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Portfolio Analysis

Analyze, track, and optimize your DeFi portfolio across multiple protocols and chains using Difract's comprehensive portfolio analysis tools.

Overview

Difract's Portfolio Analysis module provides a comprehensive view of your DeFi investments, helping you understand performance, risk exposure, and optimization opportunities across your entire portfolio.

Key Features

Multi-chain portfolio tracking
Performance analytics
Risk exposure analysis
Portfolio optimization
Gas fee analysis

Portfolio Tracking

Track your positions across different protocols and chains in real-time.

Portfolio Tracking Example

const portfolio = await difract.portfolio.track({
    wallets: [
        "0x1234...5678",  // Ethereum
        "0x9abc...def0"   // Polygon
    ],
    includeHistory: true,
    timeframe: "30d",
    metrics: [
        "value",
        "yield",
        "risk",
        "gas_spent"
    ]
});

Performance Metrics

Analyze your portfolio's performance using various metrics and indicators.

Return Metrics

Total Value Locked (TVL)
Yield Returns
Impermanent Loss
Net APY

Risk Metrics

Protocol Exposure
Asset Correlation
Volatility Analysis
Risk-adjusted Returns

Cost Metrics

Gas Fees
Protocol Fees
Slippage Impact
Total Costs

Performance Analysis Example

const performance = await difract.portfolio.analyze({
    timeframe: {
        start: "2023-01-01",
        end: "2023-12-31"
    },
    metrics: {
        returns: ["tvl", "yield", "il", "net_apy"],
        risk: ["exposure", "correlation", "volatility"],
        costs: ["gas", "fees", "slippage"]
    },
    groupBy: "protocol"
});

Risk Analysis

Understand and manage your portfolio's risk exposure across different dimensions.

Risk Analysis Example

const risk = await difract.portfolio.getRisk({
    categories: [
        "protocol_risk",
        "market_risk",
        "asset_risk",
        "smart_contract_risk"
    ],
    thresholds: {
        high: 7,
        medium: 4
    },
    aggregation: "weighted_average"
});

Portfolio Optimization

Optimize your portfolio for better returns while managing risk exposure.

Optimization Example

const optimization = await difract.portfolio.optimize({
    objective: "maximize_returns",
    constraints: {
        maxRisk: 7,
        minDiversification: 0.3,
        maxGasCost: "100",
        targetYield: 10
    },
    rebalancing: {
        frequency: "weekly",
        threshold: 5  // % deviation
    }
});

Portfolio Rebalancing

Automatically rebalance your portfolio to maintain optimal asset allocation.

Rebalancing Strategy Example

const rebalance = await difract.portfolio.rebalance({
    strategy: {
        type: "threshold",
        settings: {
            threshold: 5,  // % deviation
            frequency: "weekly"
        }
    },
    constraints: {
        maxSlippage: 1,  // %
        maxGas: "50"     // GWEI
    },
    execution: {
        mode: "simulation",  // or "live"
        gasOptimization: true
    }
});

Portfolio Reporting

Generate detailed reports about your portfolio's performance and composition.

Report Generation Example

const report = await difract.portfolio.generateReport({
    type: "performance",
    timeframe: "monthly",
    format: "pdf",
    sections: [
        "summary",
        "performance_metrics",
        "risk_analysis",
        "cost_breakdown",
        "recommendations"
    ],
    customization: {
        charts: true,
        tables: true,
        annotations: true
    }
});

Next Steps

Strategy Builder

Create automated strategies based on your portfolio analysis

Risk Assessment

Deep dive into risk assessment methodologies

Monitoring

Set up monitoring for your portfolio