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Dashboard App

Overview​

The Dashboard app is your comprehensive Solana wallet portfolio tracker, providing real-time insights into your token holdings, portfolio value, and market performance. Whether you're connecting your wallet directly or monitoring any Solana address, the Dashboard gives you a complete view of your crypto assets with professional-grade analytics.

Table of Contents​

Getting Started​

Connecting Your Wallet​

  1. Direct Wallet Connection: Click the "Connect Wallet" button to connect your Phantom or Solflare wallet. The dashboard will automatically load your portfolio data.

  2. Manual Address Entry: Prefer to monitor without connecting? Simply paste any Solana wallet address into the input field. The dashboard will display a "Manual" badge to indicate you're viewing an external address.

  3. Address Persistence: Manually entered addresses are saved automatically, so you can return to monitor the same wallet without re-entering the address.

Understanding the Interface​

The Dashboard is divided into three main sections:

  • Header: Shows your connected wallet address (or manual entry) with copy functionality
  • Main Content: Displays portfolio stats and detailed token holdings
  • Sidebar: Shows portfolio breakdown and quick performance stats

Core Features​

Portfolio Overview​

At the top of the dashboard, you'll find four key metrics that give you an instant snapshot of your portfolio:

1. Total Portfolio Value​

  • What it shows: The combined USD value of all your tokens and SOL
  • How it's calculated: Sum of (token balance current price) for all holdings
  • Update frequency: Refreshes with market data every 5 minutes or on manual refresh

2. SOL Balance​

  • What it shows: Your native Solana (SOL) balance
  • Format: Displayed with up to 4 decimal places
  • Importance: SOL is needed for all Solana transactions

3. Token Count​

  • What it shows: Number of unique tokens in your wallet
  • Note: Only counts "verified" tokens (those with DexScreener data)
  • Hidden tokens: Low-quality tokens without proper metadata are hidden by default

4. Largest Holding​

  • What it shows: Your most valuable token position
  • Format: Shows token symbol and USD value
  • Updates: Changes as token prices fluctuate

Token Holdings​

The main table displays all your token positions with comprehensive market data:

Table Columns​

  1. Token

    • Token logo (when available)
    • Token name and symbol
    • Click any row to view detailed charts on DexScreener

  2. Balance

    • Your token balance
    • Formatted for readability (e.g., 1.23M for millions)

  3. Value

    • Current USD value of your holdings
    • Calculated as: balance current price

  4. 24h Change

    • Percentage change in the last 24 hours
    • Green for gains, red for losses
    • Shows "N/A" when data unavailable

  5. Market Cap

    • Total market capitalization of the token
    • Helps assess token size and stability

  6. Volume 24h

    • Trading volume in the last 24 hours
    • Indicates token liquidity and activity

Interactive Features​

  • Click to Explore: Click any token row to open its DexScreener page with detailed charts, liquidity info, and trading data
  • Real-time Updates: Data refreshes automatically every 5 minutes
  • Loading States: Shows skeleton loaders while fetching fresh data

Search and Filtering​

Search Functionality​

  • Search Bar: Located above the token table
  • Search by: Token name or symbol (case-insensitive)
  • Real-time: Results update as you type
  • Clear Search: Click the X to reset

Token Quality Filter​

  • "Show tokens without images" Toggle: Controls visibility of unverified tokens
  • Default: OFF (hides low-quality tokens)
  • Token Counter: Shows count of verified vs unverified tokens
  • Why Hidden?: Tokens without DexScreener data are often scams or dead projects

Portfolio Breakdown​

The sidebar provides a visual representation of your portfolio composition:

Top 5 Holdings​

  • Shows your largest positions by percentage
  • Each holding displays:
    • Colored indicator dot
    • Token symbol
    • Percentage of total portfolio
  • Helps identify concentration risk

Visual Design​

  • Clean, minimalist bars
  • Distinct colors for easy differentiation
  • Updates with portfolio changes

Quick Stats​

Below the portfolio breakdown, find key performance metrics:

1. Largest Holding​

  • Your biggest position by USD value
  • Shows token symbol
  • Updates with price movements

