Portfolio Management
Get complete visibility into your Solana investments with N.0.M.A.D’s powerful portfolio tracking and analytics tools. Monitor performance, track trends, and make informed decisions about your crypto holdings.
Portfolio Overview
Real-Time Dashboard
Current Portfolio Value
See your total portfolio value in USD with real-time price updates across all holdings
Daily Performance
Track your portfolio’s 24-hour performance with percentage and dollar value changes
Asset Distribution
Visual breakdown of your portfolio allocation across different tokens and assets
Key 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
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
Portfolio Risk
• Concentration risk analysis • Volatility metrics • Correlation analysis • Diversification score • Risk-adjusted returns
Asset Tracking
Comprehensive Holdings
🪙 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
🖼️ 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
💎 Staked Assets
Staking Portfolio
• Total staked SOL across validators • Accumulated staking rewards • Validator performance tracking • Unstaking timeline and schedules • Projected staking returns
🏦 DeFi Positions
Decentralized Finance
• Liquidity pool positions • Lending/borrowing positions • Yield farming rewards • DEX trading history • Protocol-specific tracking
Performance Analytics
Historical Tracking
Visual Performance
• Interactive portfolio value charts • Custom time ranges (1D to All-Time) • Comparison with SOL and market indices • Asset allocation changes over time
P&L Analysis
• Realized vs unrealized gains • Cost basis calculations • Tax-loss harvesting opportunities • Performance attribution analysis
Advanced Analytics
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
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
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
Transaction History
Complete Activity Log
🔍 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
📊 Transaction Analytics
Activity Insights
• Trading frequency analysis • Average transaction sizes • Most active time periods • Protocol usage patterns • Gas fee optimization insights
🏷️ Transaction Categorization
Organized Records
• Automatic categorization (Trading, DeFi, NFTs, etc.) • Custom tags and labels • Recurring transaction detection • Business vs personal classification • Tax category assignments
Export & Reporting
Export detailed transaction history in CSV format for analysis
Generate professional portfolio statements and reports
Tax-ready reports with capital gains/losses calculations
Price Alerts & Monitoring
Smart 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
Portfolio-Level Monitoring
• Total portfolio value thresholds • Asset allocation warnings • Rebalancing suggestions • Risk level changes • Performance milestone alerts
Broader Market Signals
• Market-wide movements • Sector-specific trends • Correlation breakdowns • Volatility spikes • News-driven price movements
Notification Channels
Instant mobile and desktop alerts
Detailed email notifications with charts
Alerts via our Telegram bot
Critical alerts via text message
Portfolio Analysis Tools
Investment Insights
🎯 Asset Allocation
Portfolio Balance Analysis
• Current vs target allocation • Rebalancing recommendations • Over/under-weight positions • Correlation-based diversification • Risk-adjusted allocation suggestions
💹 Performance Attribution
Return Source Analysis
• Asset contribution to returns • Sector performance breakdown • Time-period performance analysis • Strategy effectiveness measurement • Alpha vs beta contribution
📈 Trend Analysis
Market Pattern Recognition
• Price trend identification • Support and resistance levels • Moving average analysis • Volume trend analysis • Momentum indicators
🔮 Scenario Analysis
What-If Simulations
• Portfolio stress testing • Market scenario modeling • Asset allocation simulations • Risk scenario planning • Optimization recommendations
Advanced Features
Portfolio Optimization
Automated Management
• Set target allocations • Automatic rebalancing triggers • Cost-efficient rebalancing • Tax-aware optimization
Investment Objectives
• Set financial goals • Track progress toward targets • Timeline-based planning • Achievement notifications
Multi-Wallet Support
Unified View
• Connect multiple Solana wallets • Aggregate portfolio view • Cross-wallet analytics • Consolidated reporting • Privacy-preserving tracking
Performance Analysis
• Compare wallet performance • Strategy effectiveness analysis • Risk-adjusted comparisons • Asset allocation differences • Best practice identification
DeFi Integration
Protocol Tracking
🌊 Liquidity Pools
AMM Position Tracking
• LP token valuations • Impermanent loss calculations • Fee earnings tracking • Pool performance metrics • Yield farming rewards
🏦 Lending Positions
Borrow/Lend Tracking
• Supplied asset values • Borrowed amounts and rates • Collateralization ratios • Interest earned/paid • Liquidation risk monitoring
🚀 Yield Farming
Farming Portfolio
• Active farming positions • Reward token accumulation • APY tracking and history • Compound vs harvest optimization • Protocol risk assessment
Mobile Portfolio Management
Mobile Features
On-the-Go Access
• Full portfolio view on mobile • Real-time price updates • Push notifications • Quick transaction access
Intelligent Alerts
• Context-aware notifications • Customizable alert priorities • Smart digest summaries • Location-based alerts
Privacy & Security
Data Protection
Data Security
• Local data processing • No private key storage • Encrypted analytics • Optional anonymous mode
Read-Only Tracking
• Track without wallet connection • Public address monitoring • No transaction capabilities • Safe portfolio sharing
Team Management
• Multi-user portfolio access • Role-based permissions • Family account management • Advisor sharing options
Best Practices
Portfolio Management Tips
📊 Regular Review
Consistent Monitoring
• Review portfolio allocation monthly • Assess performance against goals • Rebalance based on risk tolerance • Update investment thesis regularly
🎯 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
💰 Cost Management
Fee Optimization
• Monitor and minimize transaction fees • Use batch transactions when possible • Consider tax implications of trades • Optimize for long-term holding
📈 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
Pro Tip: Use the portfolio rebalancing alerts to maintain your target allocation automatically. This helps you buy low and sell high systematically.
Portfolio tracking is updated in real-time with market data, but there may be slight delays during high volatility periods or network congestion.