Managing Your Portfolio

Monitor and manage your liquidity positions on Orca.

The Portfolio page is your command center for managing liquidity positions on Orca. View all positions, track performance, harvest fees, and make adjustments.

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Accessing Your Portfolio

1. Visit the Portfolio page

   Go to orca.so/portfolio

2. Connect your wallet

   Click Connect Wallet and approve the connection

3. View your positions

   Your positions load automatically

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What’s on the Portfolio Page

The Portfolio shows two top-level tabs:

• Liquidity Positions — your concentrated liquidity positions across Whirlpools
• Vault Positions — your deposits into managed Vaults

Above the position list you’ll see a set of header metrics:

Metric	What it shows
Total Portfolio Value	Combined value of liquidity positions and vault positions
Total Liquidity Value	Combined value of LP positions only
Pending Yield	Unharvested fees and rewards across all positions
Estimated Yield (24H)	Projected next-24-hour earnings based on current activity

A Harvest All button next to Pending Yield collects fees from every position in a single transaction.

Three sub-tabs let you scope the view:

• Positions — your active LP positions
• History — historical activity for your positions
• Closed Positions — positions you’ve fully closed

Position Row Columns

Each position row displays:

Column	Description
Pool	Token pair and fee tier (e.g. SOL / USDC · 0.04%)
Balance	Current USD value of the position
Total PnL	Profit/loss in USD with percentage delta
Pending Yield	Unharvested fees on this position
Est. Yield	Projected yield, with a selectable timeframe (7D by default)
Position Range	Min and max prices, with deltas from the current price
Current Price	Live price for the pair

A ⋯ button on the right opens the position action menu.

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Position Action Menu

The ⋯ menu on each position row gives you six actions:

Action	What it does
Harvest Yield	Collects pending fees and rewards into your wallet
Position Details	Opens the full Position Details sidebar
+ Deposit Liquidity	Jumps to the Deposit tab to add to the position
− Withdraw Liquidity	Jumps to the Withdraw tab to remove liquidity
× Close position	Fully closes the position and burns the NFT
Open Position In → Liquidity Terminal	Opens this position inside the Liquidity Terminal for chart-based management

For the deeper view, click anywhere on a position row to open the Position Details Sidebar:

Position Details Sidebar

Details / Deposit / Withdraw tabs, plus a bell icon for alerts

Harvest Yield

Collect your accumulated fees

Add Liquidity

Increase an existing position

Withdraw Liquidity

Remove some or all of your liquidity

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Understanding Position Status

In Range

You’re earning fees

Current price is within your bounds. The position indicator shows green. Continue monitoring normally.

Out of Range

Not earning fees

Price moved outside your bounds. Consider rebalancing, waiting for price to return, or closing the position.

Set up position alerts to get notified when your position moves out of range.

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Understanding Position NFTs

Your liquidity positions are represented by NFTs. Each position = one unique NFT in your wallet that proves ownership.

Why This Matters

• Whoever holds the NFT controls the position
• Transferring the NFT transfers the entire position
• Burning the NFT means permanent loss of your position

Protect your position NFTs:

• Never burn position NFTs
• Don’t transfer unless intentionally moving the position
• Keep NFTs in your primary wallet
• Beware of scams asking you to send NFTs

Transferring Positions

To move a position to another wallet:

1. Transfer the position NFT to the new wallet
2. The new wallet can now manage the position
3. The original wallet loses access

Useful for:

• Moving to a hardware wallet
• Transferring to a multisig
• Selling positions (advanced)

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Tracking Performance

What each metric means

The Portfolio page and Position Details sidebar surface these fields. Names below match the labels in the app.

Metric (as shown in app)	What it means
Balance	Current USD value of the tokens in your position
Total PnL	Change in position value, in USD and as a percentage delta
Pending Yield	Fees and rewards accrued on this position but not yet harvested
Estimated Yield	Projected yield over the selected timeframe (7D by default) based on current pool activity
Position Range	The min and max prices that define your range
Current Price	The live price for the pool’s pair
Average Entry Price	The reference price recorded for this position
Harvested Yield	Total fees and rewards already collected from this position
Position Duration	How long the position has been open
Position Address	The on-chain address of the position; click to open in a block explorer

The first six appear on each position row in the list. The full set is visible in the Details tab of the Position Details sidebar.

Calculating real returns

The Portfolio shows you what you’ve earned. It doesn’t show you what you’ve earned compared to just holding the tokens — and that’s the question that decides whether the position is worth keeping.

Real return = Harvested Yield + Pending Yield − Impermanent Loss

Where impermanent loss is the difference between your position’s current value and what those tokens would be worth if you’d held them outside the pool.

• Positive real return → fees and rewards more than covered the IL
• Negative real return → IL ate your earnings; the range or fee tier may not match the asset’s volatility

For a deeper treatment, see Impermanent Loss.

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Best Practices

Regular Monitoring

Position Type	Check Frequency
Full-range	Weekly or less
Wide custom range	Every few days
Tight custom range	Daily

Set up alerts for automated monitoring.

Harvest Timing

Consider harvesting:

• When fees reach a meaningful amount (relative to network fees)
• Before making any position changes
• For tax tracking purposes
• To compound earnings back into the position

When to Adjust

Consider adjusting positions when:

• Out of range for extended periods
• Market conditions change significantly
• Better opportunities emerge
• You want to realize gains/losses

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Troubleshooting

Position not showing

1. Check wallet connection — Reconnect if needed
2. Refresh the page — Wait for data to load
3. Verify correct wallet — Ensure you’re using the right address
4. Check NFT ownership — Position NFT must be in connected wallet

Incorrect values displayed

1. Refresh the page — Prices update in real-time
2. Check network status — Solana RPC issues can cause delays
3. Clear browser cache — May show stale data

Can't interact with position

1. Verify NFT ownership — Must be in connected wallet
2. Check SOL balance — Need SOL for transaction fees
3. Try again — Network congestion can cause failures

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Security Tips

Protect NFTs

Never share or transfer position NFTs unless intentionally moving positions

Use Hardware Wallet

Consider hardware wallets for large positions

Verify Transactions

Always review transaction details before approving

Avoid Scams

Never click links from DMs or transfer NFTs to unknown addresses

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Next Steps

Position Sidebar

Quick actions for position management

Harvest Yield

Collect your earned fees

Add Liquidity

Increase your positions

Position Alerts

Set up automated notifications