HomeVault User Guide

Everything you need to know to track and manage your DeFi portfolio.

What is HomeVault?

HomeVault is a self-hosted DeFi portfolio tracker that lets you monitor your on-chain positions across multiple wallets, chains, and protocols — all from a single dashboard.

Key Features

Track DeFi positions across Ethereum, Arbitrum, Base, Polygon, Avalanche, Optimism, and more
Support for lending protocols like Aave, Compound, Morpho, Spark, Fluid, Maple, Silo, and Midas
Record deposits and withdrawals as Cash Flows to calculate true ROI
Organize everything under portfolios for clean separation
Dashboard with breakdowns by Wallet, Protocol, Chain, and Token
Automatic daily on-chain balance updates
ENS name resolution

Creating an Account

Go to the Sign Up page.
Enter your email address and choose a password.
Your password must meet these requirements: at least 8 characters, one uppercase letter, one lowercase letter, and one special character.
Click Create Account — you will be redirected to the login page.

Logging In

Enter your email and password on the login page.
Click Log In. You will be taken to your HomeVault dashboard.

Tip: If you forget your password, contact the administrator to have it reset.

Portfolios

A portfolio is the top-level container for your DeFi activity. You can create multiple portfolios to separate different strategies, accounts, or purposes.

Creating a Portfolio

Navigate to Settings → Portfolios from the sidebar.
Under "Create new portfolio", type a name (up to 40 characters) and click Create.
Your new portfolio appears in the Your Portfolios list.

Setting a Default Portfolio

The default portfolio is pre-selected in dropdowns and used as the primary view for your dashboard. Select a portfolio from the Default Portfolio dropdown and click Save.

Deleting a Portfolio

Warning: Deleting a portfolio is permanent and cannot be undone. All wallets and positions linked to it will also be removed.

Click the red Delete button next to the portfolio name and confirm in the pop-up dialog.

Wallets

After creating a portfolio, you need to add the Ethereum wallet addresses you want to track. Each wallet belongs to a specific portfolio.

Adding a Wallet

Go to Settings → Portfolios and scroll down to the Wallets section.
Select the Portfolio this wallet belongs to.
Paste the wallet Address (0x…, 42 characters).
Optionally enter an ENS name (e.g. yourname.eth), or click Find ENS to resolve it automatically from the address.
Click Add Wallet.

Tip: You can add the same wallet address to different portfolios if you want to track it under multiple strategies.

Deleting a Wallet

Warning: Deleting a wallet will also delete all DeFi positions associated with it for the logged-in user. This action cannot be undone.

Click the red Delete button next to the wallet and confirm in the modal dialog.

DeFi Positions

A position represents a specific DeFi holding — for example, USDC lent on Aave via a particular wallet on Ethereum. Positions are the core unit of tracking in HomeVault.

Adding a Position

Navigate to Settings → Portfolios and scroll to Add Position.
Select the Portfolio and Wallet.
Choose the Protocol (Aave, Compound, Morpho, etc.).
Choose the Chain (Ethereum, Arbitrum, Base, etc.).
Choose the Token (USDC, USDT, DAI, etc.).
Click Add Position.

Tip: When you add a position, HomeVault immediately fetches its current on-chain balance and USD value. If the fetch fails, the daily updater will pick it up overnight.

Viewing Positions

Navigate to DeFi Positions in the sidebar. You will see a table of all your current positions with their balances and USD values. Use the Portfolio filter dropdown to view positions for a specific portfolio.

Deleting a Position

Warning: Deleting a position permanently removes it from the database. This action cannot be undone.

Click the red Delete button in the position row and confirm the deletion in the modal.

Supported Protocols & Chains

Protocols	Chains	Tokens
Aave, Compound, Fluid, Maple, Midas, Morpho, Native, Silo, Spark	Ethereum, Arbitrum, Avalanche, Base, Optimism, Plasma, Polygon	DAI, EURC, mAPOLLO, mHYPER, USDC, USDS, USDT

Cash Flows

Cash flows track your deposits (money going in) and withdrawals (money coming out). Recording cash flows allows HomeVault to calculate your true return on investment rather than just showing raw balance changes.

