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Managing positions

TL;DR​

  • The dashboard card shows one hero APY, net value, and position/chain counts; the strategy page adds the Auto-Pilot Status card, a performance chart, and full history.
  • Status badges: Needs Setup, Earning yield, Paused, Closing, Closed.
  • A position tagged Holding can't be exited until its vault regains liquidity; it keeps earning in the meantime.

Dashboard card​

  • APY. Shows Live APY (recent five-minute rate) for young strategies and switches to Realized APY (annualized return) once ~30 minutes of data has accrued.
  • Net Value. Portfolio value after fees, with earned yield and projections beneath.
  • Positions and Chains. Counts, with the vault and chain names on hover. A Bridging tag shows while a cross-chain transfer is in flight.

Strategy page​

  • Auto-Pilot Status. Live view of what the rebalancer is doing: monitoring, confirming a move (with a progress bar of five-minute checks), or waiting on something it needs from you. See Rebalancing.
  • Live APY. Current weighted APY across positions, recent five-minute rate. Rewards not included.
  • Strategy APY. The smoothed APY Earn uses for rebalancing decisions. Lags Live APY by design.
  • Realized APY. Annualized return based on vault growth. Hidden until ~30 minutes of data exists.
  • Net Value. Portfolio value, with gross value and fees to date.
  • Positions. The vaults holding your USDC, with each vault's withdrawable liquidity in the expanded row.
  • Performance. Chart of value over time, with net yield and fees stacked separately.

Position tags​

  • Holding. The vault can't cover a withdrawal right now, so Auto-Pilot holds the position until liquidity returns. Still earning yield.
  • Pending exit. You hid this vault; Auto-Pilot exits it on the next check.

History​

  • Strategy Enter. Initial funding. Multi-chain deposits group into one row.
  • Rebalance / Crosschain Rebalance. Move between vaults, with from/to, amount, and fee.
  • Force Rebalance / Force Crosschain Rebalance. A forced exit (hidden vault or liquidity floor) that left a higher-APY vault. See Rebalancing.
  • Bridge In on <chain> / Relay (Bridge In) / Relay + Deposit (Bridge In). Sub-phases of a CCTP transfer landing on the destination chain.
  • Strategy Exit. Terminal event with the amount withdrawn.

Each row links to the on-chain transaction, expands to show its fee, and the whole history exports to CSV.

Status​

  • Needs Setup. Created but not yet funded; the setup checklist is waiting. Auto-deleted one hour after creation if never funded.
  • Earning yield. Running. Auto-Pilot is monitoring for higher-scoring candidates.
  • Paused. No rebalances fire; positions stay in place. Resume from the management panel.
  • Closing. At least one chain still has a position or a bridge in flight.
  • Closed. Final value and realized APY are written; the strategy moves to the dashboard's Closed section.

Notifications​

The strategy header's Notifications menu offers browser push and Telegram tracking for that strategy. Alerts cover rebalances (with APY change and fee), bridges, deposits, closes, and vault approvals Auto-Pilot is waiting on. Strategy pages are public and read-only for non-owners; anyone with the link can view or subscribe.

Where to go next​