Which widget to use
Use Portfolio to see what an address or a list of coins is worth, Net worth for one total across a board, Perps positions to watch a Hyperliquid account, Paper trading to practise with fake cash, and Swap fees to read the earnings waiting on a Jupiter referral account.
| You want to | Use | Good to know |
|---|---|---|
| See what a public Solana or EVM address holds, in dollars | Portfolio, watch-only | One address per widget. It reads balances and nothing else. |
| Value coins and amounts you type in | Portfolio, manual | Up to 50 holdings. Amounts stay on your device. |
| One total across wallets, manual lists and Hyperliquid accounts | Net worth | Adds up the Portfolio and Perps positions widgets on its own board only. |
| Watch open Hyperliquid perp positions, margin and liquidation distance | Perps positions | Needs a public 0x address. Reads the main perp dex and every builder dex with a live market (HIP-3). |
| Practise long and short trades on US stocks and Hyperliquid perps | Paper trading | A local simulation with fake cash. |
| See fees waiting unclaimed on a Jupiter referral account | Swap fees | You paste the account. It reads public chain data. |
Portfolio networks and where they read from
The network select in Portfolio lists 15 networks. Twelve can be read: Solana and 11 EVM networks. BNB Chain, Avalanche C-Chain and HyperEVM are in the list but have no built-in data provider, and the select gives no warning. The widget loads, then shows Portfolio data is temporarily unavailable.
| Network | Reads from | Hosted web build, October 2026 |
|---|---|---|
| Ethereum | Blockscout, public host | Answering |
| Base | Blockscout, public host | Not answering |
| Solana | A public Solana RPC for SOL and SPL tokens, DexScreener for prices | Answering |
| Arbitrum One | Blockscout, public host | Not answering |
| Robinhood Chain | Blockscout, public host. A Blockscout Pro endpoint serves it too. | Not answering |
| Arc | Arc's own explorer API, read in the Blockscout format | Not answering |
| HyperEVM | None built in. The Blockscout host Cashboard used to ask returns 404 on every path, and Blockscout's Pro gateway does not serve HyperEVM either. | Not answering, no working route |
| BNB Chain | None | No provider |
| Polygon PoS | Blockscout, public host | Not answering |
| OP Mainnet | Blockscout, public host | Answering |
| Avalanche C-Chain | None | No provider |
| Linea | Linea's own explorer API, read in the Blockscout format. Blockscout's Pro gateway does not serve Linea. | Answering |
| Scroll | Blockscout, public host | Answering |
| ZKsync Era | Blockscout, public host | Answering |
| Gnosis | Blockscout, public host | Answering |
The hosted web build asks Blockscout through a Cashboard server function and, as of October 2026, has no Blockscout key. In a check on 7 October 2026 with a small test address, the six networks marked not answering returned errors, because their public hosts refuse requests that do not come from a browser or no longer answer. Treat the last column as a snapshot: it changes with those hosts. Each EVM request times out after 12 seconds.
On desktop the app asks the same public hosts itself. In the same check a plain non-browser request to Base, Arbitrum One, Robinhood Chain, Arc and Polygon PoS got a bot challenge, so those networks can fail there too. The fix is a Blockscout Pro endpoint saved under Connections for the one network you need (see the Portfolio section and Blockscout). On 1 October 2026 the Pro gateway served Ethereum, Base, Arbitrum One, Robinhood Chain, Polygon PoS, OP Mainnet, Scroll, ZKsync Era and Gnosis.
What is stored, sent and shared
Boards are saved on your device: in this browser's local storage on the web build, and in a local database in your user data folder on Cashboard Desktop. That includes every address, manual holding and paper trade. Reading an address means sending it to the provider that holds the data.
| Widget | Reads from | What leaves your device |
|---|---|---|
| Portfolio, Solana | A public Solana RPC, DexScreener | The address, to the RPC (through a Cashboard relay on the web), and token mint addresses, to DexScreener. |
| Portfolio, EVM | Blockscout | The address and network. On the web a Cashboard server function receives the request first and calls Blockscout. On desktop the app calls Blockscout directly. |
| Portfolio, manual | CoinGecko, with Binance as a fallback for 12 major coins | Coin IDs only. Amounts stay on your device. |
| Net worth | Nothing of its own | Nothing beyond what the widgets it adds up already send. |
| Perps positions | Hyperliquid's public data | The address, straight to Hyperliquid, from the app on desktop and from your browser on the web. |
| Paper trading | Yahoo Finance quotes, Hyperliquid marks | Stock tickers and market reads. No account data. |
| Swap fees | A public Solana RPC, Jupiter's token search | The referral account address, then token mint addresses. |
The web build also runs page-view analytics, covered on Privacy and data.
