> For the complete documentation index, see [llms.txt](https://docs.yieldbay.fi/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yieldbay.fi/using-yieldbay/getting-started.md).

# Getting Started

#### Step 1: Open Yieldbay

Go to:\
[**https://app.yieldbay.fi**](https://app.yieldbay.fi)

This is the main application where you can connect your wallet and view your portfolio.

<figure><img src="https://3867945417-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJHR9IuaWlT7lSCQ5xKBD%2Fuploads%2FsKRYFgkTXijtPDeVyFKt%2Fimage.png?alt=media&amp;token=e23cbe17-e99d-4c82-a979-953c12af697a" alt=""><figcaption></figcaption></figure>

***

#### Step 2: Connect Your Wallet

Click **Connect Wallet** and select your preferred Solana wallet.

Yieldbay only requests **read-only access** to public on-chain data.\
No transactions are signed at this stage.

Supported wallets include:

* Phantom
* Solflare
* Backpack
* Other standard Solana wallets

***

#### Step 3: Index Your Positions

Once your wallet is connected, Yieldbay will automatically **index your existing on-chain positions** across supported Solana DeFi protocols.

This may include:

* Liquidity positions
* Lending or borrowing positions
* Vaults and other yield strategies

Indexing allows Yieldbay to build a **portfolio-level overview** of your activity.

***

#### Step 4: View the Dashboard

After indexing completes, you’ll be taken to the **Dashboard**.

The dashboard shows:

* All indexed positions in one view
* Protocol-level breakdowns
* Yield exposure across strategies

***

#### Step 5: Re-evaluate Your Portfolio

On-chain data changes over time as:

* Rewards accrue
* Rates shift
* Positions rebalance

Click **Re-evaluate** to refresh your portfolio data and sync it with the latest on-chain state.

Re-evaluating:

* Does **not** move funds
* Does **not** execute transactions
* Only updates displayed data

***

### Step 6: Open the Optimization Panel

Below your portfolio overview, you’ll find the **Optimization** section.

Optimization helps you understand whether your current positions are deployed efficiently, based on deterministic on-chain data.

<figure><img src="https://3867945417-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJHR9IuaWlT7lSCQ5xKBD%2Fuploads%2FzUgjAMHQeKE6lPJKFP87%2Fimage.png?alt=media&amp;token=63385ec6-b674-4dfa-9861-38a465f79d17" alt=""><figcaption></figcaption></figure>

***

### Step 7: Review the Current Recommendation

At the top of Optimization, Yieldbay shows a **Current Recommendation**.

Example:

> *Stake 12.92 SOL → JitoSOL (5.7% APY)*

This represents a **baseline strategy** derived from:

* Current on-chain conditions
* Protocol parameters
* Deterministic yield comparisons

Click **Re-evaluate** here to refresh the recommendation with updated data.

### Step 8: Understand Core Insights

The **Core Insights** section shows alternative yield paths for the assets you hold.

For each asset (e.g. SOL or USDC), Yieldbay displays:

* Strategy type (e.g. DLMM)
* Relative TVL context (e.g. *High TVL*)
* A **range** of possible APYs

Example:

* `12.9175 SOL → DLMM (up to 673.48% APY)`
* `28,798.95 USDC → DLMM (up to 673.48% APY)`

Important:

* “Up to” reflects **upper bounds**, not guaranteed returns
* Higher APY often implies higher variance or active management
* Yieldbay does not assume you should chase the highest number

This section exists to provide **context**, not instructions.

***

### Step 9: Review Suggested Rebalance

The **Suggested Rebalance** panel compares yield opportunities across integrated protocols such as:

* Jito
* Meteora
* Jupiter (Lend)
* Kamino&#x20;

If Yieldbay detects a more efficient baseline deployment, it will show:

* The recommended asset flow (e.g. SOL → JitoSOL)
* A direct **Open** button linking to the native protocol

***

### Step 10: Explore Token Opportunities

Below the rebalance suggestion, you’ll see **Token Opportunities**.

These represent:

* Alternative deployment paths
* Different risk / return profiles
* Strategies that may require active management

Each opportunity includes:

* Asset amount
* Strategy type
* APY range
* TVL context
* A direct link to the protocol

Think of this as a **menu of options**, not recommendations.

***

### Step 11: Ask CoPilot (Optional)

At the bottom of Optimization, you can click **Ask CoPilot**.

The Yieldbay CoPilot can:

* Explain why a recommendation exists
* Compare multiple strategies
* Simulate alternative allocations
* Clarify trade-offs

This is especially useful when:

* APY ranges differ significantly
* Strategies span multiple protocols