Portfolio Insights
A smooth, intuitive “at-a-glance” portfolio: Equity story first, then drivers, then risk — always filterable by timeframe and pair.
Crosshair tooltips
Lens filters
Actionable insights
- One-line truth
Equity, PnL, drawdown, exposure. - Story first
Equity curve with events. - Drivers
Pairs + attribution (fees/slippage). - Risk clarity
Concentration + drawdown + volatility.
Portfolio strip
Lens changes everything below:
equity curve, KPI cards, drivers, and risk.
Use pair selector to focus on one pair or keep All pairs for the whole portfolio.
Use pair selector to focus on one pair or keep All pairs for the whole portfolio.
$—
$—
DD —
Exposure —
All pairs
Drag crosshair on the equity curve for details.
Equity curve
1D
Equity story
Fees —
Slippage —
Events are subtle markers on the curve (strategy change, pair switch, pause/resume). This is where the portfolio story becomes obvious.
Pair lens
All pairs
Select pair
Tap a slice or chip to focus. Choose All pairs to see the full portfolio again.
At-a-glance KPIs
Tap a card
Keep it simple: 6 truths with context. You can expand later (strategy-level, exchange-level, per-bot breakdowns).
Drivers: PnL by pair
Ranked
Which pairs drive performance?
Portfolio
Click a bar to set the pair lens. Positive extends right, negative left.
Attribution
Net vs costs
Gross → Net
This tells you if your edge is real or fees/slippage are eating it.
Risk & concentration
Low
Concentration
Top —
Drawdown
—
Concentration answers “where is my risk hiding?”. Drawdown answers “how bad can it feel?”
Next actions
3 suggestions
Short, concrete and linked to the settings that matter. (This is what makes the dashboard feel premium.)