Share links and exports
The Share button in the top bar builds a link with the board's layout and widget settings, and it blanks the private parts first. Portfolio loses its address and manual holdings. Perps positions loses its address. Paper trading loses its open positions, closed trades and realized PnL, and keeps its starting balance. Net worth has nothing to blank. Swap fees keeps its referral account in the link. The list for every widget is on Templates and sharing.
Portfolio
Values what a public wallet holds, or what you say you hold, in US dollars. Watch-only mode reads one Solana or EVM address from public data, and manual mode prices the coins and amounts you type in.
| Add panel | Your positions, then Portfolio. A new widget is titled Watch-only portfolio and starts on Base with no address. The Manual button in an empty Net worth widget adds one in manual mode, and the Portfolio board holds an EVM, a Solana and a manual portfolio. |
|---|---|
| Works in | Web and desktop, better with an optional key |
| Needs | No key is required. On desktop, Connections can add a Blockscout endpoint for one EVM network, a Coinbase RPC fallback and a CoinGecko Demo key. The web build cannot store keys. |
What it shows
- A header bar with a sort switch (
Value,Name, and24hin manual mode), a summary such as14 assets · 3 unpriced, aHide dustbutton with a count badge and a refresh icon. - The total block: network, shortened address with copy and explorer icons (manual mode reads
Manual portfolio · local amounts), the dollar total, aStaletag when the reading is old and, in manual mode, a24hpill. - An allocation strip with a legend once there are three or more slices. The five largest priced holdings get a colour and the rest fold into
Other. - A holdings table with
Asset,Price,Balance,24h(manual only) andValue, and a share bar under each value. Narrow widgets dropPriceandBalance. - A source line under the title of
Solana RPC · DexScreener,Blockscout,Coinbase RPCorCoinGecko · your amounts, with an info button for the method note.
How to use it
- Click the widget, then click it again to make it active. The mode switch (
Watch-only addressorManual portfolio), the network select and the address box show only while it is active, or while nothing is set up yet. - In watch mode, pick a network and paste a public address into the address box (placeholder
0x public addressorSolana public address). It saves the moment the address is complete and valid, with no Enter needed, and a draft that fits the network you pick next is kept. A paste from the other family gets a hint:That is a Solana address.with aSwitch to Solanalink, orThat is an EVM address. Pick its network in the list. - Press
Connect browser wallet · account access only(Connect Solana wallet · account access onlyon Solana) to fill in your own address. The button appears only when the page has an injected wallet. - In manual mode, search the catalog (
Search 48 assets or paste a CoinGecko ID), type a number inAmountand pressAdd. Adding an asset you already hold replaces its amount (You hold 2 BTC. Saving replaces it.). For a coin outside the catalog, paste its CoinGecko ID, type the ticker CoinGecko shows and pressUse ID. - While a manual portfolio is active, a pencil on each row edits the amount and a bin icon removes it. Remove asks twice: the first click arms a red
Removebutton for 4 seconds. - Press
Hide dustto show or hide small and unpriced tokens, the sort switch to reorder rows and the refresh icon to read again.
