Skip to main content

📊 Portfolio Dashboard & Performance Tracking

Portfolio Dashboard

Complete Visibility into Your AI-Managed Assets​

DeFiMatrix's Portfolio Dashboard provides a comprehensive, real-time view of your AI-managed assets and performance metrics. Designed for clarity and insight, the dashboard gives you complete visibility into your agent's activities while simplifying complex DeFi data into actionable information.

Dashboard Components​

1. Portfolio Overview​

At a glance, see your complete financial picture:

  • Total portfolio value in USD and native tokens
  • Current allocation across protocols and assets
  • Performance summary with key metrics
  • Historical portfolio value chart
  • Active AI agent status indicators

2. Position Details​

For each active position, view:

  • Current principal amount and asset type
  • Accumulated rewards and yield
  • Current APY/APR with historical trend
  • Protocol and strategy information
  • Time in position and next compound event
  • Risk assessment indicators

3. Performance Metrics​

Track your AI agent's effectiveness through:

  • Total yield earned (USD and percentage)
  • Effective APY including compounding
  • Comparison to benchmark yields
  • Historical yield consistency
  • Gas efficiency metrics
  • Risk-adjusted return calculations

4. Agent Activity Log​

Monitor your AI agent's actions in human-readable format:

  • Chronological list of all agent activities
  • Plain-language descriptions of each action
  • Transaction details with blockchain links
  • Reasoning behind significant decisions
  • Gas costs for all transactions

5. Goal Tracking​

Measure progress against your defined financial goals:

  • Visual progress indicators
  • Time-to-goal projections
  • Goal adjustment recommendations
  • Performance against target metrics

Key Benefits​

Builds Trust Through Transparency​

See exactly what your AI agent is doing and why, eliminating the "black box" concern.

Simplifies Complex Data​

Transforms technical DeFi metrics into clear, understandable information.

Enables Informed Decisions​

Provides the insights needed to adjust goals or strategies when desired.

Tracks Real Performance​

Measures actual results against goals and benchmarks, not just theoretical yields.

Consolidates Information​

Brings together data from multiple protocols and positions into a single, unified view.

Customization Options​

Tailor your dashboard experience:

  • Adjustable time ranges for historical data
  • Custom alert thresholds for key metrics
  • Preferred currency display options
  • Layout customization for frequently used panels
  • Detailed or simplified view options

Technical Implementation​

The Portfolio Dashboard is powered by:

  • Real-time data integration from multiple protocols
  • Secure, read-only blockchain queries
  • Advanced data visualization components
  • Efficient caching for performance optimization
  • Responsive design for all device types

Mobile Experience​

Access your portfolio information anywhere:

  • Fully responsive mobile interface
  • Native mobile app for iOS and Android
  • Push notifications for important events
  • Biometric security options
  • Optimized data usage for mobile connections

Getting Started​

Your Portfolio Dashboard is automatically created when you:

  1. Connect your wallet to DeFiMatrix
  2. Set your first financial goal
  3. Activate your AI agent

The dashboard populates with data as your agent begins managing your positions, with full functionality available immediately.