Portfolio and Analytics

Overview

BlockbotX provides comprehensive portfolio tracking and analytics tools that aggregate data from your connected exchanges, wallets, and DeFi positions into a single unified view. The platform is organized around three main pages:

Portfolio Tracker -- a full-featured dashboard with KPI cards, performance charts, allocation breakdowns, asset management, DeFi positions, NFTs, transactions, and advanced analytics.
My Assets -- a focused summary of your holdings with KPI metrics, a portfolio distribution chart, a top assets list, an asset table, and recent transaction history.
My Analytics -- trading performance analysis including profit tracking, bot activity metrics, market summaries, and per-bot statistics.

Together these pages let you monitor your total portfolio value, track performance over multiple time horizons, analyze asset allocation and risk, review transaction history, and export data for external use or tax reporting.

Portfolio Tracker

The Portfolio Tracker is the most detailed view of your portfolio. You reach it by navigating to the Portfolio Tracker page in the sidebar. It pulls data from the /api/portfolio/assets, /api/defi/portfolio, /api/portfolio/history, and /api/portfolio/analytics endpoints, refreshing automatically at an interval you configure (default 30 seconds).

KPI Cards

At the top of the page, four KPI cards provide a snapshot of your portfolio:

Total Portfolio Value -- the combined USD value of all your holdings. A subtitle shows the daily percentage change with color coding (green for gains, red for losses).
Portfolio Performance -- monthly, yearly, and all-time percentage returns displayed side by side.
Portfolio Diversity -- counts of how many distinct assets, blockchains, and DeFi protocols are represented in your portfolio.
Portfolio ROI -- your all-time return on investment expressed as a percentage.

Performance Chart

Below the KPI cards is a line chart that tracks your portfolio value over time. The chart plots three data series:

Portfolio -- your portfolio's total value (solid line).
Bitcoin -- BTC price as a benchmark (dashed line).
Ethereum -- ETH price as a benchmark (dashed line).

This lets you compare your portfolio's growth against the two largest cryptocurrencies. Hover over any point to see exact values in a tooltip.

Time Range Selector

A dropdown in the action bar lets you choose the chart time range:

1 Day
1 Week
1 Month
3 Months
6 Months
1 Year
All Time

Action Bar

The action bar between the KPI cards and the chart provides four buttons:

Refresh -- manually refresh all portfolio data. The button shows a spinner while loading and a "Last updated" timestamp appears to the right.
Export -- opens the export modal (see "Exporting Data" below).
Alerts -- opens the price alerts modal (see "Price Alerts" below).
Settings -- opens the portfolio settings modal (see "Portfolio Settings" below).

Allocation Charts

Three pie charts (donut style) show how your portfolio is distributed:

Asset Allocation -- distribution by asset type (e.g., BTC 45%, ETH 25%, SOL 10%, ...). Each slice is color-coded and the tooltip shows the exact percentage.
Chain Allocation -- distribution by blockchain network (e.g., Ethereum, Solana, BNB Chain).
Protocol Allocation -- distribution by DeFi protocol (e.g., Aave, Uniswap, Lido).

Tabs

The lower section of the Portfolio Tracker is organized into five tabs:

Assets Tab

Displays a sortable, searchable table of all your cryptocurrency holdings. Each row includes:

Favorite -- click the star icon to mark an asset as a favorite.
Asset -- name, symbol, and icon.
Price -- current price in USD with a trending indicator (up or down arrow).
Holdings -- the quantity you hold, denominated in the asset's native unit.
Value -- current USD value of your holdings.
Allocation -- percentage of your total portfolio, shown as both a progress bar and a number.
P&L -- unrealized profit or loss in USD and as a percentage of your cost basis. Green text indicates profit; red indicates loss.
Chain -- the blockchain network where the asset is held, shown as a badge.

You can sort the table by clicking any column header (Name, Price, Holdings, Value, Allocation, or P&L). Clicking the same header again reverses the sort order.