Settings
| Setting | What it does |
|---|---|
| Mode | Watch-only address or Manual portfolio. Saved with the board. Each mode keeps its own data when you switch. |
| Network | One of the 15 networks in the select. Changing it keeps the address when it is valid on the new network and clears it otherwise. |
| Address | One address per widget: 0x plus 40 hex characters for EVM networks (letter case is not checked and ENS names are not resolved), or a base58 Solana address of 32 to 44 characters. Add another Portfolio widget for another address. |
| Manual holdings | Up to 50 assets, each a CoinGecko ID and an amount written with digits and one dot. Saved with the board. |
| Sort and Hide dust | Not saved. Sort returns to Value and Hide dust returns to on when the board reloads. Hide dust does not apply in manual mode. |
Blockscout, desktop only, under Connections | API URL (required, https), API key (optional) and Chain. They apply to the one network chosen in Chain, and every other network keeps its public host with no key. For Blockscout's Pro gateway the URL is https://api.blockscout.com/<chain id>, for example https://api.blockscout.com/8453 for Base. Test only checks that the URL answers. Setup and limits are on Blockscout. |
Coinbase RPC and CoinGecko Demo, desktop only, under Connections | A Coinbase RPC (RPC URL and Chain) is used only when Blockscout fails for that exact network, and then shows the native balance alone. A CoinGecko Demo key raises quote limits for manual prices. |
Data and refresh
- Solana: SOL and SPL tokens from both token programs (the classic one and Token-2022) through a public Solana RPC. Prices, names and logos come from DexScreener, for up to 120 mints per read (SOL plus the first 119 tokens). If DexScreener fails, nothing is priced: every token turns unverified, SOL has no price and the total reads
n/a, with no error message. - EVM: two Blockscout requests per read, one for the address (native balance and price) and one for its ERC-20 tokens, first page only. The network table above shows the host for each network.
- Desktop connection: the saved Blockscout URL replaces the public host for one network, and the key is sent only for that network. The same saved key also serves Smart money on Base, Ethereum and Robinhood Chain. If Blockscout fails and a Coinbase RPC is saved for that exact network, the source line reads
Coinbase RPCand only the native balance shows, with no price and no tokens. - Watch mode refreshes every 60 seconds. Desktop keeps each network and address for 60 seconds, and saving or clearing a connection empties that cache. The hosted web function lets caches keep an answer for 45 seconds. There is no live stream and no history, and watch-only sources report no 24h change.
- Manual mode refreshes prices every 15 seconds from CoinGecko, with Binance's public ticker as a fallback for 12 major coins. Desktop reuses the last good price when both fail. The web build asks a Cashboard market-data function for the same quotes.
Good to know
- Verified price means only that the source returned a price. On Solana that is a DexScreener pair for the mint, with no liquidity floor, so a token in a thin pool is priced at that pool's quote and adds to the total. On EVM it is a non-null rate from Blockscout. A token without a price shows
n/aand stays out of the total, and when nothing has a price the total readsn/a. - Solana tokens with no pair are listed as unverified: the shortened mint as ticker,
Unverified SPL tokenas name,n/afor price and value. At most 20 are listed, and the rest are only counted in{n} more unpriced SPL tokens are not listed. Hide dustis on by default in watch mode. It hides priced holdings worth under $1 and every unpriced token except an unpriced native coin. The total still counts hidden priced dust. A line reads3 under $1 and 2 unpriced hiddenwith aShowlink, and when nothing else is left the widget saysOnly dust at this address.- Wallet connect only selects an address. It asks the wallet for an account and, on EVM networks, the current network, and it switches the select to that network when it is in the list, even BNB Chain or Avalanche C-Chain. It never asks for a signature or a transaction. Cashboard Desktop provides no wallet, so the button is not expected there. Errors read
No compatible browser wallet detected,No compatible Solana wallet detected,The wallet did not return an EVM address,The wallet did not return a Solana addressorWallet connection failed. - A wallet with more ERC-20 tokens than one page of Blockscout's answer shows only the first page. NFTs are not included and zero balances are skipped. Unlike Perps positions, Portfolio does not clear text that looks like a key, so never paste a seed phrase or private key into it.
- The explorer icons open the address on the network's block explorer. On HyperEVM that is HyperEVMScan, and a token row opens the token contract's address page there, because HyperEVMScan's own token pages sit behind a Cloudflare challenge. Net worth links its HyperEVM wallets the same way.
- The manual
24hfigure applies each asset's 24h price move to your current amounts, so buys, sells and transfers are not in it. - Rows dim and a
Staletag appears when the last reading is older than 90 seconds (45 seconds in manual mode). If a refresh fails but older data exists, an amber strip readsRefresh failed · showing the reading from 3m ago. - Empty and error states:
Add a watch-only address,No balances on Base(withThis address holds nothing on Base that the indexer can see. Check the network, or try another address.) andPortfolio data is temporarily unavailable(withYour address and local portfolio are still saved.). In manual mode:Build a manual portfolio,Prices are temporarily unavailableandNo price for X, Y · left out of the total.
Pairs well with Net worth, Perps positions, Watchlist. See the Portfolio widget page for a ready-made board.
