Portfolio and Alerts
Monitored wallets, portfolio overview, risk inbox behavior, and concentration-move alert handling.
The portfolio view starts from read-only EVM addresses. The dashboard never asks for wallet keys or signatures in the wallet management flow.
Monitored Addresses
| Capability | Dashboard behavior |
|---|---|
| Add address | Add a 0x EVM address with an optional label |
| Edit address | Update the label or replace the address |
| Remove address | Delete the address from monitored exposure |
| Limit | Up to 20 monitored addresses |
| Scope | Addresses belong to the active organization |
Portfolio scans merge deployed vault positions across monitored addresses. Idle wallet assets can appear beside deployed positions, but idle assets are not sent into the Risk Graph initial position set.
Overall View
The Overall page summarizes monitored exposure, deployed positions, idle assets, chain count, weighted APR, risk mix, book grade, and the current review state.
Review items are produced from active portfolio flags. The dashboard highlights positions with linked alerts, Edge tier, shutdown state, scores below 5, or unrated deployed vaults.
Risk Inbox
The Risk Inbox is the organization-scoped alert surface for monitored capital. It lists routed events with severity, title, description, source links, affected vault count, transaction links where present, and read state.
| Control | Behavior |
|---|---|
| Severity chips | Filter by Critical, Warning, and Info |
| Unread only | Narrow the inbox to unread alerts |
| Mark read | Mark a single alert as read |
| Mark all read | Clear all routable unread alerts server-side |
| Pagination | Load more rows when hasMore is true |
The inbox is also where concentration-move alerts appear when holder concentration events are routed to monitored vaults. These alerts use the same severity, affected-vault, read-state, and event-detail model as other dashboard alerts.
Coverage States
The dashboard does not treat missing alert coverage as clear. When alert routing is warming up or unavailable, the Overall page asks the user to confirm coverage before treating the portfolio as clear.
Portfolio scans can also be degraded while chain or wallet scans settle. The page keeps the scan visible and marks totals and risk figures as refreshing until the backend returns a settled portfolio.