https://defichain-wiki.com/api.php?action=feedcontributions&user=Kolibri&feedformat=atomDeFiChain-Wiki - User contributions [en]2024-03-29T06:19:00ZUser contributionsMediaWiki 1.35.0https://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3357DeFiChain-Portfolio2023-11-23T16:09:26Z<p>Kolibri: Replaced content with "Category:Defi-portfolio Category:Portfolio Category:Defichain Category:Csvexport"</p>
<hr />
<div>[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3302DeFiChain-Portfolio2023-01-08T17:19:23Z<p>Kolibri: /* Q: How can I update my node manually? */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
<br />
=== '''Q: The defid is not closing after update data. How can I close it?''' ===<br />
If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
=== '''Q: Where can I find the logfile?''' ===<br />
In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
=== '''Q: How can I keep my old data?''' ===<br />
You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
=== '''Q: Where is the installation folder?''' ===<br />
The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
=== '''Q: Where is the application data stored?''' ===<br />
The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
=== '''Q: Do I need to uninstall the old version when a new version is available?''' ===<br />
No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
=== '''Q: How can I update my node manually?''' ===<br />
You have to download the latest mandatory node for your OS in GitHub here: https://github.com/DeFiCh/ain/releases<br />
<br />
* Windows: ''<code>defichain-X.Y.Z-x86_64-w64-mingw32.zip</code>''<br />
* Mac: ''<code>defichain-X.Y.Z-x86_64-apple-darwin18.tar.gz</code>''<br />
* Linux: ''<code>defichain-X.Y.Z-x86_64-pc-linux-gnu.tar.gz</code>''<br />
<br />
Then unzip and replace the <code>defid</code> (.exe on Windows) from the <code>bin</code> folder with the <code>defid</code> at your application data store:<br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\PortfolioData</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3301DeFiChain-Portfolio2023-01-08T17:18:11Z<p>Kolibri: /* Q: How can I update my node manually? */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
<br />
=== '''Q: The defid is not closing after update data. How can I close it?''' ===<br />
If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
=== '''Q: Where can I find the logfile?''' ===<br />
In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
=== '''Q: How can I keep my old data?''' ===<br />
You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
=== '''Q: Where is the installation folder?''' ===<br />
The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
=== '''Q: Where is the application data stored?''' ===<br />
The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
=== '''Q: Do I need to uninstall the old version when a new version is available?''' ===<br />
No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
=== '''Q: How can I update my node manually?''' ===<br />
You have to download the latest mandatory node for your OS in GitHub here: https://github.com/DeFiCh/ain/releases<br />
<br />
* Windows: ''<code>defichain-X.Y.Z-x86_64-w64-mingw32.zip</code>''<br />
* Mac: ''<code>defichain-X.Y.Z-x86_64-apple-darwin18.tar.gz</code>''<br />
* Linux: ''<code>defichain-X.Y.Z-x86_64-pc-linux-gnu.tar.gz</code>''<br />
<br />
Then replace the <code>defid</code> (.exe on Windows) at your application data store:<br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\PortfolioData</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3300DeFiChain-Portfolio2023-01-08T17:17:33Z<p>Kolibri: /* FAQs */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
<br />
=== '''Q: The defid is not closing after update data. How can I close it?''' ===<br />
If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
=== '''Q: Where can I find the logfile?''' ===<br />
In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
=== '''Q: How can I keep my old data?''' ===<br />
You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
=== '''Q: Where is the installation folder?''' ===<br />
The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
=== '''Q: Where is the application data stored?''' ===<br />
The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
=== '''Q: Do I need to uninstall the old version when a new version is available?''' ===<br />
No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
=== '''Q: How can I update my node manually?''' ===<br />
You have to download the latest node for your OS in GitHub here: https://github.com/DeFiCh/ain/releases<br />
<br />
* Windows: ''<code>defichain-X.Y.Z-x86_64-w64-mingw32.zip</code>''<br />
* Mac: ''<code>defichain-X.Y.Z-x86_64-apple-darwin18.tar.gz</code>''<br />
* Linux: ''<code>defichain-X.Y.Z-x86_64-pc-linux-gnu.tar.gz</code>''<br />
<br />
Then replace the <code>defid</code> (.exe on Windows) at your application data store:<br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\PortfolioData</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3299DeFiChain-Portfolio2023-01-08T17:16:26Z<p>Kolibri: /* FAQs */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
<br />
'''Q: How can I update my node manually?'''<br />
<br />
A: <br />
<br />
You have to download the latest node for your OS in GitHub here: https://github.com/DeFiCh/ain/releases<br />
<br />
* Windows: ''<code>defichain-X.Y.Z-x86_64-w64-mingw32.zip</code>''<br />
* Mac: ''<code>defichain-X.Y.Z-x86_64-apple-darwin18.tar.gz</code>''<br />
* Linux: ''<code>defichain-X.Y.Z-x86_64-pc-linux-gnu.tar.gz</code>''<br />
<br />
Then replace the <code>defid</code> (.exe on Windows) at your application data store:<br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\PortfolioData</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=3298DeFiChain-Portfolio2023-01-08T17:09:13Z<p>Kolibri: /* Roadmap 2021 */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=Services&diff=2828Services2022-08-31T06:17:03Z<p>Kolibri: </p>
<hr />
<div>==== '''Links to independent portals with DeFiChain content''' ====<!-- PORTAL LIST ON RIGHT-HAND SIDE --><br />
<br />
===== Helpful Tools =====<br />
<br />
* [https://www.krypto-sprungbrett.com/stock-token-apr/ Stock Token APR]<br />
* [https://dfi.terac.de/dex DEX Live Data]<br />
* [https://utxo.mydefichain.com/ DFI UTXO Recharger]<br />
* [https://docs.google.com/spreadsheets/d/1gTAzSyJWnm6z7z4c77gJNb2fxG9teqaxAGaarBzAyPM/edit?usp=sharing Liquidity Mining Calculator]<br />
* [https://docs.google.com/spreadsheets/d/1omT9PpxlgM0cSUWV27hIds-6fTyHsspS0Rje5J_Vhf4/edit?usp=sharing DefiChain Stock Rewards Calculator]<br />
* [https://defichain-loan-calculator.vercel.app DeFiChain Loan Rechner]<br />
* [https://dstocks-defichain.web.app dStocks Quickcheck]<br />
<br />
===== Telegram Bots =====<br />
<br />
* [https://t.me/DFI_cfp_election_bot DeFiChain CFP Voting]<br />
* [https://t.me/DFI_Signal_bot DFI Signal]<br />
* [https://t.me/DeFi_Watch_Bot DeFi Watchdog]<br />
<br />
===== Other Services =====<br />
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| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Bridge<br />
|<br />
|-<br />
|[[File:DeFiChain Bridge.png|alt=|frameless|400x400px]]<br />
|Easily Move Token Between Defichain and Blockchain X<br />
Defichain-Bridge is an easy and non-custodial peer-to-peer system that allows for using native Defichain Assets on other blockchains.<br />
|-<br />
|[https://defichain-bridge.com/ defichain-bridge.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Ecosystem<br />
|<br />
|-<br />
|[[File:DeFiChain Ecosystem.png|alt=|frameless|400x400px]]<br />
|An overview about payment ways from and to the DeFiChain.<br />
|-<br />
|[https://defichain-ecosystem.com/ defichain-ecosystem.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Value<br />
|<br />
|-<br />
|[[File:DeFiChain Value.png|alt=|frameless|400x400px]]<br />
|Decentralizing finance leads to information accessable for everyone. Collecting data, sorting, analyzing, and interpreting generates knowledge. Excess knowledge enables our community to have an advantage over other market participants. Defichain Value makes use of traditional finance theory, data analysis and interactive software to provide all the information you need. Decentral finance is all about substituting financial services. Knowledge that was gathered in the last 150 years of finance should not be forgotten; it should be used to our advantage. You do not know much about finance? Don t you worry we will learn it together!<br />
|-<br />
|[https://defichain-value.com defichain-value.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiChain Dobby<br />
|<br />
|-<br />
|[[File:DeFiChain Dobby.png|alt=|frameless|400x400px]]<br />
|Dobby will be ready to monitor your own vaults when you are. Just go to the setup wizard again whenever you like.<br />
|-<br />
|[https://defichain-dobby.com defichain-dobby.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|mydeficha.in<br />
|<br />
|-<br />
|[[File:Mydeficha.in.png|alt=|frameless|400x400px]]<br />
|Everything about Masternodes (Calculator, Faucet, Statistics, Management)<br />
|-<br />
|[https://mydeficha.in mydeficha.in]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DFI.tax<br />
|<br />
|-<br />
|[[File:DFI.tax.png|alt=|frameless|400x400px]]<br />
|DFI.tax analyses your rewards from Liquidity Mining and Staking for multiple DeFiChain addresses.<br />
|-<br />
|[https://dfi.tax/ dfi.tax]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiChain Dashboard<br />
|<br />
|-<br />
|[[File:231123.png|alt=|frameless|400x400px|link=https://www.defichain-analytics.com/general?entry=overview]]<br />
|This community project is now in the second version as a complete standalone Dashboard for DefiChain. The idea is to track public data of the blockchain and community, evaluate it and show the progress of the decentral project. These keys and figures should help the community to get a feeling if all the developments are going in the right direction.<br />
|-<br />
|[https://www.defichain-analytics.com/general?entry=overview defichain-analytics.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Masternode-Tracking-Google-Sheet<br />
|<br />
|-<br />
|[[File:Screenshot.png|center|frameless|400x400px]]<br />
|A simple Google Sheets document for tracking your masternodes.See how many blocks your nodes have minted so far, how many rewards are remaining on your collateral addresses and (manually) keep track of your rewards.<br />
|-<br />
|[[Masternode-Tracking-Google-Sheet]]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFi Scan<br />
|<br />
|-<br />
|[[File:DeFi Scan.png|alt=|center|frameless|400x400px|The new DeFiChain Block Explorer]]<br />
|DeFiChain Explorer<br />
|-<br />
|[https://defiscan.live defiscan.live]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|Defichain INCOME<br />
|<br />
|-<br />
|[[File:V2.6.4 darkmode.png|alt=|frameless|400x400px]]<br />
|Track your Income from DeFiChain<br />
Autoload from your addresses, masternode support, manual staking from Cake, charts, one login, and use on all devices<br />
<br />
Updated: 22.05.21<br />
|-<br />
|[https://www.defichain-income.com/ <small>defichain-income.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Explained<br />
|<br />
|-<br />
|[[File:Explained.png|400x400px|frameless|link=https://defichain-explained.com/]]<br />
|..<br />
|-<br />
|[https://defichain-explained.com/ <small>defichain-explained.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiChain Rewardhelper<br />
|<br />
|-<br />
|[[File:Defichain-rewardhelper.png|center|thumb|400x400px]]<br />
|A simple Website which gives you the possibility to convert the CSV-Files from CAKE, DeFiChain or the DeFiPortfolio-App to a compatible format for Cointracking, Accointing, Cryptotax or Blockpit.<br />
Updated: 25.05.2021<br />
|-<br />
|[https://defichain-rewardhelper.com defichain-rewardhelper.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|CRYPTO ID<br />
|<br />
|-<br />
|[[File:Cryptoid.png|400x400px|frameless|link=https://chainz.cryptoid.info/dfi/]]<br />
|..<br />
|-<br />
|[https://chainz.cryptoid.info/dfi/ <small>chainz.cryptoid.info/dfi/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Dashboard (Google Spreedsheet) | It's not longer supported (This helpful Sheets was before starting other Community Projekt)<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167/]]<br />
|<br />
|Track your DFI DEX Balances<br />
Manual Input<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167 <small>DASHBOARD 3.4 (MANUAL INPUT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|alt=|frameless|link=https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939/]]<br />
|Track your DFI DEX Balances <br />
Per API Import<br />
<br />
Updated: 14.05.21<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939 <small>DASHBOARD 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dark dashb.png|alt=|frameless|400x400px|link=https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167]]<br />
|Track your DFI DEX Balances <br />
Per API Import<br />
<br />
Updated: 04.06.21<br />
<br />
<br />
fix API<br />
<br />
fix RewardPCT<br />
|-<br />
|<small>[https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167 DASHBOARD DARK 3.4 (DEFI-WALLET-IMPORT)]</small><br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
<br />
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| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Masternode Monitor<br />
|<br />
|-<br />
|[[File:Defichain-masternode-monitor-moackup.png|alt=|frameless|400x400px|link=https://www.defichain-masternode-monitor.com]]<br />
|See what's going on on your Masternodes without having the DeFiChain Wallet desktop app running. <br />
