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Portfolio Dashboard Overview

The Nimbus Portfolio Dashboard is your comprehensive control center that provides real-time visibility into all your trading activities, performance metrics, and risk exposures across multiple strategies and assets.

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Dashboard Layout & Navigation

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Main Dashboard Components

Get a complete overview of your trading portfolio at a glance:

Portfolio Summary

High-level portfolio metrics:
  • Total portfolio value and P&L
  • Daily, weekly, and monthly performance
  • Asset allocation breakdown
  • Active strategy count and status

Strategy Overview

All your trading bots in one view: - Individual strategy performance - Active, paused, and stopped strategies - Resource utilization and capacity - Strategy health indicators

Asset Breakdown

Complete asset allocation view: - Holdings by asset type and value - Performance by individual asset - Concentration risk analysis - Rebalancing opportunities

Risk Monitoring

Real-time risk assessment:
  • Portfolio risk score and alerts
  • Exposure limits and utilization
  • Correlation analysis
  • Volatility tracking
Efficiently access all portfolio management features:
Main overview page with key metrics:
  • Portfolio value progression chart
  • Top performing and underperforming strategies
  • Recent trade activity feed
  • Important alerts and notifications
  • Quick action buttons for common tasks
Detailed performance analysis: - Comprehensive return analysis - Risk-adjusted performance metrics - Benchmark comparisons - Attribution analysis by strategy and asset - Historical performance trends
Control center for all trading bots: - Strategy list with status indicators - Individual strategy configuration panels - Performance comparison across strategies - Strategy deployment and management tools - Resource allocation and optimization
Portfolio risk monitoring and controls:
  • Real-time risk metrics dashboard
  • Exposure limits and violations
  • Correlation heatmaps
  • Stress testing results
  • Risk control configuration

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Portfolio Summary

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Real-Time Portfolio Value

Track your portfolio’s performance with live updates:
Live portfolio valuation:
Portfolio Value Dashboard:
├── Current Portfolio Value: $47,832.45
├── Daily Change: +$1,247.83 (+2.68%)
├── Weekly Change: +$3,891.22 (+8.86%)
├── Monthly Change: +$7,234.17 (+17.83%)
├── All-Time High: $52,891.33 (2024-01-10)
├── Maximum Drawdown: -$4,891.22 (-9.25%)
└── Since Inception: +$23,832.45 (+99.30%)
Key Metrics:
  • Real-time valuation: Updated every few seconds
  • Multi-timeframe view: Daily, weekly, monthly, yearly performance
  • Historical context: All-time highs, drawdowns, key milestones
  • Benchmark comparison: Performance vs ETH, BTC, and market indices
Interactive charts and graphs:
  • Portfolio Value Chart: Cumulative value over time with key events
  • Daily P&L Chart: Daily profit and loss with moving averages
  • Asset Allocation Pie Chart: Current portfolio composition
  • Strategy Contribution Chart: Performance attribution by strategy
  • Drawdown Chart: Historical drawdown periods and recovery
  • Volatility Chart: Portfolio volatility trends over time

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Asset Allocation Analysis

Monitor how your capital is distributed across different assets:

Current Allocation

Real-time breakdown of portfolio holdings by asset, value, and percentage

Target vs Actual

Comparison between intended allocation and current positions

Allocation Drift

Tracking of allocation changes over time and rebalancing needs

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Strategy Performance Overview

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Active Strategy Monitoring

Keep track of all your automated trading strategies:
Comprehensive strategy overview:
Active Strategies Overview:
├── ETH Grid Trading Bot:
│   ├── Status: Active (Running 12 days)
│   ├── P&L: +$2,347.81 (+15.2%)
│   ├── Trades: 47 completed (85% win rate)
│   ├── Current Position: Long $1,200 ETH
│   └── Risk Score: 6.2/10 (Medium)
├── DCA Weekly BTC:
│   ├── Status: Active (Running 8 weeks)
│   ├── P&L: +$891.45 (+8.9%)
│   ├── Purchases: 8 completed ($250 each)
│   ├── Average Cost: $43,247 vs Current $46,891
│   └── Risk Score: 3.1/10 (Low)
├── Signal-Based SOL Strategy:
│   ├── Status: Paused (Market conditions)
│   ├── P&L: -$145.23 (-2.1%)
│   ├── Trades: 12 completed (58% win rate)
│   ├── Last Signal: 4 hours ago (Weak buy)
│   └── Risk Score: 7.8/10 (High)
└── Portfolio Rebalancer:
    ├── Status: Active (Last rebalance: 2 days ago)
    ├── P&L: +$567.22 (+3.8%)
    ├── Rebalances: 6 completed this month
    ├── Allocation Drift: Within tolerance
    └── Risk Score: 4.5/10 (Medium-Low)
Monitor strategy performance and health:
  • Performance Status: Green (outperforming), Yellow (meeting expectations), Red (underperforming)
  • Risk Level: Current risk score vs configured limits
  • Resource Utilization: Capital deployment and availability
  • Signal Quality: For signal-based strategies, signal strength and frequency
  • Market Alignment: How well strategy matches current market conditions
  • Error Status: Any technical issues or failed executions

