Portfolio Dashboard (Pools)

Your Portfolio Dashboard is the command center for monitoring all your DeFi positions. It provides a real-time overview of your liquidity pools, lending positions, and overall portfolio performance across all supported chains.

Note: This page covers the Pools view. For lending and borrowing positions, see Lending & Borrowing Dashboard. For whole-wallet holdings beyond your DeFi positions, see the Portfolio page in the sidebar.

Dashboard Overview

The dashboard shows live data for critical metrics like prices, range status, and yields. Use the Refresh button to pull the latest blockchain data on demand—manual refreshes are subject to a daily limit depending on your plan (unlimited on higher tiers), and the counter resets daily. The dashboard offers two metric layouts—Basic and Advanced—that you can toggle between depending on how much detail you want at a glance.

Market Context Bar

Indicator	Definition
Market Cap	Total cryptocurrency market capitalization with 24-hour percentage change
DeFi TVL	Total Value Locked across all DeFi protocols with 24-hour percentage change

These metrics help you understand the broader market context for your investments.

Key Performance Metrics

The main dashboard displays your most important portfolio metrics in easy-to-read cards:

Metric	Definition	How it’s calculated
Est. Daily/Weekly/Monthly Yield	Your projected earnings based on current performance. Toggle between Daily (D), Weekly (W), or Monthly (M) views to see different timeframes.	Projected yield earnings (fees + rewards) based on your approximate APR from active positions.
Pending Yield	Total uncollected yield available to claim across all your positions, broken down into pending fees and pending rewards.	Accumulated fees and rewards sitting in your positions that you haven’t claimed yet. These are already yours—you just need to execute a transaction to collect them.
Yield APR	Your estimated annualized yield (fees + rewards) across all active positions.	Computed using Time-Weighted Average Capital (TWAC), so adding/removing liquidity mid-way doesn’t skew the result. Out-of-range positions contribute 0% since they aren’t earning fees. APR calculations get more accurate as time passes.
Net Invested	The capital you currently have deployed into DeFi positions.	Your deposits across all liquidity pools minus principal you’ve withdrawn, measured in USD.
Total Position Value	The current USD value of all your liquidity positions combined.	Current token values + uncollected yield. This is the total value you could withdraw if you closed all positions right now.
Positions in Range	Shows how much of your liquidity is currently in-range and actively earning versus out-of-range.	In-range (capital at work) vs. out-of-range capital, shown as counts and percentages.
Total P&L	Your total realized and unrealized gains/losses across all positions, split into Yield contribution (fees + rewards) and Market contribution (token price movement).	PnL = Total Positions Value + All Claimed Yields − Net Invested. Green indicates profit, red indicates loss.
Total Claimed	The total amount of yield you’ve collected from all positions over time.	Sum of all yield collection transactions you’ve executed. This is your actual realized income from providing liquidity and does not include uncollected pending yield.

Yield Income Tracker

If you set an annual yield income target, you’ll see a progress tracker showing:

Indicator	Description
Projected Annual Yield	Your projected annual income based on the TWAC-estimated yearly yield of your active positions
Your Target	The annual income goal you set (e.g., “$10,000 /year”)
Progress Bar	Visual indicator showing how close you are to reaching your goal.

Important: Only in-range positions that are actively earning fees count toward your projection. Out-of-range positions are excluded from this calculation since they’re not generating yield. You can update your yield income target anytime from your Investor Profile.

Market Sentiment Indicators

On your dashboard, you’ll find market sentiment tools:

CMC Crypto Fear and Greed Index

A visual gauge showing current market sentiment from “Extreme Fear” to “Extreme Greed.” How to read it:

Red zone (0-25): Extreme Fear - Market may be oversold
Orange zone (25-45): Fear - Cautious market sentiment
Yellow zone (45-55): Neutral - Balanced market
Light Green (55-75): Greed - Bullish sentiment
Green (75-100): Extreme Greed - Market may be overbought

Why this matters: Understanding market sentiment helps you contextualize position performance and make better decisions about opening or closing positions.

