Portfolio

Portfolio helps you see what you hold, what changed and what recent wallet activity means in one place.

It brings supported wallet assets, earning positions, recent activity and recognised NFT collections into a readable wallet tracker. It is designed to make connected-wallet information easier to follow without needing to jump between explorers, wallets and different tracking tools.

Portfolio is a visibility, tracking and navigation tool. It does not custody your assets, manage your positions, set token prices or control the underlying protocols.

1. What Portfolio is

Portfolio is a wallet tracker inside Amy. It helps you:

• see supported assets held in your connected wallet
• see estimated wallet value
• separate available wallet assets from earning positions
• review recent wallet activity
• open readable transaction details
• view recognised NFT collections
• access supported actions where available
• check when data was last refreshed

Portfolio uses supported data sources and onchain information to display balances, positions, prices, activity and collections. Some asset or price information may be supplemented where standard data sources do not return complete information.

Portfolio may not show every asset, position, transaction, collection or protocol connected to your wallet.

Simple rule

Portfolio is a wallet tracker. It helps you read your wallet, but it does not control your wallet.

2. What you need to use Portfolio

Visitors can view an introduction to Portfolio.

To use Portfolio with your own wallet data, create an account or log in and connect a wallet.

You can use an existing wallet, or create an account using supported sign-in options such as email, social login, passkey or wallet login. If a new wallet is created through the account flow, you can choose whether to add assets to it later.

LITE users can use Portfolio to view supported wallet balances, earning positions, activity and collections. Some other Amy features may require Bronze level or higher.

3. Portfolio tabs

Portfolio has three main tabs:

• Assets
• Activity
• Collections

Assets shows supported wallet balances, estimated values and earning positions.

Activity shows recent detected wallet actions in a more readable transaction trail.

Collections shows recognised NFT collections held by the connected wallet.

4. Assets

The Assets tab shows what is currently detected for your connected wallet.

It may show:

• Total Value
• Available Assets
• Earning Positions
• asset rows
• position rows
• chain labels
• token amounts
• estimated prices
• estimated values
• Points multiplier labels where recognised
• available actions through the three-dot menu
• last-refreshed time
• small balances toggle

The Assets tab is designed to give a clean wallet tracker view of what is currently visible from supported data sources and onchain information.

5. Total Value, Available Assets and Earning Positions

The Portfolio summary may show:

• Total Value
• Available Assets
• Earning Positions

Total Value is the combined estimated value of supported Available Assets and supported Earning Positions shown in Portfolio.

It is calculated as:

Total Value = Available Assets + Earning Positions

Total Value does not normally include NFT or collection values, unclaimed rewards, unclaimed fees, unsupported assets, unsupported protocol positions or items that cannot currently be valued.

Available Assets means supported assets shown as directly held in your connected wallet.

Earning Positions means supported positions that data sources or onchain activity identify as deposited, staked, lent, pooled, locked or otherwise connected to a protocol or contract.

Earning Positions does not mean profit, income, rewards earned or guaranteed return. It means the estimated value of supported active positions shown in the wallet tracker.

These groupings are based on supported data sources and onchain information. They are used to organise the wallet view and may not capture every possible asset, position or protocol perfectly.

Simple rule

Available Assets are shown as held in your wallet. Earning Positions are shown as active in protocols or contracts. Total Value combines the estimated value of both.

6. Available Assets

Available Assets displays supported wallet balances.

Each asset row may show:

• token or asset name
• chain
• amount held
• estimated unit price
• estimated total value
• Amy Points multiplier where recognised
• available actions through the three-dot menu

For supported assets, the action menu may include actions such as Send, Swap, View on Earn Page or View on Points Page.

Not every asset will show every action. Available actions can depend on the asset, chain, balance, account state, current product settings and supported routes.

7. Grouped assets across chains

Portfolio may group selected recognised asset families across supported chains to make the wallet tracker easier to read.

Grouped assets may include recognised versions of assets such as ETH, WETH, wrapped Bitcoin variants, USDC, USDT and DAI.

