Overview
GweAI’s Portfolio page provides a comprehensive view of your crypto holdings, real-time values, and performance metrics. All data is fetched directly from your connected wallet.Real-Time Prices
Live price updates every 30 seconds from CoinGecko
Multi-Token Support
Track 11 major cryptocurrencies and stablecoins
Performance Charts
Visual representation of portfolio value over time
Wallet-Specific
Each wallet address has separate tracking
Accessing Your Portfolio
Connect Wallet
Click Connect Wallet in the top navigationSelect your wallet provider (MetaMask, WalletConnect, etc.)
Privacy: Portfolio data is read-only. No signatures or approvals are required to view your holdings.
Portfolio Dashboard
Overview Stats
Three key metrics are displayed prominently:
Total Value
- Combined USD value of all holdings
- Real-time price calculations
- Auto-updates when prices change
Total Holdings
Shows:- Number of different tokens you own
- Only counts tokens with balance > 0
- Example: If you have BTC, ETH, and USDC, shows “3 Active tokens”
Holdings List
Detailed breakdown of each token:| Column | Description | Example |
|---|---|---|
| Token | Name and logo | Bitcoin (BTC) |
| Balance | Amount owned | 0.05 BTC |
| Price | Current USD price | $45,000 |
| Value | Balance × Price | $2,250 |
Supported Tokens
Your portfolio tracks these assets:Bitcoin (BTC)
Bitcoin (BTC)
Decimals: 8Display: Shows up to 6 decimal placesExample: 0.123456 BTC
Ethereum (ETH)
Ethereum (ETH)
Decimals: 18Display: Shows 4 decimal placesExample: 1.2345 ETHNote: Currently display-only, not tradeable
Solana (SOL)
Solana (SOL)
Decimals: 9Display: Shows 4 decimal placesExample: 25.5000 SOL
BNB
BNB
Decimals: 18Display: Shows 8 decimal placesExample: 0.12345678 BNB
Stablecoins (USDC)
Stablecoins (USDC)
Decimals: 6Display: Shows 2 decimal placesExample: 1,234.56 USDCPrice: Always $1.00
Other Tokens
Other Tokens
- XRP (Ripple) - 6 decimals
- TON (Toncoin) - 9 decimals
- AVAX (Avalanche) - 18 decimals
- TRX (TRON) - 6 decimals
- ADA (Cardano) - 6 decimals
- DOGE (Dogecoin) - 8 decimals
Performance Chart
Real-Time Value Tracking
The performance chart shows your portfolio’s value over time:- Live Updates: Refreshes as prices change
- Historical Data: Shows past performance
- Timeframe Selection: 24h, 7d, 30d, 90d, 1y, All
- Interactive Tooltips: Hover to see exact values
How It Works
Privacy: Chart data is stored locally in your browser only. It’s never sent to servers.
Price Updates
Global Price Context
All prices come from a centralized context:Update Frequency
- Auto-Refresh: Every 30 seconds
- Manual Refresh: Click the refresh icon
- On Page Load: Immediate fetch when visiting portfolio
Balance Fetching
Direct Wallet Integration
Balances are read directly from your wallet:Refresh Mechanism
Automatic Refresh
Automatic Refresh
Balances refresh automatically after:
- Completing a trade
- Executing a swap
- Staking/unstaking tokens
- Depositing/withdrawing
Manual Refresh
Manual Refresh
Use the refresh button to force an update:
On Wallet Change
On Wallet Change
Switching wallets triggers immediate refresh:
Portfolio Features
Empty State
If you haven’t connected a wallet:
- Connect wallet prompt
- Feature preview
- Benefits of connecting
No Holdings State
If wallet is connected but has no assets:Using Portfolio Data
With AI Chat
The AI Chat can query your portfolio:Token-Specific Queries
Portfolio Analysis
Tax and Record Keeping
Transaction History
While the Portfolio page shows current holdings, transaction history is available in:- Trading Page: Trade history for buys/sells
- Swap Page: Token swap transactions
- Vault Page: Staking/unstaking records
Export Functionality
For transaction records and tax reporting:
- View transaction hashes in history tables
- Use BaseScan blockchain explorer for full records
- Export data from the transaction history page
Performance Metrics
Calculating Returns
Unrealized Gain/Loss:Mobile Experience
The portfolio page is fully responsive:- Tablet: 2-column holdings grid
- Mobile: Single-column stacked layout
- Touch-Friendly: Large tap targets
- Optimized Charts: Simplified on small screens
Security & Privacy
Read-Only Access
No signatures required to view portfolio
Local Storage
Chart data stored in browser only
No Server Tracking
Portfolio queries don’t leave your device
Wallet-Specific
Each address has isolated data
Troubleshooting
Balances Not Showing
Cause: Wallet not properly connected Solution:- Disconnect and reconnect wallet
- Refresh the page
- Check network (should be Base Sepolia)
Prices Not Updating
Cause: API rate limiting or network issue Solution:- Wait 30 seconds for auto-refresh
- Click manual refresh button
- Check internet connection
Wrong Total Value
Cause: Stale price data Solution:- Force refresh prices
- Check CoinGecko status
- Verify token balances are correct
Best Practices
Regular Monitoring
Regular Monitoring
Check portfolio weekly, not dailyReduces emotional trading decisions
Keep Records
Keep Records
Save transaction hashes for tax purposesExport data before clearing browser cache
Diversification
Diversification
Monitor allocation across tokensAvoid over-concentration in one asset
Performance Tracking
Performance Tracking
Use chart to assess long-term trendsIgnore short-term volatility
Next Steps
Trading
Buy or sell tokens to adjust holdings
Swap
Rebalance your portfolio
Vault Staking
Earn yield on idle assets
AI Chat
Query portfolio using natural language