Monitor Your Portfolio

Complete guide to tracking performance, using the AI chat agent, and managing your Metalos investments.

The Metalos portfolio dashboard provides real-time insights into your DeFi investments with AI-powered analytics, automated alerts, and comprehensive performance tracking. Learn how to maximize the platform's monitoring tools to optimize your returns.

Portfolio Dashboard Overview

Main Dashboard Components

Portfolio Summary

Total value, weighted APY, 24h change, and allocation breakdown across all strategy tiers.

Position Details

Individual vault positions with current values, APY rates, and token balances.

Performance Charts

Historical performance, yield trends, and comparison against benchmarks.

AI Chat Agent

Instant answers about your portfolio, strategies, and optimization suggestions.

AI Chat Agent

What It Can Do

The portfolio chat agent combines the Eliza interface with LangGraph orchestration to provide context-aware guidance about your specific portfolio:

Portfolio Analysis:

"What's my current portfolio worth?"
"How is my Extremely Safe vault performing?"
"What's my overall risk exposure?"
"Should I rebalance my allocation?"

Strategy Explanations:

"Explain the Not Very Risky strategy"
"What happens inside the liquidity strategies?"
"How does the automation layer handle conversions?"
"What fees am I paying?"

Market Insights:

"Why did my APY change this week?"
"How does Base network performance compare to Ethereum?"
"What's driving yields in current strategies?"

Educational Support:

"What are vault share tokens?"
"How do these vault contracts generate yield?"
"Explain liquidity pool risks"
"What is yield farming?"

The AI agent has access to your real-time portfolio data, so it can give specific answers about your positions, not just general information.

How to Use the Chat Agent

Access the Chat

Look for the floating chat button in the bottom-right corner of the portfolio page. Click it to open the chat interface.

Ask Natural Questions

Type questions in plain English:

"How much did I earn this week?"
"What's my riskiest position?"
"Should I deposit more into the safe vault?"

The more specific your question, the more helpful the response will be.

Get Detailed Responses

The AI provides:

Specific numbers from your portfolio
Explanations tailored to your positions
Actionable suggestions for optimization
Links to relevant documentation

Continue the Conversation

Ask follow-up questions:

"Why do you recommend that?"
"What are the risks of that strategy?"
"How would that change my overall APY?"

The chat agent is read-only - it can't execute transactions. It's designed to help you understand and optimize your portfolio, but you maintain full control over all decisions.

Portfolio Metrics Explained

Key Performance Indicators

Total Portfolio Value

Sum of all vault positions at current market prices
Updates in real-time as underlying asset prices change
Displayed in USD for easy tracking

Weighted Average APY

APY calculated based on your actual allocation percentages
Accounts for different vault performance
More accurate than simple averages

24h Change

Portfolio value change over the last 24 hours
Includes both price movements and yield accrual
Helps track daily volatility

Allocation Breakdown

Percentage and dollar amount in each strategy tier
Visual pie chart for quick understanding
Real-time updates as vault values change

Individual Position Details

For each vault position, you can see:

Token Balance: Exact amount of mooTokens held
USD Value: Current dollar value of your position
Share Percentage: Your share of the total vault
Deposit History: All your deposits and withdrawals

Current APY: Real-time annual percentage yield
7-Day Average: Recent performance trend
Total Earned: Yield generated since deposit
Unrealized P&L: Gains/losses from underlying asset price changes

Risk Level: 1-5 scale based on strategy type
Volatility: Historical price variance
Liquidity: Ease of exit/withdrawal
Protocol Risk: Smart contract and counterparty risks

Advanced Portfolio Analytics

Performance Charts

Portfolio Timeline

Daily portfolio value over time
Yield accumulation visualization
Comparison with deposit timeline

APY Trends

Historical APY for each vault
Market condition correlations
Yield optimization opportunities

Risk-Adjusted Returns

Sharpe ratio calculations
Drawdown analysis
Risk/reward scatter plots

Allocation History

How your allocation has changed over time
Rebalancing impact visualization
Strategy tier performance comparison

Benchmark Comparisons

Track your performance against:

USDC Savings: Basic stablecoin rates
DeFi Index: Broad DeFi market performance
Individual Protocols: Aave, Compound, Uniswap LP returns
Risk-Free Rate: Base network staking yields

Benchmark data helps you understand if your strategy is working and where improvements might be possible.