The main grouped row shows a combined amount and estimated value. You can expand the row to view each chain-specific balance separately.

Grouping changes only the display. Each balance remains separate on its original chain.

Simple rule

Grouped rows make the wallet view cleaner. They do not merge assets across chains.

8. Earning Positions

Earning Positions shows supported active positions detected for your connected wallet.

This may include:

• liquidity positions
• staked assets
• deposited assets
• lent assets
• pooled assets
• vault positions
• strategy positions
• other supported protocol or contract positions

A position row may show:

• protocol or position name
• chain
• estimated position value
• asset composition
• range status
• claimable fees
• Points multiplier
• relevant actions

Not every position will show every field.

Portfolio groups positions based on supported data sources and onchain information. It does not decide that a position is safe, profitable, suitable or guaranteed.

9. Position details and management

For supported positions, Portfolio may display the assets that make up the position, including amounts and estimated values of underlying assets where available.

Range status may show whether a supported concentrated-liquidity position is currently within its configured price range.

In Range does not guarantee profit.

Out of Range does not mean the assets are lost.

Claimable fees may be shown for information where available. They are not normally included in headline Portfolio totals unless clearly stated.

View position may open the relevant underlying protocol page where available. Depending on the protocol and position, you may be able to inspect or manage the position, claim fees, adjust its range or withdraw assets.

Any action taken on an underlying protocol is handled through that protocol’s interface, contracts and terms.

Simple rule

Portfolio displays the position. You manage the position through the relevant wallet, route or protocol.

10. Amy Points labels

Some supported assets and positions display an Amy Points multiplier label.

This shows the multiplier currently recognised by Amy for that asset or position.

A Points label does not mean the asset or position is safe, profitable or suitable. Amy Points are separate from asset value, price movement, fees, rewards and investment return.

See the Points guide for the full eligibility and calculation rules.

11. Activity

The Activity tab shows recent detected wallet activity for your connected wallet.

It is designed to make wallet history easier to read.

Activity may show actions such as:

• Send
• Receive
• Swap
• Deposit
• Stake
• Approve
• Execute
• Claim
• Withdraw
• other supported wallet or contract actions

Activity currently shows recent activity for the last 30 days.

The live page shows the current activity range, detected actions and available details.

12. Readable transaction trail

Onchain activity can be difficult to read. A single user action may create several transfers, contract calls or small intermediate steps.

Activity tries to show the main action in a readable way.

For example, a swap may be shown as:

1.00 HONEY → 52.74 AMY

rather than only showing raw contract calls or small intermediate transfers.

A deposit, stake or protocol action may also be shown as a clearer top-level action where the wallet tracker can identify the main user action.

This does not remove the underlying details. It makes the top-level activity easier to understand first, then lets you expand the item for more information.

Simple rule

Activity gives you a readable transaction trail. Expand an item when you want the detail.

13. Activity details

You can expand an activity item to see more information.

An expanded activity item may show:

• transaction type
• status
• network
• fee
• from address
• to address
• transaction hash
• View on explorer link
• token transfers
• amounts
• estimated values
• in or out labels

The summary row is designed for quick reading. The expanded view is designed for checking the details.

Some transactions may include multiple token transfers. Some may include very small amounts, routing steps or contract actions that are part of the wider transaction.

14. Activity after a swap or action

After a supported swap or wallet action completes, the interface may offer a View on activity option.

This helps you move from the completed action back to the wallet tracker so you can see the transaction in your Activity tab.

Activity can help confirm what happened after a swap, send, receive, deposit, stake or other supported action, but it should not be treated as the only source of truth.

For final confirmation, check your wallet and the relevant block explorer.

15. Activity timing and refresh

Activity can be refreshed separately from Assets and Collections.

Activity may update faster than Portfolio balances, but it still depends on data availability, network confirmation and provider response.

A submitted transaction is not the same as a confirmed transaction. Activity should normally show confirmed activity where available.

The Activity refresh control may be subject to provider limits or daily usage controls. These limits help protect the service from excessive automated refreshes.

