In brief
- You connect an exchange via read-only API from the profile's Connections tab.
- You get a unified view: total value, P&L, average buy price, allocation, historical chart.
- Price data comes from the backend API, not from the real-time pulses store.
- Saturia never custodies funds and cannot trade on your behalf.
In depth
How data is collected
Saturia never custodies funds. The Portfolio module reads balances and transactions from the sources you authorize, exclusively in read-only mode:
- Exchange → you connect an API key from the Connections area in settings. When generating the API key on the exchange, you must disable trade, withdrawal and future/margin permissions. Saturia only requires "read only".
API keys are stored encrypted on the backend. They're never shared with third parties and never used to trade on the market.
Which exchanges
Single-exchange support depends on the backend. At the time of writing, the confirmed main connection is Binance via the profile's Connections tab. As more exchanges are added, you'll find them in the same tab — verify directly there for the up-to-date list.
P&L, average buy price, allocation
For your portfolio you see:
- Total value and change across reference periods.
- Average buy price computed on the imported transaction history.
- Net aggregated P&L.
- Allocation per asset (distribution over total).
- Historical chart of portfolio value over time.
The average-price calculation depends on the completeness of the imported history: if some transactions are missing, the value may be approximate.
A fundamental rule: prices come from the backend
This is an important architectural choice. Prices used to value the portfolio always come from the backend API, never from the real-time pulses store. The reason: the pulses store is a high-frequency channel built to feed signals, not stable valuation math.
Keeping the two separate guarantees that:
- Portfolio value doesn't "flicker" at the real-time stream's pace.
- Risk score and P&L are computed on consistent, reproducible data.
- Metrics stay stable even if the pulses channel has delays or outages.
Privacy
Your portfolio data is private and visible only to you. It isn't used to feed aggregated datasets shown to other users. You can disconnect an API key any time from the same tab you added it.
Best practice
- Always use read-only APIs. If a service asks for trade or withdrawal permissions for "tracking", walk away.
- Label API keys on the exchange with a clear name ("Saturia-Read") so you know what to revoke in case of doubt.
- Verify allocations regularly — not obsessively.
Next step
Continue with risk score to understand how Saturia evaluates your portfolio risk.