> 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/product/dashboard-and-copilot.md).

# 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