Wallet Management

Real-time monitoring of SOL and token balances with historical tracking, snapshots, and comprehensive analytics for complete portfolio visibility.

Overview

The wallet system provides real-time monitoring of your Solana wallet, tracking SOL balance, token holdings, and historical changes. All data is persisted to SQLite for analysis and auditing.

Real-Time Updates:

Balance checks every 60 seconds (configurable)

Historical Tracking:

Unlimited retention with CSV export support

Multi-Source Verification:

RPC + transaction stream for accuracy

Balance Monitoring

SOL Balance

Native SOL tracking with USD valuation

•Current Balance: Real-time SOL with USD value
•24h Change: SOL delta and percentage change
•Historical Chart: Balance over time visualization
•Low Balance Alerts: Warnings when SOL runs low

Token Holdings

All SPL token balances with metadata

•Token Balances: All holdings with USD values
•Token Metadata: Symbol, name, logo display
•Balance Changes: Track token additions/removals
•Position Linking: Connect to open trading positions

Wallet Snapshots

Periodic Balance Snapshots

Automated snapshots capture wallet state at regular intervals for historical analysis and trend tracking.

Snapshot Frequency:

Every 60 seconds by default (configurable)

Storage Location:

SQLite database at data/wallet.db

Data Retention:

Unlimited retention, manual cleanup supported

Export Format:

CSV export for spreadsheet analysis

Snapshot Contents

• Timestamp and snapshot ID
• SOL balance and USD value
• All token balances with metadata
• Total portfolio value in USD
• Balance deltas from previous snapshot

Wallet Analytics

Comprehensive Statistics

Total Portfolio Value:

SOL + all token holdings converted to USD

Portfolio Allocation:

Percentage breakdown by token with pie chart

Daily Changes:

Net change in SOL and USD over 24 hours

Transaction Activity:

Swaps, transfers, fees from transaction stream

Realized P&L:

Gains/losses from closed positions

Unrealized P&L:

Current gains/losses on open positions

ATA Management

What is an ATA?

An Associated Token Account (ATA) is a Solana account that holds a specific token for your wallet. Each token type requires its own ATA.

Why Rent?

Solana charges ~0.002 SOL as "rent" to keep accounts open. This is a Solana blockchain requirement, not a ScreenerBot fee.

Rent is Refundable!

When you sell all tokens and close the ATA, the rent is returned to your wallet. It's a deposit, not a fee.

Example: Trading with 0.005 SOL

• You send 0.005 SOL to buy a token
• About 0.002 SOL is held as ATA rent (stays in your wallet)
• About 0.003 SOL goes to the actual swap
• When you sell and close the ATA, the 0.002 SOL returns to your balance

Token Account Cleanup

Automatically close empty Associated Token Accounts (ATAs) to reclaim rent deposits and keep wallet organized.

Cleanup Features

Empty Detection: Identifies zero-balance ATAs
Auto Service: Runs automatically in the background
Rent Recovery: Reclaims 0.00203928 SOL per ATA
Manual Trigger: Cleanup on-demand from dashboard

Failed ATA Management

Location: data/ata_failed_cache.json
Tracks Failures: ATAs that couldn't be closed
Smart Retry: Avoids repeated attempts on known failures
Manual Clear: Reset to retry all ATAs

Statistics Tracking: View total ATAs closed, rent recovered, and failed attempts through the dashboard API.

Getting Started

Dashboard Guides

Trading Guides

Reference

Trading Tools

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