Portfolio Management

🟢 Beginner friendly — overview + alerts + DCA are safe. 🔴 Advanced for autopilot and managed automation — see Risk Disclaimer below.

From a simple portfolio check to DCA, monitoring, and tightly capped automation, the agent manages your positions across chains and asset classes with configurable safety controls.

What you can do

• Portfolio overview: balances across all chains and asset classes
• Spot wallet addresses: EVM and Solana addresses surfaced as click-to-copy chips on the Spot Value card
• Sub-wallet picker: switch between perp sub-wallets bound to different exchanges (Hyperliquid, Lighter — more on the roadmap)
• Asset allocation: rebalancing recommendations based on risk profile
• DCA workflows: scheduled recurring buys (weekly BTC, etc.)
• Monitoring & alerts: price alerts, drawdown watches, position monitoring
• Stop-loss management: fixed, trailing, and time-based exit rules
• Autopilot strategies (advanced): managed perps automation with caps, kill conditions, and review logs. See Autopilot for how to start, monitor, and stop one.

Example prompts

show my portfolio across all chains
how should I rebalance for a conservative risk profile?
set up a weekly DCA of $100 into BTC every Monday
create an alert if ETH drops below $3000
enable autopilot for BTC with max $50/trade

Example output — portfolio snapshot

Prompt: show my portfolio across all chains

Agent response:

Total: $8,420.34 (+$180.12 today, +2.2%)

By chain

Chain	USD value	Top holdings
Ethereum	$3,210	ETH, USDC, LDO
Solana	$2,180	SOL, USDC
Base	$1,420	USDC, cbBTC
Arbitrum	$980	ARB, USDC
Hyperliquid (perps)	$630	$200 LONG BTC (+4.2%)

By asset class

• Major crypto: 58% (BTC + ETH)
• Stablecoins: 27%
• L2 / DeFi: 10%
• Perps P&L: 5%

Your Risk Profile is Conservative. Your allocation skews 58% to major crypto — moderate exposure for this profile. Want a rebalancing suggestion?

Sub-wallet picker

The Portfolio page has a single wallet picker that controls which perp sub-wallet the equity card and the perps tables scope to. It appears in two places — the Perps Value card title row (visible on both Spot and Perps tabs) and the Portfolio Perps tab header (visible only when Perps is the active tab). Both surfaces share state via the ?wallet=<address> URL parameter, so a pick made in one updates the other instantly.

Each option in the dropdown shows the exchange logo, the wallet name, the short address, and a status badge when the wallet is in creating or error state. Selecting a wallet:

• Updates the Perps Value card's numbers to that wallet's equity.
• Re-scopes every perps table below (Position, Open Orders, Trade History, Funding History, Order History).
• Becomes the default execution target for long / short / close prompts in chat.
• Persists to localStorage so a refresh or coming back from another route defaults to your last pick.

See Sub-wallets & multi-exchange for the full lifecycle: creating new wallets, renaming, exchange- binding rules, and how the unified /v1/trading-gateway/* API routes orders to the right venue.

Total Value vs Spot Value vs Perps Value

The three cards on the Portfolio header surface different views:

• Total Value — sum of Spot Value + Perps Value (aggregated across all sub-wallets). The headline stays steady when you change the picker; only the Perps Value card re-scopes.
• Spot Value — your spot balances + positions. Spot is not per-wallet; there's one balance per chain.
• Perps Value — scoped to the currently-picked sub-wallet. Three subrows: Available to Trade (withdrawable), Account Equity (net worth in this sub), uPnL (unrealized PnL on open positions).

Aggregated portfolio reads (the Total headline and any cross-sub summary) prioritize the Hyperliquid default-dex view today; we're still building full Lighter-aware aggregation. Per-wallet views (when a specific Lighter wallet is picked) are already exchange- aware. See Known caveats.

Your spot wallet addresses

The Spot Value card's title row surfaces two chips: your EVM address (a single EOA shared across every EVM chain you use) and your Solana address (a separate keypair). Each chip shows the short form of the address; hover to see the full string, click to copy it to the clipboard.

The chips are read-only — they're a "who am I, and where do funds land?" signal. To pick a chain when actually depositing, open the Deposit modal; it shows the per-chain address with a QR code.

Example output — DCA setup

Prompt: set up a weekly DCA of $100 into BTC every Monday at 10am

Agent response:

Creating scheduled workflow:

• Action: buy $100 USDC → BTC
• Schedule: every Monday 10:00 local time
• Chain: Ethereum (say "on Base" or "on Arbitrum" to change)
• Daily spend cap: $100 (workflow run rejects over-cap trades)

Confirm to create? (reply yes or no)

After creation you'll see execution notifications in chat + via any Telegram/email channels configured under Messaging.

Risk Disclaimer (autopilot)

⚠️ Autopilot is an advanced automation layer. Depending on your deployed mode and permissions, it may run as signal review or as tightly capped execution between conversations. Before enabling:

• Start with a very small daily cap (e.g. $20/day).
• Set a drawdown emergency stop ("stop if down 10% from peak").
• Review the first 7 days of activity before raising caps.
• Leverage strategies can lose more than their collateral.

Skills and tools involved

Glossary: DCA, drawdown, rebalancing, liquidation.

Scenarios: SCENARIO_ASSET_ALLOCATION · SCENARIO_ACTION · SCENARIO_TRADING_STRATEGY