So, you can check the activities of your masternodes right from your smartphone or any other computer with internet access.<br />
<br />
<br />
<br />
<br />
<br />
Have a look on the corresponding [[DeFiChain-Masternode-Monitor|DeFiChain-Wiki page of the Masternode Monitor.]]<br />
|-<br />
|[https://www.defichain-masternode-monitor.com defichain-masternode-monitor.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiChain-Wiki<br />
|<br />
|-<br />
|[[File:Wiki.png|400x400px|frameless|link=https://defichain-wiki.com/]]<br />
|...<br />
|-<br />
|[https://defichain-wiki.com/ <small>defichain-wiki.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
<br />
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| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|Decentralized Finance Exchange<br />
|<br />
|-<br />
|[[File:DFX 600px.png|center|frameless|400x400px|link=https://defichain-wiki.com/wiki/DFX_FAQ|center]]<br />
|DFX (Decentralized Finance Exchange) ist ein DeFiChain Community Projekt, welches im April 2021 gestartet wurde, mit dem Ziel, intuitiv und einfach EUR, CHF und USD in DeFi Assets auf der DeFiChain zu tauschen mit einer SEPA Banküberweisung. Nach Eingang des Geldes wird das gekaufte Asset mittels Blockchain Transaktion auf die Kundenadresse transferiert. Kunden kontrollieren ihre Assets nach dem Kauf eigenverantwortlich über ihre Wallet bzw. über ihren Private Key.<br />
|-<br />
|[https://dfx.swiss/ DFX.swiss]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|Freezer Reward Simulator<br />
|<br />
|-<br />
|[[File:FreezerRewardSimulator.jpg|400x400px|frameless|link=https://www.krypto-sprungbrett.com/freezer-reward-simulator/]]<br />
|Dies ist ein einfacher Simulator, mit dem die Renditen aus dem OnChain Freezer und dem verfügbaren Kapital im Staking verglichen werden. Der Rechner berücksichtigt die Reward Reduction und simuliert, wie sich die Renditen bei zunehmender Anzahl an Masternodes verhält.<br />
|-<br />
|[https://www.krypto-sprungbrett.com/freezer-reward-simulator/ Freezer Reward Simulator]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
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<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
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| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|How do i buy DFI<br />
|<br />
|-<br />
|[[File:How-do-i-buy-dfi.png|alt=|frameless|400x400px]]<br />
|<br />
<br />
<br />
Explanation from fastest and easiest way from buying to staking and other purchase opportunities.<br />
<br />
Erklärung vom schnellsten und einfachsten Weg vom Kauf bis zum staking und anderen Kaufmöglichkeiten.<br />
|-<br />
|[https://defichain-buy.com defichain-buy]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{|<br />
|}<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiNode - Raspberry Pi 4<br />
|<br />
|-<br />
|[[File:DeFiNode raw.png|alt=DeFiNode|center|400x400px]]<br />
|<br />
<br />
<br />
With this project you can 3D print your DeFiNode case and run a node or wallet locally on a Raspberry Pi 4.<br />
[[App on Raspberry-Pi|Information here]]<br />
<br />
Mit diesem Projekt kannst du ein 3D Gehäuse selbst drucken und eine Node oder Wallet lokal auf einem Raspberry Pi 4 laufen lassen.<br />
[[App auf Raspberry-Pi|Information hier]]<br />
|-<br />
|[https://github.com/definode/definode DeFiNode on Github]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{|<br />
<br />
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| style="text-align:center; color:#000;" |<br />
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|<br />
{|<br />
|DeFiChain related NFTs<br />
|<br />
|-<br />
|[[File:Div-Punks@20x.gif|400x400px|frameless|center]]<br />
|<br />
|<br />
NFTs have joined Punks and Jellyfishs in the DeFiChain community. <br />
Show your connection and treat yourself to one as your profile picture.<br />
<br />
[[Punks|Information here]]<br />
<br />
<br />
Die NFTs haben mit Punks und Jellyfishs in der DeFiChain-Community Einzug gehalten. <br />
Zeig deine Verbundenheit und gönn dir einen als dein Profilbild.<br />
<br />
[[DFI-Punks|Information hier]]<br />
|-<br />
|<br />
|<br />
|}<br />
|}<br />
|}<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2650DeFiChain-Portfolio2022-04-23T21:11:02Z<p>Kolibri: /* Installation Windows */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/latest here]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
<br />
==== 2022 - Q1: ====<br />
<br />
* Cointracking with vault & loans<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2389DeFiChain-Portfolio2022-02-11T21:20:24Z<p>Kolibri: /* Installation Linux */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.1/defi-portfolio-Setup-1.6.1.exe DeFi-Portfolio 1.6.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.1/DeFi-Portfolio-1.6.1-linux.tar DeFi-Portfolio 1.6.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
<br />
==== 2022 - Q1: ====<br />
<br />
* Cointracking with vault & loans<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2388DeFiChain-Portfolio2022-02-11T18:30:37Z<p>Kolibri: /* Installation Windows */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.1/defi-portfolio-Setup-1.6.1.exe DeFi-Portfolio 1.6.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar DeFi-Portfolio 1.6.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
<br />
==== 2022 - Q1: ====<br />
<br />
* Cointracking with vault & loans<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2387DeFiChain-Portfolio2022-02-11T18:28:56Z<p>Kolibri: </p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/tag/1.6.1#:~:text=defi%2Dportfolio%2DSetup%2D1.6.1.exe DeFi-Portfolio 1.6.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar DeFi-Portfolio 1.6.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
<br />
==== 2022 - Q1: ====<br />
<br />
* Cointracking with vault & loans<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2226DeFiChain-Portfolio2021-12-22T19:56:04Z<p>Kolibri: /* 2021 - Q2: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe DeFi-Portfolio 1.6.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar DeFi-Portfolio 1.6.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
2021 - Q4:<br />
<br />
v1.6:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet)<br />
* Portfolio and Reward Overview (DeFi wallet)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration import to Python<br />
* Stocks and other assets<br />
<br />
==== 2022 - Q1: ====<br />
<br />
* Cointracking with vault & loans<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2225DeFiChain-Portfolio2021-12-22T19:53:19Z<p>Kolibri: /* Installation Linux */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe DeFi-Portfolio 1.6.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar DeFi-Portfolio 1.6.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2224DeFiChain-Portfolio2021-12-22T19:52:55Z<p>Kolibri: /* Installation Mac */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe DeFi-Portfolio 1.6.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar DeFi-Portfolio 1.6.0]<br />
<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2223DeFiChain-Portfolio2021-12-22T19:52:25Z<p>Kolibri: /* Installation Windows */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe DeFi-Portfolio 1.6.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-1.5.0-mac.tar DeFi-Portfolio 1.5.0]<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2222DeFiChain-Portfolio2021-12-22T19:49:50Z<p>Kolibri: /* Getting started */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-Setup-1.6.0.exe Windows], [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/defi-portfolio-1.6.0-mac.tar Mac] or [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.6.0/DeFi-Portfolio-1.6.0-linux.tar Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-Setup-1.5.0.exe DeFi-Portfolio 1.5.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-1.5.0-mac.tar DeFi-Portfolio 1.5.0]<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|436x436px|alt=|frameless]]<br />
[[File:2021-12-22 19h01 22.png|center|frameless|880x880px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:2021-12-22 18h52 59.png|center|frameless|552x552px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-12-22 19h59 32.png|center|frameless|783x783px]]<br />
<br />
<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:2021-12-22 19h57 46.png<br />
File:2021-12-22 19h57 58.png<br />
</gallery><br />
<br />
<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:2021-12-22 19h58 27.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:2021-12-22 19h58 34.png|center|frameless|538x538px]]<br />
'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=2205DeFiChain-Portfolio2021-12-21T08:00:41Z<p>Kolibri: </p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
DeFiChain Node (Blockchain) v.2.3.1 (You can install the [https://github.com/DeFiCh/app/releases/tag/v2.8.1 DeFiChain Desktop Wallet] and use the SnapShot Service)<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-Setup-1.5.0.exe DeFi-Portfolio 1.5.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-1.5.0-mac.tar DeFi-Portfolio 1.5.0]<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions you have to paste the addresses which should be analysed. The window for pasting the addesses can either be found in the settings menu or in the menu when you click upadte data. Copy paste the addresses and add them to the list. You can also delete addresses shich should not be analysed. Once you have added all addresses click save & close. After that you can click on update database. When the blockchain is not up to date on you local system itwill be updated. After that the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:Addresses.png|center|484x484px|alt=|frameless]]<br />
[[File:UpdateDatabase.png|border|center|frameless|848x848px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown in tabular form. Rewards and Commissions are summarized daily with the time 23:59. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Cointracking export:''' In the raw data table you can export the data to a cointracking format. Here you can choose how the data should be exported.<br />
* '''CSV export:''' In the raw data table you can export the data to a csv format. Here you can choose how the data should be exported.<br />
* '''From:''' Choose the start date for exporting the data to csv or cointracking<br />
* '''To:''' Choose the end date for exporting the data to csv or cointracking.<br />
* '''Launch Node on tool start:'''<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
* '''Addresses:''' Open the address configuration window<br />
[[File:Settings2.png|center|frameless]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1626DeFiChain-Portfolio2021-06-20T21:13:08Z<p>Kolibri: </p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-Setup-1.5.0.exe DeFi-Portfolio 1.5.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-1.5.0-mac.tar DeFi-Portfolio 1.5.0]<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1625DeFiChain-Portfolio2021-06-20T21:12:26Z<p>Kolibri: Update 1.5</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-Setup-1.5.0.exe DeFi-Portfolio 1.5.0]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/defi-portfolio-1.5.0-mac.tar DeFi-Portfolio 1.5.0]<br />
<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.5.0/DeFi-Portfolio-1.5.0-linux.tar DeFi-Portfolio 1.5.0]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFi_Wallet&diff=1607DeFi Wallet2021-05-28T14:49:52Z<p>Kolibri: </p>
<hr />
<div>{| class="wikitable"<br />
!'''Installation'''<br />
!'''Security'''<br />
|-<br />
|[[Restore Wallet]]<br />
|[[Wallet Encryption]]<br />
|-<br />
|[[App on Windows Cloud Server|App on Windows cloud server]]<br />
|[[Backup Wallet|Wallet Backup]]<br />
|-<br />
|[[Password Setting]]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
!'''Usage'''<br />
!'''Advanced Usage'''<br />
|-<br />
|[[How to use the app]]<br />
|[[API]]<br />
|-<br />
|[[Adresse erstellen]]<br />
|[[Cli commands]]<br />
|-<br />
|[[Alle Adressen mit Guthaben anzeigen lassen]]<br />
|[[Bitcoin Anchoring]]<br />
|-<br />
|[[Suggestion for using the DeFi app]]<br />
|[[Blockchain folder]]<br />
|-<br />
|[[Masternode]]<br />
|[[Dual setup (App + Node)]]<br />
|-<br />
|[[Fullnode#Create and use backup for blockchain data|Create and use backup for blockchain data]]<br />
|[[Fullnode]]<br />
|-<br />
|[[Fullnode#Blockchain%20Snapshot%20Service|Blockchain Snapshot Service]]<br />
|[[Kritik]]<br />
|-<br />
|<br />
|[[Main Page old]]<br />
|-<br />
|<br />
|[[Masternode installation extended]]<br />
|-<br />
|<br />
|[[Private key read out of the app]]<br />
|-<br />
!'''Problems'''<br />
!Version Specific Hints<br />
|-<br />
|[[Debug.log]]<br />
|[[V2.3.2|Version 2.3.2]]<br />
|-<br />
|[[App error messages]]<br />
|[[V2.3.1|Version 2.3.1]]<br />
|-<br />
|[[Show hidden folders]]<br />
|<br />
|-<br />
|[[Unable to start blockchain]]<br />
|<br />
|-<br />
|[[Add old address]]<br />
|<br />
|-<br />
|[[Addnode]]<br />
|<br />
|-<br />
|[[Obsolete errors]]<br />
|<br />
|-<br />
|[[Wallet.dat corrupt salvage failed]]<br />
|<br />
|-<br />
|[[Delete DeFi App]]<br />
|<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=Fullnode&diff=1606Fullnode2021-05-28T10:28:17Z<p>Kolibri: /* Blockchain Snapshot Service */</p>
<hr />
<div>== Defichain Fullnode ==<br />
<br />
To stabilize the network, it is possible to setup a Defichain Fullnode on a virtual or physical server with a fixed IP address.<br />
A Fullnode hold the whole blockchain without acting as a masternode (no Collateral required) and other Nodes and Wallets in the network can use it to synchronize.<br />
Everyone in the community can help make the network more stable with a public Fullnode.<br />
<br />
== Requirements ==<br />
<br />
=== General ===<br />
* Fixed IP-Address<br />
