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Monitoring strategies and positions

Updated on
Jul 31, 2026

Use the Earn dashboard to monitor your strategies at a glance. Open a strategy to review its positions, APY metrics, activity history, and current status.

TL;DR
  • Review a strategy at a glance. Dashboard cards show APY, net value, and position and chain counts.
  • Open the strategy for details. The strategy page shows Auto-Pilot activity, APY metrics, current positions, performance, and history.
  • Check position tags. A Holding position remains in its vault until withdrawable liquidity returns and continues earning yield.
  • Track status and activity. Status badges, history events, and notifications show what the strategy is doing.

Read the dashboard

The Strategies page displays your strategies as individual cards. Each card provides the following information without requiring you to open the strategy details:

FieldWhat it shows
APYLive APY, based on the recent five-minute rate, for a new strategy. After approximately 30 minutes of data is available, the card displays Realized APY.
StatusThe strategy lifecycle status and current activity, such as Closing and Withdrawal in progress.
Net ValueThe current portfolio value after fees.
Positions and ChainsThe number of positions and networks. Hover to see vault and chain names. A Bridging tag appears while a cross-chain transfer is in progress.
Rebalances and FeesThe number of completed rebalances and the total USDC fees charged to the strategy.
Earned and Projected YieldThe yield earned so far, followed by weekly, monthly, and yearly projections.

Review a strategy

Open a strategy to view its rebalancing activity, positions, and performance. The header shows the strategy name and status, with Notifications and Share actions. Below the summary, use the Closed Positions, Performance, and History tabs to review past positions and activity.

SectionWhat it shows
Auto-Pilot StatusWhether Earn is monitoring, confirming a move through five-minute checks, or waiting for an action from you.
Live APYThe current weighted APY across the strategy positions, based on the recent five-minute rate. Rewards are not included.
Strategy APYThe smoothed APY Earn uses for rebalancing decisions. It trails Live APY by design.
Realized APYThe annualized return based on vault growth. It remains hidden until approximately 30 minutes of data is available.
Net ValueThe portfolio value after fees, along with the amount earned, gross value, and accumulated fees.
PositionsThe vaults currently holding USDC. Expand a row to see the vault’s withdrawable liquidity.
PerformanceThe strategy value over time, with net yield and fees displayed separately.

See Rebalancing for how Earn evaluates and confirms a move.

Position tags

Position tags explain why Earn has not moved or exited a position:

TagMeaning
HoldingThe vault cannot currently cover a withdrawal. Earn keeps the position in the vault until liquidity returns, and the position continues earning yield.
Pending exitThe vault has been hidden from the strategy. Earn exits the position during the next check.
A Holding position is still active

The Holding tag does not mean the strategy is paused. The position remains in the vault and continues earning yield while Earn waits for withdrawable liquidity.

Review strategy history

Open the History tab to review deposits, rebalances, bridges, and withdrawals. Earn displays the latest event under Most Recent and groups earlier events under Prior Transactions.

EventDescription
Strategy EnterRecords the initial funding. A multi-chain deposit is grouped into one row.
Rebalance / Crosschain RebalanceRecords a move between vaults, including the source, destination, amount, and fee.
Force Rebalance / Force Crosschain RebalanceRecords a forced exit caused by a hidden vault or liquidity floor, including when the exited vault has a higher APY.
Bridge In on <chain> / Relay (Bridge In) / Relay + Deposit (Bridge In)Records the stages of a CCTP transfer arriving on the destination chain.
Strategy ExitRecords the strategy exit and amount withdrawn. A pending label appears while the exit is still in progress.

Each history row shows its USDC amount, links to the on-chain transaction, and expands to show the fee. Select Export CSV to download the complete history.

Understand strategy statuses

A status badge shows the strategy's current lifecycle state:

StatusDescription
Needs SetupThe strategy has been created but not funded. Earn displays the setup checklist and deletes the strategy if it remains unfunded for one hour.
Earning yieldThe strategy is running, and Auto-Pilot is monitoring for higher-scoring vaults.
PausedRebalancing is paused, and the current positions remain in place. Resume the strategy from the management panel.
ClosingAt least one network still has a position or an active bridge transfer.
ClosedThe final value and Realized APY are recorded, and the strategy appears in the dashboard's Closed section.

Configure notifications

Open the Notifications menu in the strategy header to enable browser push or Telegram tracking for that strategy. Alerts cover rebalances, including the APY change and fee, as well as bridges, deposits, closes, and vault approvals that Auto-Pilot is waiting for.

Strategy pages are public

Strategy pages are read-only for non-owners. Use Share in the strategy header to share the page. Anyone with its link can view the strategy or subscribe to its notifications.

Where to go next

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