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Viewing Portfolio

The Portfolio page in the Hummingbot Dashboard provides a detailed overview and management interface for your cryptocurrency holdings across different accounts and exchanges. It provides a holistic view of your cryptocurrency assets, allowing for better portfolio management and decision-making.

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Account, Exchange & Token Selection

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  • Select Accounts: Allows you to choose individual or multiple accounts to view their combined portfolio. In the Credentials page we added two accounts, the master_account and team_account and both can be selected here.

  • Select Exchanges: Lets you filter and view the portfolio for specific exchanges you've added API keys for. In this example we have gate_io, binance, and kucoin.

  • Select Tokens: Enables you to focus on specific tokens within your selected accounts and exchanges. In this example we can select multiple tokens like VERSE, USDT, 1000SATS, etc., to get a detailed view of their distribution and value.

Portfolio Overview

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  • Total Balance (USD): Displays the aggregated value of all selected tokens across the chosen accounts and exchanges in USD.

  • Allocation Visualization: A sunburst chart visualizes the percentage allocation of your portfolio by account, exchange, and token. This helps in understanding the distribution and weight of each token in your overall portfolio.

Tabular Data

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  • Provides a detailed table listing the exchange, token, units, price, value, and available units for each token. This tabular format allows for a clear and precise understanding of your holding

Portfolio Evolution over Time

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  • A line graph that shows the evolution of your portfolio’s total value over time. This helps in tracking the performance and growth of your portfolio.

Token Value Evolution over Time

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  • Another line graph that illustrates the value changes of individual tokens over time, offering insights into the volatility and performance of each asset.