* Port Forwarding enabled on Router (Port 8555)<br />
* 24/7 online<br />
* Stable Internetconnection (Upload)<br />
<br />
=== Hardware ===<br />
* 100 GB free disk space (SSD recommended)<br />
* 2-4 vCPU<br />
* 4 GB Memory<br />
<br />
=== Software ===<br />
* Debian 10, 64 Bit<br />
* Ubuntu 18.04<br />
* CentOS 8<br />
<br />
Ubuntu 16.04 is no longer supported with Version 1.7.0 and higher.<br />
<br />
== List of Fullnodes ==<br />
<br />
* [http://status.defichain-masternode.com/ 45.157.177.82:8555]<br />
* [http://status.defichain-masternode.com/ 185.244.194.174:8555]<br />
* [http://status.defichain-masternode.com/ 85.214.187.210:8555]<br />
* [http://status.defichain-masternode.com/ 202.61.246.71:8555]<br />
* [http://status.defichain-masternode.com/ 24.134.79.25:8555]<br />
* [http://status.defichain-masternode.com/ 77.56.65.5:8555]<br />
*[http://status.defichain-masternode.com/ 195.90.210.76:8555]<br />
*[http://status.defichain-masternode.com/ 85.214.55.116:8555]<br />
* ...<br />
<br />
to be continued...<br />
<br />
== Fullnode Installation ==<br />
<br />
==== Ubuntu 18.04/20.04 ====<br />
<br />
===== Create Swapfile =====<br />
<br />
''recommended for Systems less then 4 GB''<br />
<br />
<code>sudo fallocate -l 4G /swapfile</code><br />
<br />
<code>sudo chmod 600 /swapfile</code><br />
<br />
<code>sudo mkswap /swapfile</code><br />
<br />
<code>sudo swapon /swapfile</code><br />
<br />
<br />
''Check the swapfile''<br />
<br />
<code>sudo swapon --show</code><br />
<br />
<br />
''make the Swapfile permanent''<br />
<br />
<code>sudo cp /etc/fstab /etc/fstab.bak</code><br />
<br />
<code>echo '/swapfile none swap sw 0 0' | sudo tee -a /etc/fstab</code><br />
<br />
<br />
''Optimization''<br />
<br />
<code>sudo sysctl vm.swappiness=10</code><br />
<br />
<code>sudo nano /etc/sysctl.conf</code><br />
<br />
<code>vm.swappiness=10</code><br />
<br />
<br />
===== Install Fullnode =====<br />
<br />
[https://github.com/DeFiCh/ain/releases/latest Latest Version]<br />
<br />
<code>wget https://github.com/DeFiCh/ain/releases/download/v1.5.0/defichain-1.5.0-x86_64-pc-linux-gnu.tar.gz</code><br />
<br />
<br />
''unzip package''<br />
<br />
<code>tar -xvzf defichain-1.5.0-x86_64-pc-linux-gnu.tar.gz</code><br />
<br />
<br />
''copy to directory''<br />
<br />
<code>mkdir ~/.defi</code><br />
<br />
<code>cp ./defichain-1.5.0/bin/* ~/.defi</code><br />
<br />
===== Start Fullnode =====<br />
<br />
''Start Fullnode''<br />
<br />
<code>~/.defi/defid -daemon</code><br />
<br />
<br />
''When you upgrade from a previous version, please reindex the whole blockchaindata''<br />
<br />
<code>~/.defi/defid -reindex -daemon</code><br />
<br />
===== Monitor Fullnode =====<br />
<br />
''Check Blockcount''<br />
<br />
<code>.defi/defi-cli getblockcount</code><br />
<br />
<br />
''Start defid after reboot''<br />
<br />
<code>sudo crontab -e</code><br />
<br />
<code>* * * * * pidof defid || ~/.defi/defid</Code><br />
<br />
<br />
''Is your node online?''<br />
<br />
After the node is completely synchronized, check the number of connections with the command below.<br />
<br />
<code>~/.defi/defi-cli getconnectioncount</code><br />
<br />
<br />
If the number of connections is 8 or less, only outbound connections are active. Check your firewall or router to see whether your full node can be reached from the Internet via port 8555.<br />
More than 8 connections mean that incoming connections are also possible and exist.<br />
<br />
== Create and use backup for blockchain data ==<br />
<br />
=== Problem description ===<br />
[[File:Photo 2021-03-02 22-27-44.jpg|center|thumb|600x600px|Corrupted block database]]<br />
Some users report that this error message occurs again and again. Afterwards, the entire blockchain has to be reloaded, which is very tedious. The cause of this problem lies in the incorrect termination of the DeFi app. It is important that the app is always shut down correctly. <br />
<br />
As a remedy, it is recommended to work with backup solutions. Then the entire blockchain does not have to be reloaded, but only the blocks after creating the backup. <br />
<br />
=== Create backup ===<br />
<br />
# Close the DeFi app<br />
# Go to the folder with the blockchain data On Windows: <code>C:\Users\%username%\AppData\Roaming\DeFi Blockchain</code> On Mac: <code>/Users/%username%/Library/Application Support/DeFi/</code> On Linux: <code>~/.defi</code><br />
# Copy the following 3 folders to another location. This is your blockchain backup. <code>blocks</code> <code>enhancedcs</code> <code>chainstate</code><br />
# The backup is thus created. <br />
[[File:2021-03-20 23.33.38.png|center|thumb|830x830px|enhancedcs blocks chainstate|alt=]]<br />
<br />
=== Restore backup ===<br />
<br />
# Launch the DeFi app and make sure the app has started syncing. <br />
# Exit the DeFi App<br />
# Go to the folder with the blockchain data On Windows: <code>C:\Users\%username%\AppData\Roaming\DeFi Blockchain</code> On Mac: <code>/Users/%username%/Library/Application Support/DeFi/</code> On Linux: <code>~/.defi</code><br />
# Delete the following folders <code>blocks</code> <code>enhancedcs</code> <code>chainstate</code><br />
# Copy the 3 folders from your backup to this folder<br />
# Restart the computer<br />
# Launch the DeFi App<br />
# The app should now continue at the state of the last backup. <br />
<br />
<br />
# <br />
<br />
== Blockchain Snapshot Service ==<br />
<br />
=== Introduction ===<br />
A snapshot helps in cases of corrupted blocks not to re-index the blockchain again. You will start from a much closer block to the most recent one. So, usage of a blockchain snapshot saves time and nerves not to verifying each block again and again and again. It can be stored and installed locally, so that in case of issues, you can sync from that point on.<br />
<br />
=== Download sources ===<br />
DeFiChain Fondation: <br />
<br />
Asia: https://defi-snapshots.s3-ap-southeast-1.amazonaws.com/snapshot-mainnet-879413.zip <br />
<br />
Europe: https://defi-snapshots-europe.s3-eu-central-1.amazonaws.com/snapshot-mainnet-879413.zip<br />
<br />
=== Installation guide ===<br />
{| class="wikitable"<br />
!1. Backup your wallet<br />
|-<br />
|Before doing anything else, always take a backup from your wallet!<br />
<br />
# In case your DeFi app is running, please close it gracefully.<br />
# Locate the DeFi Blockchain data directory:<br />
## Windows: C:\Users\%username%\AppData\Roaming\DeFi Blockchain<br />
## Linux: ~/.defi<br />
## Mac OS: /Users/%username%/Library/Application Support/DeFi/<br />
# Make a copy from the directory: wallets<br />
|}<br />
{| class="wikitable"<br />
!2. Remove blockchain files<br />
|-<br />
|We are still in the DeFi Blockchain data directory from step 1.<br />
<br />
# Windows: Select and delete all files and directories, excepting: wallets<br />
# Linux: Delete all files and directories, excepting: wallets<br />
# Mac OS: Delete all files and directories, excepting: wallets<br />
|}<br />
{| class="wikitable"<br />
!3. Unzip blockchain archive<br />
|-<br />
|<br />
# Copy the downloaded blockchain archive to the DeFi Blockchain data directory.<br />
# Unzip the archive and check that it is not been asked to replace any existing files. In case check steps before.<br />
# You will see, that removed directories been created again.<br />
|}<br />
{| class="wikitable"<br />
!4. Start DeFi app<br />
|-<br />
|'''OPTION 1''' - New wallet or transaction history is not important<br />
<br />
# You can start DeFi app directly and you will see that starting block for sync is close to the last block.<br />
# Happy DEXing :)<br />
<br />
<br />
'''OPTION 2''' - Re-Index to get full transaction history back<br />
<br />
# If you already have a wallet from previous installation, you need to perform a "reindex" action by selecting the according option in the settings menu of the app OR you can start your local node headless on the command line with <code>defid.exe -reindex</code>. Defid is located within your apps installation directory.<br />
# This will take a while. Take a drink and relax until it is finished.<br />
# Happy DEXing :)<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1596DeFiChain-Portfolio2021-05-23T14:22:51Z<p>Kolibri: /* 2021 - Q2: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Increase Performance<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1595DeFiChain-Portfolio2021-05-23T14:01:30Z<p>Kolibri: /* 2021 - Q2: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.5:<br />
* Calculate current Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Show current prices of token and LP token<br />
* New languages (norwegian & dutch)<br />
* Update Node because of comming hardfork Eunos for token destruction and atomic swap<br />
* Small new features and bug fixes<br />
v2.0:<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1594DeFiChain-Portfolio2021-05-22T16:46:05Z<p>Kolibri: /* Portfolio: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:2021-05-22 18h45 25.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.4.3:<br />
* Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* New languages (norwegian & dutch)<br />
v1.5:<br />
* Update Node because of comming hardfork for token destruction and atomic swap<br />
* Small new features (tbd)<br />
* New languages (tbd)<br />
v2.0:<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=File:2021-05-22_18h45_25.png&diff=1593File:2021-05-22 18h45 25.png2021-05-22T16:45:56Z<p>Kolibri: </p>
<hr />
<div>2021-05-22 18h45 25</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1592DeFiChain-Portfolio2021-05-22T16:44:39Z<p>Kolibri: /* Portfolio: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioStart.png|alt=|center|frameless|760x760px]]<br />
'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.4.3:<br />
* Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* New languages (norwegian & dutch)<br />
v1.5:<br />
* Update Node because of comming hardfork for token destruction and atomic swap<br />
* Small new features (tbd)<br />
* New languages (tbd)<br />
v2.0:<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=Services&diff=1591Services2021-05-22T16:44:11Z<p>Kolibri: Change picture of Portfolio App</p>
<hr />
<div>==== '''Links to independent portals with DeFiChain content.''' ====<!-- PORTAL LIST ON RIGHT-HAND SIDE --><br />
<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Dashboard<br />
|<br />
|-<br />
|[[File:231123.png|alt=|frameless|400x400px|link=https://www.defichain-analytics.com/general?entry=overview]]<br />
|This community project is now in the second version as a complete standalone Dashboard for DefiChain. The idea is to track public data of the blockchain and community, evaluate it and show the progress of the decentral project. These keys and figures should help the community to get a feeling if all the developments are going in the right direction.<br />
|-<br />
|[https://www.defichain-analytics.com/general?entry=overview defichain-analytics.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Masternode-Tracking-Google-Sheet<br />
|<br />
|-<br />
|[[File:Screenshot.png|center|frameless|400x400px]]<br />
|<small>A simple Google Sheets document for tracking your masternodes.</small><small>See how many blocks your nodes have minted so far, how many rewards are remaining on your collateral addresses and (manually) keep track of your rewards.</small><br />
|-<br />
|[[Masternode-Tracking-Google-Sheet]]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain UTXO Explorer<br />
|<br />
|-<br />
|[[File:17.42.20.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://dex.defichain.com/mainnet/pool<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Token Explorer<br />
|<br />
|-<br />
|[[File:17.42.31.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://explorer.defichain.io/#/DFI/mainnet/home<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Defichain INCOME<br />
|<br />
|-<br />
|[[File:V2.6.4 darkmode.png|alt=|frameless|400x400px]]<br />
|Track your Income from DeFiChain<br />
Autoload from you addresses, masternode support, manual staking from cake, charts, one login and use on all devices<br />
<br />
Updated: 22.05.21<br />
|-<br />
|[https://www.defichain-income.com/ <small>defichain-income.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Explained<br />
|<br />
|-<br />
|[[File:Explained.png|400x400px|frameless|link=https://defichain-explained.com/]]<br />
|..<br />
|-<br />
|[https://defichain-explained.com/ <small>defichain-explained.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFi - Portfolio Management<br />
|<br />
|-<br />
|[[File:PortfolioStart.png|alt=|frameless|400x400px]]<br />
|Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released on Github.<br />
|-<br />
|[https://defichain-wiki.com/wiki/DeFiChain-Portfolio <small>DeFi-PortfolioManagement</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Mare - Cakerewardhelper<br />
|<br />
|-<br />
|[[File:5433553.png|alt=|frameless|400x400px|link=https://mare-cakerewardhelper.netlify.app/]]<br />
|A simple Website which gives you the possibility to convert the CSV-Files from CAKE, DeFiChain or the DeFiPortfolio-App to a compatible format for Cointracking, Accointing, Cryptotax or Blockpit. <br />
|-<br />
|[https://mare-cakerewardhelper.netlify.app/ mare-cakerewardhelper]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|CRYPTO ID<br />
|<br />
|-<br />
|[[File:Cryptoid.png|400x400px|frameless|link=https://chainz.cryptoid.info/dfi/]]<br />
|..<br />
|-<br />
|[https://chainz.cryptoid.info/dfi/ <small>chainz.cryptoid.info/dfi/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Dashboard (Google Spreedsheet)<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167/]]<br />
|Track your DFI DEX Balances<br />
