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Before you start

To get the most from portfolio analysis, connect your wallet first. See Wallet integration for setup instructions. You can also analyze any public wallet by pasting its address directly in the chat.

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Analyze your portfolio

1

Connect your wallet or paste an address

Connect via the wallet icon, or type:
Analyze this wallet: YOUR_WALLET_ADDRESS
2

Get a portfolio overview

Ask for a broad analysis first:
Give me a full breakdown of my portfolio
The agent returns:
  • Token balances with USD values
  • Portfolio allocation percentages
  • 24h change for each holding
  • Total portfolio value
3

Check risk and diversification

Am I too heavy on one coin?

What's my portfolio risk score?
The Portfolio Advisor agent assesses:
  • Concentration risk (percentage in top holdings)
  • Sector diversification (DeFi, L1s, meme coins, stablecoins)
  • Correlation between holdings
  • Overall risk rating
4

Get rebalancing suggestions

Should I rebalance my portfolio?
The agent provides specific suggestions:
  • Which tokens to reduce or increase
  • Target allocation percentages
  • Reasoning based on current market conditions

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Multi-chain analysis

For wallets active across multiple chains: 
Scan my wallets across all chains
The Comprehensive Analyst agent uses multi-chain wallet analysis tools to aggregate your holdings across EVM chains and Solana into a unified view.

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Solana-specific analysis

The Solana Wallet Advisor agent provides deep Solana analytics: 
Check my Solana NFTs and DeFi positions
This returns:
  • SPL token balances
  • Active DeFi positions (Jupiter, Orca, Raydium, Kamino)
  • NFT collection breakdown with rarity scores
  • Staking account status
  • Recent transaction summary

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Track performance over time

Use chat history to compare your portfolio across different dates. Ask the same analysis query periodically to track:
  • Portfolio value changes
  • Allocation drift
  • Whether rebalancing suggestions played out
Combine portfolio analysis with market trend queries for context. For example: “My portfolio is heavy on SOL — is the Solana ecosystem growing or shrinking?”