Every position, every wallet, one source of truth

Most Solana memecoin traders cannot tell you their true PnL. They can tell you their wallet balance, and they can scroll Dexscreener to see whether a given token is up or down — but the connecting fabric, the actual net realized and unrealized PnL across every fill, every wallet, every airdrop, and every fee, is invisible to them. That blindness is expensive. It is the reason traders re-enter losers thinking they are "up", size into winners they have already partially exited, and fail to understand which strategies are actually profitable after gas, MEV tax, and slippage.

Axiom's Portfolio module exists to end that. It is a real-time, multi-wallet, multi-venue position and PnL engine purpose-built for the speed of Solana — and for the hybrid spot + perpetual workflows that define modern on-chain trading. It ingests every fill the moment the slot finalizes, normalizes it against canonical price feeds, attributes cost basis using your chosen accounting method, and surfaces the numbers that actually drive decisions: realized PnL by token, unrealized exposure by venue, fee drag by route, and risk concentration across the entire book.

The portfolio engine is built on three layers: an ingestion layer that watches every wallet you have linked, a normalization layer that turns heterogeneous on-chain events into a uniform fill schema, and a presentation layer that lets you slice that schema by any axis you care about. Each layer is designed to keep working when Solana is at its worst — during congestion spikes, leader-schedule disruption, or RPC node degradation.

1. Ingestion

Axiom runs its own indexer cluster against Solana's mainnet beta. The indexer subscribes to program logs for every venue we support — Raydium, Meteora, Orca, Pump.fun bonding curves, Jupiter aggregator transactions, Hyperliquid perpetual fills via the cross-chain bridge, and the major Solana lending markets. For each new transaction touching a watched wallet, the indexer extracts the relevant token transfers, applies decimals, and writes a raw event into a per-wallet queue with sub-second median latency. There is no polling, no "refresh button" — your portfolio is current to the last finalized slot.

2. Normalization

Raw events from Pump.fun look nothing like raw events from Raydium CLMM or from a Hyperliquid funding payment. Normalization rewrites them into a single canonical fill schema: side, baseToken, quoteToken,baseQty, quoteQty, price, fees,venue, signature. Every fill is then priced against a USD reference using a time-weighted feed sourced from the deepest available pool, so PnL is comparable across venues even when each venue quotes against a different asset.

3. PnL attribution

For each token, your selected cost-basis method (FIFO by default, weighted-average cost as an opt-in) builds an inventory queue. Every buy adds a layer; every sell consumes layers and emits a realized PnL row. Unrealized PnL is computed continuously by marking the remaining inventory against the current canonical mid price. For perpetuals, realized PnL includes funding payments and the entry-vs-exit price differential, weighted by position size and time held. Every number on the portfolio page is reconstructible from the fill ledger — there are no opaque aggregates.

4. Presentation

The UI is built around two surfaces: an overview that answers "how is my account doing right now?" and a detail view per token that answers "why does that number look the way it does?". Both update live. Both can be filtered by wallet, by venue, by date range, by token sector, and by tag. The same data drives the CSV export and the JSON API, so external tax tooling and personal dashboards consume the exact same numbers you see.

You can use Portfolio in two modes. Watch-only mode requires nothing more than a public wallet address; we never request a signature and never have access to your private key. Connected mode pairs the wallet with Axiom's trading interface so you can execute directly from a position row, but execution still requires signature on every transaction — Axiom never custodies your assets. Wallet labels, strategy tags, cost-basis overrides, and CSV exports are scoped to your account and encrypted at rest. We do not sell aggregated trade data, and we publish what we collect.

For traders who run multiple personas — a public alpha wallet and a private size wallet, for instance — you can group wallets into segregated portfolios so that consolidated views never leak between contexts. Each portfolio has its own equity curve, drawdown, and allocation views.

Does Portfolio work with wallets I don't trade through Axiom?

Yes. Add any Solana wallet address in watch-only mode and the indexer will reconstruct its entire history from the chain. You get the same PnL, cost basis, equity curve, and allocation analytics with no execution coupling.

Can I track airdrops, claims, and LP rewards?

Yes. Token transfers with no corresponding buy event are tagged as inflows with zero cost basis by default; you can override the cost basis manually if you want to model an implied price (for example, a Jupiter airdrop you would have otherwise had to buy at market). Overrides are versioned and auditable.

How are losses on rug-pulled tokens handled?

If a token's pool is fully drained and liquidity goes to zero, the unrealized PnL marks against the residual reference price. You can manually mark a position as "written off" to lock in the realized loss for tax purposes; the action is recorded on your fill ledger.

Is there an API?

Yes. The same data that powers the UI is available via authenticated JSON endpoints — positions, fills, PnL, equity curve, allocation. Bring your own dashboard, your own tax tool, or your own back-tester.