Manual Input<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167 <small>DASHBOARD 3.4 (MANUAL INPUT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|alt=|frameless|link=https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939/]]<br />
|Track your DFI DEX Balances <br />
Per API Import<br />
<br />
Updated: 14.05.21<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939 <small>DASHBOARD 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Daschboard tri 2.png|alt=|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167/]]<br />
|Track your DFI DEX Balances <br />
Per API Import<br />
<br />
Updated: 14.05.21<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167 <small>DASHBOARD LIGHT 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dark dashb.png|alt=|frameless|400x400px|link=https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167]]<br />
|Track your DFI DEX Balances <br />
Per API Import<br />
<br />
Updated: 13.05.21<br />
|-<br />
|<small>[https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167 DASHBOARD DARK 3.4 (DEFI-WALLET-IMPORT)]</small><br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Masternode Monitor<br />
|<br />
|-<br />
|[[File:Defichain-masternode-monitor-moackup.png|alt=|frameless|400x400px|link=https://www.defichain-masternode-monitor.com]]<br />
|See what's going on on your Masternodes without having the DeFiChain Wallet desktop app running. <br />
So, you can check the activities of your masternodes right from your smartphone or any other computer with internet access.<br />
<br />
<br />
Have a look on the corresponding [[DeFiChain-Masternode-Monitor|DeFiChain-Wiki page of the Masternode Monitor.]]<br />
|-<br />
|[https://www.defichain-masternode-monitor.com defichain-masternode-monitor.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain-Wiki<br />
|<br />
|-<br />
|[[File:Wiki.png|400x400px|frameless|link=https://defichain-wiki.com/]]<br />
|...<br />
|-<br />
|[https://defichain-wiki.com/ <small>defichain-wiki.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=File:PortfolioStart.png&diff=1590File:PortfolioStart.png2021-05-22T16:43:55Z<p>Kolibri: </p>
<hr />
<div>PortfolioStart</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFi_Wallet_error_messages&diff=1586DeFi Wallet error messages2021-05-21T08:01:32Z<p>Kolibri: /* Network problem/Corrupted database (v2.3.5) */</p>
<hr />
<div>Only error messages and their solutions are documented here. For other types of problems please visit the main page [[DeFi Wallet errors]].<br />
<br />
Error messages that no longer appear in the latest version are no longer listed on this page. They can be found here: [[DeFi Wallet error messages outdated]]<br />
<br />
If your error message is not documented here, or the documented solution does not work, then add your error message to this wiki page and create an issue on GitHub. Error messages that are already documented here do not need to be posted again on GitHub, they are already known. [https://github.com/DeFiCh/app/wiki/How-to-submit-issues-for-Defi-App How to submit issues for DeFi app]<br />
<br />
==Please wait until your transaction has been added to the next block before proceeding with a new transaction.==<br />
===Problem description===<br />
[[File:Photo 2021-02-26 17-16-45.jpg|center|Error: Please wait until your transaction has been added to the next block before proceeding with a new transaction.|link=https://defichain-wiki.com/wiki/File:Photo_2021-02-26_17-16-45.jpg|alt=|thumb|850x850px]]It is not possible to make a transaction. Often this happens during adding of liquidity in liquidity mining. <br />
<br />
Possible reason: for paying transaction fees DFI are needed in the form of coins. Many users mainly have DFI tokens in their wallet, since all rewards are DFI token. The wallet is supposed to convert token to coin in the background but this sometimes fail, so no coins are available to pay transaction fees.<br />
<br />
The problem appeared for the first time in version 2.3.0 and is still appearing in 2.3.3.<br />
===Solution===<br />
This problem and its solution has not yet been properly researched. You can try the following. For many users this solution helps:<br />
<br />
Solution 1<br />
<br />
* Create a new address: [[Create address]]<br />
* Send all tokens and coins to the newly created address: [[Send all coins]]<br />
* Try again. Now it should work.<br />
Solution 2<br />
<br />
* If this happens during adding of liquidity:<br />
* Send a small amount of DFI to the address you try to use a reward address<br />
* After this transaction adding of liquidity is often possible again.<br />
<br />
No help found? Go to [[Debug.log]]<br />
==Corrupted block database==<br />
[[File:Photo 2021-03-02 22-27-44.jpg|thumb|600x600px|Corrupted block database]]Some users report that this error message occurs again and again. Afterwards, the entire blockchain has to be reloaded, which is very tedious. The cause of this problem lies in the incorrect termination of the DeFi app. It is important that the app is always shut down correctly.<br />
<br />
As a remedy, it is recommended to work with backup solutions. Then the entire blockchain does not have to be reloaded, but only the blocks after creating the backup.<br />
<br />
[[Fullnode#Create and use backup for blockchain data]]<br />
<br />
==No data found==<br />
Problem: The app cannot be started. Error message "No data found"<br />
<br />
To find out more about the reason of the error, you can read the following text: [[Debug.log]]<br />
<br />
Here's what you can try: [[Delete .defi]]<br />
<br />
If it did not work, we can only recommend the following:<br />
#[[Delete DeFi App|Delete all]]<br />
#[https://defichain.com/downloads/ Reinstall DeFi App]<br />
After that, the app can be started normally and is installed correctly.<br />
<br />
The team is working on a professional solution!<br />
<br />
== Unable to start blockchain ==<br />
Problem: The app cannot be started. Error message "Unable to start blockchain"<br />
<br />
To find out more about the reason of the error, you can read the following text: [[Debug.log]]<br />
<br />
Here's what you can try: [[Delete .defi]]<br />
<br />
If it did not work, we can only recommend the following:<br />
#[[Delete DeFi App|Delete all]]<br />
#[https://defichain.com/downloads/ Reinstall DeFi App]<br />
After that, the app can be started normally and is installed correctly.<br />
<br />
The team is working on a professional solution!<br />
<br />
<br />
<br />
==Node disconnected==<br />
'''<big>Error Message</big>'''[[File:Node_disconnected.jpg|300px|thumb|Node disconnected Error|link=https://defichain-wiki.com/wiki/File:Node_disconnected.jpg]]The error message '''Node is disconnected''' is shown while the wallet is synchronizing. Most of the time the wallet is already synchronized up to ~90%-95% when the error occurd.<br />
<br />
'''<big>Reason for the Error</big>'''<br />
<br />
There are different reasons which can lead to this error. You can distinguish between the following different types:<br />
#Wallet synchronized normally up to '''80%-99%''' until the error message is shown: That's the most common type, which is a RAM problem. In this case the wallet needs to much RAM to synchronize.<br />
#Wallet does not synchronize and the error message occurred with '''0.00%''' synchronization: Probably a network error<br />
#The time on your computer is not the real time.<br />
'''<big>Troubleshooting</big>'''<br />
<br />
Solution to solve the different reasons for this error message:<br />
#There are two different solutions for the first type:<br />
##Activate the "ReIndex after saving" option in settings to restart the synchronization and activate the button "Delete peers and blocks" to clean the old block files.<br />
##Start the wallet; wait until the wallet is synchronized up to ~90%-95% and shut the wallet down normally (the error message must not occur up to this moment); after that you can restart your wallet (repeat the steps until the wallet is synchronized. You can check the RAM usage of your PC to know the perfect time to shut the wallet down again)<br />
#For second problem type you can try the following solutions:<br />
##Check your firewall settings<br />
##Check your network settings (connect with a private networt instead of a public network)<br />
##Check your Antivir program<br />
#Adjust the time on your computer.<br />
No help found? Go to [[Debug.log]]<br />
==App stuck when starting==<br />
Before you try anything else. Restart the computer and see if the problem is solved.<br />
===Version 2.3.1===<br />
There is a problem with version 2.3.1<br />
<br />
If the app is not installed as an update, but the first time on a new system, then the blockchain folder is not created and the app cannot start.<br />
<br />
The problem and the fix is documented [https://defichain-wiki.com/wiki/V2.3.1#Known_bugs_with_this_version here].<br />
===Other errors that also occur with other versions===<br />
'''<big>Error Message</big>'''<br />
<br />
Your app might be stuck in an endless loop when you want to launch it. Trying to launch it via the console might display ''request failed with status code 500''. Sometimes, you might also get an ''unable to start blockchain'' error upon launching the app.[[File:App_unable_to_start_blockchain.jpg|300px|thumb|Unable to start blockchain error message|link=https://defichain-wiki.com/wiki/File:App_unable_to_start_blockchain.jpg]]'''<big>Reason for the Error</big>'''<br />
<br />
Most likely it is a memory (RAM and/or disk space) issue.<br />
<br />
'''<big>Troubleshooting</big>'''<br />
<br />
Here are a couple of steps that might help:<br />
#Quit the app<br />
#Close unneeded open programs<br />
#Open a system monitor program (Task Manager, Activity Monitor), keep monitoring your RAM utilization<br />
#Make sure you have enough disk space available (more than your RAM size), free up enough so that the app can create a swap file if it runs out of RAM<br />
#Disable and enable your network connection, possibly use another one temporarily<br />
#Try again<br />
If that does not help, try launching the app with the ''-reindex'' parameter from the command line.<br />
<br />
Still not working? Here are some more experimental steps:<br />
#Create a backup of your ''wallet.dat'' file (MacOS: ~/Library/ApplicationSupport/defi/wallets), preferably of the whole ''defi'' folder to another drive<br />
#Remove all ''.dat'' files in the ''blocks'' folder (MacOS: ~/Library/ApplicationSupport/defi/blocks). Try again.<br />
#Downgrade to the last version that worked for you [https://github.com/DeFiCh/app/releases here]. Try again.<br />
#Delete all wallet data from the ''defi'' folder, start the app again, then quit it. Now the folder structure should have been created again. Copy over ''wallet.dat'' from your backup and launch the app again.<br />
Everyting failed so far? Let's start from scratch. You'll need for mnemonic seed for this.<br />
#Delete app data (section above), uninstall ''defi-app'' entirely.<br />
#Reinstall a version you think might work (either an older specific one or the latest)<br />
#Launch the app<br />
#Recreate the wallet from mnemonic seed.<br />
No help found? Go to [[Debug.log]]<br />
<br />
== Insufficient amount ==<br />
This problem and its solution has not yet been properly researched. You can try the following. For many users this solution helps:<br />
<br />
* Create a new address: [[Create address]]<br />
* Send all tokens and coins to the newly created address: [[Send all coins]]<br />
* Try again. Now it should work. <br />
<br />
== Network problem/Corrupted database (v2.3.5) ==<br />
<br />
=== Windows ===<br />
Follow this procedure:<br />
<br />
# Make sure that the DeFiChain app is closed<br />
# Using Explorer go to directory <code>C:\Users\<username>\.defi</code> (Make sure you [[Versteckte Ordner anzeigen|see hidden folders]])<br />
# Open the file <code>defi.conf</code> in your favorite text editor (e.g. Notepad)<br />
# Add the line: <code>spv=0</code>.<br />
<br />
=== Mac ===<br />
Follow this procedure:<br />
<br />
# Make sure that the DeFiChain app is closed<br />
# Go to directory <code>~/Library/Application Support/DeFi.defi</code> (Maybe you have to press <code>[CMD]</code> + <code>[SHIFT]</code> + <code>[.]</code> to [[Versteckte Ordner anzeigen|see hidden folders]] or use <code>[CMD]</code> + <code>[SHIFT]</code> + <code>[G]</code> in Finder in your home folder and enter .defi in the popup).<br />
# Open the file <code>defi.conf</code> in your favourite text editor<br />
# Add the line: <code>spv=0</code>.<br />
<br />
<br />
Example:<br />
rpcauth=something<br />
rpcuser=something<br />
rpcpassword=something<br />
rpcpassword=something<br />
rpcpassword=something<br />
<br />
[main]<br />
spv=0<br />
wallet=Wallet.dat<br />
walletdir=D:\defichain\wallets<br />
#</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFi_Wallet_error_messages&diff=1585DeFi Wallet error messages2021-05-18T18:47:25Z<p>Kolibri: </p>
<hr />
<div>Only error messages and their solutions are documented here. For other types of problems please visit the main page [[DeFi Wallet errors]].<br />
<br />
Error messages that no longer appear in the latest version are no longer listed on this page. They can be found here: [[DeFi Wallet error messages outdated]]<br />
<br />
If your error message is not documented here, or the documented solution does not work, then add your error message to this wiki page and create an issue on GitHub. Error messages that are already documented here do not need to be posted again on GitHub, they are already known. [https://github.com/DeFiCh/app/wiki/How-to-submit-issues-for-Defi-App How to submit issues for DeFi app]<br />
<br />
