Managing positions
Reading the Earn dashboard, the strategy page, Increase and Reduce, history, and alerts.
TL;DR
Dashboard card
- APY. Live APY, the most recent five-minute rate, or Net APY on a covered strategy. It switches to Realized APY about 30 minutes after your first deposit reaches its vaults, so a cross-chain deposit starts that clock later.
- Net value. Portfolio value after fees, with capital, APY, and earned yield beneath it, then weekly, monthly, and yearly projections.
- Networks. The networks the strategy can use. A Bridging tag shows while a cross-chain transfer is in flight.
- Status. One of the five badges listed below. While Auto-Pilot runs a cycle, the card shows its progress instead: Pending, Rebalancing, Action needed, or Error.
Strategy page
- Auto-Pilot Status. What Auto-Pilot is doing: monitoring, confirming a move (with a progress bar of five-minute checks), or waiting on something it needs from you. See Rebalancing.
- APY. The weighted average across your positions, shown apart from Realized APY. It reads Live APY (the latest five-minute rate) until the strategy has run one full APY smoothing window, then Strategy APY (the smoothed rate Earn ranks vaults on). A covered strategy shows Net APY. Token rewards are not included. See Rewards.
- Realized APY. Your annualized return since the first deposit reached its vaults, measured from vault share-price growth. Capital you add later counts only from when it arrives, so an Increase does not dilute the return you already earned. Hidden for the first 30 minutes. See Share price.
- Net value. Portfolio value after fees, with earned yield and total fees beside it.
- Positions tab. The vaults holding your USDC. Each expanded row shows the vault's withdrawable liquidity. The shares behind every position sit in your own wallet. See Your shares.
- Performance tab. A breakdown of gross value, fees collected, and net value, above a stacked bar chart of net yield and fees with 24h, 7d, and 30d views.
- Manage tab. The strategy's settings and its controls: Clone, Pause and Resume, and Close (or Delete before funding). Visitors can read the settings and use Clone. Only the owner can change settings, pause, resume, or close. The tab is hidden once a close starts.
Increase and Reduce
The stats band of an active standard strategy has Increase and Reduce. A covered strategy has neither. See Covered strategies.
- Increase adds USDC from your wallet on the strategy's funding chain into the vaults the strategy already holds. If a held vault cannot take new USDC right now, Earn leaves it out and splits the Increase across your other held vaults. Earn refuses the Increase only when no held vault can take it, or when a portion that must bridge would be refused on arrival. That refusal names the vault. A bridged portion that lands after the vault fills waits for that vault rather than going elsewhere. Increase asks for a new USDC approval when the remaining allowance is too small.
- Reduce takes a proportional slice from every active position and sends the USDC to your wallet on the funding chain. One Reduce can take at most 90% of the strategy's value outside any Holding position, and it must leave at least the highest minimum among the strategy's networks: 5,000 USDC if Ethereum is enabled, otherwise 250 or 500 USDC. To take out more, close the strategy. A Reduce can pay a relay fee. See Fees and gas.
- Every action is at least 10 USDC, and more when part of it has to bridge. The Reduce dialog shows the exact range. The Increase dialog shows the 10 USDC floor, and Earn names a higher figure if a bridged portion falls short.
Position tags
- Holding. The vault cannot cover a withdrawal right now, so Auto-Pilot holds the position until liquidity returns. It keeps earning. See When a vault can't be exited.
- Bridging in. USDC is on its way into this vault.
- Withdrawn and Bridging to wallet. On a closed position: the USDC reached your wallet, or is still crossing back.
History
| Event | Description |
|---|---|
| Strategy Enter | Initial funding. A multi-chain deposit groups into one row. |
| Capital Increase | An Increase, with the amount added. |
| Rebalance / Crosschain Rebalance | A move between vaults, with from, to, amount, and fee. |
| Minimum Liquidity Auto-Exit / Minimum TVL Auto-Exit | A forced exit because the vault fell below your Minimum withdrawable liquidity or Auto-exit vault size. |
| Force Rebalance / Force Crosschain Rebalance | A forced exit because you hid the vault. It can land in a lower-APY vault. |
| Capital Reduction | A Reduce. The strategy stays live. |
| Strategy Exit | The close, with the amount withdrawn. |
Each row expands to show its fee and each stage of the move, with a link to each stage's transaction. The whole history exports to CSV. See Forced exits for why a forced exit can leave a higher-APY vault.
Status
| Status | Description |
|---|---|
| Needs Setup | Created but not yet funded. Deleted after about an hour with no activity if it is never funded. |
| Earning yield | Running. Auto-Pilot is watching for a better vault. |
| Paused | No rebalances fire. Positions stay in place and keep earning. Resume from the Manage tab. |
| Closing | At least one chain still has a position or a bridge in flight. An interrupted close shows a Continue Close button. |
| Closed | The final Net value and Realized APY are recorded. The strategy moves to the Closed section of the dashboard. |
If a deposit bridge stalls
If a deposit bridge has not landed 30 minutes after the burn, the Bridging card shows Claim to wallet. See If a bridge stalls.
Leaderboard
The leaderboard ranks every funded strategy by realized APY and refreshes about every five minutes. Your strategy appears there once Earn records its first value, with a truncated wallet address and a link to its page. Rows under 30 minutes old show no APY yet.
Notifications
The Notifications menu in the strategy header offers browser push and Telegram alerts for that strategy. Alerts cover rebalances (with the APY change and fee), bridges, deposits, each chain's close and the final close, a completed Claim to wallet, and vault approvals Auto-Pilot is waiting on. Anyone with the link can subscribe.