Net worth
Adds up the Portfolio and Perps positions widgets on the same board into one dollar figure. It has no data source of its own and never looks at other boards.
| Add panel | Your positions, then Net worth. On a board with nothing to add up it offers Wallet, Manual and Hyperliquid buttons that add a Portfolio or Perps positions widget for you. |
|---|---|
| Works in | Web and desktop |
| Needs | Nothing of its own, but at least one Portfolio or Perps positions widget with an address or holdings must be on the same board. |
What it shows
- A dark tile,
Tracked on this board, with the total as≈ $Xand a line such as3/3 sources · verified values only, plus· 1 unavailablewhen a source failed. - A stacked bar with a legend:
Wallets,Manual,Perps equityandHL spot & staked. A part appears only when the board has that kind of source, andPerps equityonly for Hyperliquid accounts that keep perps and spot apart. - A
By chainlist from two rows up. Manual holdings sit on one row,Manual entries, and HyperEVM wallets and Hyperliquid accounts share one row,Hyperliquid. - A
Sourceslist, largest first, headedeach address counted once: the address (or the manual widget's title), a detail line such asBase wallet · 2 unpriced left out, and the value or a tag (stale,unavailable,n/a,not counted,left out). - A top bar with an
AllandEx Hyperliquidswitch, a composition line such as2 wallets · 1 manual · 1 HL accountand a refresh icon, and an amber notice when something is missing, for examplePartial total · 1 source did not answer.
How to use it
- Add Portfolio widgets (watch-only or manual) and Perps positions widgets to the same board and give them addresses or holdings. Net worth picks them up on its own.
- Choose
Allto count Hyperliquid accounts orEx Hyperliquidto leave them out. WithEx Hyperliquidno Hyperliquid request is made and the accounts stay listed asleft out. If an account is the board's only source, the widget saysHyperliquid is left outand offersCount Hyperliquid. - Press the refresh icon to read every source again, and use the link icon on a row to open that address in its explorer.
Settings
| Setting | What it does |
|---|---|
| Hyperliquid in the total | All or Ex Hyperliquid. Saved with the board. It affects only Hyperliquid accounts that come from Perps positions widgets. |
Data and refresh
- No requests of its own. It reuses the reads of the Portfolio and Perps positions widgets, so a board makes one request per source however many widgets show it. Wallets refresh every 60 seconds, Hyperliquid accounts every 10 seconds and manual prices every 15 seconds.
- A wallet counts as its Portfolio total, which is priced holdings only. A manual portfolio counts once every asset in it has a price. A Hyperliquid account that keeps perps and spot apart counts perps equity (account value with unrealized PnL, added up over the main dex and every live builder dex) plus spot balances at Hyperliquid prices plus staked HYPE. A unified or portfolio-margin account keeps its perps collateral inside its spot balance, so it counts spot plus staked HYPE and perps equity is not added on top.
- The source line lists the providers in use, for example
Blockscout · Solana RPC · DexScreener · CoinGecko · Hyperliquid, and the header pill shows the age of the oldest counted reading. The widget keeps no history and draws no trend.
Good to know
- It sums only the widgets on its own board. For another board, add a Net worth widget there.
- Each address counts once. Wallets are matched by network and address, so the same EVM address on two networks counts as two wallets, and Hyperliquid accounts are matched by address. Manual portfolios are never merged.
- A token that does have a quote counts at that quote, however thin its market. Debts are not subtracted.
- A manual portfolio is all or nothing. If any asset has no price the row is tagged
not counted, withPrices came back for 3 of 4 assets. A manual portfolio only counts once every asset has a price. - A unified or portfolio-margin Hyperliquid account lists as, for example,
Spot $30.9K · Perps $24.8K inside spot: the perps equity is shown for context and not added. If Hyperliquid does not report the account mode, the row ends withmode n/a, perps may be counted twice, because the widget then adds perps and spot as it does for a standard account. - Hyperliquid accounts come only from Perps positions widgets. A Portfolio widget set to HyperEVM counts as an ordinary EVM wallet. Spot tokens with no USDC pair on Hyperliquid are valued at zero without a flag, and
Spot n/aappears only when the spot or staking read itself fails. - A failed source is left out, flagged and never estimated. If a refresh fails but an older reading exists, that source is counted with a
staletag and the notice reads1 source showing an older reading. - Empty and error states:
Add a portfolio to see your net worth,Finish setting up your portfolios(a widget exists but has no address or holdings yet) andNet worth is temporarily unavailablewithNo total is estimated.when every source failed.