Real-Time Alerts & Notifications

Automated Alert Types

Portfolio Alerts:

Large value changes (>5% daily moves)
APY changes exceeding thresholds
New deposit/withdrawal confirmations
Rebalancing execution notifications

Risk Alerts:

High volatility warnings
Smart contract issues in underlying protocols
Liquidity concerns in specific vaults
Correlation risk increases

Opportunity Alerts:

New vault additions
Temporarily high yields available
Optimal rebalancing suggestions
Gas optimization recommendations

Governance Alerts (Coming Soon):

New proposals affecting your vaults
Voting deadlines for important decisions
Community discussions relevant to your strategy

Notification Preferences

Real-time dashboard updates
Chat agent proactive suggestions
Modal alerts for urgent issues
Activity feed with all updates

Mobile app notifications
Base mini-app integration
Critical alerts only by default
Customizable frequency settings

Daily/weekly performance summaries
Monthly portfolio reports
Important governance notifications
Security and maintenance updates

Optimizing Your Portfolio

Using the AI Agent for Optimization

Ask the AI agent optimization questions:

Allocation Questions:

"Is my current allocation optimal?"
"Should I move more funds to higher-yield vaults?"
"What's my risk level compared to my target?"

Timing Questions:

"When should I rebalance?"
"Are current yields attractive for new deposits?"
"Should I take profits from any positions?"

Strategy Questions:

"How can I reduce my risk without sacrificing too much yield?"
"What would happen if I went more aggressive?"
"Which vault has the best risk-adjusted returns?"

Manual Optimization Tools

Rebalancing Calculator

Input target allocations
See required transactions and costs
Preview expected APY changes
Optimize for gas efficiency

Yield Comparison Tool

Compare current yields across all vaults
Historical yield stability analysis
Risk-adjusted return rankings
Opportunity cost calculations

Risk Assessment

Portfolio risk analysis by tier
Stress testing under market scenarios (coming soon)
Correlation analysis between positions (coming soon)
Diversification recommendations via AI chat

Troubleshooting Portfolio Issues

Portfolio value seems wrong

Common Causes:

Price feed delays (usually resolves in 5-10 minutes)
Network synchronization issues
Pending transactions not yet confirmed
Browser cache showing stale data

Solutions:

Refresh the page or reconnect wallet
Check individual vault values through the Metalos dashboard or on-chain explorers
Verify recent transactions on BaseScan
Clear browser cache if problem persists

APY suddenly dropped

This is Normal When:

Market conditions change (volatility, trading volume)
Incentive programs end or reduce
Total vault TVL increases (yield dilution)
Base network usage patterns shift

What to Do:

Check if it's temporary (often recovers in 24-48h)
Ask the AI agent for explanation and context
Consider rebalancing if it's a permanent change
Monitor for a few days before making major changes

Chat agent gives generic responses

How to Get Better Responses:

Be specific about your portfolio ("my Extremely Safe position")
Ask about actual numbers ("my current APY")
Reference specific time periods ("this week's performance")
Include your goals ("I want to reduce risk")

Technical Issues:

Ensure wallet is connected for portfolio data access
Try refreshing if agent seems out of sync
Check that you have positions (agent can't analyze empty portfolios)

Performance doesn't match expectations

Understanding Performance:

APY is annualized - daily changes will be much smaller
Includes both yield and price changes of underlying assets
Gas costs reduce net returns, especially on smaller positions
Market volatility affects LP positions (impermanent loss)

Realistic Expectations:

Safe vaults: 5-8% APY with minimal volatility
LP vaults: 8-15% APY but daily fluctuations possible
Higher risk vaults: 15-30%+ but significant volatility
All numbers are pre-tax; consider your tax situation

Security Monitoring

Transaction Monitoring

What to Watch For:

Unexpected withdrawals or deposits
Unusual approval transactions
High gas fees for routine operations
Failed transactions that might indicate issues

How to Monitor:

Check transaction history regularly
Set up alerts for all portfolio changes
Verify all transactions on BaseScan
Monitor mooToken balances for unexpected changes

Vault Health Monitoring

Protocol Risk Indicators:

Vault APY suddenly going to 0 (potential exploit)
Large outflows from vault (community concern)
Protocol governance changes affecting your vaults
Smart contract upgrade announcements

Response Actions:

Exit positions if serious concerns arise
Reduce allocation to affected vaults
Diversify across multiple protocols
Stay informed through Discord/Twitter

If you notice any suspicious activity or unexpected changes in your portfolio, exit positions first and investigate later. Capital preservation is always the priority.

Next Steps

Now that you understand portfolio monitoring:

Explore Strategy Optimization - Learn about rebalancing strategies
Understand Risks Better - Read our DeFi risk guide
Plan Your Withdrawals - Review withdrawal strategies
Stay Updated - Follow governance developments and new vault additions

The AI chat agent is always available to help you interpret your portfolio data and make informed decisions. Don't hesitate to ask it questions as you learn more about DeFi and yield farming.