Portfolio Charts

Get historical portfolio performance data to build beautiful charts and analytics. The historicalPortfolio query provides time-series data showing how portfolio values change over time across different timeframes.

note

Portfolio Charts are currently in beta. We're actively improving the feature and adding support for additional networks.

Overview

The historicalPortfolio query returns time-series data points showing portfolio value changes over time. Perfect for:

Key Features

• Multiple Timeframes: Choose from HOUR, DAY, WEEK, MONTH, or YEAR intervals
• Flexible Token Filtering: Include or exclude specific tokens to customize views
• Real-time Data: Get up-to-date portfolio values for accurate charting
• Easy Integration: Simple query structure perfect for frontend chart libraries

Try it now

Example Variables

{
  "address": "0x849151d7d0bf1f34b70d5cad5149d28cc2308bf1",
  "chainId": 480,
  "timeFrame": "WEEK"
}

Example Query

query HistoricalPortfolio($address: Address!, $chainId: Int!, $timeFrame: TimeFrame!) {
  historicalPortfolio(address: $address, chainId: $chainId, timeFrame: $timeFrame) {
    timestamp
    value
  }
}

Example Response

{
  "data": {
    "historicalPortfolio": [
      {
        "timestamp": 1734566400000,
        "value": 285430.75
      },
      {
        "timestamp": 1734652800000,
        "value": 292820.3
      },
      {
        "timestamp": 1734739200000,
        "value": 298450.85
      },
      {
        "timestamp": 1734825600000,
        "value": 305720.4
      },
      {
        "timestamp": 1734912000000,
        "value": 301890.2
      }
    ]
  }
}

Optional Parameters

Token Filtering

Control which tokens are included in the portfolio calculation:

includeTokens (Optional)

Specify an array of token addresses to only include in the calculation. When provided, the portfolio value will only consider these tokens.

includeTokens: ["0x4200000000000000000000000000000000000006", "0x833589fcd6edb6e08f4c7c32d4f71b54bda02913"]

excludeTokens (Optional)

Specify an array of token addresses to exclude from the calculation. Useful for removing specific tokens while keeping everything else.

excludeTokens: ["0x4200000000000000000000000000000000000006"]

Response Fields

Field	Description	Type
timestamp	Unix timestamp in milliseconds	Timestamp!
value	Portfolio value in USD at that time	Float!

Arguments

Argument	Description	Type	Required
address	Wallet address to analyze	Address!	Yes
chainId	Chain ID for the network to query	Int!	Yes
timeFrame	Time interval for data points	TimeFrame!	Yes
excludeTokens	Token addresses to exclude from calculation	[Address!]	No
includeTokens	Token addresses to include in calculation	[Address!]	No
currency	Currency for values (default: USD)	Currency	No

Best Practices

1. Choose the Right Timeframe

• HOUR: For detailed intraday analysis
• DAY: For short-term trend analysis (weeks to months)
• WEEK: For medium-term performance tracking
• MONTH: For long-term portfolio analysis
• YEAR: For multi-year investment tracking

2. Token Filtering Strategies

• Focus Analysis: Use includeTokens to analyze specific assets
• Remove Noise: Use excludeTokens to filter out dust, spam, or temporary holdings
• Stablecoin Exclusion: Exclude stablecoins to focus on volatile assets
• Major Holdings: Include only top holdings for simplified analysis

3. Handling Data

• Timestamps: Always convert from milliseconds to your preferred date format
• Missing Data: Handle potential gaps in historical data gracefully
• Caching: Cache responses appropriately based on timeframe (longer timeframes change less frequently)

4. Chart Integration

Popular JavaScript charting libraries work well with this data structure:

// Example with Chart.js
const chartData = {
  labels: data.map((point) => new Date(point.timestamp)),
  datasets: [
    {
      label: 'Portfolio Value',
      data: data.map((point) => point.value),
      borderColor: '#784ffe',
      backgroundColor: 'rgba(120, 79, 254, 0.1)',
    },
  ],
};