Portfolio Overview & Navigation
The Portfolio page is the central hub of your investment tracking experience. This guide will walk you through understanding the main interface and navigation structure.
Main Portfolio Tabs
1. Overview Tab
The Overview tab provides a high-level summary of your entire portfolio:
- Total Portfolio Value: Your complete portfolio worth across all assets
- 24h Change: Daily performance with percentage and dollar changes
- Portfolio Allocation Chart: Visual breakdown of your holdings by percentage
- Top Holdings: List of your largest positions by value
- Recent Activity: Latest transactions and changes
2. Holdings Tab
Your individual cryptocurrency and token positions:
- Holdings Grid: All your manual holdings displayed in cards
- Search & Filter: Find specific holdings quickly
- Add Holdings Button: Manually add new positions
- Sort Options: Organize by value, percentage, alphabetical order
- Individual Holding Details: Click any holding for detailed information
3. DeFi Tab
Decentralized Finance positions and protocols:
- Connected Wallets: Overview of synchronized wallet data
- Protocol Positions: Your positions across different DeFi protocols
- Yield Farming: Track your farming rewards and APY
- Lending Positions: Monitor borrowed and supplied assets
- Pool Positions: Liquidity pool tracking and impermanent loss
4. Analytics Tab
Advanced portfolio analysis and insights:
- Performance Charts: Historical portfolio value and growth
- Holding Analytics: Individual asset performance analysis
- Risk Metrics: Portfolio diversification and risk assessment
- Correlation Analysis: How your holdings move relative to each other
5. Strategy Tab
AI-powered insights and portfolio optimization:
- Turtle AI Reports: Automated portfolio analysis and recommendations
- Allocation Suggestions: Optimal portfolio balance recommendations
- Rebalancing Alerts: Notifications when your allocation drifts
- Strategy Templates: Pre-built allocation strategies
Navigation Tips
Quick Access
- Use the main navigation tabs to switch between different views
- The search functionality works across all tabs
- Breadcrumb navigation shows your current location
Dynamic Sidebar
- Appears when you select a specific holding or position
- Provides detailed information and actions for the selected item
- Stays open while you navigate between related items
- Close by clicking outside or using the X button
Mobile Navigation
- Tabs convert to a horizontal scroll on mobile devices
- Swipe gestures work for quick navigation between tabs
- Responsive design maintains full functionality on all screen sizes
Getting Started Workflow
1. Start with Overview: Get familiar with your portfolio's current state
2. Add Holdings: Use the Holdings tab to manually add your positions
3. Connect Wallets: Link your DeFi wallets for automatic tracking
4. Explore Analytics: Review your performance and risk metrics
5. Use Strategy Features: Get AI insights for optimization
Tab-Specific Actions:
- Holdings: Add holdings, view details, set targets
- DeFi: Sync wallets, view protocols, manage positions
- Analytics: Generate reports, view charts
- Transactions: Sync your wallet historical transaction
- Strategy: Run AI analysis, apply templates, set rebalancing rules