🏦AI Portfolio Tracker
Last updated
Last updated
With Scopechat's new AI Portfolio Tracker feature, you can manage all your wallets and exchange accounts effortlessly, all in one platform. Use this feature to:
Track your portfolio balances across exchanges and wallets
Generate timely AI-powered analysis of the tokens in your portfolio
Read relevant news and social media mentions about your holdings.
Get the latest trading signals related to your portfolio tokens to ensure you never miss a winning trade opportunity.
To start using Scopechat's AI Portfolio Tracker, choose the Portfolio option on Scopechat's homepage menu. You will see this screen, where you can connect your EVM-compatible wallet address or CEX account (Binance, OKX, Bybit, Bitget, with Coinbase and BingX coming soon).
Follow the instructions indicated for each option. For EVM address, you can simply enter the address in the space provided.
Meanwhile, you will need the API key from your chosen exchange to start connecting your CEX accounts to the AI Portfolio tracker. For example, here's the list of instructions for adding your OKX account to our tracker.
Scopechat just added a Customization option to its AI Portfolio Tracker. With this feature, you can manually add trades you've made, making your portfolio management experience more personalized. You must be signed in to Scopechat to start using this feature.
To start, log in to your Scopechat account and go to the Portfolio page. Select the Customization button and enter your preferred name.
You'll see this empty field. To start adding more details, just click the Add Transactions button.
Next, choose a token that you have traded recently. Use the Search bar to look for your token.
Once you have chosen your token, enter more details about your transaction. Choose from the Buy, Sell, or Transfer options, then fill in other details such as token amount, price, date of transaction, and other notes you may want to put in. Then click the Add Transaction button to complete the process.
Now you can see your logged transaction, plus relevant news, info, and trading signals about the token you added.
Once you add an address or account to the AI Portfolio Tracker, you will see this comprehensive dashboard, divided into two parts: Portfolio Details and the AI-powered panel for relevant market information about your holdings.
To get a more comprehensive view of your entire portfolio, you have three tabs to choose from:
Portfolio Balance - An itemized balance of all the tokens in your portfolio. If you connect more than one account, you could see all the tokens you're holding now and the public chains that the tokens are in.
Transaction History - A log of recent transfers and trades you have executed across your connected accounts
Statistics - A set of charts that break down the proportions and performances of the tokens you hold, in comparison to your entire portfolio.
Meanwhile, the AI-powered panel on the right features the following tools:
AI-Powered Portfolio Analysis - Choose from a variety of AI models to generate customized summaries of your portfolio:
Vitalik Bot - An AI bot that analyzes your portfolio performance in a thoughtful, technical manner, offering insights and predictions as if explained by Vitalik Buterin himself.
Roast Bot - An AI bot that critiques your portfolio performance, turning market losses into entertainment.
Boost AI - An AI bot that praises your portfolio performance with encouraging compliments.
Analysis Bot - Provides a clear and insightful analysis on your portfolio, powered by Scopechat AI.
More AI Bots - Keep tuned!
Choose the bot that you prefer to use for portfolio analysis, then click the Generate Custom Summary button to see your comprehensive portfolio report in seconds.
Hot Signals - See the latest trading signals for all the tokens in your portfolio. You can also click the Show All Signals drop-down menu to pick the signal types that you want to see, or use the Search function on top to zero in on specific tokens.You can also sort the signals based on win rates (e.g. Select the >50% Win Rate signal to show only signals that have win rates of above-50%.)\
Token News - Explore this up-to-date feed of breaking news and media coverage regarding the tokens in your portfolio. You can also choose to filter the news items based on your top holdings or specific tokens.
Twitter Mentions - Get a quick glimpse of the recent posts that some of the most popular Web3 influencers have made about the tokens in your portfolio. Each entry also shows an influencer's Win Rate on their calls, plus their follower count. You can also choose to filter the social media posts based on your top holdings or specific tokens.
Scopechat now also shows your portfolio's DeFi positions. View this in the Portfolio Balance tab of the AI Portfolio Tracker, under the Wallet portion.
Each entry shows you the name of the DeFi platform, the total amount of assets in that platform, the blockchain networks used, and the number of invested products.
When you click on an entry, Scopechat shows you the individual DeFi products that you are invested in, complete with the asset amounts, claimable rewards, and total value.
You can always add more wallets and CEX accounts to your AI Portfolio Tracker. On the Portfolio screen, select the drop-down menu below your account name and click the Manage Portfolio button.
A pop-up window will appear, where you can select whether you want to add an exchange account or wallet. Similar to the process you saw the first time you opened the AI Portfolio Tracker, you can start following the instructions given on the screen to complete this step.
A key feature of Scopechat's new AI portfolio tracking capabilities is the Swap feature, where you can execute token trades straight from Scopechat. This is very useful for acting quickly upon market information that you see from your alerts.When you click the Swap button beside the token name in your portfolio list, Scopechat will open a new tab showing the full Swap interface.To know more about Scopechat's Swap feature, read this guide.