==Please wait until your transaction has been added to the next block before proceeding with a new transaction.==<br />
===Problem description===<br />
[[File:Photo 2021-02-26 17-16-45.jpg|center|Error: Please wait until your transaction has been added to the next block before proceeding with a new transaction.|link=https://defichain-wiki.com/wiki/File:Photo_2021-02-26_17-16-45.jpg|alt=|thumb|850x850px]]It is not possible to make a transaction. Often this happens during adding of liquidity in liquidity mining. <br />
<br />
Possible reason: for paying transaction fees DFI are needed in the form of coins. Many users mainly have DFI tokens in their wallet, since all rewards are DFI token. The wallet is supposed to convert token to coin in the background but this sometimes fail, so no coins are available to pay transaction fees.<br />
<br />
The problem appeared for the first time in version 2.3.0 and is still appearing in 2.3.3.<br />
===Solution===<br />
This problem and its solution has not yet been properly researched. You can try the following. For many users this solution helps:<br />
<br />
Solution 1<br />
<br />
* Create a new address: [[Create address]]<br />
* Send all tokens and coins to the newly created address: [[Send all coins]]<br />
* Try again. Now it should work.<br />
Solution 2<br />
<br />
* If this happens during adding of liquidity:<br />
* Send a small amount of DFI to the address you try to use a reward address<br />
* After this transaction adding of liquidity is often possible again.<br />
<br />
No help found? Go to [[Debug.log]]<br />
==Corrupted block database==<br />
[[File:Photo 2021-03-02 22-27-44.jpg|thumb|600x600px|Corrupted block database]]Some users report that this error message occurs again and again. Afterwards, the entire blockchain has to be reloaded, which is very tedious. The cause of this problem lies in the incorrect termination of the DeFi app. It is important that the app is always shut down correctly.<br />
<br />
As a remedy, it is recommended to work with backup solutions. Then the entire blockchain does not have to be reloaded, but only the blocks after creating the backup.<br />
<br />
[[Fullnode#Create and use backup for blockchain data]]<br />
<br />
==No data found==<br />
Problem: The app cannot be started. Error message "No data found"<br />
<br />
To find out more about the reason of the error, you can read the following text: [[Debug.log]]<br />
<br />
Here's what you can try: [[Delete .defi]]<br />
<br />
If it did not work, we can only recommend the following:<br />
#[[Delete DeFi App|Delete all]]<br />
#[https://defichain.com/downloads/ Reinstall DeFi App]<br />
After that, the app can be started normally and is installed correctly.<br />
<br />
The team is working on a professional solution!<br />
<br />
== Unable to start blockchain ==<br />
Problem: The app cannot be started. Error message "Unable to start blockchain"<br />
<br />
To find out more about the reason of the error, you can read the following text: [[Debug.log]]<br />
<br />
Here's what you can try: [[Delete .defi]]<br />
<br />
If it did not work, we can only recommend the following:<br />
#[[Delete DeFi App|Delete all]]<br />
#[https://defichain.com/downloads/ Reinstall DeFi App]<br />
After that, the app can be started normally and is installed correctly.<br />
<br />
The team is working on a professional solution!<br />
<br />
<br />
<br />
==Node disconnected==<br />
'''<big>Error Message</big>'''[[File:Node_disconnected.jpg|300px|thumb|Node disconnected Error|link=https://defichain-wiki.com/wiki/File:Node_disconnected.jpg]]The error message '''Node is disconnected''' is shown while the wallet is synchronizing. Most of the time the wallet is already synchronized up to ~90%-95% when the error occurd.<br />
<br />
'''<big>Reason for the Error</big>'''<br />
<br />
There are different reasons which can lead to this error. You can distinguish between the following different types:<br />
#Wallet synchronized normally up to '''80%-99%''' until the error message is shown: That's the most common type, which is a RAM problem. In this case the wallet needs to much RAM to synchronize.<br />
#Wallet does not synchronize and the error message occurred with '''0.00%''' synchronization: Probably a network error<br />
#The time on your computer is not the real time.<br />
'''<big>Troubleshooting</big>'''<br />
<br />
Solution to solve the different reasons for this error message:<br />
#There are two different solutions for the first type:<br />
##Activate the "ReIndex after saving" option in settings to restart the synchronization and activate the button "Delete peers and blocks" to clean the old block files.<br />
##Start the wallet; wait until the wallet is synchronized up to ~90%-95% and shut the wallet down normally (the error message must not occur up to this moment); after that you can restart your wallet (repeat the steps until the wallet is synchronized. You can check the RAM usage of your PC to know the perfect time to shut the wallet down again)<br />
#For second problem type you can try the following solutions:<br />
##Check your firewall settings<br />
##Check your network settings (connect with a private networt instead of a public network)<br />
##Check your Antivir program<br />
#Adjust the time on your computer.<br />
No help found? Go to [[Debug.log]]<br />
==App stuck when starting==<br />
Before you try anything else. Restart the computer and see if the problem is solved.<br />
===Version 2.3.1===<br />
There is a problem with version 2.3.1<br />
<br />
If the app is not installed as an update, but the first time on a new system, then the blockchain folder is not created and the app cannot start.<br />
<br />
The problem and the fix is documented [https://defichain-wiki.com/wiki/V2.3.1#Known_bugs_with_this_version here].<br />
===Other errors that also occur with other versions===<br />
'''<big>Error Message</big>'''<br />
<br />
Your app might be stuck in an endless loop when you want to launch it. Trying to launch it via the console might display ''request failed with status code 500''. Sometimes, you might also get an ''unable to start blockchain'' error upon launching the app.[[File:App_unable_to_start_blockchain.jpg|300px|thumb|Unable to start blockchain error message|link=https://defichain-wiki.com/wiki/File:App_unable_to_start_blockchain.jpg]]'''<big>Reason for the Error</big>'''<br />
<br />
Most likely it is a memory (RAM and/or disk space) issue.<br />
<br />
'''<big>Troubleshooting</big>'''<br />
<br />
Here are a couple of steps that might help:<br />
#Quit the app<br />
#Close unneeded open programs<br />
#Open a system monitor program (Task Manager, Activity Monitor), keep monitoring your RAM utilization<br />
#Make sure you have enough disk space available (more than your RAM size), free up enough so that the app can create a swap file if it runs out of RAM<br />
#Disable and enable your network connection, possibly use another one temporarily<br />
#Try again<br />
If that does not help, try launching the app with the ''-reindex'' parameter from the command line.<br />
<br />
Still not working? Here are some more experimental steps:<br />
#Create a backup of your ''wallet.dat'' file (MacOS: ~/Library/ApplicationSupport/defi/wallets), preferably of the whole ''defi'' folder to another drive<br />
#Remove all ''.dat'' files in the ''blocks'' folder (MacOS: ~/Library/ApplicationSupport/defi/blocks). Try again.<br />
#Downgrade to the last version that worked for you [https://github.com/DeFiCh/app/releases here]. Try again.<br />
#Delete all wallet data from the ''defi'' folder, start the app again, then quit it. Now the folder structure should have been created again. Copy over ''wallet.dat'' from your backup and launch the app again.<br />
Everyting failed so far? Let's start from scratch. You'll need for mnemonic seed for this.<br />
#Delete app data (section above), uninstall ''defi-app'' entirely.<br />
#Reinstall a version you think might work (either an older specific one or the latest)<br />
#Launch the app<br />
#Recreate the wallet from mnemonic seed.<br />
No help found? Go to [[Debug.log]]<br />
<br />
== Insufficient amount ==<br />
This problem and its solution has not yet been properly researched. You can try the following. For many users this solution helps:<br />
<br />
* Create a new address: [[Create address]]<br />
* Send all tokens and coins to the newly created address: [[Send all coins]]<br />
* Try again. Now it should work. <br />
<br />
== Network problem/Corrupted database (v2.3.5) ==<br />
<br />
=== Windows ===<br />
Follow this procedure:<br />
<br />
# Make sure that the DeFiChain app is closed<br />
# Using Explorer go to directory <code>C:\Users\<username>\.defi</code> (Make sure you [[Versteckte Ordner anzeigen|see hidden folders]])<br />
# Open the file <code>defi.conf</code> in your favorite text editor (e.g. Notepad)<br />
# Add the line: <code>spv=0</code>.<br />
<br />
=== Mac ===<br />
Follow this procedure:<br />
<br />
# Make sure that the DeFiChain app is closed<br />
# Go to directory <code>~/Library/Application Support/DeFi.defi</code> (Maybe you have to press <code>[CMD]</code> + <code>[SHIFT]</code> + <code>[.]</code> to [[Versteckte Ordner anzeigen|see hidden folders]] or use <code>[CMD]</code> + <code>[SHIFT]</code> + <code>[G]</code> in Finder in your home folder and enter .defi in the popup).<br />
# Open the file <code>defi.conf</code> in your favourite text editor<br />
# Add the line: <code>spv=0</code>.<br />
<br />
<br />
Example:<br />
rpcauth=something<br />
rpcuser=something<br />
rpcpassword=something<br />
rpcpassword=something<br />
rpcpassword=something<br />
spv=0<br />
[main]<br />
wallet=Wallet.dat<br />
walletdir=D:\defichain\wallets<br />
#</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1584DeFiChain-Portfolio2021-05-18T12:09:06Z<p>Kolibri: /* Roadmap 2021 */ Add something to roadmap</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
v1.4.3:<br />
* Impermanent Loss<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* New languages (norwegian & dutch)<br />
v1.5:<br />
* Update Node because of comming hardfork for token destruction and atomic swap<br />
* Small new features (tbd)<br />
* New languages (tbd)<br />
v2.0:<br />
* Update/Import via CSV (DeFi wallet/Cake)<br />
* Portfolio and Reward Overview (DeFi wallet/Cake)<br />
* Analyse Staking/Masternode Rewards<br />
* Analyse Lending Rewards (Cake)<br />
* Analyse LM Pools (DeFi wallet/Cake)<br />
* Analyse DEX Transactions (DeFi wallet/Cake)<br />
* Export Cake + DeFi Wallet transaction to one export (Raw data, daily cumulated and Cointracking)<br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael and Michael) <br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Integration of Jellyfish<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Show rewards with/without individual adjustable taxes<br />
* Stocks and other assets<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application) maybe in Python to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=Fullnode&diff=1580Fullnode2021-05-13T10:24:07Z<p>Kolibri: /* Download sources */ Update Snapshot link</p>
<hr />
<div>== Defichain Fullnode ==<br />
<br />
To stabilize the network, it is possible to setup a Defichain Fullnode on a virtual or physical server with a fixed IP address.<br />
A Fullnode hold the whole blockchain without acting as a masternode (no Collateral required) and other Nodes and Wallets in the network can use it to synchronize.<br />
Everyone in the community can help make the network more stable with a public Fullnode.<br />
<br />
== Requirements ==<br />
<br />
=== General ===<br />
* Fixed IP-Address<br />
* Port Forwarding enabled on Router (Port 8555)<br />
* 24/7 online<br />
* Stable Internetconnection (Upload)<br />
<br />
=== Hardware ===<br />
* 100 GB free disk space (SSD recommended)<br />
* 2-4 vCPU<br />
* 4 GB Memory<br />
<br />
=== Software ===<br />
* Debian 10, 64 Bit<br />
* Ubuntu 16.04 LTS<br />
* Ubuntu 18.04<br />
* CentOS 8<br />
<br />
== List of Fullnodes ==<br />
<br />
* [http://status.defichain-masternode.com/ 45.157.177.82:8555]<br />
* [http://status.defichain-masternode.com/ 185.244.194.174:8555]<br />
* [http://status.defichain-masternode.com/ 85.214.187.210:8555]<br />
* [http://status.defichain-masternode.com/ 202.61.246.71:8555]<br />
* [http://status.defichain-masternode.com/ 24.134.79.25:8555]<br />
* [http://status.defichain-masternode.com/ 77.56.65.5:8555]<br />
*[http://status.defichain-masternode.com/ 195.90.210.76:8555]<br />
*[http://status.defichain-masternode.com/ 85.214.55.116:8555]<br />
* ...<br />
<br />
to be continued...<br />
<br />
== Fullnode Installation ==<br />
<br />
==== Ubuntu 16.04/18.04/20.04 ====<br />
<br />
===== Create Swapfile =====<br />
<br />
''recommended for Systems less then 4 GB''<br />
<br />
<code>sudo fallocate -l 4G /swapfile</code><br />
<br />
<code>sudo chmod 600 /swapfile</code><br />
<br />
<code>sudo mkswap /swapfile</code><br />
<br />
<code>sudo swapon /swapfile</code><br />
<br />
<br />
''Check the swapfile''<br />
<br />
<code>sudo swapon --show</code><br />
<br />
<br />
''make the Swapfile permanent''<br />
<br />
<code>sudo cp /etc/fstab /etc/fstab.bak</code><br />
<br />
<code>echo '/swapfile none swap sw 0 0' | sudo tee -a /etc/fstab</code><br />
<br />
<br />
''Optimization''<br />
<br />
<code>sudo sysctl vm.swappiness=10</code><br />
<br />
<code>sudo nano /etc/sysctl.conf</code><br />
<br />
<code>vm.swappiness=10</code><br />
<br />
<br />
===== Install Fullnode =====<br />
<br />
[https://github.com/DeFiCh/ain/releases/latest Latest Version]<br />
<br />
<code>wget https://github.com/DeFiCh/ain/releases/download/v1.5.0/defichain-1.5.0-x86_64-pc-linux-gnu.tar.gz</code><br />
<br />
<br />