Pairs well with Portfolio, Perps positions. See the Net worth widget page for a ready-made board.
Perps positions
Shows the open perpetual positions of any public Hyperliquid address, with account value, margin, funding and how far each position is from liquidation. It watches only: it cannot trade or move funds.
| Add panel | Your positions, then Perps. The new widget is titled Hyperliquid positions and has no address. The Perps Desk and Hyperliquid Desk templates each include one. |
|---|---|
| Works in | Web and desktop |
What it shows
- Four tiles:
Account value(perps equity plus spot plus staked HYPE, or spot plus staked HYPE for a unified or portfolio-margin account),Perps equity(withwithdrawableandleveragelines, where a unified account's line readsfree USDC, andinside spot balancefor a unified or portfolio-margin account),Unrealized PnL(withROEandFunding) andMargin used(a bar and% of equity, or% of spot, amber from 50% and red from 80%). - A positions table with
Position,Size,Mark,Liq. priceandPnL, plusMarginandFundingwhen the widget is about 576 pixels wide or more. A row shows aLongorShorttag, the leverage (5x), the size in dollars with the coin amount under it, the mark with the average entry under it, the liquidation price with a distance bar, and the PnL with ROE under it. A position on a builder dex, such asxyz:NVDA, shows its ticker with a violet tag naming the dex (xyz). - A top bar with a sort switch, a summary such as
3 positions · long $12.4K · short $3.1K(orNo open positions), a red1 near liq.tag, an explorer link and a refresh icon.
How to use it
- Paste a public 0x address into the address box (placeholder
0x public address to watch). It saves as soon as it is complete. To change it later, click the widget, then click it again.Clear address(the X in the box) removes it. - Only 0x addresses work:
0xplus 40 hex characters. Solana addresses and ENS names do not, and a bad paste showsNot an address. Use 0x followed by 40 hex characters. - Text that looks like a private key, a 12 to 24 word recovery phrase or a Solana secret key is discarded on paste, with
Removed: that looked like a private key or seed phrase. This widget only needs a public address. - Sort with
Size,PnLorLiq(closest to liquidation first). The switch appears only when there is more than one position. - Open the link on a row to see that market on Hyperliquid. On the web it opens a new tab. On desktop it adds a
Web appwidget to the board.
Settings
| Setting | What it does |
|---|---|
| Address | Empty, or one 0x address. Saved with the board and removed from share links. One address per widget: add another Perps positions widget for another account. |
| Sort | Size, PnL or Liq. Not saved: it returns to Size when the board reloads. |
Data and refresh
- Hyperliquid's public data API, read only. The web build calls it straight from your browser and desktop calls it from the app, which keeps an account for 5 seconds.
- Each refresh reads the account's perps state on the main dex and on every builder dex with a live market (today
xyz,para,mktsandio), plus its spot balances and the mid prices. Marks come from each position's own value over its size, so no market snapshot is read. Slower reads are kept between refreshes: the account mode and the spot market list for 10 minutes, staking for 60 seconds, and the list of live builder dexes for 10 minutes. Accounts refreshed together share one mid price read. - A refresh costs about 14 request weight, or about 22 once the slower reads are spread over the refreshes, against 66 when every read was repeated each time. Hyperliquid allows 1,200 per minute for each IP. The main dex state is required. The builder dexes, spot balances, mid prices, staking and account mode are optional: if one fails, that part shows
n/aor is named in an amber strip, and the account total leaves it out. - The widget refreshes every 10 seconds and dims once the snapshot is older than 30 seconds. A request times out after 12 seconds and is retried once after 250 milliseconds on a 429 or 5xx answer. There is no live stream.
