Portfolio Management

MemeTrade's portfolio management feature provides a basic overview of your token holdings. Here's what you can track:

Current Capabilities

  • Individual Token Positions: View your holdings for each token, including purchase history and cost basis.

  • Total Portfolio Value: See the total value of your portfolio based on current market prices.

Limitations

  • P&L Tracking: Profit and loss tracking is not available yet.

  • Alerts/Notifications: No alerts or notifications are currently supported.

  • LP Positions: Liquidity provider positions are not tracked within MemeTrade. Use the Uniswap interface to manage and track LP positions.

  • Rewards Tracking: Rewards are not tracked within the portfolio management feature.

  • Historical Performance: Historical performance and returns are not tracked yet.

For more detailed portfolio management, consider using external tools or interfaces like Uniswap for LP positions.

Portfolio Overview

Your MemeTrade portfolio consists of multiple asset types and income streams:

Asset Types

🪙 Token Holdings

  • Individual token positions

  • Real-time values and P&L

  • Purchase history and cost basis

  • Price alerts and notifications

💧 Liquidity Positions

  • LP token holdings across pools

  • Fee earnings and mining rewards

  • Impermanent loss tracking

  • Pool performance metrics

🎁 Rewards & Earnings

  • $MEME governance tokens earned

  • Unclaimed mining rewards

  • Trading fee accumulations

  • Referral bonuses and airdrops

📊 Overall Performance

  • Total portfolio value

  • Daily, weekly, monthly returns

  • Risk-adjusted performance metrics

  • Historical performance charts

Mobile App Portfolio Features

Smart Account Advantages

Download on TestFlight

Unified Portfolio View:

  • All assets in one interface

  • Real-time synchronization

  • Cross-platform consistency

  • Seamless user experience

Transaction Batching Benefits:

Portfolio Rebalancing (Single Transaction):
1. Claim all pending rewards
2. Sell 50% of token A
3. Buy token B with proceeds
4. Add liquidity to ETH/Token C pool
5. Stake new LP tokens

Instead of 5 separate transactions!

Gas Optimization:

  • 70%+ savings through batching

  • Optimal transaction timing

  • Reduced MEV exposure

  • Simplified portfolio management

Real-Time Tracking

Live Portfolio Dashboard:

  • Current total value in USD

  • 24h change ($ and %)

  • Asset allocation breakdown

  • Top performers and losers

Performance Metrics:

  • Total return since inception

  • Best and worst performing assets

  • Average cost basis tracking

  • Realized vs. unrealized gains

Smart Notifications:

  • Portfolio value milestones

  • Large position movements (±10%)

  • Reward claiming opportunities

  • Rebalancing suggestions

Setting Up Your Portfolio

Initial Setup

  1. Create Smart Account

    • Download MemeTrade app

    • Set up biometric authentication

    • Your portfolio tracking starts automatically

  2. Add Backup Key

    • Import existing EOA as backup

    • Sync previous DeFi positions (if compatible)

    • Secure recovery method

  3. Fund Your Account

    • Transfer ETH from other wallets

    • Bridge assets from other chains

    • Begin building your portfolio

Portfolio Configuration

Display Preferences:

  • Base currency (USD, ETH, BTC)

  • Decimal precision

  • Chart timeframes

  • Performance calculation methods

Privacy Settings:

  • Hide sensitive information

  • Screenshot protection

  • Balance display options

  • Share portfolio publicly (optional)

Alert Thresholds:

  • Price movement alerts (±5%, ±10%, ±25%)

  • Portfolio value milestones

  • Risk level warnings

  • Profit-taking opportunities

Asset Allocation

Building a Balanced Portfolio

Recommended Allocation (Conservative):

💰 Stable Assets (40-60%):
- ETH (primary holding)
- $MEME (platform token)
- High-volume, established tokens

🚀 Growth Tokens (20-40%):
- Medium-cap tokens with potential
- Newer tokens with strong fundamentals
- Trending tokens with momentum

⚡ Speculative (5-20%):
- Very new tokens
- High-risk, high-reward plays
- Experimental positions

Recommended Allocation (Aggressive):

💰 Stable Assets (20-40%):
- ETH and platform tokens
- Established DeFi tokens

🚀 Growth Tokens (40-60%):
- Mid-cap growth opportunities
- Tokens with strong communities

⚡ Speculative (20-40%):
- New token launches
- High-volatility plays
- Leveraged positions

Liquidity Position Allocation

LP Strategy Mix:

  • Stable Pairs (40-60%): ETH/MEME, stablecoin pairs

  • Growth Pairs (30-50%): ETH/popular tokens

  • New Pairs (10-20%): ETH/new tokens for higher rewards

Risk Management:

  • No more than 20% in any single pool

  • Diversify across different token categories

  • Balance high and low-volume pools

  • Consider correlation between pool assets

Performance Analysis

Key Performance Indicators

Return Metrics:

