Dashboard & Copilot

The Yieldbay dashboard is the primary interface for understanding and managing yield exposure on Solana.


The Dashboard

The dashboard provides a portfolio-level overview of all indexed positions across supported protocols.

It is designed to answer three core questions:

  • Where is my capital deployed?

  • How is it currently generating yield?

  • How do my positions relate to each other?


What the Dashboard Shows

Depending on your wallet activity, the dashboard may display:

  • Asset balances

  • Deployed capital across protocols

  • Active yield strategies

  • Position-level breakdowns

  • Aggregate exposure by asset or protocol

All data shown is derived from on-chain state at the time of evaluation.


Data Freshness

Dashboard data reflects the latest indexed on-chain state.

To refresh:

  • Click Re-evaluate

  • Yieldbay will re-index your positions and update all calculations

Re-evaluation:

  • Does not execute transactions

  • Does not move funds

  • Only updates displayed data


Optimization Section

Below the main portfolio overview, the dashboard includes an Optimization panel.

This section:

  • Surfaces baseline-efficient deployments

  • Highlights alternative yield paths

  • Compares strategies across protocols

Optimization is contextual, not prescriptive.

Higher APY does not automatically mean better — Yieldbay intentionally shows:

  • APY ranges

  • Strategy types

  • Relative TVL context

So users can evaluate trade-offs.


Copilot

The Yieldbay Copilot is a contextual assistant designed to help interpret what you see on the dashboard.

Copilot can:

  • Explain why a recommendation exists

  • Compare multiple strategies

  • Clarify differences between protocols

  • Help reason about risk, yield, and complexity

Copilot does not:

  • Execute transactions

  • Make decisions for you

  • Provide financial advice

It exists to reduce cognitive overhead, not remove agency.


How Dashboard & Copilot Work Together

A typical flow:

  1. Review portfolio on the dashboard

  2. Re-evaluate to sync latest data

  3. Review Optimization insights

  4. Ask Copilot for clarification

  5. Decide whether action is needed

Execution, when chosen, happens externally on protocol-native interfaces.


Design Principles

The dashboard and Copilot are built with:

  • Transparency over abstraction

  • Deterministic on-chain inputs

  • No custody of assets

  • Clear separation between insight and execution

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