A search bar and filter dropdown let you narrow results:

Search -- free-text search by asset name.
Filter -- All Assets, Top Gainers, Top Losers, Largest Holdings, or Smallest Holdings.

Clicking an Add Asset button opens a modal to manually add an asset. Clicking any row opens the Asset Details modal.

Asset Details Modal

When you click an asset row, a detailed modal opens with five sub-tabs:

Overview -- holdings quantity, current value, percentage of portfolio, total P&L in USD and percentage, asset information (current price, 24h change, average cost, total cost, market cap rank), and quick action buttons (Buy More, Sell, Set Price Alert, View on Explorer).
Price Chart -- a 24-hour price line chart and a volume area chart.
Transactions -- a table of your buy/sell history for this specific asset, showing date, type, amount, price, and value.
News -- recent news articles related to the asset, with source, timestamp, and sentiment badge (positive, negative, or neutral).
Analysis -- technical indicators (RSI, MACD, 50-day moving average, support/resistance levels) and risk assessment (volatility, liquidity, market cap, 24h volume, risk score).

DeFi Positions Tab

Lists your decentralized finance positions with details including protocol, chain, position type, asset, amount, value, APY, rewards earned, and risk level (Low, Medium, or High). Filterable by chain and position type.

NFTs Tab

Displays your NFT collections as cards showing the collection name, number of items, estimated value, floor price, and blockchain.

Transactions Tab

A filterable, tabulated history of all your transactions across connected sources. Each row shows the transaction type, asset, amount, price, value, date, status, and chain. You can filter by transaction type, chain, and date range.

Analytics Tab

Provides advanced analytical tools (described in detail in the "Advanced Analytics" section below).

My Assets

The My Assets page offers a streamlined view of your holdings. Data is fetched from /api/portfolio/my-assets and refreshes automatically every 30 seconds.

Getting Started

If you have no connected exchanges or wallets, the page displays a prompt with two options:

Connect Exchange -- navigates to the Settings page to link an exchange account.
Connect Wallet -- navigates to the Wallets page to connect a blockchain wallet.

KPI Cards

A grid of four metric cards summarizes your portfolio at a glance. The specific metrics are determined by your API data and may include total portfolio value, number of assets, daily P&L, and total invested. Each card shows a title, value, change description, and an icon.

Portfolio Distribution Chart

A donut-style pie chart visualizes how your portfolio value is distributed across assets. The legend includes asset names and their percentage allocation. Hovering over a slice shows the USD value in a tooltip.

Top Assets

A ranked list of your best-performing assets by percentage change. Each entry shows the asset name, percentage change, and a directional indicator (green up-arrow for positive, red down-arrow for negative).

Asset List

A tabular listing of all held assets with five columns:

Asset -- name and ticker symbol.
Price -- current price in USD.
Holdings -- quantity held.
Value -- total USD value.

A "View All Assets" button at the bottom links to the full Portfolio Tracker for a more detailed breakdown.

Transaction History

A chronological list of recent buy and sell transactions. Each entry shows:

Type -- Bought or Sold.
Asset -- the asset name.
Amount -- the quantity transacted.
Date -- when the transaction occurred.
Value -- the USD value of the transaction.

A "View All Transactions" button links to the Trading page for complete history.

My Analytics

The My Analytics page focuses on trading performance, particularly bot trading activity. Data is fetched from /api/analytics and refreshes every 30 seconds.

Getting Started

If you have no trading history or bots, the page displays a banner with links to:

Create a Bot -- navigates to the Bots page.
Start Trading -- navigates to the Trading page.

KPI Cards

Four summary cards display:

Total Profit -- cumulative profit/loss in USD from all bot trading activity, with a note on how many bots are currently active.
Bot Activity -- the percentage of your bots that are currently active (e.g., "3 of 5 bots active").
Total Trades -- the total number of trades executed across all bots.
Trading Volume -- total USD volume traded, with a count of trades.