  • Total Return: Overall portfolio performance

  • Time-Weighted Return: Performance independent of deposits/withdrawals

  • Money-Weighted Return: Actual investor experience

  • Risk-Adjusted Return: Return per unit of risk (Sharpe ratio)

Benchmark Comparisons:

  • vs. ETH holding performance

  • vs. popular DeFi indices

  • vs. platform average returns

  • vs. your custom benchmarks

Asset-Level Analysis:

  • Individual token performance

  • LP position profitability

  • Fee earning efficiency

  • Reward accumulation rates

Mobile App Analytics

Performance Dashboard:

Portfolio Summary:
Total Value: $5,247.83 (+12.4% 24h)
Total Return: +387.2% (6 months)
Best Performer: MOON (+2,445%)
Worst Performer: DOGE (-23.4%)

Asset Breakdown:
Tokens: $3,142.18 (59.9%)
LP Positions: $1,847.32 (35.2%)
Rewards: $258.33 (4.9%)

Advanced Charts:

  • Portfolio value over time

  • Asset allocation pie charts

  • Performance attribution analysis

  • Risk metrics visualization

Comparative Analysis:

  • Your performance vs. community

  • Similar portfolio comparisons

  • Strategy effectiveness tracking

  • ROI by investment size

Risk Management

Portfolio Risk Assessment

Risk Metrics:

  • Portfolio Beta: Sensitivity to market movements

  • Value at Risk (VaR): Potential loss in worst-case scenarios

  • Maximum Drawdown: Largest peak-to-trough decline

  • Volatility: Standard deviation of returns

Diversification Analysis:

  • Asset correlation matrix

  • Concentration risk assessment

  • Geographic/sector exposure

  • Liquidity risk evaluation

Risk Alerts:

  • Portfolio becoming too concentrated

  • Correlation increasing during stress

  • Liquidity positions at risk

  • Stop-loss triggers activated

Risk Mitigation Strategies

Position Sizing:

  • Maximum 10% in any single token

  • Maximum 5% in speculative plays

  • Maximum 25% in liquidity mining

  • Keep 20%+ in stable assets (ETH, $MEME)

Diversification Rules:

  • Minimum 10 different positions

  • No more than 30% in single category

  • Balance growth vs. value tokens

  • Spread across different creators

Stop-Loss Management:

  • Set stop-losses on speculative positions

  • Use trailing stops for profitable trades

  • Automate profit-taking at targets

  • Regular portfolio rebalancing

Mobile App Risk Tools

Automated Risk Monitoring:

  • Real-time risk score calculation

  • Portfolio health dashboard

  • Concentration alerts

  • Correlation warnings

Smart Rebalancing:

Auto-Rebalancing Example:
Trigger: MOON becomes >15% of portfolio
Action: Batch transaction to:
1. Sell excess MOON tokens
2. Buy underweight assets
3. Rebalance LP positions
4. Update stop-loss orders

Risk Scenario Analysis:

  • What-if market scenarios

  • Stress testing portfolio

  • Black swan event impact

  • Recovery time estimates

Portfolio Optimization

Rebalancing Strategies

Time-Based Rebalancing:

  • Weekly: For active traders

  • Monthly: For most users

  • Quarterly: For long-term holders

  • Event-driven: Based on market conditions

Threshold Rebalancing:

  • 5% deviation: For conservative portfolios

  • 10% deviation: For balanced portfolios

  • 20% deviation: For aggressive portfolios

  • Custom thresholds: Based on volatility

Smart Rebalancing (Mobile App):

  • AI-powered rebalancing suggestions

  • Optimal timing based on gas costs

  • Tax-efficient rebalancing

  • One-click execution

Yield Optimization

Income Maximization:

  • Identify highest-yield opportunities

  • Optimize LP position allocation

  • Compound rewards efficiently

  • Time reward claims optimally

Tax Efficiency:

  • Harvest tax losses

  • Optimize holding periods

  • Batch transaction timing

  • Jurisdictional considerations

Gas Optimization:

  • Batch multiple operations

  • Time transactions for low gas

  • Use mobile app for lower costs

  • Optimize transaction order

Advanced Portfolio Strategies

Growth-Focused Portfolio

Objective: Maximum capital appreciation

Strategy:

  • 60% growth tokens with strong fundamentals

  • 30% speculative new token positions

  • 10% stable assets for opportunities

Rebalancing: Monthly or when positions deviate >15%

Risk Management: Tight stop-losses, frequent monitoring

Income-Focused Portfolio

Objective: Steady yield generation

Strategy:

  • 70% liquidity mining positions

  • 20% high-dividend tokens

  • 10% stable assets for stability

Rebalancing: Quarterly or when yields change significantly

Risk Management: Focus on impermanent loss protection

Balanced Growth Portfolio

Objective: Growth with downside protection

Strategy:

