Skip to main content

​
Portfolio Management

Get complete visibility into your Solana investments with M.O.N.K.Y’s powerful portfolio tracking and analytics tools. Monitor performance, track trends, and make informed decisions about your crypto holdings.

​
Portfolio Overview

​
Real-Time Dashboard

💰 Total Value

Current Portfolio ValueSee your total portfolio value in USD with real-time price updates across all holdings

📈 24h Change

Daily PerformanceTrack your portfolio’s 24-hour performance with percentage and dollar value changes

🎯 Allocation

Asset DistributionVisual breakdown of your portfolio allocation across different tokens and assets

​
Key Metrics

  • Performance Metrics
  • Asset Breakdown
  • Risk Metrics
Portfolio Analytics• Total portfolio value (USD/SOL) • 24h, 7d, 30d performance • All-time high/low values • Return on investment (ROI) • Realized vs unrealized gains/losses

​
Asset Tracking

​
Comprehensive Holdings

SPL Token Tracking• Real-time balance updates • Current market prices • 24h price changes and volume • Historical price charts • Token-specific news and updatesSupported Assets: • SOL (native Solana) • USDC, USDT (stablecoins) • Popular DeFi tokens • Meme coins and community tokens • Custom SPL tokens
Digital Collectibles• Complete NFT portfolio view • Collection floor prices • Individual NFT valuations • Rarity rankings and traits • Sales history and trendsFeatures: • Visual gallery interface • Collection analytics • Floor price alerts • Listing notifications • Transfer history
Staking Portfolio• Total staked SOL across validators • Accumulated staking rewards • Validator performance tracking • Unstaking timeline and schedules • Projected staking returns
Decentralized Finance• Liquidity pool positions • Lending/borrowing positions • Yield farming rewards • DEX trading history • Protocol-specific tracking

​
Performance Analytics

​
Historical Tracking

📊 Portfolio Charts

Visual Performance• Interactive portfolio value charts • Custom time ranges (1D to All-Time) • Comparison with SOL and market indices • Asset allocation changes over time

📈 Profit & Loss

P&L Analysis• Realized vs unrealized gains • Cost basis calculations • Tax-loss harvesting opportunities • Performance attribution analysis

​
Advanced Analytics

  • Risk Analysis
  • Diversification
  • Benchmarking
Portfolio Risk Metrics• Sharpe Ratio: Risk-adjusted returns • Maximum Drawdown: Largest peak-to-trough decline • Volatility: Standard deviation of returns • Beta: Correlation with SOL market movements • VaR (Value at Risk): Potential losses at confidence levels

​
Transaction History

​
Complete Activity Log

Smart Search & Filter• Filter by transaction type (buy, sell, transfer, stake) • Date range selections • Token-specific filtering • Amount ranges and thresholds • Address and protocol filtering
Activity Insights• Trading frequency analysis • Average transaction sizes • Most active time periods • Protocol usage patterns • Gas fee optimization insights
Organized Records• Automatic categorization (Trading, DeFi, NFTs, etc.) • Custom tags and labels • Recurring transaction detection • Business vs personal classification • Tax category assignments

​
Export & Reporting

📑 CSV Export

Export detailed transaction history in CSV format for analysis

📄 PDF Reports

Generate professional portfolio statements and reports

🧾 Tax Reports

Tax-ready reports with capital gains/losses calculations

​
Price Alerts & Monitoring

​
Smart Alerts

  • Price Alerts
  • Portfolio Alerts
  • Market Alerts
Token Price Monitoring• Target price alerts (above/below thresholds) • Percentage change alerts (±5%, ±10%, ±25%) • All-time high/low notifications • Volume spike alerts • Custom price conditions

​
Notification Channels

📱 Push Notifications

Instant mobile and desktop alerts

📧 Email Alerts

Detailed email notifications with charts

💬 Telegram Bot

Alerts via our Telegram bot

📲 SMS Alerts

Critical alerts via text message

​
Portfolio Analysis Tools

​
Investment Insights

Portfolio Balance Analysis• Current vs target allocation • Rebalancing recommendations • Over/under-weight positions • Correlation-based diversification • Risk-adjusted allocation suggestions
Return Source Analysis• Asset contribution to returns • Sector performance breakdown • Time-period performance analysis • Strategy effectiveness measurement • Alpha vs beta contribution
Market Pattern Recognition• Price trend identification • Support and resistance levels • Moving average analysis • Volume trend analysis • Momentum indicators
What-If Simulations• Portfolio stress testing • Market scenario modeling • Asset allocation simulations • Risk scenario planning • Optimization recommendations

​
Advanced Features

​
Portfolio Optimization

🔄 Auto-Rebalancing

Automated Management• Set target allocations • Automatic rebalancing triggers • Cost-efficient rebalancing • Tax-aware optimization

🎯 Goal Tracking

Investment Objectives• Set financial goals • Track progress toward targets • Timeline-based planning • Achievement notifications

​
Multi-Wallet Support

  • Wallet Aggregation
  • Wallet Comparison
Unified View• Connect multiple Solana wallets • Aggregate portfolio view • Cross-wallet analytics • Consolidated reporting • Privacy-preserving tracking

​
DeFi Integration

​
Protocol Tracking

AMM Position Tracking• LP token valuations • Impermanent loss calculations • Fee earnings tracking • Pool performance metrics • Yield farming rewards
Borrow/Lend Tracking• Supplied asset values • Borrowed amounts and rates • Collateralization ratios • Interest earned/paid • Liquidation risk monitoring
Farming Portfolio• Active farming positions • Reward token accumulation • APY tracking and history • Compound vs harvest optimization • Protocol risk assessment

​
Mobile Portfolio Management

​
Mobile Features

📱 Mobile App

On-the-Go Access• Full portfolio view on mobile • Real-time price updates • Push notifications • Quick transaction access

🔔 Smart Notifications

Intelligent Alerts• Context-aware notifications • Customizable alert priorities • Smart digest summaries • Location-based alerts

​
Privacy & Security

​
Data Protection

🔐 Privacy First

Data Security• Local data processing • No private key storage • Encrypted analytics • Optional anonymous mode

🔍 View-Only Access

Read-Only Tracking• Track without wallet connection • Public address monitoring • No transaction capabilities • Safe portfolio sharing

👥 Shared Portfolios

Team Management• Multi-user portfolio access • Role-based permissions • Family account management • Advisor sharing options

​
Best Practices

​
Portfolio Management Tips

Consistent Monitoring• Review portfolio allocation monthly • Assess performance against goals • Rebalance based on risk tolerance • Update investment thesis regularly
Risk Management• Avoid over-concentration in single assets • Diversify across sectors and market caps • Consider correlation between holdings • Balance high-risk/high-reward positions
Fee Optimization• Monitor and minimize transaction fees • Use batch transactions when possible • Consider tax implications of trades • Optimize for long-term holding
Strategic Approach• Focus on long-term trends over short-term noise • Dollar-cost average into positions • Avoid emotional trading decisions • Stick to investment strategy
Pro Tip: Use the portfolio rebalancing alerts to maintain your target allocation automatically. This helps you buy low and sell high systematically.
Portfolio tracking is updated in real-time with market data, but there may be slight delays during high volatility periods or network congestion.
⌘I