Performance Chart

A line chart plotting profit over time. Hovering over a data point shows a tooltip with three values:

Profit -- the profit amount in USD at that date.
Trades -- the number of trades executed on that date.
Win Rate -- the win rate percentage on that date.

Market Summary

A table of top-performing markets in your portfolio, showing:

Market -- the trading pair (e.g., BTC/USDT).
Price -- the current price.
Change -- the percentage change, color-coded green or red.

Bot Performance

A detailed section for analyzing individual bot statistics, organized into three sub-tabs:

Signal Bots -- lists your signal bots with columns for name, status, trades, win rate, profit (USD), profit percentage, volume, and timeframe. Each row has an action button for editing.
Traders -- lists followed copy traders with follower counts.
Signal Providers -- lists subscribed signal providers with subscriber counts and signal counts.

Each sub-tab supports:

Search -- filter by bot/trader/provider name.
Filters -- filter by profitability (profitable/unprofitable), status (active/paused/stopped), and timeframe (day/week/month/year).
Column Selector -- toggle visibility of individual columns (name, status, trades, win rate, profit, profit %, volume, timeframe, actions).

Advanced Analytics (Portfolio Tracker Analytics Tab)

The Analytics tab within the Portfolio Tracker provides five specialized analysis tools:

Risk Assessment

A visual display of risk metrics as labeled progress bars. Each metric shows a label, value, and a colored bar indicating the risk level. These metrics help you understand the overall risk profile of your portfolio.

Portfolio Metrics

A list of key performance indicators presented as label-value pairs. Values are color-coded: green indicates a positive metric, red indicates a negative metric. Metrics may include Sharpe ratio, Sortino ratio, maximum drawdown, volatility, and other standard portfolio measures.

Optimization Suggestions

A list of actionable recommendations to improve your portfolio. Each suggestion includes a title and a description explaining the rationale. An "Apply Optimizations" button is available at the bottom for quick action.

Correlation Matrix

An interactive heatmap showing the correlation coefficients between your portfolio assets over a 30-day rolling period. The matrix uses a color scale:

Red (0.8+) -- strong positive correlation (assets move together).
Orange (0.6-0.8) -- moderate positive correlation.
Yellow (0.4-0.6) -- weak positive correlation.
Gray (-0.2 to 0.2) -- no meaningful correlation.
Blue to violet (below -0.2) -- negative correlation (assets move in opposite directions).

Values closer to 1 mean the assets tend to move in the same direction; values closer to -1 mean they tend to move in opposite directions. This helps you identify diversification opportunities and concentration risks.

Tax Reporting

Generate tax reports for your crypto transactions. You can select:

A specific tax year (e.g., 2023 or 2022).
A custom date range.

Tax reports include realized gains and losses, income from staking and lending, and cost basis calculations. A disclaimer reminds you to consult a tax professional for personalized advice.

Portfolio Settings

The settings modal (accessed via the Settings button in the Portfolio Tracker action bar) is organized into five tabs:

Display

Base Currency -- choose your display currency: USD, EUR, GBP, BTC, or ETH.
Theme -- Light, Dark, or System (follows OS preference).
Compact View -- toggle to display more data in less screen space.
Show Small Balances -- toggle to show or hide assets with small USD values.
Hide Zero Balances -- toggle to hide assets with no balance.

Notifications

Price Alerts -- enable or disable notifications for significant price changes.
Portfolio Alerts -- enable or disable notifications for portfolio value changes.
News Alerts -- enable or disable notifications for relevant crypto news.
Price Change Threshold -- the minimum percentage change to trigger a price alert.
Portfolio Change Threshold -- the minimum percentage change to trigger a portfolio alert.
Email Notifications -- receive alerts via email.
Push Notifications -- receive browser push notifications.

Privacy

Hide Balances -- hide portfolio values by default (useful when screen-sharing).
Anonymous Mode -- disable usage analytics tracking.

