> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monky.space/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> Track and analyze your Solana assets with M.O.N.K.Y's comprehensive portfolio management tools.

# 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

<CardGroup cols={3}>
  <Card title="💰 Total Value" icon="dollar-sign">
    **Current Portfolio Value**

    See your total portfolio value in USD with real-time price updates across all holdings
  </Card>

  <Card title="📈 24h Change" icon="trending-up">
    **Daily Performance**

    Track your portfolio's 24-hour performance with percentage and dollar value changes
  </Card>

  <Card title="🎯 Allocation" icon="target">
    **Asset Distribution**

    Visual breakdown of your portfolio allocation across different tokens and assets
  </Card>
</CardGroup>

### Key Metrics

<Tabs>
  <Tab title="Performance 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
  </Tab>

  <Tab title="Asset Breakdown">
    **Holdings Analysis**

    • Individual token values and quantities
    • Percentage allocation per asset
    • Cost basis and profit/loss per holding
    • Staked vs liquid asset distribution
    • NFT collection values
  </Tab>

  <Tab title="Risk Metrics">
    **Portfolio Risk**

    • Concentration risk analysis
    • Volatility metrics
    • Correlation analysis
    • Diversification score
    • Risk-adjusted returns
  </Tab>
</Tabs>

## Asset Tracking

### Comprehensive Holdings

<AccordionGroup>
  <Accordion title="🪙 Token Holdings">
    **SPL Token Tracking**

    • Real-time balance updates
    • Current market prices
    • 24h price changes and volume
    • Historical price charts
    • Token-specific news and updates

    **Supported Assets:**
    • SOL (native Solana)
    • USDC, USDT (stablecoins)
    • Popular DeFi tokens
    • Meme coins and community tokens
    • Custom SPL tokens
  </Accordion>

  <Accordion title="🖼️ NFT Collections">
    **Digital Collectibles**

    • Complete NFT portfolio view
    • Collection floor prices
    • Individual NFT valuations
    • Rarity rankings and traits
    • Sales history and trends

    **Features:**
    • Visual gallery interface
    • Collection analytics
    • Floor price alerts
    • Listing notifications
    • Transfer history
  </Accordion>

  <Accordion title="💎 Staked Assets">
    **Staking Portfolio**

    • Total staked SOL across validators
    • Accumulated staking rewards
    • Validator performance tracking
    • Unstaking timeline and schedules
    • Projected staking returns
  </Accordion>

  <Accordion title="🏦 DeFi Positions">
    **Decentralized Finance**

    • Liquidity pool positions
    • Lending/borrowing positions
    • Yield farming rewards
    • DEX trading history
    • Protocol-specific tracking
  </Accordion>
</AccordionGroup>

## Performance Analytics

### Historical Tracking

<CardGroup cols={2}>
  <Card title="📊 Portfolio Charts" icon="chart-line">
    **Visual Performance**

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

  <Card title="📈 Profit & Loss" icon="trending-up">
    **P\&L Analysis**

    • Realized vs unrealized gains
    • Cost basis calculations
    • Tax-loss harvesting opportunities
    • Performance attribution analysis
  </Card>
</CardGroup>

### Advanced Analytics

<Tabs>
  <Tab title="Risk Analysis">
    **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
  </Tab>

  <Tab title="Diversification">
    **Portfolio Balance**

    • **Concentration Index:** Measure of portfolio concentration
    • **Correlation Matrix:** Asset correlation analysis
    • **Sector Allocation:** DeFi, Gaming, NFTs, etc.
    • **Geographic Exposure:** Protocol origins and markets
    • **Market Cap Distribution:** Large, mid, small cap allocation
  </Tab>

  <Tab title="Benchmarking">
    **Comparative Performance**

    • **SOL Performance:** Comparison with native token
    • **Market Index:** Against broader crypto indices
    • **Peer Comparison:** Similar portfolio strategies
    • **Strategy Performance:** DCA, HODLing, active trading
    • **Custom Benchmarks:** User-defined comparison metrics
  </Tab>
</Tabs>

