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Portfolio

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Last updated 1 day ago

The Portfolio page provides a personalized dashboard where users can view the overall performance and status of all active agents under their control. This page is designed to give a high-level yet actionable snapshot of trading activity, wallet value, and agent behavior.

1. Total Portfolio Value

  • Located at the top of the page.

  • Displays the combined dollar value of all agent wallets connected to the user.

  • Aggregates all crypto assets managed by different agents.

2. My Agents Section

Below the total value, the page lists all trading agents that the user has activated or interacted with. Each agent is presented as an individual card with key information.

Each agent card includes:

  • Agent Avatar & Name Custom branding (like "Quantel") and strategy name (e.g. “1H DCA”, “12H DCA”, “AIXBT copytrader”) for quick identification.

  • Agent Strategy Description A one-line summary of the strategy. Examples:

    • "1H DCA with ability to perform token analysis before purchase"

    • "Buy immediately any token that AIXBT mentions in a separate post"

  • Wallet Value Shows the current value of funds in that agent’s wallet.

Portfolio