''unzip package''<br />
<br />
<code>tar -xvzf defichain-1.5.0-x86_64-pc-linux-gnu.tar.gz</code><br />
<br />
<br />
''copy to directory''<br />
<br />
<code>mkdir ~/.defi</code><br />
<br />
<code>cp ./defichain-1.5.0/bin/* ~/.defi</code><br />
<br />
===== Start Fullnode =====<br />
<br />
''Start Fullnode''<br />
<br />
<code>~/.defi/defid -daemon</code><br />
<br />
<br />
''When you upgrade from a previous version, please reindex the whole blockchaindata''<br />
<br />
<code>~/.defi/defid -reindex -daemon</code><br />
<br />
===== Monitor Fullnode =====<br />
<br />
''Check Blockcount''<br />
<br />
<code>.defi/defi-cli getblockcount</code><br />
<br />
<br />
''Start defid after reboot''<br />
<br />
<code>sudo crontab -e</code><br />
<br />
<code>* * * * * pidof defid || ~/.defi/defid</Code><br />
<br />
<br />
''Is your node online?''<br />
<br />
After the node is completely synchronized, check the number of connections with the command below.<br />
<br />
<code>~/.defi/defi-cli getconnectioncount</code><br />
<br />
<br />
If the number of connections is 8 or less, only outbound connections are active. Check your firewall or router to see whether your full node can be reached from the Internet via port 8555.<br />
More than 8 connections mean that incoming connections are also possible and exist.<br />
<br />
== Create and use backup for blockchain data ==<br />
<br />
=== Problem description ===<br />
[[File:Photo 2021-03-02 22-27-44.jpg|center|thumb|600x600px|Corrupted block database]]<br />
Some users report that this error message occurs again and again. Afterwards, the entire blockchain has to be reloaded, which is very tedious. The cause of this problem lies in the incorrect termination of the DeFi app. It is important that the app is always shut down correctly. <br />
<br />
As a remedy, it is recommended to work with backup solutions. Then the entire blockchain does not have to be reloaded, but only the blocks after creating the backup. <br />
<br />
=== Create backup ===<br />
<br />
# Close the DeFi app<br />
# Go to the folder with the blockchain data On Windows: <code>C:\Users\%username%\AppData\Roaming\DeFi Blockchain</code> On Mac: <code>/Users/%username%/Library/Application Support/DeFi/</code> On Linux: <code>~/.defi</code><br />
# Copy the following 3 folders to another location. This is your blockchain backup. <code>blocks</code> <code>enhancedcs</code> <code>chainstate</code><br />
# The backup is thus created. <br />
[[File:2021-03-20 23.33.38.png|center|thumb|830x830px|enhancedcs blocks chainstate|alt=]]<br />
<br />
=== Restore backup ===<br />
<br />
# Launch the DeFi app and make sure the app has started syncing. <br />
# Exit the DeFi App<br />
# Go to the folder with the blockchain data On Windows: <code>C:\Users\%username%\AppData\Roaming\DeFi Blockchain</code> On Mac: <code>/Users/%username%/Library/Application Support/DeFi/</code> On Linux: <code>~/.defi</code><br />
# Delete the following folders <code>blocks</code> <code>enhancedcs</code> <code>chainstate</code><br />
# Copy the 3 folders from your backup to this folder<br />
# Restart the computer<br />
# Launch the DeFi App<br />
# The app should now continue at the state of the last backup. <br />
<br />
<br />
# <br />
<br />
== Blockchain Snapshot Service ==<br />
<br />
=== Introduction ===<br />
A snapshot helps in cases of corrupted blocks not to re-index the blockchain again. You will start from a much closer block to the most recent one. So, usage of a blockchain snapshot saves time and nerves not to verifying each block again and again and again. It can be stored and installed locally, so that in case of issues, you can sync from that point on.<br />
<br />
=== Download sources ===<br />
DeFiChain Fondation: <br />
<br />
* https://defi-snapshots-europe.s3.eu-central-1.amazonaws.com/snapshot-mainnet-842677.zip<br />
<br />
=== Installation guide ===<br />
{| class="wikitable"<br />
!1. Backup your wallet<br />
|-<br />
|Before doing anything else, always take a backup from your wallet!<br />
<br />
# In case your DeFi app is running, please close it gracefully.<br />
# Locate the DeFi Blockchain data directory:<br />
## Windows: C:\Users\%username%\AppData\Roaming\DeFi Blockchain<br />
## Linux: ~/.defi<br />
## Mac OS: /Users/%username%/Library/Application Support/DeFi/<br />
# Make a copy from the directory: wallets<br />
|}<br />
{| class="wikitable"<br />
!2. Remove blockchain files<br />
|-<br />
|We are still in the DeFi Blockchain data directory from step 1.<br />
<br />
# Windows: Select and delete all files and directories, excepting: wallets<br />
# Linux: Delete all files and directories, excepting: wallets<br />
# Mac OS: Delete all files and directories, excepting: wallets<br />
|}<br />
{| class="wikitable"<br />
!3. Unzip blockchain archive<br />
|-<br />
|<br />
# Copy the downloaded blockchain archive to the DeFi Blockchain data directory.<br />
# Unzip the archive and check that it is not been asked to replace any existing files. In case check steps before.<br />
# You will see, that removed directories been created again.<br />
|}<br />
{| class="wikitable"<br />
!4. Start DeFi app<br />
|-<br />
|'''OPTION 1''' - New wallet or transaction history is not important<br />
<br />
# You can start DeFi app directly and you will see that starting block for sync is close to the last block.<br />
# Happy DEXing :)<br />
<br />
<br />
'''OPTION 2''' - Re-Index to get full transaction history back<br />
<br />
# If you already have a wallet from previous installation, you need to perform a "reindex" action by selecting the according option in the settings menu of the app OR you can start your local node headless on the command line with <code>defid.exe -reindex</code>. Defid is located within your apps installation directory.<br />
# This will take a while. Take a drink and relax until it is finished.<br />
# Happy DEXing :)<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1571DeFiChain-Portfolio2021-05-09T09:01:48Z<p>Kolibri: /* Export to Cointracking: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulate All:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards and Commissions:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated None:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1570DeFiChain-Portfolio2021-05-07T14:13:15Z<p>Kolibri: /* Export to Cointracking: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulated Poolpair, Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day (rewards and commission from each pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> '''1 + X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair and Daily:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from each pool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> '''2 + X (number of pool pair) transactions per day''' <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. '''2 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated Daily:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. '''3 * X (number of pool pair) transactions per day'''<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
The "impermanent loss" is the loss of coins that occurs when liquidity is provided. It’s the difference between hodling the coins versus providing liquidity with these coins.<br />
<br />
In the table the impermanent loss of each pool is shown. The current value of the coins which were put into the pool are displayed in the second column. Over time, the number of coins in the pool will decrease due to the impermanent loss. The current value of these coins are shown in the third column. The percentage of the loss can be seen in the first column.<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1566DeFiChain-Portfolio2021-05-06T17:58:58Z<p>Kolibri: /* Export to Cointracking: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulated Poolpair, Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day (rewards and commission from every pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> 1 + X (number of pool pair) transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair and Daily:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from eachpool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> 2 + X (number of pool pair) transactions per day <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. 2 * X (number of pool pair) transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated Daily:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. 3 * X (number of pool pair) transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
'''''Comming in version 1.4.3'''''<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1565DeFiChain-Portfolio2021-05-06T17:55:54Z<p>Kolibri: </p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulated Poolpair, Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day (rewards and commission from every pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> 1 + X (number of pool pair) per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair and Daily:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from eachpool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> 2 + X (number of pool pair) <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. 2 * X (number of pool pair) transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward & commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward & commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated Daily:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. X (number of pool pair) * 3 transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
'''''Comming in version 1.4.3'''''<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1564DeFiChain-Portfolio2021-05-06T17:54:01Z<p>Kolibri: Add Export to cointracking</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>Move defi-portfolio to applications [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
[[File:RawData.png|center|thumb|609x609px]]<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
===== Export to Cointracking: =====<br />
'''Cumulated Poolpair, Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day (rewards and commission from every pool pair) is cumulated into one income and the other commission pool pair (BTC, ETH etc...) -> 1 income for DFI and X (number of pool pairs) income per day -> 1 + X (number of pool pair) per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward commission income DFI, 1 ETH commission income and 1 BTC commission income<br />
<br />
'''Cumulated Poolpair and Daily:'''<br />
<br />
All DFI income of the day from each Pool Pair (rewards and commission from eachpool pair) is cumulated into X (number of pool pairs) income and the other commission pool pair (BTC, ETH etc...) -> 2 + X (number of pool pair) <br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward income DFI , 1 commission income DFI , 1 commission BTC and 1 commission ETH<br />
<br />
'''Cumulated Rewards/Commissions and Daily:'''<br />
<br />
All DFI income of the day is cumulated into two income (rewards and commissions) and the other commission pool pair (BTC, ETH etc...) -> 2 income for DFI and X (number of pool pairs) income per day. 2 * X (number of pool pair) transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI <br />
<br />
1 reward commission income DFI (BTC-DFI) and 1 commission BTC <br />
<br />
1 reward commission income DFI (ETH-DFI) and 1 commission ETH<br />
<br />
'''Cumulated Daily:'''<br />
<br />
All incomes for each pool pair, rewards and commissions are daily cummulated -> 2 income DFI for each pool pair and X (number of pool pair) commission for each pool pair. X (number of pool pair) * 3 transactions per day<br />
<br />
Example: BTC-DFI, ETH-DFI<br />
<br />
1 reward income DFI from BTC-DFI pool, 1 commission income DFI from BTC-DFI pool, 1 commission income BTC<br />
<br />
1 reward income DFI from ETH-DFI pool, 1 commission income DFI from ETH-DFI pool, 1 commission income ETH<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
===== Impermanent Loss =====<br />
'''''Comming in version 1.4.3'''''<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english, german, spanish and danish.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
* '''Close Defid:''' In some rare cases the defid will not be stopped after "update data". In this case you should not just close the defid by clicking on the x-symbol. You should click on the close defid button in the settings.<br />
* '''Open project folder:''' The folder where all appication data are stored can be opened. <br />
** Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>'' <br />
** Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
*'''Open installation folder:''' The folder where all files will be copied during installation can be opened: <br />
** Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>'' <br />
** Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>'' <br />
** Linux: Folder where you unzipped the .tar<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
* Windows: Is automatically kept and not overwritten<br />
* Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
* Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
* Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
* Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
* Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder following files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=File:RawData.png&diff=1563File:RawData.png2021-05-06T17:19:13Z<p>Kolibri: </p>
<hr />
<div>RawData</div>Kolibrihttps://defichain-wiki.com/index.php?title=Services&diff=1519Services2021-04-26T16:13:37Z<p>Kolibri: Reverted edits by Kolibri (talk) to last revision by Trinax</p>
<hr />
<div>==== '''Links to independent portals with DeFiChain content.''' ====<!-- PORTAL LIST ON RIGHT-HAND SIDE --><br />
