> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getelyra.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Cross-venue portfolio monitoring and PnL reporting

> Elyra aggregates wallet, perpetuals, and DeFi positions into a single live view with full PnL reporting and an auditable decision trace per trade.

Elyra aggregates your entire portfolio — wallet holdings, perpetuals positions, and DeFi deposits — into a single live view on demand. You do not need to switch between venue dashboards, wallet explorers, or protocol interfaces to understand your current exposure. Ask Elyra for a summary and it pulls everything into one response.

## What the portfolio view covers

<CardGroup cols={2}>
  <Card title="Wallet" icon="wallet">
    SOL, USDC, BONK, and all SPL tokens in your connected wallet, denominated in USD
  </Card>

  <Card title="Perpetuals" icon="chart-line">
    Equity, available margin, margin utilization, and all open positions with entry price, mark price, and unrealized PnL
  </Card>

  <Card title="DeFi" icon="leaf">
    Kamino deposits and borrows with health factor, Meteora LP value and accrued fees, and Sanctum LST balances
  </Card>

  <Card title="Total" icon="sigma">
    Aggregated USD value across all venues and positions in a single figure
  </Card>
</CardGroup>

## Example portfolio summary

```text theme={null}
"Portfolio summary"
→ Wallet $14,280 (42.5 SOL · 3,500 USDC · 2,100 JUP · ...)
   Perps: Equity $5,200 · Available $3,800 · Margin used $1,400
   DeFi: Kamino $1,000 USDC deposited (8.2% APY) · Health 2.8
   Total: $20,725
```

## PnL reporting

Elyra's OUTPUT module generates structured performance reports across configurable time windows.

<Steps>
  <Step title="Choose your time window">
    Request a daily, weekly, or monthly PnL recap. Each report includes total return, win rate, and average risk-to-reward ratio.

    ```text theme={null}
    "Show my weekly PnL recap"
    "What was my win rate this month?"
    ```
  </Step>

  <Step title="Review the decision trace">
    Every trade in the recap includes a full decision trace: what signal triggered it, what the entry and exit cost, and what the outcome was. The trace is permanent and attributable — you can audit any trade at any time after it closes.
  </Step>

  <Step title="Export the report">
    Export your trade journal and PnL data in your preferred format.

    <CardGroup cols={3}>
      <Card title="XLSX" icon="file-spreadsheet">
        Structured spreadsheet for further analysis
      </Card>

      <Card title="PDF" icon="file-pdf">
        Formatted report for records or review
      </Card>

      <Card title="Shareable link" icon="link">
        Publicly accessible summary you can share
      </Card>
    </CardGroup>
  </Step>
</Steps>

## Chart types

When reviewing market data or position history, Elyra can render the following chart types:

* **Candlestick** — OHLCV price action for any tracked token
* **Funding rate** — historical funding rate trend for perpetuals markets
* **Liquidation heatmap** — open interest concentration by price level, showing where liquidations cluster
* **Volume profile** — traded volume distribution across price levels

```text theme={null}
"Show me a funding rate chart for SOL-PERP over the last 7 days"
"Pull up the liquidation heatmap for BTC"
```

## Decision traceability

Every action Elyra takes generates a permanent record that cannot be altered after the fact. The decision trace captures the signal that triggered the trade, the reasoning the agent swarm produced, the execution cost, and the final outcome.

<Info>
  The decision trace is the basis for strategy refinement over time. If a trade underperforms, you can inspect exactly what signal was acted on and adjust your parameters accordingly. This closes the attribution gap that exists in most automated systems.
</Info>

<Tip>
  Ask Elyra to summarize your decision trace for a specific trade by referencing the date or token: "Why did I open the SOL long on Monday?" Elyra retrieves the trace and explains the reasoning in plain language.
</Tip>