Simple rule

Use Activity to read recent wallet history. Use the explorer when you need chain-level confirmation.

16. Collections

The Collections tab shows recognised Amy-supported collections held by the connected wallet.

Recognised collections currently shown may include:

• Bullas
• Booga Bullas
• MiBera

Each collection card may show:

• collection name
• number held
• chain

Only recognised collections are shown. NFT values are not included in Portfolio totals.

The Collections tab is a holdings summary, not an NFT valuation tool.

17. Small balances and tiny values

The small balances toggle affects the main wallet tracker view.

Portfolio generally treats low-value balances as small balances. When small balances are hidden, qualifying rows are removed from the main view until the toggle is enabled.

Very small balances or estimated values may appear as:

<0.000001

<$0.01

This does not always mean the balance is zero. It may mean the amount or value is very small, rounded for display or missing complete pricing data.

Where pricing data is unavailable or incomplete, Portfolio may still show the asset amount without a complete estimated value.

18. Refreshing Portfolio data

Portfolio data does not update continuously.

To check for newer balances, positions or collections, use the manual refresh control.

Assets and Collections can normally be refreshed no more often than approximately every 15 minutes.

Assets, Activity and Collections may refresh separately, so they may show different last-refreshed times.

Recent transactions, new positions, removed positions, price changes or collection changes may take time to appear.

Refreshing requests newer data, but it does not guarantee that every data source, provider or protocol has already updated its own records.

Simple rule

Check the last-refreshed time before relying on displayed balances or positions.

19. Pricing and estimated values

Portfolio shows estimated values using available price data.

Prices can change, may be delayed and may be unavailable for some assets or positions.

Where standard data sources do not return a price, additional supported pricing sources may be used. This can help Portfolio display more supported assets and positions, but it does not guarantee complete coverage or perfect accuracy.

Important points:

• values are estimates
• prices may be delayed
• different tools may show different prices
• different markets may show different prices
• illiquid assets may have unreliable pricing
• less common assets may have incomplete pricing
• very small values may be rounded
• a displayed value may differ from the price available when swapping, selling, redeeming or withdrawing
• a position value may differ from the amount that can actually be withdrawn

Displayed values are informational estimates. They are not guarantees of what an asset or position can be sold, redeemed, withdrawn or transferred for.

Simple rule

Portfolio values are estimates. They are not guaranteed exit values.

20. Missing, incorrect or unsupported information

Portfolio aims to provide broad wallet tracker coverage, but some information may be missing, delayed, incomplete or displayed incorrectly.

This can happen because of:

• unsupported chains
• unsupported assets
• unsupported protocols
• new tokens
• changed token contracts
• changed protocol contracts
• missing price data
• data-source delays
• provider limits
• network delays
• very small balances
• illiquid markets
• unrecognised NFT collections
• unsupported position types
• complex contract interactions

If something you expect to see is missing or appears incorrect, contact the Amy team with non-sensitive details such as:

• wallet address
• asset name
• chain
• position name
• collection name
• date or time
• transaction hash where applicable
• screenshot of the issue
• what you expected to see

Do not share seed phrases, private keys, recovery codes, wallet passwords or full authentication credentials.

Requests for additional asset, price, collection or position tracking may be reviewed where they fit supported products, partner integrations or wider user needs.

Reporting an issue or suggesting an asset does not affect your Amy Points, Score, eligibility or access.

21. Portfolio actions

Portfolio may show action buttons or menu options for supported assets and positions.

Actions may include:

• Send
• Swap
• View on Earn Page
• View on Points Page
• View position
• View on explorer
• other supported links or routes

Action availability can vary by asset, chain, balance, wallet state, account state, route support, provider availability and current product settings.

Some actions may require wallet approval. Always review the transaction in your wallet before approving it.

Portfolio never needs your seed phrase, private key or recovery code.

22. Wallet transactions

Some actions connected to Portfolio may require wallet transactions.

