Portfolio Panel
Learn how to use the Portfolio Panel to view and manage your positions, orders, and account information
The Portfolio Panel provides a centralized view of all your positions, open orders, and account information directly within TradingView.
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Available to: All users can view the panel. Order management requires Premium.
Opening the Portfolio Panel
Click the Portfolio button in the OptionTrigger toolbar to open the panel.
Panel Tabs
The Portfolio Panel has multiple tabs:
| Tab | Description |
|---|---|
| Overview | Account summary and quick stats |
| Options | Current open option positions |
| Orders | Pending and recent orders |
| Executions | Filled order history |
Positions Tab
View all your open positions with real-time P&L.
Position Information
| Column | Description |
|---|---|
| Symbol | Underlying symbol |
| Contract | Option contract details |
| Qty | Number of contracts |
| Avg Cost | Average entry price |
| Current | Current market price |
| P&L | Unrealized profit/loss |
| P&L % | Percentage gain/loss |
Closing a Position
To close a position:
- Click on the position row
- Click the Close button
- Confirm the close order
Orders Tab
View pending and recent orders.
Order Status
| Status | Description |
|---|---|
| Pending | Order submitted, awaiting fill |
| Filled | Order fully executed |
| Partial | Partially filled |
| Cancelled | Order cancelled |
Cancelling an Order
To cancel a pending order:
- Find the order in the list
- Click the X button
- Confirm cancellation
Tips
- Keep the panel open while trading for quick access
- Use the refresh button to update data manually
- Click on any position to see it on the chart
Next Steps
| Feature | Description |
|---|---|
| Placing Your First Order | Execute trades |
| AutoSize Feature | Smart sizing |
| Desktop Setup Guide | Full setup |
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Trading guides (2026):
- Trade Options on TradingView — brokers, tools, workflows
- Options Trading Automation Playbook — webhooks vs chart-native execution
- IBKR + TradingView for Options — permissions, TWS, troubleshooting
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Tip: The Portfolio Panel updates in real-time via WebSocket connection.