The portfolio dashboard gives you a unified view of all your holdings across all wallets.
Opening the Dashboard
Toggle the portfolio view:
- Click ▶ portfolio in the header bar
- The dashboard expands above your wallet list
What You’ll See
┌────────────────────────────────────────────────────────────┐
│ Portfolio │
├────────────────────────────────────────────────────────────┤
│ │
│ Total Value SOL Holdings Token Holdings │
│ $12,345.67 85.5 SOL $4,567.89 │
│ ($7,777.78) │
│ │
│ ─────────────────────────────────────────────────────────│
│ │
│ Top Holdings │
│ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│
│ SOL $7,777.78 63.0% ████████████░░░░░░░░ │
│ USDC $2,500.00 20.3% ████░░░░░░░░░░░░░░░░ │
│ BONK $1,200.00 9.7% ██░░░░░░░░░░░░░░░░░░ │
│ JUP $567.89 4.6% █░░░░░░░░░░░░░░░░░░░ │
│ Other $300.00 2.4% ░░░░░░░░░░░░░░░░░░░░ │
│ │
│ ─────────────────────────────────────────────────────────│
│ │
│ Wallet Distribution │
│ main-wallet $8,500.00 68.9% │
│ trading-1 $2,500.00 20.3% │
│ nft-holder $1,345.67 10.9% │
│ │
└────────────────────────────────────────────────────────────┘
Dashboard Sections
Total Value
Your complete portfolio value in USD:
- Sum of all SOL across all wallets
- Plus all token values
- Updated in real-time
SOL Holdings
Total SOL across all wallets:
- Raw SOL amount
- USD value at current price
Token Holdings
Total value of all non-SOL tokens:
- Aggregated across all wallets
- Based on current market prices
Top Holdings
A breakdown of your largest positions:
| Column | Description |
|---|
| Token | Token symbol |
| Value | USD value |
| Percentage | % of total portfolio |
| Bar | Visual representation |
Token Limits
| Tier | Tokens Shown |
|---|
| Free | Top 5 tokens |
| Pro | All tokens |
Wallet Distribution
See how your portfolio is split across wallets:
- Which wallets hold the most value
- Percentage breakdown
- Helps identify concentration
Price Data
Prices come from:
- Jupiter Price API
- Helius DAS API
Updated when you open or refresh the dashboard.
Prices are for informational purposes. Always verify on exchanges before trading.
Collapsing the Dashboard
The dashboard can be memory-intensive with many wallets. Collapse it when not needed:
- Click ▼ portfolio to hide
- Expand again anytime
Use Cases
Checking Total Worth
Quick glance at your total portfolio value.
Identifying Concentration
See if too much is in one wallet or token.
Finding Hidden Tokens
Discover tokens you forgot about in old wallets.
Pre-Rebalancing
See current allocation before making changes.
Next Steps
