Portfolio Analytics & Verified Stats

MyCryptoPilot gives verified traders professional tooling to prove their edge and monitor performance in real time. This guide explains how exchange connections, sync cadences, and analytics dashboards work together.

Prerequisites

  • Plan: Pro (1 exchange) or Ultra (3 exchanges). Free accounts cannot sync data.
  • Exchange support: Binance Spot/Perp and Bybit Spot/USDT Perp via read-only API keys.
  • Trader profile: You must be approved as a trader and signed into your account.

Connect Read-Only API Keys

  1. Navigate to Account → Exchanges (app/(app)/(account)/account/exchanges/page.tsx).
  2. Click Connect New Exchange and choose Binance or Bybit.
  3. Paste your API key/secret (encryption handled with AES-256-GCM).
  4. Save. The connection status shows last sync, next sync, and any error details.

Plan limits – Pro syncs every 5 minutes, Ultra every 1 minute. You can pause or delete connections at any time.

What Gets Synced

  • Trade fills (quantity, price, fees, PnL)
  • Position events (entry/exit, leverage)
  • Performance snapshots compiled by period (day, week, month, all time)

Idempotent order IDs prevent duplicates, and failed syncs surface descriptive errors. All data stays read-only; MyCryptoPilot never holds trading permissions.

Analytics Dashboard

Open Trading → Portfolio (app/(app)/(trading)/portfolio/page.tsx) to view:

Key Metrics

  • Total portfolio value and cumulative PnL
  • Win rate with badge scoring
  • Sharpe & Sortino ratios (risk-adjusted performance)
  • PnL trend vs last period

Risk Insights

  • Maximum drawdown
  • Value at Risk (95%)
  • Loss distribution, volatility, and downside deviation

Visualizations

  • Performance chart – Equity curve with selectable time frames
  • Returns distribution – Histogram of daily returns
  • Trade history – Filterable table of synced fills with execution timestamps

Gated Views for Followers

Followers on the Free plan see win rate previews only. Upgraded subscribers unlock the full stats set, helping you convert engaged followers into paying customers.

Troubleshooting

  • Sync errors: Hover the alert in the connection list to read the latest message. Common causes include expired API keys or revoked permissions.
  • No data: Confirm your exchange account has recent trades within the past 30 days. Initial sync can take a few minutes depending on history.
  • Plan downgrade: If you revert to Free, syncs pause and analytics hide until you upgrade again.

Stay tuned for additional analytics exports and alerting as we expand the unified trading system.

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