Overview
The Portfolio Co-Pilot gives you an instant view of your holdings across all supported chains, paired with smart action suggestions tailored to your portfolio. Access it from the Portfolio Co-Pilot link in the sidebar, or navigate to useotto.xyz/analysis.Portfolio Overview
Once your wallet is connected, you’ll see:- Total portfolio value in USD with 24h change
- Holdings list sorted by value — each showing token symbol, chain, quantity, USD value, portfolio percentage, and 24h price change
Smart Actions
Based on your portfolio composition, Otto generates up to 5 actionable suggestions:| Action | When it appears | Example |
|---|---|---|
| Earn yield | Idle stablecoins or ETH sitting in wallet | ”Deposit 500 USDC to the best yield vault on Base” |
| Hedge | Large volatile position | ”Swap 25% of ETH to USDC on Base” |
| Consolidate | Multiple small positions (under $50) | “Swap FET, PEPE, ZEC to ETH” |
| Bridge | Assets on expensive chains | ”Bridge ETH from Ethereum to Base” |
| Diversify | ETH-heavy with no stablecoins | ”Swap 10% of ETH to USDC” |
| Rebalance | >80% concentrated in one token | ”Diversify — split between USDC and ETH” |