💼 Portfolio

Simple Mode

A clean and minimal view for casual users who want to:

• Track active strategies (KOLs or Wallets)

• See current positions, profit/loss, and balance

• Understand their open and closed trades

• Switch between KOLs, Wallets, and Manual trades

Key Metrics:

• Balance / Equity / Floating PnL

• Win rate and Average X

• Current allocation by strategy or source

Advanced Mode

Power users can deep dive into:

• Position-level insights with token performance breakdowns

• Time-based analytics: performance by day/week/month

• Sector allocations, entry/exit patterns, and capital distribution

• Strategy comparisons: manual vs copy, TP/SL settings, risk usage

Advanced Visuals:

• Equity curve and portfolio growth charts

• Win/loss streaks

• Sector heatmaps

• Interactive token return table

Theory vs Reality Dashboard

Compare a strategy’s theoretical backtest to actual real-time performance:

• Entry price vs copy price

• Missed trades vs triggered

• TP/SL execution stats

• Net difference in X or PnL

Provides a transparency layer for strategy reliability.

Strategy Tracking

Track multiple strategies side-by-side:

• Each KOL/wallet strategy logs entries, performance, and config used

• Filter by tags, capital allocated, or performance

• Export strategies or link to journaling flow for further analysis

• Simple Mode

• Advanced Mode

• Theory vs Reality Dashboard

• Strategy Tracking