How to Use the Account Overview

What is Account Overview?

Account Overview is a centralized summary of all your assets and trading activity on the IBIT platform. It provides a complete snapshot of balances across your Unified Trading Account, Funding Account, and Earn Account.

To access it, open the IBIT app and tap [Assets] to enter the overview page.

 

Components of the Account Overview

The overview page consists of four main sections:

1. Total Asset Value – Displays the total value of all assets on the platform.

2. My Accounts – Shows asset balances for each account. Tap on any account to view more details.

3. Asset Trends – View your asset value trends over the past 7, 30, 90, or 180 days by tapping the chart icon.

4. Asset Allocation – Displays the percentage distribution of assets across your Unified Trading, Funding, and Earn accounts.

Note: Data is available only from April 29, 2025. The information refreshes each time you enter the overview page.

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