<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Dashboard<br />
|<br />
|-<br />
|[[File:231123.png|alt=|frameless|400x400px|link=https://www.defichain-analytics.com/general?entry=overview]]<br />
|Text Beschreibung<br />
|-<br />
|[https://www.defichain-analytics.com/general?entry=overview defichain-analytics.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Masternode-Tracking-Google-Sheet<br />
|<br />
|-<br />
|[[File:Screenshot.png|center|frameless|400x400px]]<br />
|<small>A simple Google Sheets document for tracking your masternodes.</small><small>See how many blocks your nodes have minted so far, how many rewards are remaining on your collateral addresses and (manually) keep track of your rewards.</small><br />
|-<br />
|[[Masternode-Tracking-Google-Sheet]]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain UTXO Explorer<br />
|<br />
|-<br />
|[[File:17.42.20.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://dex.defichain.com/mainnet/pool<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Token Explorer<br />
|<br />
|-<br />
|[[File:17.42.31.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://explorer.defichain.io/#/DFI/mainnet/home<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Defichain INCOME<br />
|<br />
|-<br />
|[[File:Income.png|400x400px|frameless|link=https://www.defichain-income.com/]]<br />
|..<br />
|-<br />
|[https://www.defichain-income.com/ <small>defichain-income.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Explained<br />
|<br />
|-<br />
|[[File:Explained.png|400x400px|frameless|link=https://defichain-explained.com/]]<br />
|..<br />
|-<br />
|[https://defichain-explained.com/ <small>defichain-explained.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFi - Portfolio Management<br />
|<br />
|-<br />
|[[File:Portfolio man.png|400x400px|frameless|link=https://github.com/DeFi-PortfolioManagement/defi-portfolio/]]<br />
|..<br />
|-<br />
|[https://github.com/DeFi-PortfolioManagement/defi-portfolio/ <small>DeFi-PortfolioManagement</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Mare - Cakerewardhelper<br />
|<br />
|-<br />
|[[File:5433553.png|alt=|frameless|400x400px|link=https://mare-cakerewardhelper.netlify.app/]]<br />
|..<br />
|-<br />
|[https://mare-cakerewardhelper.netlify.app/ mare-cakerewardhelper]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|CRYPTO ID<br />
|<br />
|-<br />
|[[File:Cryptoid.png|400x400px|frameless|link=https://chainz.cryptoid.info/dfi/]]<br />
|..<br />
|-<br />
|[https://chainz.cryptoid.info/dfi/ <small>chainz.cryptoid.info/dfi/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Dashboard (Google Spreedsheet)<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167/]]<br />
|...<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167 <small>DASHBOARD 3.4 (MANUAL INPUT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|alt=|frameless|link=https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939/]]<br />
|Updated: 26.04.21<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939 <small>DASHBOARD 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Daschboard tri 2.png|alt=|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167/]]<br />
|<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167 <small>DASHBOARD LIGHT 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dark dashb.png|alt=|frameless|400x400px|link=https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167]]<br />
|<br />
|-<br />
|<small>[https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167 DASHBOARD DARK 3.4 (DEFI-WALLET-IMPORT)]</small><br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain-Wiki<br />
|<br />
|-<br />
|[[File:Wiki.png|400x400px|frameless|link=https://defichain-wiki.com/]]<br />
|...<br />
|-<br />
|[https://defichain-wiki.com/ <small>defichain-wiki.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=Services&diff=1518Services2021-04-26T16:13:03Z<p>Kolibri: Add small text to DeFi Portfolio</p>
<hr />
<div>==== '''Links to independent portals with DeFiChain content.''' ====<!-- PORTAL LIST ON RIGHT-HAND SIDE --><br />
<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Dashboard<br />
|<br />
|-<br />
|[[File:231123.png|alt=|frameless|400x400px|link=https://www.defichain-analytics.com/general?entry=overview]]<br />
|Text Beschreibung<br />
|-<br />
|[https://www.defichain-analytics.com/general?entry=overview defichain-analytics.com]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Masternode-Tracking-Google-Sheet<br />
|<br />
|-<br />
|[[File:Screenshot.png|center|frameless|400x400px]]<br />
|<small>A simple Google Sheets document for tracking your masternodes.</small><small>See how many blocks your nodes have minted so far, how many rewards are remaining on your collateral addresses and (manually) keep track of your rewards.</small><br />
|-<br />
|[[Masternode-Tracking-Google-Sheet]]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain UTXO Explorer<br />
|<br />
|-<br />
|[[File:17.42.20.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://dex.defichain.com/mainnet/pool<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Token Explorer<br />
|<br />
|-<br />
|[[File:17.42.31.png|center|frameless|400x400px]]<br />
|...<br />
|-<br />
|https://explorer.defichain.io/#/DFI/mainnet/home<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Defichain INCOME<br />
|<br />
|-<br />
|[[File:Income.png|400x400px|frameless|link=https://www.defichain-income.com/]]<br />
|..<br />
|-<br />
|[https://www.defichain-income.com/ <small>defichain-income.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain Explained<br />
|<br />
|-<br />
|[[File:Explained.png|400x400px|frameless|link=https://defichain-explained.com/]]<br />
|..<br />
|-<br />
|[https://defichain-explained.com/ <small>defichain-explained.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{|<br />
|-<br />
|[[File:Portfolio man.png|400x400px|frameless|link=https://github.com/DeFi-PortfolioManagement/defi-portfolio/]]<br />
|-<br />
|[[DeFiChain-Portfolio|DeFi Portfolio]]<br />
|-<br />
|<big>Use DeFi Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain.</big><br />
<big>A huge help for get all relevant data which could be important for taxes.</big><br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Mare - Cakerewardhelper<br />
|<br />
|-<br />
|[[File:5433553.png|alt=|frameless|400x400px|link=https://mare-cakerewardhelper.netlify.app/]]<br />
|..<br />
|-<br />
|[https://mare-cakerewardhelper.netlify.app/ mare-cakerewardhelper]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|CRYPTO ID<br />
|<br />
|-<br />
|[[File:Cryptoid.png|400x400px|frameless|link=https://chainz.cryptoid.info/dfi/]]<br />
|..<br />
|-<br />
|[https://chainz.cryptoid.info/dfi/ <small>chainz.cryptoid.info/dfi/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|Dashboard (Google Spreedsheet)<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167/]]<br />
|...<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1jbiwDrSwrNlUZksz8EiU2EMtApCSrexSWrRW9WhieOM/edit#gid=592579167 <small>DASHBOARD 3.4 (MANUAL INPUT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dashboard trin.png|400x400px|alt=|frameless|link=https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939/]]<br />
|Updated: 26.04.21<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1gtv1dp1ZuTbrmeC4NoFGToAsJDzybck6G3hRaqjytdo/edit#gid=384121939 <small>DASHBOARD 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Daschboard tri 2.png|alt=|400x400px|frameless|link=https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167/]]<br />
|<br />
|-<br />
|[https://docs.google.com/spreadsheets/d/1z_gZJQ7i6Cr234_I1ckFt3_MNi4Oz75AH1YOhWjOiss/edit#gid=592579167 <small>DASHBOARD LIGHT 3.4 (DEFI-WALLET-IMPORT)</small>]<br />
|<br />
|-<br />
|<br />
|<br />
|-<br />
|[[File:Dark dashb.png|alt=|frameless|400x400px|link=https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167]]<br />
|<br />
|-<br />
|<small>[https://docs.google.com/spreadsheets/d/1u7xcInjK4tBIOohwWfKtV45SB05b-Gjw4nn4Bjns69U/edit#gid=592579167 DASHBOARD DARK 3.4 (DEFI-WALLET-IMPORT)]</small><br />
|<br />
|}<br />
|}<br />
|}<br />
|}<br />
{| id="mp-topbanner" style="width:100%; background:#f6f6f6; padding:.1em; margin-top:1.2em; border-radius:1em; border:0.5px solid #cccccc;"<br />
| style="width:100%; color:#000;" |<br />
<!-- "WELCOME TO BITCOIN" AND ARTICLE COUNT --><br />
{| style="width:100%; border:none; background:none;"<br />
| style="text-align:center; color:#000;" |<br />
{| id="mp-topbanner"<br />
|<br />
{|<br />
|DeFiChain-Wiki<br />
|<br />
|-<br />
|[[File:Wiki.png|400x400px|frameless|link=https://defichain-wiki.com/]]<br />
|...<br />
|-<br />
|[https://defichain-wiki.com/ <small>defichain-wiki.com/</small>]<br />
|<br />
|}<br />
|}<br />
|}<br />
|}</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1466DeFiChain-Portfolio2021-04-17T19:30:42Z<p>Kolibri: /* Installation Mac */ Add v1.4.2 to Mac and Win</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-Setup-1.4.2.exe DeFi-Portfolio 1.4.2]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/defi-portfolio-1.4.2-mac.tar DeFi-Portfolio 1.4.2]<br />
<br />
<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
Windows: Is automatically kept and not overwritten<br />
<br />
Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1465DeFiChain-Portfolio2021-04-17T19:27:28Z<p>Kolibri: /* Installation Linux */ Linux V1.4.2</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.2/DeFi-Portfolio-1.4.2-linux.tar DeFi-Portfolio 1.4.2]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
Windows: Is automatically kept and not overwritten<br />
<br />
Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1462DeFiChain-Portfolio2021-04-17T11:45:55Z<p>Kolibri: /* FAQs */ Add how to keep data</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black /terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: How can I keep my old data?'''<br />
<br />
A: You can use your old transactionData.portfolio to keep your old data<br />
<br />
Windows: Is automatically kept and not overwritten<br />
<br />
Mac & Linux: Make a copy of the file ''<code>transactionData.portfolio</code>'' it is stored in application data folder (described in the below) and restore it in the same folder of the new version.<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1461DeFiChain-Portfolio2021-04-16T18:35:21Z<p>Kolibri: /* Projects interact with DeFiChain Portfolio */ Update Jörg Version</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black cmd/terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.4]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=MediaWiki:Sidebar&diff=1460MediaWiki:Sidebar2021-04-15T06:12:10Z<p>Kolibri: Wrong spelling of DEX APIs</p>
<hr />
<div>* navigation<br />
** Main Page|Main Page<br />
** DeFi_Wallet|DeFi Wallet<br />
** FAQ|FAQ<br />
** API|DEX APIs<br />
** Links|Community Projects<br />
** App_error_messages|App Error Messages<br />
** recentchanges-url|Recent Changes</div>Kolibrihttps://defichain-wiki.com/index.php?title=MediaWiki:Sidebar&diff=1459MediaWiki:Sidebar2021-04-14T22:37:34Z<p>Kolibri: Add DeFi Wallet to navigation</p>
<hr />
<div>* navigation<br />
** Main Page|Main Page<br />
** DeFi_Wallet|DeFi Wallet<br />
** FAQ|FAQ<br />
** API|DEX-API's<br />
** Links|Community Projects<br />
** App_error_messages|App Error Messages<br />
** recentchanges-url|Recent Changes</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1456DeFiChain-Portfolio2021-04-13T20:01:35Z<p>Kolibri: /* 2021 - Q2: */ Change to JS/TS</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black cmd/terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.3]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to JS/TS (Help from community member Raphael) and maybe Python (API with Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1453DeFiChain-Portfolio2021-04-12T21:13:16Z<p>Kolibri: Add Roadmap and change the size of some headers</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
====='''Portfolio:'''=====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
====='''Rewards''': =====<br />
<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
====='''Commissions''': =====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
====='''Overview''': =====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black cmd/terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.3]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to Python (Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1452DeFiChain-Portfolio2021-04-12T21:12:07Z<p>Kolibri: /* Update Database: */</p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
===='''Update Database:'''====<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
===='''Raw Data:'''====<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
===='''Analyse Data:'''====<br />
<br />
==== '''Portfolio:''' ====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
==== '''Rewards''': ====<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
==== '''Commissions''': ====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
==== '''Overview''': ====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black cmd/terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.3]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to Python (Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibrihttps://defichain-wiki.com/index.php?title=DeFiChain-Portfolio&diff=1451DeFiChain-Portfolio2021-04-12T21:11:12Z<p>Kolibri: </p>
<hr />
<div>[[File:Defi-portfolio-logo.png|alt=|border|right|frameless|167x167px]]<br />
<br />
==Community==<br />
If you have ideas for new features, bug reports or questions do not hesitate to create an issue on [https://github.com/DeFi-PortfolioManagement/defi-portfolio/issues GitHub] or contact the [https://t.me/DeFiChainPortfolio Telegram Community]<br />
