The Build feature is Metrix Finance's comprehensive portfolio construction tool that allows you to combine multiple liquidity positions 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.
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
Key Portfolio 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: Annualized percentage return for the entire portfolio
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
Refresh Calculation Price: Update selected calculation prices with current market prices
Simulate Portfolio Performance: Run what-if scenarios on your entire portfolio
Positions Table
The table displays all positions in your portfolio with sortable columns:
Pool: The token pair and exchange
Calculation Range: 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
Access settings to adjust parameters for saved positions
Delete individual positions from your portfolio
Simulating Portfolio Performance
The "Simulate Portfolio Performance" feature allows you to test how your entire portfolio would perform under different market conditions:
Strategy Comparison
Strategy A: HODL: Shows the outcome if you simply held the tokens
Strategy B: LP: Shows the outcome with your liquidity provision strategy
Compare token amounts and dollar values side by side
Performance Metrics
LP Yield: Projected returns from your liquidity provision strategy
Opportunity Cost: The difference in value between LP and HODL strategies
VS HODL: Direct comparison showing whether your LP strategy outperforms holding when factoring in fees
Price Simulation
Current Price: Displays current market prices for all tokens in your portfolio
Future Price: Adjust to simulate different price movements
Change percentages to test how your portfolio would react to market shifts
Adding Positions to Your Portfolio
You can add positions to your portfolio from the Simulate page: Click "Save to Portfolio" after configuring a position
Pro Features
The entire Build page is exclusive to Metrix Pro subscribers.
The Build feature transforms individual position analysis into a comprehensive portfolio strategy, allowing you to make informed decisions about your overall DeFi liquidity provision approach.