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Strategy Comparison

Compare performance across different strategies:

Performance Ranking

Top and bottom performers:
  • Best performing strategies by return
  • Risk-adjusted performance ranking
  • Consistency and reliability scores
  • Recent performance trends

Resource Allocation

Capital deployment analysis:
  • Capital allocation by strategy
  • Utilization rates and capacity
  • Return on allocated capital
  • Optimal allocation recommendations

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Real-Time Activity Feed

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Trade Execution Monitoring

Stay informed about all trading activity as it happens:
Real-time trade execution updates:
Recent Activity Feed:
├── 14:32:15 - ETH Grid Bot: BUY 0.5 ETH @ $2,347.82
├── 14:28:43 - Portfolio Rebalancer: SELL 200 USDC @ $1.0001
├── 14:15:22 - Signal Strategy: Position CLOSED +$89.34 profit
├── 13:47:58 - DCA Bot: BUY $250 BTC @ $46,892.15
├── 13:12:44 - ETH Grid Bot: SELL 0.3 ETH @ $2,389.91
├── 12:58:17 - Risk Manager: ALERT - Portfolio approaching daily limit
├── 12:33:29 - Signal Strategy: PAUSED - Low signal confidence
└── 12:15:06 - Portfolio Rebalancer: Allocation drift detected (ETH +2.8%)
Activity Categories:
  • Trade Executions: Buy/sell orders with prices and quantities
  • Strategy Events: Start, stop, pause, configuration changes
  • Risk Alerts: Limit violations, unusual activity warnings
  • System Notifications: Updates, maintenance, performance alerts
Customize your activity view:
  • Strategy Filter: Show activity for specific strategies only
  • Asset Filter: Focus on particular assets or trading pairs
  • Event Type: Filter by trades, alerts, system events
  • Time Range: View activity from last hour, day, week, or custom range
  • Severity Level: Show only critical alerts or all notifications
  • Performance Impact: Filter by events that affected P&L significantly

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Alerts & Notifications

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Portfolio Alerts

Stay informed about important portfolio events:
Comprehensive alert system:
Active Alerts:
├── Performance Alerts:
│   ├── Daily loss limit approaching (78% used)
│   ├── Strategy underperforming benchmark by >5%
│   └── Portfolio volatility spike detected (+15%)
├── Risk Alerts:
│   ├── Correlation spike: ETH/SOL correlation > 0.9
│   ├── Concentration risk: 67% allocation in ETH
│   └── Leverage utilization: 85% of maximum leverage used
├── Strategy Alerts:
│   ├── ETH Grid Bot: 3 consecutive losing trades
│   ├── Signal Strategy: Low signal quality detected
│   └── DCA Bot: Unable to execute purchase (insufficient funds)
└── System Alerts:
    ├── API connection issues with Hyperliquid (resolved)
    ├── Strategy update available: Grid Bot v2.1
    └── Scheduled maintenance: Sunday 2AM-4AM UTC
Customize your notification preferences:
  • Alert Thresholds: Set custom limits for performance and risk alerts
  • Delivery Methods: Email, SMS, push notifications, in-app only
  • Frequency Control: Immediate, batched hourly, daily summaries
  • Priority Levels: Critical, important, informational alert categories
  • Time Restrictions: Quiet hours for non-critical notifications
  • Strategy-Specific: Different alert settings per trading strategy