  • 40% established tokens (ETH, $MEME)

  • 30% growth opportunities

  • 20% liquidity mining

  • 10% speculative positions

Rebalancing: Monthly with 10% deviation threshold

Risk Management: Moderate risk limits, diversification

DCA Strategy Portfolio

Objective: Reduce timing risk through regular investments

Strategy:

  • Weekly fixed-dollar investments

  • Predetermined asset allocation

  • Automatic execution through mobile app

  • Focus on long-term accumulation

Benefits:

  • Reduces emotional decision-making

  • Smooths out market volatility

  • Builds discipline

  • Takes advantage of market downturns

Tax Optimization

Tax-Efficient Strategies

Hold Period Optimization:

  • Hold positions >1 year for long-term capital gains

  • Time sales for optimal tax treatment

  • Coordinate with tax calendar

  • Consider jurisdiction differences

Loss Harvesting:

  • Realize losses to offset gains

  • Avoid wash sale rules

  • Timing of loss realization

  • Coordinate with portfolio rebalancing

Reward Management:

  • Time reward claims strategically

  • Consider tax implications of compounding

  • Plan for year-end tax liability

  • Use tax-advantaged accounts when possible

Mobile App Tax Features

Automated Tax Tracking:

  • Cost basis calculation

  • Realized/unrealized gain tracking

  • Tax lot identification

  • Multi-jurisdiction support

Tax Reporting:

  • Export transaction history

  • Generate tax reports

  • Integration with tax software

  • Professional tax preparation support

Planning Tools:

  • Tax liability estimation

  • Optimal timing suggestions

  • Loss harvesting opportunities

  • Year-end planning guidance

Portfolio Security

Smart Account Security

Multi-Layer Protection:

  • Biometric authentication

  • EOA backup key

  • Social recovery options

  • Hardware security module integration

Transaction Security:

  • Batch transaction verification

  • Multi-signature for large amounts

  • Time delays for major changes

  • Emergency pause functionality

Best Practices

Account Management:

  • Regular security reviews

  • Update authentication methods

  • Monitor for suspicious activity

  • Use secure networks only

Private Key Management:

  • Secure backup key storage

  • Never share private information

  • Use hardware wallets for backups

  • Regular key rotation

Operational Security:

  • Keep app updated

  • Use official app stores only

  • Verify transaction details

  • Be cautious of phishing attempts

Troubleshooting

Common Issues

Portfolio Value Discrepancies:

  • Check for pending transactions

  • Verify network synchronization

  • Refresh portfolio data

  • Compare with blockchain explorer

Missing Positions:

  • Ensure correct network (Base)

  • Check transaction confirmations

  • Verify smart contract interactions

  • Contact support with details

Performance Calculation Issues:

  • Verify cost basis accuracy

  • Check for missing transactions

  • Understand calculation methodology

  • Review time period settings

Getting Help

Support Channels:

  • In-App Support: Settings → Help & Portfolio

  • Discord: #portfolio-help channel

  • Email: [email protected]

  • Community: Share experiences with other users

Documentation:

Portfolio Management Best Practices

Getting Started Checklist

  1. ✅ Set up smart account with biometric security

  2. ✅ Add EOA backup key for recovery

  3. ✅ Configure alerts for important thresholds

  4. ✅ Set initial allocation targets

  5. ✅ Create rebalancing schedule

  6. ✅ Set up tax tracking

  7. ✅ Plan risk management rules

Ongoing Management

Daily:

  • Check portfolio value and alerts

  • Monitor for major position changes

  • Review news affecting holdings

  • Consider trading opportunities

Weekly:

  • Analyze performance vs. benchmarks

  • Review and claim rewards

  • Assess rebalancing needs

  • Update stop-loss orders

Monthly:

  • Complete portfolio rebalancing

  • Review and update allocation targets

  • Analyze tax implications

  • Plan for upcoming opportunities

Quarterly:

  • Comprehensive performance review

  • Strategy adjustment if needed

  • Tax planning and optimization

  • Security review and updates

Key Success Factors

Discipline:

  • Stick to predetermined rules

  • Avoid emotional decision-making

  • Maintain long-term perspective

  • Regular review and adjustment

Diversification:

  • Spread risk across assets

  • Balance different strategies

  • Avoid over-concentration

  • Consider correlation risks

Optimization:

  • Use mobile app for efficiency

  • Minimize transaction costs

  • Optimize tax treatment

  • Compound growth effectively

Continuous Learning:

  • Stay informed about market trends

  • Learn from community experiences

  • Adapt to changing conditions

  • Improve strategies over time

Ready to optimize your portfolio? Download MemeTrade and start building a well-managed, diversified portfolio with smart account benefits and advanced analytics.

Next Steps:

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