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Use Case: Portfolio Monitor

Use your D0 Bot as a personal portfolio dashboard that covers your wallet, perpetual futures, and DeFi positions — all queryable from Telegram.

The Scenario

You hold tokens in your Solana wallet, have open positions on Donut Perps, and have assets deposited in DeFi protocols. You want to stay on top of everything without constantly checking multiple apps.

How It Works with D0

Complete Balance Overview

You: "What's my balance?"

Bot: "Here's your complete overview:

Wallet: $14,280

TokenAmountValue24h Change
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 Balance: $3,800
  • Margin Used: $1,400

Total: $19,480"

Check Perps Positions

You: "Show my perps positions"

Bot: "Your open positions:

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

Total Unrealized PnL: +$121.00"

DeFi Portfolio

You: "Show my DeFi positions"

Bot: "Your DeFi portfolio:

Kamino Lending:

  • Deposited: 1,000 USDC (earning 8.2% APY)
  • Borrowed: 200 USDC (paying 12.5% APR)
  • Health Factor: 2.8 (Safe)

Meteora LP:

  • SOL/USDC Pool: $2,400 total value
  • Fees earned: $45.20 (24h)

Total DeFi Value: $3,245"

Deep Dive on a Holding

You: "Tell me more about my JUP position"

Bot: "Your JUP position:

  • Holding: 2,100 JUP
  • Current value: $2,604 (18.2% of wallet)
  • Current price: $1.24 (+6.2% today, +15% this week)

JUP market overview:

  • Market cap: $1.67B (#42)
  • 24h volume: $285M
  • Safety score: 92/100

Jupiter recently announced a governance proposal for fee sharing."

Track Changes Over Time

You: "How has my portfolio done this week?"

Bot: "This week's performance:

  • Wallet: $14,280 (up from ~$13,200 on Monday, +8.2%)
  • Perps: +$121 unrealized PnL

Best performer: JUP (+15%) Worst performer: BONK (-4.2%) SOL: +12% (your largest position drove most of the gains)"

Real-World Workflows

Morning Check-In

Every morning, ask: "What's my balance?" Get a complete snapshot of wallet + perps + DeFi in one response.

Before Making a Trade

Before buying or selling, check your allocation: "Show my portfolio" to decide if you need to rebalance.

After a Market Move

When you see crypto news, ask: "Check my balance" to see how all your positions were affected.

Monitor Perps Risk

If the market is volatile, ask: "Show my perps positions" to check your leverage, margin usage, and unrealized PnL.

Track DeFi Health

Periodically check: "Show my DeFi positions" to monitor lending health factors and LP performance.

End-of-Day Review

Before bed, a quick "Portfolio update" gives you peace of mind or an early warning if something needs attention.

Tips

  • Use the combined balance command — One question gives you wallet, perps, and DeFi all at once
  • Monitor your perps margin — Keep an eye on equity and available balance to avoid liquidation
  • Check DeFi health factors — Make sure your Kamino lending positions stay healthy
  • Combine with alerts — After checking your portfolio, set price alerts for tokens you're watching
  • Ask about specific tokens — "How is my SOL doing?" gives more detail than a general portfolio check
  • Stay informed — After seeing a token's price change, ask your bot to analyze why it moved

D0 — Your personal AI trading assistant on Telegram