Portfolio

View your holdings, track performance, and analyze your positions.

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Overview

Portfolio gives you a complete view of your on-chain assets across all connected wallets and chains. See balances, valuations, profit/loss, and allocation breakdowns—all through natural language queries.

What you can do with portfolio:

• View all token holdings and their current values

• Check balances on specific chains

• Track profit/loss on individual positions

• See portfolio allocation and concentration

• Monitor pending orders and open positions

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Example Prompts

Here are natural language prompts for viewing your portfolio:

Basic Views

Prompt	Interpretation
"Show my portfolio"	Full portfolio, all chains
"What's my balance?"	Total value across all holdings
"How much do I have on Solana?"	Solana chain only
"Show my Base holdings"	Base chain only
"What tokens do I own?"	List all tokens

Specific Tokens

Prompt	Interpretation
"How much SOL do I have?"	SOL balance and value
"What's my BONK position worth?"	Single token view
"Show all my memecoins"	Filter by category
"Do I have any USDC?"	Check specific token

Performance

Prompt	Interpretation
"Am I up or down today?"	24h P&L summary
"What's my best performing token?"	Sort by gains
"Show my biggest losers"	Sort by losses
"How's my portfolio doing this week?"	7-day performance

Analysis

Prompt	Interpretation
"What's my portfolio allocation?"	Breakdown by token/chain
"Am I too concentrated in SOL?"	Concentration analysis
"Show my stablecoin exposure"	Filter stablecoins
"What percentage is in memecoins?"	Category allocation

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Filtering & Sorting

Filter Options

Filter	Example Prompt
By chain	"Show only Solana tokens"
By category	"Show my memecoins"
By value	"Tokens worth more than $100"
By change	"What's up more than 10% today?"
Exclude dust	"Hide small balances" (default)
Include dust	"Show all tokens including dust"

Sort Options

Sort	Example Prompt
By value (default)	"Show portfolio by value"
By 24h change	"Sort by today's performance"
By P&L	"Sort by profit"
By allocation	"Show by portfolio weight"
Alphabetical	"List tokens alphabetically"

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Tips for Portfolio Management

1. Check daily — A quick "how's my portfolio?" keeps you informed without obsessing.

2. Track cost basis — Knowing your entry prices helps make better sell decisions.

3. Review pending orders — Forgotten limit orders can execute at unexpected times.

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