<br />
For an introduction to DeFiChain-Portfolio, we recommend the [https://www.youtube.com/watch?v=86xO3_oFXAQ video from Crypto Explained on YouTube]<br />
==General==<br />
Use DeFi-Portfolio to export, analyse and visualize your transactions, rewards and commissions of your liquidity mining pools or DEX transactions to interact with DeFiChain. The current version of DeFi-Portfolio is released [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/ here] on Github.<br />
<br />
== Minimum Requirements ==<br />
RAM: 4GB<br />
<br />
OS: macOS 10.14, Windows 10, Ubuntu LTS 18 and above<br />
<br />
==Getting started==<br />
<br />
* Install and run the DeFi-Portfolio for [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Windows Windows], [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Mac Mac] or [https://defichain-wiki.com/wiki/DeFiChain-Portfolio#Installation_Linux Linux].<br />
* Click on update database (left bottom corner) When you load the data for the first time you have to allow access.<br />
[[File:FirewallPermission.png|alt=|border|center|frameless|362x362px]]<br />
* Now your big data will imported and you can look on the raw data, export them or analyse your rewards and commissions.<br />
* After closing close the defid.exe. (If not then maybe you need a full resync the next time)<br />
<br />
== Installation Windows ==<br />
Download the latest version for windows: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-Setup-1.4.1.exe DeFi-Portfolio 1.4.1]<br />
<br />
When you start the installer Windows Defender will block the installation. Just click on "more info" and "run anyway".<br />
<br />
Once the installation is done a shortcut of the DeFi-Portfolio will be available on the desktop.<gallery mode="packed" heights="350"><br />
File:WindowsConfig2.jpg<br />
File:WindowsConfig.jpg<br />
</gallery><br />
<br />
== Installation Mac ==<br />
Download the latest version for mac: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/defi-portfolio-1.4.1-mac.tar DeFi-Portfolio 1.4.1]<br />
<br />
Open the app. The first time you open the DeFi-Portfolio, you will be presented with a security prompt. Press OK to dismiss it. Go to System Preferences and click on Security & Privacy. <gallery mode="packed" heights="350"><br />
File:Mac Ok.png<br />
File:MacSystemPreferences.png<br />
</gallery>Then click on the Open Anyway. Click Open on the confirmation popup. DeFi-Portfolio will launch automatically when the installation is complete.<gallery mode="packed" heights="350"><br />
File:MacSecurityAndPrivacy.png<br />
File:Macopen.png<br />
</gallery>'''Move defi-portfolio to applications''' [[File:MacInstallation.jpg|center|frameless|505x505px]]<br />
<br />
== Installation Linux ==<br />
Download the latest version for linux: [https://github.com/DeFi-PortfolioManagement/defi-portfolio/releases/download/1.4.1/DeFi-Portfolio-1.4.1-linux.tar DeFi-Portfolio 1.4.1]<br />
<br />
Once you have downloaded the .tar package you have to extract the files. In the "DeFiPortfolio" folder there is the file "launchDeFiPortfolio". Before you can launch the program it must be made executable. Right click on "launchDeFiPortfolio" and cklick in properties. Switch to the tab Permissions and allow executing file as program.<br />
<br />
Once this is done you can launch the tool. <gallery mode="packed" heights="300"><br />
File:LinuxInstallation1 .png<br />
File:LinuxInstallation2.png<br />
</gallery><br />
==Functionality description==<br />
<br />
=== '''Update Database:''' ===<br />
Before you can analyse your rewards and commissions the database must be updated. With the update database button the transactions will be read out and saved locally (appdata). While updating the database the connection to the node will be established (command line window). This will automatically close once the local data are up to date.<br />
[[File:UpdateDatabase.png|border|center|frameless|821x821px]]<br />
<br />
=== '''Raw Data:''' ===<br />
All transactions are shown here in tabular form. When clicking on Blockheight, Blockhash, Owner or Transaction-Hash the Blockchain Explorer will be opened with the respective value. The table can be exported as a csv file. To do this, right-click on the corresponding sub-functions.<br />
[[File:Rawdata.jpg|center|frameless|585x585px]]<br />
<br />
=== '''Analyse Data:''' ===<br />
<br />
==== '''Portfolio:''' ====<br />
<br />
In the first pie chart your tokens are displayed with the fiat value from the latest update. The second pie chart show the liquidity mining tokens also with the fiat value from the latest update. In the table on the right side the tokens and the liquidity mining tokens are summarized. It is displayed the amount of tokens and also the value in fiat.<br />
<br />
'''Total amount:''' Balance of complete wallet in choosen FIAT currency<br />
<br />
'''Total yield:''' All rewards and commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Rewards yield:''' All rewards calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
<br />
'''Commissions yield:''' All commissions calculated in choosen FIAT currency (Price at date of the last Update '''not''' daily calculated like in the other tabs)<br />
[[File:PortfolioOverview.jpg|center|frameless|761x761px]]'''Column description:'''<br />
<br />
"Token" Name of Token or Liquidity Mining Token <br />
<br />
"Crypto value" Amount of token in wallet or LM Token with for example how much BTC or DFI it is<br />
<br />
"FIAT value (FIAT)" Same like "Crypto value" but shown in choosen FIAT currency<br />
<br />
==== '''Rewards''': ====<br />
The rewards are displayed in graphical form. You can choose the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view. The table can be also exported as a csv file. To do this, right-click on the corresponding sub-functions.<gallery heights="300" perrow="500" mode="packed"><br />
File:AnalyseRewards Commissions.jpg<br />
File:Rewardscummulated.jpg<br />
</gallery>'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI rewards you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
==== '''Commissions''': ====<br />
The commissions are displayed in graphical form. The setting options are the same as for rewards. You can select the start date and the end date. In addition, the interval (daily, weekly, monthly, yearly) can be selected and the pool share can be choosen. The plot can be switched between individual and cumulative view.<br />
[[File:Commissions.jpg|center|581x581px|alt=|frameless|<br />
<br />
<br />
<br />
<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"DFI" How many DFI commissions you get on this intervall of the line<br />
<br />
"DFI (FIAT)" same like "DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"2nd commission of choosen Pool Pair eg. BTC" is how many commissions you get on this intercall of the line in second pool pair<br />
<br />
"BTC (FIAT)" same like "2nd commission of choosen Pool Pair eg. BTC" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total (FIAT)" Total of all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
==== '''Overview''': ====<br />
The overview is displayed in graphical form. The rewards and commissions are combined in one plot. You can choose the start date and the end date.You can also select the interval (daily, weekly, monthly, yearly).<br />
[[File:Overview.jpg|center|frameless|557x557px|<br />
<br />
<br />
]]'''Column description:'''<br />
<br />
"Date" Day, week, month or year (Depend on choosen intervall) <br />
<br />
"Pool Pair" LM Pool from which you get the rewards or comissions<br />
<br />
"Rewards" How many DFI rewards you get on this intervall of the line<br />
<br />
"Rewards (USD)" same like "Rewards" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions DFI" is how many DFI commissions you get on this intercall of the line<br />
<br />
"Commissions DFI (USD)" same like "Commissions DFI" but converted to choosen FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Commissions 2" is how many BTC, ETH, LTC... etc commission you earned on the intervall of the line... for example on Pool BTC-DFI is commission2 = BTC<br />
<br />
"Commissions 2 (USD)" same like "Commissions 2" but converted to FIAT currency (with daily calculated price of coingecko API)<br />
<br />
"Total" Total of reward and all commissions of this line (intervall) in choosen FIAT currency<br />
<br />
== Settings ==<br />
The following settings can be made in the Settings menu:<br />
<br />
* '''Language''': Switch between english and german.<br />
* '''Preferred Currency''': Euro, US-Dollar, Swiss franc<br />
* '''Design''': Light Mode and dark Mode<br />
* '''Launch "Node" on tool start:''' When starting the Node on tool start the synchronization of the local data will be done. This shortens the time needed for synchronization with update data<br />
* '''Delete local Portfolio data''': You can delete the local transaction data which are generated by the DeFi-Portfolio. Before you click on "update Data" you have to restart the tool.<br />
[[File:Settings.png|border|center|frameless|363x363px]]<br />
<br />
== Help ==<br />
In the help menu you will find the link to the [https://github.com/DeFi-PortfolioManagement/defi-portfolio/blob/master/README.md GitHub repository] as well as the link to our [https://t.me/DeFiChainPortfolio Telegram community]. With the youtube link you will get to the [https://www.youtube.com/watch?v=86xO3_oFXAQ video about DeFiPortfolio] from crypto explained. There is also the possibility to open the [https://defichain.com/ DeFiChain website].Furthermore a link to this wiki is available and a link to the [https://defichain-explained.com/ DeFiChainExplained] website. <br />
[[File:HelpMenu.png|alt=|center|frameless|602x602px]]<br />
<br />
== FAQs ==<br />
'''Q: The defid is not closing after update data. How can I close it?'''<br />
<br />
A: If the defid does not close automatically, then an error occurred during the update process. You must <u>not</u> close the defid (mostly white or black cmd/terminal) by clicking on the x/o-symbol (close), otherwise a reindex is necessary. There are two ways to close the defid safely: <br />
<br />
Click with the left mouse button on the defid and press <code>[CTRL]</code> + <code>[c]</code> on the keyboard or click the button close defid in the settings menu (min v1.4.2).<br />
<br />
'''Q: Where can I find the logfile?'''<br />
<br />
A: In the logfile there are hints why the Defi-Portfolio app does not work properly. This information helps the developers to make the tool more stable. The logfile can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
'''Q: Where is the installation folder?'''<br />
<br />
A: The program files are copied during the installation into following folder: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Local\Programs\defi-portfolio\</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/</code>''<br />
<br />
Linux: Folder where you unzipped the .tar:<br />
<br />
'''Q: Where is the application data stored?'''<br />
<br />
A: The application folder can be found here: <br />
<br />
Windows: ''<code>C:\Users\Username\AppData\Roaming\defi-portfolio\log.txt</code>''<br />
<br />
Mac (right click on the app and open package informationen): ''<code>defi-portfolio.app/Contents/Resources/PortfolioData/log.txt</code>''<br />
<br />
Linux: Folder where you unzipped the .tar: ''<code>PortfolioData/log.txt</code>''<br />
<br />
In the application folder follwoing files are available: TransactionData (all data from DeFi Wallet), PortfolioData/defid (node),PortfolioData/defi.conf (config for node), Settings, Logfile, CoinPriceData (stored coinprices)<br />
<br />
'''Q: Do I need to uninstall the old version when a new version is available?'''<br />
<br />
A: No,you do not need to uninstall the old version. During the installation process the files of the old version will be replaced with the files of the new version<br />
<br />
== Projects interact with DeFiChain Portfolio ==<br />
<br />
=== DeFiPortfolio2Cointracking ===<br />
Convertion of CSV Export from DeFiChain Portfolio to a Cointracking format<br />
<br />
Download: [https://www.dropbox.com/s/qpqu9xqjjc72etk/DeFiChainPortfolio2CoinTracking.xlsm?dl=0 v1.3.3]<br />
<br />
Telegram Channel: https://t.me/joinchat/xs2tRCnHojVkNWQy<br />
<br />
== Roadmap 2021 ==<br />
<br />
==== 2021 - Q2: ====<br />
<br />
* Overview and export of masternode & anchoring rewards<br />
* Import CSV from DeFi Wallet and Cake to display an overall view of invests<br />
* Export transactions to a cointracking format together with Jörg Leidinger (Developer of community project DeFiPortfolio2Cointracking)<br />
* Cross-check between all transactions and the portfolio value to verify whether you have all transactions or which are missing. If there are known errors, then try to find the missing transactions via different APIs <br />
* Amount,yield and pool share percentage of liquidity-tokens during the time<br />
* Migration from Java to Python (Backend) to be able to process the large amount of data and have more synergies with DeFi Analytics (Daniel Zirkel’s new dashboard)<br />
<br />
==== 2021 - Q3: ====<br />
<br />
* Generic Export Function: User can create his own template to get a personalised export of his data<br />
* Standard templates for „Generic Export Function“ like Cointracking, Accointing, Blockfolio, Cryptotax … etc.<br />
<br />
==== 2021 - Q4: ====<br />
<br />
* Host servers with fullnodes to get all information via API (Accessable for all other users/developer to be more decentralized and give possibility to create a web or mobile application)<br />
<br />
[[Category:Defi-portfolio]]<br />
[[Category:Portfolio]]<br />
[[Category:Defichain]]<br />
[[Category:Csvexport]]</div>Kolibri