Examples may include:

• sending a token
• swapping a token
• approving a token
• depositing into a protocol
• staking
• withdrawing
• claiming
• interacting with a contract

Your connected wallet must approve and sign transactions.

Portfolio does not execute transactions without user approval. It does not take custody of assets before, during or after a transaction.

Do not approve unexpected transactions. Check the asset, amount, network, recipient, contract and estimated fee before signing.

23. Amy’s role and Portfolio limits

Amy provides:

• the Portfolio interface
• wallet tracker display
• supported balance detection
• supported position detection
• readable activity display
• expanded transaction details
• selected asset grouping
• estimated values
• recognised Points labels
• recognised collection summaries
• links to supported actions
• links to underlying protocols or explorers where available

Amy does not:

• custody assets
• control user wallets
• control underlying protocols
• set market prices
• guarantee complete data
• guarantee real-time data
• guarantee price accuracy
• guarantee position accuracy
• guarantee collection coverage
• guarantee that every asset will appear
• guarantee that every position will appear
• guarantee that every transaction can be reconstructed
• automatically claim rewards or fees
• manage protocol positions
• provide financial advice
• operate a bank account
• operate a tax report
• sell Amy Points
• make Amy Points redeemable for money or crypto

Displayed information can be delayed, incomplete or different from the information shown by your wallet, block explorer, data provider, market, protocol or another wallet tracker.

Check the original source before taking action.

24. Risks and things to check

Portfolio is mainly a tracking and visibility tool, but the assets and positions shown can still involve risk.

Risks may include:

• token price movement
• illiquid markets
• missing price data
• wrong or delayed data
• unsupported assets
• unsupported protocols
• smart contract risk
• protocol risk
• liquidity risk
• network fees
• transaction failure
• incorrect wallet selection
• incorrect network selection
• third-party provider issues
• explorer or data-source delays

A displayed balance does not mean an asset is safe.

A displayed position does not mean a protocol is safe.

A displayed value does not mean you can sell, swap, redeem or withdraw for that amount.

A Points label does not remove asset or protocol risk.

Simple rule

Portfolio helps you see and understand wallet information. It does not make assets or protocols risk-free.

25. Worked examples

Example 1

Grouped ETH

A user holds ETH on Ethereum, Base, Linea and Optimism.

Portfolio may display one combined ETH row. The user can expand it to view each chain-specific balance separately.

The balances remain separate on their original chains.

Example 2

Available Assets and Earning Positions

A user holds 100 USDT0 in their wallet and has another 200 USDT0 inside a supported liquidity position.

The wallet-held amount contributes to Available Assets.

The active position contributes to Earning Positions.

Total Value combines both supported estimated values.

Example 3

Readable swap activity

A user swaps 1.00 HONEY for AMY.

Activity may show a readable summary such as:

1.00 HONEY → 52.74 AMY

The expanded view may show the network, status, fee, hash, explorer link and token transfer details.

Example 4

Protocol action with several steps

A user deposits or stakes through a protocol.

The onchain activity may involve more than one transfer or contract call.

Activity may show the main action first, then show the underlying transfer details when expanded.

Example 5

Liquidity position

A user has an AMY/USDT0 concentrated-liquidity position.

Portfolio may display the estimated position value, asset composition, range status, Points multiplier and available links.

The user manages the position through the relevant protocol or supported route.

Example 6

Very small balance

A user holds a tiny token balance worth less than one cent.

Portfolio may display <$0.01 rather than zero.

The user can choose whether to show or hide small balances.

Example 7

Missing or unsupported position

A user holds a position in an unsupported protocol.

The position may not appear in Portfolio even though it still exists onchain.

The user should check the original protocol, connected wallet or block explorer.

26. Changes and current information

Portfolio may change over time.

Supported assets, chains, grouped families, earning positions, activity labels, collection support, pricing sources, available actions and refresh limits may all change.

The live Portfolio page shows what is currently detected, displayed and supported for your connected wallet.

This guide explains how Portfolio generally works.

Simple rule

Use the guide to understand the wallet tracker. Use the live page to see current connected-wallet data.