## Transaction History

### Complete Activity Log

<AccordionGroup>
  <Accordion title="🔍 Advanced Filtering">
    **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
  </Accordion>

  <Accordion title="📊 Transaction Analytics">
    **Activity Insights**

    • Trading frequency analysis
    • Average transaction sizes
    • Most active time periods
    • Protocol usage patterns
    • Gas fee optimization insights
  </Accordion>

  <Accordion title="🏷️ Transaction Categorization">
    **Organized Records**

    • Automatic categorization (Trading, DeFi, NFTs, etc.)
    • Custom tags and labels
    • Recurring transaction detection
    • Business vs personal classification
    • Tax category assignments
  </Accordion>
</AccordionGroup>

### Export & Reporting

<CardGroup cols={3}>
  <Card title="📑 CSV Export" icon="file-spreadsheet">
    Export detailed transaction history in CSV format for analysis
  </Card>

  <Card title="📄 PDF Reports" icon="file-text">
    Generate professional portfolio statements and reports
  </Card>

  <Card title="🧾 Tax Reports" icon="receipt">
    Tax-ready reports with capital gains/losses calculations
  </Card>
</CardGroup>

## Price Alerts & Monitoring

### Smart Alerts

<Tabs>
  <Tab title="Price 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
  </Tab>

  <Tab title="Portfolio Alerts">
    **Portfolio-Level Monitoring**

    • Total portfolio value thresholds
    • Asset allocation warnings
    • Rebalancing suggestions
    • Risk level changes
    • Performance milestone alerts
  </Tab>

  <Tab title="Market Alerts">
    **Broader Market Signals**

    • Market-wide movements
    • Sector-specific trends
    • Correlation breakdowns
    • Volatility spikes
    • News-driven price movements
  </Tab>
</Tabs>

### Notification Channels

<CardGroup cols={4}>
  <Card title="📱 Push Notifications" icon="bell">
    Instant mobile and desktop alerts
  </Card>

  <Card title="📧 Email Alerts" icon="envelope">
    Detailed email notifications with charts
  </Card>

  <Card title="💬 Telegram Bot" icon="telegram" href="https://t.me/monky_os_bot">
    Alerts via our Telegram bot
  </Card>

  <Card title="📲 SMS Alerts" icon="message-square">
    Critical alerts via text message
  </Card>
</CardGroup>

## Portfolio Analysis Tools

### Investment Insights

<AccordionGroup>
  <Accordion title="🎯 Asset Allocation">
    **Portfolio Balance Analysis**

    • Current vs target allocation
    • Rebalancing recommendations
    • Over/under-weight positions
    • Correlation-based diversification
    • Risk-adjusted allocation suggestions
  </Accordion>

  <Accordion title="💹 Performance Attribution">
    **Return Source Analysis**

    • Asset contribution to returns
    • Sector performance breakdown
    • Time-period performance analysis
    • Strategy effectiveness measurement
    • Alpha vs beta contribution
  </Accordion>

  <Accordion title="📈 Trend Analysis">
    **Market Pattern Recognition**

    • Price trend identification
    • Support and resistance levels
    • Moving average analysis
    • Volume trend analysis
    • Momentum indicators
  </Accordion>

  <Accordion title="🔮 Scenario Analysis">
    **What-If Simulations**

    • Portfolio stress testing
    • Market scenario modeling
    • Asset allocation simulations
    • Risk scenario planning
    • Optimization recommendations
  </Accordion>
</AccordionGroup>

## Advanced Features

### Portfolio Optimization

<CardGroup cols={2}>
  <Card title="🔄 Auto-Rebalancing" icon="refresh-cw">
    **Automated Management**

    • Set target allocations
    • Automatic rebalancing triggers
    • Cost-efficient rebalancing
    • Tax-aware optimization
  </Card>

  <Card title="🎯 Goal Tracking" icon="target">
    **Investment Objectives**

    • Set financial goals
    • Track progress toward targets
    • Timeline-based planning
    • Achievement notifications
  </Card>
</CardGroup>