CMC Altcoin Season Index

A numerical indicator (0-100) showing whether Bitcoin or Altcoins are performing better. How to read it:

Below 50: Bitcoin Season - BTC outperforming altcoins
Above 50: Altcoin Season - Altcoins outperforming BTC

Why this matters: Helps you understand which assets are likely gaining momentum, useful for rebalancing strategies or identifying opportunities.

Understanding Your Dashboard Data

What Counts Toward Your Metrics?

Included in Yield APR:	NOT included in Yield APR:
✅ In-range liquidity positions	❌ Out-of-range positions (contribute 0%)
✅ Any position generating yield	❌ Closed positions

Included in Net Invested:	Included in Pending Yield:
✅ All capital deployed to liquidity pools	✅ All uncollected fees and rewards from liquidity pools
✅ Both active and out-of-range positions	❌ Does NOT include yield you’ve already claimed
❌ Does NOT include lending positions	❌ Does NOT include lending interest

My Positions Section

Below the metrics cards, you’ll see your positions, with tabs to switch between Positions (liquidity pools) and Lending & Borrowing. For the full table view with customizable columns, open DeFi Positions from the sidebar.

Position Filters & Views

Use filters to quickly find specific positions or focus on what matters most. When filters are active, both the position count and dashboard metrics update to reflect only the filtered positions. Active Filter Indicator When any filter is enabled, you’ll see an indicator and the position count will update. For example: “My Positions (4/23)” means 4 out of 23 total positions match your current filters.

Important: Filters also update your Key Performance Metrics cards at the top of the dashboard, showing data only for the filtered positions.

Filter	Options	Description
Range	All / In Range / Out of Range	Show positions that are in-range, out-of-range, or all positions.
Status	All / Active / Inactive	Filter by whether positions are currently open (Active) or closed (Inactive).
Chains	All Chains / Ethereum / Base / Arbitrum / Optimism / Polygon / BNB Chain / Avalanche / Unichain / Robinhood / Solana	View positions from specific blockchains only.
Wallets	All Wallets / [Your wallet labels]	Filter to show positions from specific connected wallets. Useful when managing multiple addresses.
Protocols	All Protocols / [Your protocols]	Show positions from specific protocols only (e.g., Uniswap V3, Orca, Aerodrome).

Sort Options

Organize your positions by different criteria, each in ascending or descending order:

Sort By	Description
APR	See your best or worst performing positions first.
Value	Sort by position value to see your largest or smallest positions first.
Pending Yield	See which positions have the most uncollected fees.
Claimed Yield	Sort by yield you’ve already collected.
P&L / Invested	Sort by profit and loss or by capital deployed.
Range	Sort by price range width. Wider ranges = more stable, narrower ranges = more concentrated.
Age / Duration	See recently opened or long-standing positions.
Protocol / Pair / Chain / Pool Fee	Group similar positions together.
Impermanent Loss	Surface the positions where IL is biting hardest.

Switch between two display formats:

View Mode	Description
List View	Compact table format, ideal for scanning many positions quickly
Cards View	Visual cards with more detail, better for reviewing individual position metrics

Getting started

Dashboards

Features

Account

Plans & Billing

Enterprise

Membership

Portfolio Dashboard (Pools)

Dashboard Overview

Market Context Bar

Key Performance Metrics

Yield Income Tracker

Market Sentiment Indicators

CMC Crypto Fear and Greed Index

CMC Altcoin Season Index

Understanding Your Dashboard Data

What Counts Toward Your Metrics?

My Positions Section

Position Filters & Views

Sort Options

​Dashboard Overview

​Market Context Bar

​Key Performance Metrics

​Yield Income Tracker

​Market Sentiment Indicators

​CMC Crypto Fear and Greed Index

​CMC Altcoin Season Index

​Understanding Your Dashboard Data

​What Counts Toward Your Metrics?

​My Positions Section

​Position Filters & Views

​Filter Options:

​Sort Options

Dashboard Overview

Market Context Bar

Key Performance Metrics

Yield Income Tracker

Market Sentiment Indicators

CMC Crypto Fear and Greed Index

CMC Altcoin Season Index

Understanding Your Dashboard Data

What Counts Toward Your Metrics?

My Positions Section

Position Filters & Views

Filter Options:

Sort Options