Build - Portfolio Creation

Build portfolios of multiple positions/simulations

The Build feature is Metrix Finance's comprehensive portfolio construction tool that allows you to combine multiple liquidity position simulations and analyze their collective performance. This powerful component of the platform enables you to create optimized DeFi portfolios by seeing how different positions work together.

Metrix Pro Features:

• The entire Build page is exclusive to Metrix Pro subscribers.

What is the Portfolio Builder?

Portfolio Builder allows you to create a portfolio of multiple liquidity positions in one place. By combining various positions, you can:

• View aggregated performance metrics.

• Balance risk across different pools and exchanges.

• Optimize capital allocation.

• Test various portfolio strategies.

You can add positions to your portfolio from the Simulate page: Click Save to Portfolio after configuring a position.

Dashboard Elements

Performance Overview

At the top of your portfolio dashboard, you'll find critical performance metrics:

• Estimated Fees: Projected earnings across all positions in your portfolio.

• Monthly Return: Combined monthly percentage return.

• Yearly APR: Combined annualized percentage return.

• Deposit Amount: Total capital allocated across all positions.

Portfolio Management Actions

Several action buttons allow you to manage your portfolio:

• Delete: Remove selected positions from the portfolio.

• Share: Create a shareable link to your portfolio. Useful for collaboration or review purposes.

• Simulate Portfolio Performance: Run what-if scenarios on your entire portfolio. This is mostly for advanced user. Check Simulate Performance if you want more info.

Positions Table

The table displays all positions you simulated and saved in your portfolio with sortable columns:

• Pool: The token pair and exchange.

• Calculation Timeframe: Historical data timeframe used for projections.

• Price Range: Min and max price boundaries for each position.

• Estimated Fees: Projected earnings for each position.

• APR: Annualized percentage return for each position.

• Deposit Amount: Capital allocated to each position.

• Allocation: Percentage of total portfolio allocated to each position.

For each position, you can:

• Click the Simulate button to return to the Simulate page for that position.

• Change the settings to adjust parameters of the position: Deposit Amount, Calculation Timeframe, Calculation Method, Price Range.

• Delete individual positions from your portfolio.