Data

Auto Refresh -- toggle automatic portfolio data refreshing.
Refresh Interval -- choose how often data refreshes: 15 seconds, 30 seconds, 1 minute, 5 minutes, or 10 minutes.
Sync Across Devices -- keep portfolio settings synchronized across your devices.

Advanced

Custom RPC Endpoints -- configure custom RPC URLs for Ethereum, Polygon, and BSC networks.
Custom Tokens -- add tokens that are not automatically detected by the platform.

Price Alerts

The Alerts modal (accessed via the Alerts button in the Portfolio Tracker action bar) lets you set notifications for when asset prices reach target levels.

To create an alert:

Select the asset from the dropdown (BTC, ETH, SOL, BNB, XRP, ADA, DOGE, or AVAX).
Choose the condition: Above or Below.
Enter the target price in USD.
Click Add Alert.

Each alert appears in the Active Alerts list with a toggle switch to enable or disable it, and a delete button to remove it entirely.

Exporting Data

The Export modal (accessed via the Export button in the Portfolio Tracker action bar) lets you download your portfolio data for external analysis, backup, or tax preparation.

Export Format

Choose from four formats:

CSV -- comma-separated values, compatible with spreadsheets and data tools.
Excel -- spreadsheet format (falls back to CSV if the Excel library is not available).
PDF Report -- a formatted report (falls back to CSV if the PDF library is not available).
JSON -- structured data format for programmatic use.

Date Range

Use the calendar picker to select a start and end date for the data you want to export. The default range is the last 30 days.

Data Selection

Choose which categories to include in your export by checking or unchecking:

Assets & Holdings -- your current asset positions and values.
Transaction History -- buy, sell, and transfer records.
DeFi Positions -- staking, lending, and liquidity positions.
NFT Collections -- your NFT holdings.
Analytics & Performance -- performance metrics and analysis data.

An estimated file size is displayed before you start the export. A progress bar shows export progress once you click Export Data. The file downloads automatically when complete.

Real-Time Updates

Portfolio data is kept current through two mechanisms:

WebSocket connection -- the usePortfolio hook subscribes to real-time portfolio updates over a WebSocket connection. When new data arrives, the portfolio value, 24h change, and asset list update instantly without requiring a page refresh.
Automatic polling -- SWR-based hooks poll the API at configurable intervals (default 30 seconds). This serves as a fallback and ensures data stays current even if the WebSocket connection drops.

The connection status is managed transparently. A manual Refresh button is always available if you want to force an immediate update.

Tips

Regularly review your allocation. Use the three allocation charts (Asset, Chain, and Protocol) to ensure your portfolio is diversified the way you intend. Over-concentration in a single asset, chain, or protocol increases risk.
Monitor concentration risk with the correlation matrix. If most of your assets show strong positive correlation (red cells), they are likely to fall together in a downturn. Consider adding assets with lower or negative correlation.
Track performance against benchmarks. The performance chart compares your returns against BTC and ETH. If you are consistently underperforming both benchmarks, it may be worth reviewing your strategy.
Use analytics to improve your trading. The My Analytics page shows bot-level statistics including win rate, profit, and volume. Use these to identify which bots are performing well and which may need adjustments.
Set price alerts for key levels. Rather than watching prices constantly, configure alerts for your target buy or sell prices and let the platform notify you.
Export data for tax reporting. At the end of each tax year, use the Export feature to download your transaction history and the Tax Reporting tool to generate reports with realized gains, losses, and income from staking and lending.
Customize your display settings. If you hold many small-balance tokens, toggle "Hide Zero Balances" or turn off "Show Small Balances" to reduce clutter. Use "Compact View" if you prefer a denser layout.
Use the favorite feature. Star your most-watched assets in the Assets tab so you can quickly identify them in the table.
Review optimization suggestions. The Analytics tab provides specific recommendations for improving your portfolio composition. Read the descriptions carefully before acting on them.

Related Guides

Trading -- Manual trading
Trading Bots -- Automated trading
DeFi Center -- DeFi positions
Settings -- Data export and account configuration