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Portfolio Tracking

Keep an eye on your crypto holdings without leaving Telegram. Your D0 Bot can check your wallet balance, perpetual futures account, DeFi positions, and show you a complete portfolio overview.

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.

What You'll See

Combined Balance (Wallet + Perps)

One command shows everything:

You: "What's my balance?"

Bot: "Wallet: $14,280

TokenAmountValue24h
SOL42.5$6,035+4.8%
USDC3,500$3,500
JUP2,100$2,604+6.2%
BONK150,000$1,245-1.3%
RAY180$896+2.1%

Perps Account:

  • Equity: $5,200
  • Available: $3,800
  • Margin used: $1,400

Total: $19,480"

Wallet Only

You: "Just show my wallet"

Bot: (shows only wallet tokens without perps data)

DeFi Portfolio

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"

Perps Positions

You: "Show my perps positions"

Bot: "Open positions:

SymbolSideSizeEntryMarkPnLLev
BTCUSDTLONG0.05$96,800$98,450+$82.5010x
SOLUSDTLONG10$138.50$142.35+$38.505x

Unrealized PnL: +$121.00"

Connecting Your Wallet

To use portfolio tracking, you need to connect a Solana wallet:

  1. Go to the D0 Dashboard
  2. Click on your profile or the wallet icon
  3. Connect your Solana wallet (Phantom, Backpack, or other Solana wallets)

INFO

D0 reads your wallet's public data for balance tracking. Trading and DeFi operations go through a secure, non-custodial flow.

Tips

  • Use "balance" for the full picture — It returns wallet + perps data in one call
  • Check perps margin regularly — Especially during volatile markets
  • Monitor DeFi health factors — Keep Kamino health factor above 2.0
  • Check after big trades — See how your allocation shifted
  • Combine with analysis — After seeing a price change, ask your bot to analyze why it moved
  • Regular check-ins — A quick "balance" query keeps you informed throughout the day

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 is only visible to you through the D0 Dashboard and your Telegram conversation.

D0 — Your personal AI trading assistant on Telegram