📈Portfolio

The SummitX Portfolio is your comprehensive dashboard for tracking, analyzing, and managing your DeFi investments across the SummitX ecosystem and beyond.

🎯 Overview

The Portfolio feature provides real-time insights into your digital asset holdings, performance metrics, and investment strategies. Whether you're a DeFi enthusiast, yield farmer, or long-term investor, our portfolio tools help you make informed decisions.

🔍 Key Features

📊 Real-Time Portfolio Tracking

• Multi-Chain Support: Track assets across multiple blockchain networks

• Real-Time Updates: Live price feeds and portfolio value calculations

• Historical Performance: View your portfolio's performance over time

• Asset Allocation: Visual breakdown of your holdings by asset type

💰 Investment Analytics

• Profit/Loss Tracking: Monitor gains and losses for each position

• ROI Calculations: Track return on investment across different timeframes

• Yield Farming Metrics: Monitor staking rewards and liquidity mining returns

• Risk Assessment: Portfolio diversification analysis

🏦 DeFi Integration

• Lending Positions: Track your supplied and borrowed assets

• Liquidity Pools: Monitor LP positions and impermanent loss

• Staking Rewards: View accumulated rewards from various protocols

• Trading History: Complete transaction history and fee tracking

📱 Portfolio Dashboard

Main Components

1. Portfolio Overview

   • Total portfolio value

   • 24h change percentage

   • Asset count and distribution

2. Asset List

   • Individual token holdings

   • Current market value

   • Percentage of portfolio

   • Price change indicators

3. Performance Charts

   • Portfolio value over time

   • Asset allocation pie charts

   • Performance comparison charts

4. Transaction History

   • Recent trades and transfers

   • Gas fees and transaction costs

   • Failed transaction tracking

🔧 Portfolio Management Tools

Asset Management

• Add/Remove Assets: Manually add tokens not automatically detected

• Custom Categories: Organize assets into custom portfolios

• Watchlists: Create watchlists for assets you're interested in

• Price Alerts: Set notifications for price movements

Export & Reporting

• Portfolio Reports: Generate detailed performance reports

• Tax Documentation: Export transaction data for tax purposes

• CSV Export: Download portfolio data for external analysis

• API Access: Programmatic access to portfolio data

🛡️ Security Features

Privacy Protection

• Local Storage: Sensitive data stored locally on your device

• No Centralized Storage: Portfolio data never leaves your control

• Encrypted Connections: All data transmission is encrypted

• Wallet Integration: Direct connection to your wallet for real-time data

Access Control

• Wallet Connection: Secure wallet integration for data access

• Read-Only Access: Portfolio tools only read data, never modify transactions

• Session Management: Automatic logout for security

🚀 Getting Started

1. Connect Your Wallet: Link your Web3 wallet to access portfolio features

2. Import Assets: Add existing holdings or let the system auto-detect

3. Set Preferences: Configure display options and notifications

4. Start Tracking: Begin monitoring your portfolio performance

📱 How to Use the Portfolio Dashboard

Main Dashboard Features

Portfolio Overview Section

• PnL (Profit and Loss): View your portfolio's performance with percentage change and trend indicators

• Total Equity: See your total portfolio value in real-time

• Performance Visualization: Interactive charts showing portfolio growth over time

Portfolio Details Section

Balance Tab

View all your token holdings in a comprehensive table:

Token Information:

• Token Name: Full token name and contract address (e.g., "CAMP", "TEST12ETH 0x0bc3...8ecc")

• Copy Address: Click the copy icon next to contract addresses for easy copying

• Token Icons: Visual representation of each token

Balance Details:

• Total Balance: Quantity of each token you hold

• USD Value: Current market value of your holdings in US dollars

• Action Buttons: Use "Transfer" buttons to move tokens between wallets

Table Features:

• Pagination: Navigate through multiple pages of tokens using arrow controls

• Sorting: Click column headers to sort by token name, balance, or value

• Search: Filter tokens using the search functionality

Positions Tab

• View active trading positions

• Monitor open orders and pending transactions

• Track leverage and margin positions

Practical Usage Tips

Daily Portfolio Management

1. Check PnL: Start by reviewing your daily profit/loss percentage

2. Review Holdings: Browse through your token balances and their current values

3. Monitor Changes: Watch for significant value changes in your holdings

4. Take Action: Use transfer buttons for any needed asset movements

Token Management

• Add New Tokens: Tokens are automatically detected when added to your wallet

• Track Performance: Monitor USD values to understand your portfolio's performance

• Transfer Assets: Use the transfer function for moving tokens between addresses

• Copy Addresses: Use the copy icon for easy contract address sharing

Navigation Best Practices

• Use the search bar to quickly find specific tokens

• Switch between "Balance" and "Positions" tabs for different views

• Utilize pagination to browse through large token lists

• Access settings through the gear icon for customization

Mobile Usage

• The interface is responsive and works on mobile devices

• Touch-friendly buttons and navigation

• Swipe gestures for table navigation

• Optimized layout for smaller screens

📊 Supported Assets

Tokens

• ERC-20 tokens on Ethereum

• BEP-20 tokens on BSC

• Other major blockchain tokens

• Custom tokens and newly launched assets

DeFi Positions

• Liquidity pool positions

• Staking positions

• Lending/borrowing positions

• Yield farming rewards

NFTs

• ERC-721 and ERC-1155 tokens

• NFT collections and individual pieces

• NFT marketplace positions