### Multi-Wallet Support

<Tabs>
  <Tab title="Wallet Aggregation">
    **Unified View**

    • Connect multiple Solana wallets
    • Aggregate portfolio view
    • Cross-wallet analytics
    • Consolidated reporting
    • Privacy-preserving tracking
  </Tab>

  <Tab title="Wallet Comparison">
    **Performance Analysis**

    • Compare wallet performance
    • Strategy effectiveness analysis
    • Risk-adjusted comparisons
    • Asset allocation differences
    • Best practice identification
  </Tab>
</Tabs>

## DeFi Integration

### Protocol Tracking

<AccordionGroup>
  <Accordion title="🌊 Liquidity Pools">
    **AMM Position Tracking**

    • LP token valuations
    • Impermanent loss calculations
    • Fee earnings tracking
    • Pool performance metrics
    • Yield farming rewards
  </Accordion>

  <Accordion title="🏦 Lending Positions">
    **Borrow/Lend Tracking**

    • Supplied asset values
    • Borrowed amounts and rates
    • Collateralization ratios
    • Interest earned/paid
    • Liquidation risk monitoring
  </Accordion>

  <Accordion title="🚀 Yield Farming">
    **Farming Portfolio**

    • Active farming positions
    • Reward token accumulation
    • APY tracking and history
    • Compound vs harvest optimization
    • Protocol risk assessment
  </Accordion>
</AccordionGroup>

## Mobile Portfolio Management

### Mobile Features

<CardGroup cols={2}>
  <Card title="📱 Mobile App" icon="smartphone">
    **On-the-Go Access**

    • Full portfolio view on mobile
    • Real-time price updates
    • Push notifications
    • Quick transaction access
  </Card>

  <Card title="🔔 Smart Notifications" icon="bell-ring">
    **Intelligent Alerts**

    • Context-aware notifications
    • Customizable alert priorities
    • Smart digest summaries
    • Location-based alerts
  </Card>
</CardGroup>

## Privacy & Security

### Data Protection

<CardGroup cols={3}>
  <Card title="🔐 Privacy First" icon="shield">
    **Data Security**

    • Local data processing
    • No private key storage
    • Encrypted analytics
    • Optional anonymous mode
  </Card>

  <Card title="🔍 View-Only Access" icon="eye">
    **Read-Only Tracking**

    • Track without wallet connection
    • Public address monitoring
    • No transaction capabilities
    • Safe portfolio sharing
  </Card>

  <Card title="👥 Shared Portfolios" icon="users">
    **Team Management**

    • Multi-user portfolio access
    • Role-based permissions
    • Family account management
    • Advisor sharing options
  </Card>
</CardGroup>

## Best Practices

### Portfolio Management Tips

<AccordionGroup>
  <Accordion title="📊 Regular Review">
    **Consistent Monitoring**

    • Review portfolio allocation monthly
    • Assess performance against goals
    • Rebalance based on risk tolerance
    • Update investment thesis regularly
  </Accordion>

  <Accordion title="🎯 Diversification">
    **Risk Management**

    • Avoid over-concentration in single assets
    • Diversify across sectors and market caps
    • Consider correlation between holdings
    • Balance high-risk/high-reward positions
  </Accordion>

  <Accordion title="💰 Cost Management">
    **Fee Optimization**

    • Monitor and minimize transaction fees
    • Use batch transactions when possible
    • Consider tax implications of trades
    • Optimize for long-term holding
  </Accordion>

  <Accordion title="📈 Long-term Focus">
    **Strategic Approach**

    • Focus on long-term trends over short-term noise
    • Dollar-cost average into positions
    • Avoid emotional trading decisions
    • Stick to investment strategy
  </Accordion>
</AccordionGroup>

***

<Tip>
  **Pro Tip:** Use the portfolio rebalancing alerts to maintain your target allocation automatically. This helps you buy low and sell high systematically.
</Tip>

<Note>
  Portfolio tracking is updated in real-time with market data, but there may be slight delays during high volatility periods or network congestion.
</Note>