Portfolio Overview — Cross-Chain View

Auto is an AI trading agent that aggregates your entire crypto portfolio — wallet balances, DeFi positions, Hyperliquid trades, and Polymarket bets — into a single, unified view across seven supported chains.

What Does a Portfolio Review Show?

A portfolio review returns a complete snapshot of your holdings with actionable intelligence attached. Auto pulls data from every surface you use and presents it together.

"Review my portfolio"

"How are my positions doing?"

"Give me a portfolio overview"

Surface	What's Included
Spot wallet	Token balances across all 7 chains (Ethereum, Base, Arbitrum, Optimism, Polygon, Solana, HyperEVM)
DeFi positions	Aave lending positions, Morpho vaults and markets
Hyperliquid	Perp positions, spot holdings, margin balances
Polymarket	Prediction market positions and estimated value

What Data Points Are in the Overview?

Each portfolio review includes the following data points:

• Total portfolio value in USD

• Allocation breakdown by chain and by token

• 7-day price performance for top holdings

• Recent news about largest positions

• Yield opportunities for idle tokens (especially stablecoins)

• Risk flags for concentrated positions

How Do I Check Balances on a Specific Chain?

Auto returns chain-specific balances when you name the chain directly. This is faster than a full portfolio review when you only need one chain.

"Show my balances on Base"

"How much ETH do I have across all chains?"

"What's my USDC balance everywhere?"

What Risks Does Auto Flag Automatically?

Auto identifies portfolio risks without being asked and surfaces them during every portfolio review.

Risk	When Auto Warns You
Concentration	Any single token exceeds 40% of total portfolio value
Idle stablecoins	USDC or USDT sitting in your wallet not earning yield — Auto suggests yield options
Performance drop	A major holding dropped significantly in the last 7 days
Empty wallet	New user with no funds — Auto guides you on how to deposit

How Does a Portfolio Review Work in Practice?

Auto combines portfolio data with actionable suggestions in a single response. You can act on suggestions immediately in the same conversation.

You: "Review my portfolio"

Auto: Shows $2,450 total across Base ($1,800), Arbitrum ($350), Polygon ($200), Hyperliquid ($100). Flags: "65% in ETH — concentrated. $500 USDC idle on Base — could earn 5.2% on Aave."

You: "Put the idle USDC to work"

Auto: "Supply 500 USDC to Aave on Base at 5.2% APY? Confirm?"

How Does Portfolio Overview Differ from Position Tracking?

Portfolio overview shows your total holdings and allocation across all surfaces. Position tracking focuses specifically on open DeFi, Hyperliquid, and Polymarket positions with detailed metrics like entry price, PnL, and liquidation distance. Use portfolio overview for the big picture; use position tracking for individual position management.