Portfolio Management
Learn how to monitor, manage, and optimize your investments in the OrbitYield platform for maximum yield and security.
Portfolio Dashboard Overview
The OrbitYield Portfolio Dashboard is your command center for monitoring all your DeFi investments. It provides a comprehensive view of your assets, investments, and yields across all supported chains and protocols.
To access your portfolio, connect your wallet and navigate to the "Portfolio" tab in the main navigation. The dashboard is automatically personalized based on your wallet address and investment activities.
(Portfolio Dashboard Screenshot)
Portfolio Summary
The summary section displays your total portfolio value, total invested amount, total earnings, and overall portfolio performance metrics including APY and ROI.
Active Strategies
View all your active investment strategies, including the amount invested, current value, yield earned, and performance metrics for each position.
Performance Analytics
Interactive charts and visualizations showing historical performance, yield comparisons, and strategy allocation breakdowns over customizable time periods.
Managing Your Investments
Adding to Positions
Increase your investment in existing strategies to compound your returns even further.
You can add funds to any of your existing investment positions directly from your portfolio:
- Navigate to your Portfolio Dashboard
- Find the strategy you want to add funds to
- Click the "Add Funds" button
- Enter the additional amount you wish to invest
- Review and confirm the transaction in your wallet
Tip: When adding to existing positions, you won't need to approve token spending again if you've already approved that token.
Withdrawing Funds
Access your principal and earned yields whenever you need them.
OrbitYield makes it easy to withdraw your funds from any active strategy:
- Navigate to your Portfolio Dashboard
- Find the strategy you want to withdraw from
- Click the "Withdraw" button
- Choose to withdraw a specific amount or your entire position
- Review and confirm the transaction in your wallet
Note: Most strategies allow immediate withdrawals, but some high-yield strategies may have specific withdrawal windows or timeframes. These details are always displayed before confirming your withdrawal.
After confirmation, the withdrawn funds will be transferred back to your connected wallet. Cross-chain strategies may require additional time for bridging operations to complete.
Rebalancing Positions
Optimize your allocation across different strategies for maximum returns.
While OrbitYield's AI handles most rebalancing automatically, you can also manually adjust your positions:
- Go to the "Portfolio Optimization" section
- View the AI-recommended rebalancing suggestions
- Choose to accept the recommendations or create your own allocation plan
- Confirm the rebalancing transactions
Tip: Rebalancing can help you adapt to changing market conditions, but consider the gas costs involved before making frequent adjustments.
Claiming Rewards
Access additional governance tokens and incentives from protocols.
Some yield strategies generate additional rewards beyond the base yield. OrbitYield makes it easy to claim these rewards:
- Look for strategies with a "Rewards Available" indicator
- Click on the "Claim Rewards" button
- Choose whether to claim to your wallet or reinvest
- Confirm the transaction in your wallet
Benefit: Reinvesting rewards can significantly enhance your compounding effects, potentially leading to higher overall returns.
Tracking Performance
OrbitYield provides comprehensive analytics to help you understand and optimize your investment performance.
Performance Metrics
- Total Value: Current value of your investments including earned yield
- Net Profit: Total earnings across all strategies
- Average APY: Weighted average yield of your portfolio
- ROI: Return on investment as a percentage
- Yield Sources: Breakdown of earnings by protocol
- Risk Exposure: Analysis of portfolio risk distribution
Viewing History
- Transaction History: Record of all deposits, withdrawals, and harvests
- Yield Growth: Charts showing earnings over time
- Strategy Changes: Log of rebalancing and optimization events
- Historical APY: Tracking of yield rates over time
- Rewards History: Record of claimed protocol incentives
Performance Reports
OrbitYield generates detailed performance reports that you can download in various formats:
Daily Reports
Quick snapshots of daily performance with key metrics and changes.
Monthly Summaries
Comprehensive monthly analysis with detailed performance breakdowns.
Tax Documents
Year-end reports with transaction data to simplify tax reporting.
Wallet and Security Management
OrbitYield takes security seriously, offering robust wallet management features to ensure your investments remain safe and under your control at all times.
All MetaMask connections are securely stored and monitored, with additional safeguards in place to prevent unauthorized access to your funds.
(Security Dashboard Screenshot)
Connected Wallets
View and manage all wallets connected to your OrbitYield account. For each connected wallet, you can:
- View connection timestamps and activity history
- Set custom labels for easier identification
- Adjust permissions for specific operations
- Request disconnection when no longer needed
Wallet Disconnection Requests
For enhanced security, wallet disconnection from OrbitYield requires administrative approval:
- Submit a disconnection request with your reason and email
- Receive confirmation that your request is being processed
- Admin reviews and approves the disconnection request
- Receive email notification once disconnection is complete
Security Feature: This additional verification step helps prevent unauthorized removal of wallet connections, protecting your investments from potential attackers.
Security Notifications
Enable notifications to stay informed about important security events:
- Large deposit or withdrawal alerts
- New wallet connection notifications
- Strategy migration warnings
- Protocol security updates
- Account login notifications
Emergency Features
OrbitYield includes emergency features to protect your funds in critical situations:
Emergency Withdrawal
Quickly withdraw all funds across strategies to your wallet in case of security concerns.
Account Freeze
Temporarily pause all activities on your account while investigating suspicious activity.
Portfolio Optimization Tips
Diversification
Spread your investments across multiple strategies with varying risk profiles, chains, and protocols to reduce overall portfolio volatility.
Compound Regularly
Reinvest yields when they reach significant amounts to maximize the compounding effect, while being mindful of gas costs.
Monitor Trends
Stay informed about emerging yield opportunities and market trends to adjust your strategy allocation accordingly.