Good to know
- Builder-deployed markets (HIP-3, such as stock and commodity perps) are read too. Each live builder dex keeps its own account state, and the equity, withdrawable balance and positions of every dex are added to the main dex's. A dex that does not answer is named in an amber strip,
Hyperliquid did not answer for xyz · positions and equity there are missing from this reading, and if the list of live dexes cannot load the strip readsThe list of builder dexes did not load · stock and commodity positions (HIP-3) may be missing from this reading. A new builder dex is picked up within 10 minutes. A dex whose market list could not be read is still asked for your positions, and the list is read again after 30 seconds until it answers. - How Hyperliquid margins the account decides the total. A standard account keeps perps and spot apart, so
Account valueadds them. A unified or portfolio-margin account keeps one balance per asset, so its perps equity is the same money as part of its spot balance:Account valueis spot plus staked HYPE,Perps equityis shown inside it.withdrawableis the figure Hyperliquid reports, added up over the dexes read, and for a portfolio-margin account that equals the USDC balance less what is held and less any USDC lent out on Hyperliquid, which cannot be withdrawn. A unified account is the exception: Hyperliquid reports 0 or a lower number for it, so the line readsfree USDCand is Cashboard's own figure, the USDC balance less what is held for margin and open orders and less any USDC lent out. It can be higher than what Hyperliquid lets you withdraw, so check the exact limit on Hyperliquid before relying on it. Leverage andMargin usedare then measured against the spot balance. The mode is read once every 10 minutes and the last known one is kept if a read fails. With none known, the widget adds perps and spot as for a standard account and saysAccount mode n/a · total may count perps twice. - Margin is the figure Hyperliquid reports for each position: size divided by leverage for a cross position, and for an isolated position the margin posted plus its unrealized PnL. ROE is Hyperliquid's own return on equity, unrealized PnL over the margin at the entry price. Funding is the total since each position opened: positive when you received it, negative when you paid it.
- Liquidation distance is the move from the mark to the liquidation price, against the position. It reads red and the row turns rose under 10%, amber under 25%. At or below zero it reads
at liq., and from 1000% it reads>999%. When Hyperliquid reports no liquidation price the cell showsn/awith a tooltip, for exampleHyperliquid reports no liquidation price: account equity covers this long even at a price of zero. - Spot value prices each balance at its Hyperliquid USDC mid. A balance with no USDC pair is left out of it without a flag, and a thin spot market can carry a wide mid, so read large spot figures as a reference rather than a mark. Staked HYPE counts delegated, undelegated and pending withdrawals at the HYPE mid.
- Empty and error states:
Add a Hyperliquid address,Positions are temporarily unavailable(withHyperliquid did not answer. The address stays saved and the widget keeps retrying.) andNo open perpetual positions(withThis account holds its value in spot and staking.orNew positions show up here on the next refresh.). If a refresh fails with older data on screen, a strip readsHyperliquid did not answer the last refresh · showing the snapshot from 40s ago. - Unlike Portfolio, this widget has no wallet button. The address is removed from share links but not from
Export this board.
Pairs well with Net worth, Funding rates, Price chart. See the Perps positions widget page for a ready-made board.
Paper trading
A local practice account for US stocks and Hyperliquid perps: open long or short positions with fake cash at live prices and track equity, PnL and results. Nothing reaches an exchange and no wallet is involved.
| Add panel | Your positions, then Paper trade. The card says Paper trade and the widget header reads Paper trading. The Stocks & Cross-market template includes one. |
|---|---|
| Works in | Web and desktop |
What it shows
- A toolbar with a
PositionsandHistoryswitch, a summary (No open exposureor3 open · Long $4.2K · Short $1.0K), aReset paper accounticon and aRefresh paper pricesicon. - Four tiles:
Equity(with aReturnpill andon $100K),Cash(with$1,200.00 in marginorNo margin in use),Unrealized PnL(with3 open, or an amber1 held at entry price) andRealized PnL(with the win rate and trade count). - An order ticket: a
StockandPerpswitch, the symbol, a live price with a 24h pill,LongandShort,Size,Leverage(perps), a preview (QuantityorNotional,Margin at 5xorCost,Cash after) and a button such asOpen long AAPL. - The
Positionsview, newest first:Market,Size,Entry,Mark,PnL,ROEand an X to close each row. TheHistoryview adds a strip ofWin rate,3W · 2L,BestandWorst, and rows withEntry,Exit,PnL,Result(Win,LossorFlat) andClosed. - A source line under the title reading
Simulation only · no real orders.
