Managing positions
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
Events that appear in your strategy's history log:
| Event | Description |
|---|---|
| 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. |
| 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| Strategy Exit | Terminal event with the amount withdrawn.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
Your strategy will show one of these status badges:
| Status | Description |
|---|---|
| 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.