Aggregates a personal Webull brokerage account into a local read-only portfolio dashboard: holdings, cost basis, market value, unrealized P/L, day change, and allocation by asset type. Read-only — it never places or cancels orders.通过 Webull OpenAPI 把个人券商账户聚合成本地只读投资组合 dashboard:持仓、成本、市值、未实现盈亏、当日涨跌和按资产类别的配置。只读——绝不下单或撤单。
Use it when reviewing personal investments, positions, portfolio value, unrealized gains, cash, or asset allocation synced from Webull OpenAPI.查看个人投资、持仓、组合市值、未实现盈亏、现金或资产配置时使用。
OverviewPortfolio command desk with market value, unrealized P/L, day change, cash, an allocation-by-asset-type donut, and top day movers.
总览投资组合操作台,显示市值、未实现盈亏、当日涨跌、现金、按资产类别的环形配置图和当日涨跌榜。
PositionsSortable holdings table across symbol, asset type, quantity, average cost, last price, market value, unrealized P/L, and portfolio weight.
持仓可排序的持仓表,含标的、资产类别、数量、平均成本、现价、市值、未实现盈亏和组合权重。
AccountsPer-account view (cash and margin) with net liquidation, total cash, buying power, and the positions held in each account.
账户按账户(现金/融资)显示净清算价值、现金、购买力,以及每个账户下的持仓。
Position detailSingle-symbol view with cost basis, market value, unrealized P/L and percentage, day change, weight, and holding account.