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Portfolio

Portfolio is the inventory layer for every wallet you connect or track. It shows tokens, DeFi positions, LP positions, claimable rewards, and planning context across chains.

What you see​

  • Token balances. Non-dust assets across connected and tracked wallets, with live prices and USD values.
  • DeFi positions. Lending, yield, and protocol positions grouped by protocol where Flip can read them.
  • LP positions. Concentrated-liquidity positions with range status, earned fees, and position health context where available.
  • Rewards and claimables. Unclaimed rewards that can inform an Agent or a Compose plan.
  • DeFi value. AUM includes supported DeFi positions, not just loose tokens.

Some positions are view-only. Seeing a position in Portfolio does not always mean Flip can deposit, withdraw, or trade it directly. Check Protocol Coverage for execution vs read-only support.

Allocation planner​

Portfolio also includes a yield-allocation planner for idle assets:

  • Choose an amount to deploy and a risk profile.
  • Compare conservative, balanced, and aggressive allocation mixes.
  • Control stable-vs-ETH split, number of pools, and per-pool caps.
  • Review projected yield, concentration, and risk-tier context before you ask Compose to build a plan.

The planner is a decision aid. It does not execute anything without a normal Action Plan and wallet signature.

Data sources​

  • EVM (Ethereum, Base, Arbitrum, Optimism, Polygon, Robinhood Chain): Alchemy for balances + metadata, Alchemy Prices and CoinGecko for pricing coverage, LiFi catalog for verified token status.
  • HyperEVM / Hyperliquid: read-only portfolio and perp-position context where available. Flip does not execute Hyperliquid trades.
  • Solana: Helius DAS (getAssetsByOwner) — the comprehensive source-of-truth. Long-tail pricing falls back to Jupiter's price API.

What's filtered​

  • Sub-$0.50 dust (kept if you ask for it explicitly in a prompt).
  • Unverified + unpriced tokens — Solana wallets routinely accrue thousands of zero-value airdrops; these are elided so the list reflects what you actually hold.

Icons​

  • Solana tokens render their image from Helius DAS metadata.
  • EVM tokens use the provider's logo if present; native ETH ships self-hosted; sparse-coverage ERC-20s fall back to a public icon CDN.