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How It Works

Once your wallet is connected to D0, just ask:
“What’s my balance?” “Show my positions” “How’s my portfolio doing?”
Your bot pulls the latest data across all your accounts and gives you a clear breakdown. Try: What’s my balance?, Show my positions, or How’s my portfolio doing?.

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What You’ll See

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Full portfolio view (wallet + perps)

One command shows everything at once.
You: “What’s my balance?” Bot: “Wallet: $14,280 Perps Account: Equity: $5,200 · Available: $3,800 · Margin used: $1,400 Total: $19,480”
You get your full wallet breakdown with 24-hour price changes, plus your perps account balance and margin usage — everything in one message.

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Wallet only

If you just want to see your wallet without perps data, ask for it specifically.
You: “Just show my wallet” Bot: (shows only wallet tokens without perps data)

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DeFi positions

Check what you’ve got deposited or borrowed across protocols.
You: “Show my DeFi positions” Bot: “Your DeFi portfolio: Kamino: Deposited 1,000 USDC (APY 8.2%) · Borrowed 200 USDC (APR 12.5%) · Health 2.8 Meteora LP: SOL/USDC: $2,400 value, $45.20 fees (24h) Total DeFi: $3,245”
You see exactly what’s earning yield, what you’ve borrowed, and how safe your positions are.

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Perps positions

Get a clean view of all your open leveraged positions with live PnL.
You: “Show my perps positions” Bot: “Open positions: Unrealized PnL: +$121.00”
Shows you where you’re positioned, your entry prices, current prices, and how much you’re up or down.

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Connecting Your Wallet

To use portfolio tracking, you need to connect a Solana wallet to D0.
  1. Go to the D0 Dashboard.
  2. Click on your profile or the wallet icon in the top right.
  3. Connect your Solana wallet (Phantom, Backpack, or any other Solana wallet).
D0 reads your wallet’s public balance data for tracking. Trading and DeFi operations go through a secure, non-custodial flow so your private keys never touch D0’s servers.

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Tips for Tracking Your Portfolio

  • Use balance for the full picture. It returns wallet plus perps data in one call, so you see everything at once.
  • Check your perps margin regularly. Especially during volatile markets when prices are moving fast. You want to know if you’re getting close to liquidation.
  • Monitor DeFi health factors. If you’re borrowing on Kamino, keep your health factor above 2.0. Below that and you’re starting to get into risky territory.
  • Check after big trades. See how your allocation shifted after entering or exiting positions. Did you go heavier into one token than you meant to? A quick balance check shows you.
  • Combine with analysis. If you see a token is up or down big in the last 24 hours, ask your bot to analyze why it moved.

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Privacy

Your portfolio data is private to your bot. No one else can see your balances, positions, or holdings. The connection between your wallet and your bot only exists in the D0 Dashboard and your Telegram conversation. It’s not visible to anyone else.

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Want Real Workflows?

For six real-world workflows (morning check-in, before trading, after market moves, perps risk monitoring, DeFi health tracking, end-of-day review) — see Use Case: Portfolio Monitor.