# Portfolio The Portfolio page provides a comprehensive view of all positions and activities associated with the connected wallet. It displays personal asset holdings, active positions across WEMIX.Fi services, accumulated rewards, pending withdrawals, and transaction history specific to the connected account. Unlike the Dashboard, which shows platform-wide data, the Portfolio focuses exclusively on the individual user's positions and performance. All metrics, positions, and transaction records reflect only the connected wallet's activity. **Getting Started:** To view portfolio data, connect a Web3 wallet using the "Connect Wallet" button in the navigation bar. Once connected, the Portfolio automatically displays all positions and activities associated with that wallet address. To switch wallets, disconnect the current wallet and connect a different one. The Portfolio page serves as the primary tool for monitoring personal investments, tracking returns, managing positions, and reviewing transaction history across Swap, Pool, and Liquid Staking services. *** ## Key Concepts ### 1. Portfolio Overview Metrics Five primary metrics appear at the top of the Portfolio page: #### **1-1. Total Assets** The combined USD value of all assets held across WEMIX.Fi services, including tokens in pools, staked assets, accumulated rewards, and pending withdrawals. **This represents the total portfolio value.** #### **1-2. Total Deposits** The total USD value of assets currently deposited in active positions, including liquidity pool positions and liquid staking positions. This excludes accumulated rewards and pending withdrawals. #### **1-3. Total Rewards** The cumulative USD value of all rewards earned from providing liquidity and liquid staking. **This includes both claimed and unclaimed rewards across all services.** #### **1-4. Total Pending Withdrawals** The total USD value of assets in unstaking status awaiting the completion of the unstaking period. **This metric applies exclusively to Liquid Staking, which requires a 7-14 day waiting period before withdrawn tokens become available.** #### **1-5. Asset Ratio by Coin** A visual breakdown (pie chart or percentage list) showing portfolio composition by token type. This displays what percentage of total assets each token represents, helping assess diversification and exposure. ### 2. My Staking Displays all unstaking requests initiated through [**Liquid Staking**](https://wemix.fi/liquid) and their current status. Each unstake request displays: * **Unstake amount:** Quantity of stWEMIX unstaked * **Earliest possible date for unstake:** Current unstake amount * **Claim button:** Activates when unstaking completes ### 3. My Pool Displays all active liquidity pool positions with detailed performance metrics: * **Pool Pair**: Token pair names (e.g., WEMIX/stWEMIX) * **Fee Tier**: Protocol fee percentage for the pool (0.01%, 0.05%, 0.25%, or 1%) * **Current Exchange Rate**: Current market exchange rate between the two tokens * **Range Status**: Indicates whether the position is **in-range** (actively earning fees) or **out-of-range** (not earning fees) * **Price Range**: Upper and lower price boundaries set when creating the position * **Deposit Amount**: Total USD value of assets deposited in the position * **Rewards**: Accumulated fees earned from the position * **My Return Rate (%)**: Actual return percentage calculated from deposit amount and accumulated rewards * **Pool APR (%)**: Current annualized percentage rate for the pool (platform-wide metric, not personal) #### **3-1. Range Status Indicators:** * **In-Range (green indicator)**: The current exchange rate is within the selected deposit range, and the position is actively earning fees from swaps * **Out-of-Range (red indicator)**: The current exchange rate has moved outside the selected deposit range, and the position is not earning fees. **Action required:** Rebalance position to resume earning fees #### **3-2. Risk Warning for Out-of-Range Positions:** When positions move out-of-range, they stop earning fees and become fully composed of one token, exposing the position to **impermanent loss** without offsetting fee earnings. Out-of-range positions should be monitored and rebalanced promptly to optimize returns. #### **3-3. Position Management Actions:** Click on any position to access management options: * **Add Liquidity**: Increase position size * **Remove Liquidity**: Withdraw partial or full position * **Collect Fees**: Claim accumulated rewards * **Rebalance**: Close current position and create new one with updated price range ### 4. Transaction History Displays a chronological record of all transactions initiated by the connected wallet across WEMIX.Fi services. The transaction table includes: * **Service**: Which service processed the transaction (Swap, Pool, Liquid Staking) * **Transaction Type**: Specific action performed (Deposit, Swap, Withdraw, Claim, Add Liquidity, Remove Liquidity, Stake) * **Total Value**: USD value of the transaction at the time of execution * **Token Amount**: Quantity and type of tokens involved * **Wallet Address**: The connected wallet address (always the user's own address) * **Time**: When the transaction occurred (displayed in local browser timezone) **Filtering Options:** * **Filter by service**: View only Swap, Pool, or Liquid Staking transactions * **Filter by token**: View transactions involving specific tokens **Transaction Details:** Click on any transaction entry to view detailed information on the WEMIX3.0 blockchain explorer, including: * Transaction hash and block confirmation * Gas fees paid * Smart contract interactions * Token transfer details * Transaction status and timestamp *** ## **Related Documentation:** * View platform-wide data: [**Dashboard**](https://wemix.fi/dashboard) * Manage liquidity positions: [**Pool - Manage Liquidity**](/services/pool/manage-position.md) * Understand liquid staking: [**Liquid Staking**](/services/liquid-staking.md) * Connect wallet: [**Getting Started**](/introduction/getting-started.md) * Learn about impermanent loss: [**Pool - Risks**](/services/pool/risks.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.wemix.fi/management/portfolio.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.