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Portfolio Analytics

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Performance Metrics

Comprehensive analysis of your portfolio’s performance:
Essential portfolio metrics:
Portfolio Performance Analytics:
├── Return Metrics:
│   ├── Total Return: +47.8% (Since inception)
│   ├── Annualized Return: +28.4%
│   ├── Monthly Average: +3.2%
│   ├── Best Month: +12.7% (March 2024)
│   └── Worst Month: -5.2% (December 2023)
├── Risk Metrics:
│   ├── Volatility (Annual): 24.8%
│   ├── Sharpe Ratio: 1.14
│   ├── Sortino Ratio: 1.67
│   ├── Maximum Drawdown: -9.25%
│   └── Value at Risk (95%): -$1,247 daily
├── Trading Metrics:
│   ├── Total Trades: 1,247
│   ├── Win Rate: 68.4%
│   ├── Average Win: $89.34
│   ├── Average Loss: -$47.82
│   └── Profit Factor: 1.67
└── Efficiency Metrics:
    ├── Capital Utilization: 87.3%
    ├── Strategy Efficiency: 4.2/5
    ├── Risk-Adjusted Return: +22.1%
    └── Benchmark Outperformance: +8.7%
Performance vs market benchmarks:
  • ETH Buy & Hold: Your performance vs holding ETH
  • BTC Buy & Hold: Comparison with Bitcoin holding strategy
  • DeFi Index: Performance vs diversified DeFi token index
  • Market Cap Weighted: Comparison with market-weighted crypto portfolio
  • Traditional 60/40: Performance vs traditional stock/bond portfolio
  • Risk-Free Rate: Excess return over stablecoin yields

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Risk Dashboard

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Portfolio Risk Monitoring

Real-time assessment of portfolio risk exposure:

Risk Score

Overall portfolio risk rating:
  • Current risk score: 6.8/10 (Medium-High)
  • Risk trend: Increasing over past week
  • Risk breakdown by source
  • Recommended risk level: 5.5/10

Exposure Analysis

Asset and strategy exposure: - Concentration risk by asset - Strategy correlation analysis - Liquidity risk assessment - Market condition sensitivity

Stress Testing

Portfolio resilience analysis: - Performance during market crashes - Volatility spike scenarios - Liquidity crisis simulation - Strategy failure impact analysis

Risk Controls

Active risk management:
  • Position size limits and utilization
  • Daily/monthly loss limits
  • Correlation and concentration limits
  • Emergency stop conditions

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Mobile Dashboard

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Mobile-Optimized Interface

Access your portfolio anywhere with mobile-responsive design:
Full portfolio access on mobile:
  • Portfolio Summary: Key metrics and performance at a glance
  • Strategy Status: Quick view of all active and paused strategies
  • Trade Notifications: Real-time alerts and trade confirmations
  • Emergency Controls: Quick stop/pause buttons for all strategies
  • Performance Charts: Mobile-optimized charts and visualizations
  • Quick Actions: Fast deployment and configuration changes
Optimized for mobile interaction:
  • Swipe Navigation: Easy switching between dashboard sections
  • Touch Charts: Interactive charts with pinch-to-zoom and pan
  • Quick Filters: Easy filtering of strategies and time ranges
  • Voice Alerts: Optional spoken notifications for critical events
  • Offline Mode: View cached data when connectivity is limited
  • Biometric Security: Fingerprint/face unlock for mobile access

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Customization & Personalization

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Dashboard Personalization

Tailor your dashboard to your trading style and preferences:
Personalize your dashboard layout:
  • Widget Selection: Choose which metrics and charts to display
  • Layout Arrangement: Drag-and-drop dashboard component positioning
  • Color Themes: Dark mode, light mode, custom color schemes
  • Chart Types: Select preferred visualization styles
  • Refresh Rates: Customize update frequencies for different components
  • Screen Layouts: Different layouts for desktop, tablet, mobile
Personalized settings:
  • Default Time Ranges: Set preferred timeframes for charts and analysis
  • Currency Display: Choose base currency for all value displays
  • Notification Preferences: Customize alert types and delivery methods
  • Privacy Settings: Control data sharing and analytics collection
  • Accessibility Options: Screen reader support, contrast adjustments
  • Language Settings: Multi-language support for global users

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Next Steps

Performance Analytics

Deep dive into detailed performance analysis and optimization.

Risk Management Tools

Explore comprehensive risk monitoring and control features.

Strategy Management

Learn about different trading strategies you can deploy.

Mobile App

Download and set up the mobile app for on-the-go portfolio management.
The Portfolio Dashboard is designed to provide complete transparency and control over your automated trading activities. Regular monitoring helps ensure your strategies align with your investment goals and risk tolerance.
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