How to use it
- Pick
StockorPerp. For a stock, type a US ticker or take a suggestion (AAPL, NVDA, TSLA, MSFT, META, AMZN, GOOGL, SPY). The price is looked up 350 milliseconds after you stop typing, or at once on Enter. For a perp, choose a market from the list. - Choose
LongorShort. Both work for stocks and perps, and a short stock carries no borrow cost. - Set the size in dollars (default 1000) or in a quantity with the unit button beside the box (
Sharesfor stocks, the coin for perps).Maxsizes the order to all available cash times the leverage. Dollars go to the cent and quantities to 8 decimals. - For perps, set
Leverageas a whole number from 1 up to the market's Hyperliquid maximum, never above 50. The default is 5 and the arrow keys step by 1. Stocks always use 1x. - Read the preview, then press the open button. It stays disabled while a message under it names the problem, for example
Needs $200.00 margin; $150.00 available. - Press the X on a row to close it at the current live price. It moves to
History. The X is disabled, withNo live price to close at, when the symbol has no price. The reset icon opensReset the paper account?, which asks for a starting balance and thenReset account.
Settings
| Setting | What it does |
|---|---|
| Starting balance | Chosen only in the reset bar: $10K, $100K or $1M, plus your current balance when it differs. The default is $100,000. There is no box for another amount. |
Data and refresh
- Stocks: Yahoo Finance's public chart data, one request per ticker and up to 8 tickers per batch. Held tickers and the ticket's ticker refresh every 30 seconds. Desktop keeps a quote for 60 seconds and reuses the last good quote per ticker when Yahoo fails. The web build asks a Cashboard quote function, whose answers caches may keep for 45 seconds.
- Perps: Hyperliquid's public market data, the same read the
Funding rateswidget uses, refreshed every 15 seconds whilePerpis selected or a perp position is open. Desktop keeps the market list for 30 seconds. - Prices are polled, not streamed. Only tickers and market reads go out, never your account.
Good to know
- Orders fill in full at the live price shown when you press the button: the Yahoo Finance quote for stocks, the Hyperliquid mark for perps. Quantity is the dollar size divided by that price.
- There are no fees, spread, slippage, funding or liquidations, so results run better than a real account would. Equity can fall below zero and nothing forces a close.
- Margin is notional divided by leverage, fixed at the entry price. Stocks are unlevered, so their margin is the cost. Cash is equity minus the margin in use, never below zero, and a new order must fit inside it.
- Equity is the starting balance plus realized PnL plus unrealized PnL, and
Returncompares it with the starting balance. PnL is mark minus entry times quantity, reversed for a short. ROE is PnL over margin, so for stocks it equals the price move. - A position without a live price counts at its entry price. Its mark, PnL and ROE show
n/aand theheld at entry pricecount turns amber. - Every order is its own position, with no netting, so a long and a short in the same symbol can both be open. The limit is 50 open positions, and the 51st is blocked with
50 positions are open: close one first. - History keeps the last 50 closed trades. The win rate counts only those, judged on the cents shown, and a breakeven trade counts as not winning. Realized PnL counts every trade since the last reset.
- Stocks are US dollar listings only: another currency is blocked with
{SYM} is quoted in {CCY}; the paper account trades US dollar listings only. Outside regular US hours the quote holds at the last regular close, so a fill uses that price, and aPre-market,After hoursorClosedtag shows. The simulation models no dividends or splits. - Perps: the list holds the 50 non-delisted Hyperliquid perps with the highest 24h volume. Builder-deployed (HIP-3) markets are not offered.
- Reset drops open positions without booking their PnL, clears history and sets realized PnL to 0.
Duplicatecopies positions, history and balance into the new widget. The account is saved with the board, a share link removes positions, history and realized PnL but keeps the starting balance, andExport this boardremoves nothing. The ticket's market, symbol, side, size and leverage are not saved. - Empty and error states:
No open paper positions,No closed trades yet,Looking up AAPL…,Loading Hyperliquid markets…,Yahoo Finance did not answerandHyperliquid did not answer(each withRetry),No quote for XYZandHyperliquid lists no XYZ perp.
Pairs well with Funding rates, Stocks, Tokenized stocks. See the Paper trading widget page for a ready-made board.
