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DocsPTYTFAQ

Reference

Account, balances, history

Four kinds of state hang off a connected address, and two views onto them.

Your account holds a USDG cash balance, deposited stock token balances, PT and YT positions, and the records those generate — orders, and the activity ledger.

StateWhat moves it
USDG cashTrades, dividend claims, swaps and deposits.
Deposited token balancesDeposits, swaps, splits, merges and redemptions at maturity.
PT and YT positionsSplits, merges, trades and settlement.
Orders and activityEvery action above, recorded with its price and time.

Two views on the same state#

The account dialog shows the connected address with its identicon and the cash balance, and the activity dialog is the full ledger, newest first. The portfolio page presents the same state organised for decisions rather than for audit: values first, then positions, then history.