Elite Features

Multi-Account & Multi-Wallet Aggregator

7 min read

What it is

Unified portfolio view across every connected CEX account AND every saved on-chain wallet. Pulls live balances from CCXT exchanges + RPC node calls for wallets, aggregates into one dashboard with 4 KPIs (Total value / CEX / Wallets / P&L over period), per-venue + per-asset breakdowns, P&L sparkline across 7/30/60/90-day presets or custom date ranges, and a Hide button for shoulder-surf protection. Honest unavailable-venue handling — venues whose data we cannot fetch show as UNAVAILABLE, not zero.

How to think about it

If you trade across 3 exchanges + 4 wallets, the actual portfolio question — "what's my total exposure?" — takes 7 tab-switches to answer. Aggregator solves it. Every venue you've connected (Settings → Connections for CEX, Settings → Wallets for on-chain) becomes a row here, with its current value + asset breakdown, refreshable on demand. The source badges (LIVE / CACHED / STALE / UNAVAILABLE) tell you exactly how fresh each number is.

Step-by-step

  1. Connect at least 2 venues (CEX or wallet)

    Aggregator is meaningless with one venue — use the venue's own dashboard. Connect 2+ exchanges via Settings → Connections (read-only CCXT keys) and/or save 2+ wallet addresses via Settings → Wallets (no signing required for read-only balance aggregation).

  2. Read the 4 KPI cards

    Total portfolio value (across everything). CEX balances (sum of all exchange accounts). Wallet balances (sum of all on-chain wallets). P&L for the selected period (default 30 days; presets 7/30/60/90 or custom date range).

  3. Switch between Venues view and Assets view

    Venues view = rows are individual exchanges + wallets, with their total USD value and asset count. Assets view = rows are individual tokens (e.g., USDC across all venues = one row showing total + per-venue breakdown). Venues view answers "where is my money"; Assets view answers "what do I hold in total".

  4. Hover the source badge on each venue

    LIVE = fetched right now. CACHED = fetched in last 60 min, still trustworthy. STALE = fetched > 60 min ago. UNAVAILABLE = we tried to fetch but failed (exchange API down, key expired, RPC node unreachable). UNAVAILABLE shows as "—" not "$0" — this is honest behavior, not a bug.

  5. Hit Refresh for fresh data

    Refresh button forces a re-pull of all venues. Takes 5-30 seconds depending on venue count (each CEX takes ~2s of API calls; each wallet takes ~1s of RPC). Otherwise venues auto-refresh on a cache schedule.

  6. Use Hide for shoulder-surfing

    Eye icon toggle. Replaces all dollar values with •••••• so screen-sharers / coworkers / family can't see your balances. Toggles instantly, no data is hidden from the backend — only from the visible UI.

  7. Read the P&L sparkline

    Chart at the bottom shows daily portfolio value over the selected period. Hover any point for the date + USD value. Useful for spotting "lost $5k last Tuesday" without digging through individual venues.

Tips & pitfalls

  • CACHED is not bad. We cache exchange balance pulls because hitting CCXT 50 times a minute risks rate-limit bans. A CACHED 30-min-old number is virtually identical to a LIVE one if you have not traded since.
  • UNAVAILABLE venue rows = investigate the connection. Most common causes: API key expired, exchange dropped support for the asset, IP whitelist mismatch after VPN change. Settings → Connections shows per-connection diagnostics.
  • Hide mode does not persist across page reloads — it resets to Show by default each time you open the page. This is intentional: you should consciously hide each time, not have it secretly hidden.
  • P&L is computed from the AGGREGATE portfolio value over time, not summed from individual venue P&L. If you deposit $1000 from your bank during the period, it shows as a +$1000 jump on the curve, not as P&L gain. Be aware when interpreting the chart.
  • Total portfolio value INCLUDES wallet tokens you cannot easily price (illiquid memecoins, locked LP positions, NFTs converted to USD via floor price). The number is real, but treat ≥50% allocation in illiquid assets as a position-sizing red flag.
  • For just CEX accounts without wallets, use CEX Trading → All Balances tab instead — same data, different page. Aggregator earns its keep when you have BOTH centralized and on-chain holdings.
  • Wallet balances are READ-ONLY. We never have signing rights to your wallet — only the wallet address, which is public information. Adding a wallet to aggregator does NOT give haythix any ability to move funds.