Swap fees
Shows the Jupiter swap fees waiting unclaimed on a referral account that you paste in. It tracks only that account, and it is meant for people who run their own Jupiter referral account.
| Add panel | Your positions, then Swap fees. It sits in this group, not under Solana, and starts empty with a form asking for the referral account. |
|---|---|
| Works in | Web and desktop |
| Needs | A Jupiter referral account address, which you manage on Jupiter's referral dashboard (referral.jup.ag). No key and no wallet connection. |
What it shows
- Before an account is saved, a form titled
Track your Jupiter swap feeswith a box (placeholderReferral account address) and aTrack feesbutton. - After that, the caption
Unclaimed fees, the total in dollars to the cent (…while loading) and a line such asReferral 7xKX…gAsU · 2 of 4 tokens holding fees. - When the total is above zero, an estimate such as
≈ $80.00 yours after Jupiter's 20% at claim. - One row per fee token account: logo and ticker, amount held, and dollar value (
n/awhen Jupiter has no price). Empty accounts are dimmed, and rows sort by value, then amount, then ticker. - A
Claimbutton that opens Jupiter's referral dashboard in a new tab, and a refresh icon.
How to use it
- Open Jupiter's referral dashboard, copy your referral account address, paste it into the box and press
Track fees. The button stays disabled until the text looks like a base58 address of 32 to 44 characters. - Press
Claimto go to referral.jup.ag. Cashboard claims nothing and signs nothing. - To track another account, add another Swap fees widget. A saved account cannot be changed from the widget, and there is no clear button.
Settings
| Setting | What it does |
|---|---|
| Referral account | A base58 address of 32 to 44 characters, set once through the form and saved with the board. It is not removed from share links. |
Data and refresh
- A public Solana RPC lists the token accounts the referral account owns, under both token programs (classic and Token-2022). Desktop reads it from the app, and the web build goes through a Cashboard relay that accepts only read calls.
- Jupiter's token search supplies names, logos and dollar prices, in batches of up to 50 tokens. A batch that Jupiter answers with an error is skipped, so its tokens show
n/aand count as zero. - The widget refreshes every 60 seconds with one retry, and desktop keeps an account's answer for 30 seconds. There is no live stream.
Good to know
- It tracks whichever account you paste. The widget has no account of its own, does not look for yours and does not check that you own what you paste, because referral accounts are public chain data.
- The total is each token's amount times Jupiter's current price, added up across every fee token account. Tokens without a price count as zero.
- The
≈line is the total times 0.8. The 20% is a fixed figure written into the widget, from its own note that Jupiter keeps 20% of each fee when you claim, and it is not read from Jupiter. Check Jupiter's referral dashboard for the amount you will receive. - It shows balances not yet claimed. Fees you already claimed do not appear, and the widget does not show what you pay when you swap. For fees on swaps made in Cashboard's own swap widget, see Jupiter swap.
- Empty and error states:
No fee token accounts yet(withCreate token accounts for SOL, USDC and USDT on referral.jup.ag so swaps can pay fees to this account.) andSwap fees are temporarily unavailable(withThe Solana RPC or Jupiter's token list did not answer.). - A share link keeps the referral account, and so does
Export this board.
Pairs well with Jupiter swap.
Frequently asked questions
Do the Your positions widgets need a seed phrase or a wallet connection?
No. Portfolio, Net worth, Perps positions and Swap fees work from public addresses and accounts, and Cashboard never asks for a seed phrase or private key. The optional wallet button in Portfolio only fills in your address and, on EVM networks, the network, and it requests no signature and no transaction. Do not paste a secret into any widget: Perps positions discards text that looks like a key, but Portfolio does not.
Why is my Portfolio total lower than my wallet shows elsewhere?
Because only priced holdings count. A token with no price shows n/a and stays out of the total, the EVM token list is the first page of Blockscout's answer, NFTs are not included, and on Solana at most 120 mints are priced per read. Hide dust only changes the list: hidden holdings that have a price still count in the total.
Why does my network fail in Portfolio on the web build?
Some networks have no working data route today. BNB Chain and Avalanche C-Chain have no provider at all, and as of October 2026 the hosted site gets no answer for Base, Arbitrum One, Robinhood Chain, Arc, HyperEVM and Polygon PoS, because their public Blockscout hosts refuse server requests or no longer answer. Cashboard Desktop can save a Blockscout Pro endpoint for one network under Connections.
Does Net worth add up my other boards?
No. It adds up only the Portfolio and Perps positions widgets on its own board, counts each address once and keeps no history.
Can Paper trading place a real order?
No. It is a local simulation: nothing reaches an exchange and no wallet is involved. Orders fill in full at the live price with no fees, spread, slippage, funding or liquidations, so results run better than a real account would.
Last checked against the code on . Found something out of date? Write to contact@cashboard.live. Market data comes from the providers named on each widget and may be delayed. Nothing here is financial advice.
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