    • Trade – Go to SmartTrade and initiate a manual trade.

    • View – See exchange-specific statistics and settings.

    • Sell All to USD(T) – Sell all assets in the selected account to USDT (Spot only).

    • Sell All to BTC – Sell all assets in the selected account to BTC (Spot only).

    • Update API Key – Refresh or replace the API connection.

    • Delete – Remove the connected exchange account.

    • Exclude from Total – Omit a specific exchange from your total portfolio calculation.

    • Transfer – Move funds between accounts (available for Binance Futures USDT-M and Coin-M).

    • Hedge Mode – Toggle Hedge Mode for eligible Futures accounts.

  3. Portfolio Statistics:

    • Real-time overview of your total portfolio value across all connected accounts.

    • 24-hour change indicators to track market impact.

    • Equivalent BTC valuation for easier comparison between accounts.


Primary Action Button Behavior

The action displayed as the Primary Button adapts to your account type and balance:

  • Binance Spot:

    • View – If no funds are detected.

    • Trade – If funds are available.

  • Other Accounts (e.g., Futures):

    • View – If the balance is empty.

    • Trade – If the account holds funds.

    • Transfer – Shown on Binance Futures (USDT-M or Coin-M) accounts with no balance.


Why use My Portfolio?

"My Portfolio" simplifies your trading and fund management across multiple exchanges. It saves time, centralizes control, and gives you the real-time data you need to stay in command of your crypto strategy.

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