# Portfolio Management

Sorin maintains a complete, real-time view of your portfolio across wallets, chains, exchanges, and venues. Every insight, recommendation, and alert is interpreted against what you actually own — so advice is always concrete, never abstract.

<figure><img src="/files/AOwgA4evuQ8d35FhUPio" alt=""><figcaption></figcaption></figure>

## What's Possible with Portfolio Management

| You Say                                     | What You Get                                                                            |
| ------------------------------------------- | --------------------------------------------------------------------------------------- |
| "What do I own?"                            | Full portfolio snapshot across venues, normalized and readable.                         |
| "How am I exposed to L2s?"                  | Exposure breakdown — direct holdings plus indirect exposure through LPs and strategies. |
| "What's my biggest risk right now?"         | Concentration, correlation, and leverage risks surfaced in plain language.              |
| "How has my portfolio performed this week?" | Performance attribution — which positions moved the portfolio and by how much.          |
| "Am I overexposed to any narrative?"        | Narrative exposure across your full book, including indirect exposure.                  |

## What Sorin Tracks

### Holdings Across Venues

Sorin unifies positions from:

* **Wallets** — EVM chains, Solana, and more
* **Centralized exchanges** — spot balances and perps positions
* **DeFi protocols** — lending positions, LP positions, staked assets
* **Prediction markets** — open event positions

All normalized into a single view, sized in a common unit of account.

### Exposure Breakdowns

Beyond just "what you hold," Sorin tracks:

* **By asset** — BTC, ETH, SOL, etc.
* **By chain** — L1 vs L2, Solana vs Ethereum, multi-chain exposure
* **By sector/narrative** — DeFi, restaking, memes, L2s, AI
* **By position type** — spot vs. perps vs. LP vs. yield

### Risk Metrics

Portfolio-level metrics Sorin surfaces proactively:

| Metric                 | What It Tells You                                            |
| ---------------------- | ------------------------------------------------------------ |
| **Concentration**      | How much of your portfolio is in a single asset or narrative |
| **Correlation**        | How much your positions move together — diversified or not   |
| **Leverage**           | Effective leverage across perps and borrow positions         |
| **Liquidity**          | How much of your portfolio could exit quickly if needed      |
| **Narrative exposure** | Total exposure to any single narrative, direct + indirect    |

## Why Portfolio Awareness Matters

Advice without context is noise. "This protocol looks good" means nothing without knowing whether you already have 40% of your portfolio exposed to that same narrative.

Sorin's answers are always grounded in your real portfolio:

* A research summary ends with **what it means for you specifically**
* A strategy proposal is sized against **your actual capital and risk profile**
* An alert is triggered by **your positions crossing a threshold**, not generic market moves
* A rebalance recommendation is calculated from **where you are to where you want to be**

## Example Conversation

> **You:** "How exposed am I to the restaking narrative?"
>
> **Sorin:** "Your restaking exposure totals \~22% of your portfolio, broken down as:
>
> * 11% direct — EigenLayer and two liquid restaking tokens
> * 6% indirect — your Pendle PT position is earning yield off restaking
> * 5% overlap — one of your DeFi LPs includes a restaking token on one side
>
> That's above your stated 'moderate' tolerance for any single narrative (typically 15%). If restaking has a bad month, \~22% of your book gets hit.
>
> Want me to show you trim options that reduce exposure while keeping your highest-conviction positions?"

## Staying Connected

Portfolio awareness depends on Sorin being able to see your positions. You'll connect:

* **Read-only wallet addresses** — for on-chain positions
* **Exchange accounts** — read-only API connections, no trading keys stored beyond what you explicitly authorize
* **Protocol positions** — surfaced automatically from connected wallets

{% hint style="info" %}
**Privacy note:** Portfolio data is private to your account and used only to personalize your Sorin experience.
{% endhint %}


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