Portfolio

Learn about Sandwich's Portfolio management tools.

How does Sandwich calculate UPnL and RPnL?

If this information is available from the exchange via API, Sandwich will display the UPnL and RPnL as reported by the exchange. Otherwise, Sandwich calculates the UPnL by using the Mark Price. If the Mark Price is unavailable, then the Last Price is used.

See Full Answer
Why can't I adjust my leverage and margin mode?

Leverage and Margin mode options are controlled directly by the exchanges. Every exchange has a unique way of handling Leverage and Margin mode which means that specific functionality differs across exchanges.

See Full Answer
When I see values I don't expect / don't see values I expect, how do I debug Sandwich?

Sandwich uses WebSockets and rest requests to retrieve data on your accounts from the exchange. If Sandwich cannot connect to the exchange for any reason, or if the connection is unstable, your Balances may not load, or may become outdated, or you may see values different to those you expect. 

See Full Answer
Why aren't my balances loading?

Sandwich uses WebSockets and rest requests to retrieve data on your accounts from the exchange. If Sandwich cannot connect to the exchange for any reason, or if the connection is unstable, your Balances may not load, or may become outdated.

See Full Answer
What do I need to know about Leverage and Margin Mode?

Every exchange has a unique way of handling Leverage and Margin mode which means that specific functionality differs across exchanges. Read the full answer to see detailed descriptions of the functionality offered by each exchange

See Full Answer
Where can I view my Balances?

You can view the Balances for all of your loaded accounts via the Portfolio drop-down menu.

See Full Answer
Can I copy data out of Sandwich tables for my own analysis?

The Balances, Completed Orders, Exposures, Orders and Positions tabs have a copy button on the left of the data table that allows you to copy your data out of Sandwich as necessary. You can also use Secondary Click (right-click) on an individual cell to copy the cell value.

See Full Answer
Why is my Closed PnL a loss, when my UPnL was positive?

Closed PnL and UPnL are calculated a little differently.

See Full Answer
Where can I view my Positions?

You can view the Positions for all of your loaded accounts via the Portfolio drop-down menu.

See Full Answer
Can I trade on Testnet Exchanges?

Yes, you can: Sandwich supports trading on various Testnets.

See Full Answer
How does Sandwich calculate Wallet balance?

Wallet Balance = Net Asset Value (NAV) - Unrealized Profit and Loss (UPnL)

See Full Answer
Are my funds safe? Are my funds insured?

Sandwich does not hold, or have access to, user funds.

See Full Answer
What is Effective Exposure?

Effective Exposure is a quantitative measure used by Sandwich to analyze and represent the factors to which a portfolio is exposed.

See Full Answer
Is Sandwich a custodial app?

No, Sandwich does not hold any user funds.

See Full Answer
What is Sandwich's Notional Risk Metric?

The Notional Risk Metric is a customized metric utilized by Sandwich to evaluate a portfolio's exposure to cryptocurrencies, excluding stablecoins.

See Full Answer
Does Sandwich support withdrawals?
Does Sandwich offer reporting functionality?

We have the basics, with more to come.

See Full Answer
Can I have more than one position on the same instrument?

Yes and no. It depends on the exchange.

See Full Answer
What are Custom Balances?

Custom Balances are an additional Balance option for your portfolio and can be anything you want them to be.

See Full Answer
Can I use Sandwich purely for the PMS?

Absolutely, the Sandwich PMS is powerful and insightful.

See Full Answer
What are NFTs? Can I trade NFTs on Sandwich?

NFT stands for 'non-fungible token'. Currently, NFTs cannot be bought or sold via Sandwich.

See Full Answer
Can I transfer funds between my exchange accounts on Sandwich?

Sandwich supports transfers between main and sub accounts, as well as between sub accounts, on some exchanges.

See Full Answer
Can I generate an ETH address via Sandwich?

No, Sandwich cannot generate ETH addresses.

See Full Answer
Where can I view my historical trades?

You can view your historical trades under the Reporting drop-down menu.

See Full Answer
Do you automatically support new instruments? How long does it take for them to be included?

We automatically include new instruments as soon as they are available.

See Full Answer
Does Sandwich support all account types on the supported exchanges?

Every effort is made to keep the Sandwich app up-to-date with all account types across the supported exchanges.

See Full Answer
Can I do external transfers via Sandwich?
What user currencies does Sandwich support? Where do I change my default currency?

By default, the user currency in Sandwich is set to USD (United States Dollar), but you have the flexibility to change it to any currency of your preference.

See Full Answer
How do groupings and filters work on Algo Manager, Balances, Completed Orders, Exposures, Orders and Positions?

You can group data in Sandwich by using the column headers as a basis for aggregation, which allows you to gain various insights.

See Full Answer
Can I hide dust in my Balances, Positions and Orders?

Sandwich is highly customizable, so yes.

See Full Answer
Can I change the number of decimals shown in my balances and positions?

Sandwich is highly customizable, so yes.

See Full Answer