2. Best Performer​

  • Token with highest 24h percentage gain
  • Great for spotting winners
  • Shows "N/A" if no positive performers

3. Total Tokens​

  • Complete count of all tokens
  • Includes both verified and unverified
  • Helps track portfolio diversity

Data Sources and Updates​

Market Data Providers​

  1. Solana Blockchain Data: Direct from Solana via QuickNode RPC
  2. Token Prices: Jupiter aggregator (most accurate Solana prices)
  3. Token Metadata: DexScreener (logos, market cap, volume)
  4. Fallback Data: Known tokens (SOL, USDC, USDT, etc.)

Update Mechanism​

Automatic Updates​

  • Cache Duration: 5 minutes
  • Smart Caching: Prevents excessive API calls
  • Persistent Cache: Data survives app switches

Manual Refresh​

  • Refresh Button: Force update anytime
  • Visual Feedback: Spinning animation during refresh
  • Last Updated: Shows timestamp of last data fetch

Data Quality​

  • Price Accuracy: Real-time from DEX aggregators
  • Volume/Market Cap: From DexScreener when available
  • Balance Accuracy: Direct from blockchain (always current)

Tips and Best Practices​

Performance Optimization​

  1. Use Manual Refresh Sparingly: The 5-minute cache usually provides fresh enough data
  2. Hide Unverified Tokens: Keeps the interface clean and focused on quality assets
  3. Bookmark Addresses: Save frequently monitored wallets for quick access

Security Considerations​

  1. Read-Only Access: The dashboard only reads data, never modifies your wallet
  2. No Private Keys: Never enter private keys or seed phrases
  3. Public Data Only: All displayed data is publicly available on-chain

Troubleshooting​

Common Issues and Solutions​

  1. "No tokens found"

    • Ensure correct wallet address
    • Check if wallet has token holdings
    • Try manual refresh

  2. Missing Token Prices

    • Some new/small tokens may lack price data
    • Token might not be listed on major DEXes
    • Check DexScreener directly for more info

  3. Slow Loading

    • First load fetches all data fresh
    • Subsequent loads use cache (faster)
    • Check internet connection

  4. Token Shows No Image

    • Token not verified on DexScreener
    • Enable "Show tokens without images" to view
    • Be cautious with unverified tokens

Advanced Features​

Multi-Wallet Monitoring​

  • Switch between connected and manual addresses
  • Each address maintains its own cache
  • Perfect for monitoring multiple portfolios

Export Capabilities​

  • Copy wallet address for sharing
  • Screenshot for reports
  • Token addresses visible on DexScreener

Best Practices for Portfolio Management​

  1. Regular Monitoring: Check daily for significant changes
  2. Diversification Check: Use portfolio breakdown to avoid overconcentration
  3. Performance Tracking: Monitor best performers for trends
  4. Quality Focus: Prioritize verified tokens with good liquidity

Limitations and Known Issues​

Current Limitations​

  1. Historical Data: No transaction history or cost basis tracking (coming soon)
  2. Portfolio Charts: No historical portfolio value charts yet
  3. Price Alerts: No notification system currently
  4. Mobile Optimization: Best experienced on desktop

API Constraints​

  • Rate Limits: Automatic throttling prevents API blocks
  • Batch Sizes: Processes tokens in groups for efficiency
  • Data Delays: Slight delays possible during high traffic

Data Accuracy Notes​

  • Market Data: 1-2 minute delay possible
  • New Tokens: May take time to appear with full data
  • Small Caps: Limited data for very small tokens

Future Enhancements​

Planned features include:

  • Transaction history with cost basis
  • Portfolio performance charts
  • CSV export functionality
  • Price alerts and notifications
  • Advanced filtering options
  • Multi-chain support

Support and Feedback​

Experiencing issues or have suggestions? The Dashboard is continuously improved based on user feedback. Key areas we're focusing on:

  • Improving data accuracy
  • Adding more analytics features
  • Enhancing mobile experience
  • Expanding token coverage

Remember: The Dashboard is a powerful tool for portfolio monitoring, but always verify important information through multiple sources when making trading decisions.