Adding a Cash Flow

Navigate to Cash Flows from the sidebar.
Fill in the form: Date, Portfolio, Address, Protocol, Chain, Token, Flow Type (Deposit or Withdrawal), and Amount.
Optionally add Notes to describe the transaction.
Click Save Cash Flow.

Tip: Cash flows are matched to positions by the combination of Date + Address + Chain + Protocol + Token. Make sure these fields match your existing position for accurate ROI calculations.

Viewing & Filtering Cash Flows

The Recent Cash Flows table shows all your recorded transactions. You can filter by:

Portfolio — use the dropdown to show only one portfolio's cash flows
Type — toggle between All, Deposit, or Withdrawal

Deleting a Cash Flow

Click the red Delete button in the cash flow row. A confirmation dialog will warn you that this action is permanent.

HomeVault Dashboard

The HomeVault section (the default landing page) shows your portfolio's dashboard with an overview of your total value and a historical chart.

Dashboard includes:

Total Portfolio Value — the sum of all your positions in USD
Historical Chart — a line chart showing your portfolio value over time
Summary Cards — breakdowns by Wallet, Protocol, Chain, and Token

Summary Cards

At the bottom of the dashboard, four summary cards show how your portfolio is distributed:

Card	Groups By	Shows
By Wallet	Wallet address	Percentage share, USD value
By Protocol	DeFi protocol	Percentage share, USD value
By Chain	Blockchain network	Percentage share, USD value
By Token	Token type	Percentage share, USD value

Each card includes a Total row at the bottom that sums up to 100% to verify the breakdown.

User Data

Under Settings → User Data you can view your account information and manage your password.

Account Information

Displays your registered email and the date you joined HomeVault.

Changing Your Password

Enter your current password.
Enter a new password that meets the strength requirements.
Confirm the new password.
Click Update Password.

Preferences

Under Settings → Preferences you can configure:

Timezone — select your local timezone so dates and times are displayed correctly
Currency — choose between USD, EUR, or GBP as your display currency

Click Save Preferences to apply your changes.

Daily Updater

HomeVault runs an automated daily updater script that scans all your DeFi positions and fetches the latest on-chain balances and token prices. This means:

Your position balances and USD values are refreshed every day automatically
Historical data is stored so you can see your portfolio performance over time
If a newly added position could not be fetched immediately, it will be picked up by the next daily run

Tip: The daily updater typically runs once per day. If you just added a position and its balance shows as $0.00, wait until the next daily run or it may have already been fetched instantly when you added it.

ENS Resolution

HomeVault supports Ethereum Name Service (ENS) resolution. When adding a wallet, you can:

Type the ENS name manually (e.g. vitalik.eth)
Click Find ENS to automatically look up the ENS name associated with the wallet address

ENS names are displayed alongside wallet addresses throughout the app for easier identification.

Frequently Asked Questions

What is the recommended workflow for getting started?

Create a portfolio — give it a meaningful name (e.g. "Main", "DeFi Yield").
Add wallets — paste each Ethereum address you want to track.
Add positions — for each wallet, add the specific protocol + chain + token combinations you are invested in.
Record cash flows — log your initial deposits so ROI can be calculated.
Check your dashboard — see your total value and breakdowns updated daily.

Can I track multiple wallets?

Yes. You can add as many wallets as you want, across different portfolios.

Can I use the same wallet in different portfolios?

Yes. The same wallet address can be added to multiple portfolios to track different strategies.

What happens if I delete a wallet?

Deleting a wallet will permanently remove the wallet and all DeFi positions associated with it. This action cannot be undone.

What happens if I delete a portfolio?

Deleting a portfolio will permanently remove the portfolio, all its wallets, and all associated positions. This action cannot be undone.

Why does my newly added position show $0.00?

When you add a position, HomeVault tries to fetch the balance immediately from the blockchain. If the fetch is delayed or encounters an error, the balance will be updated by the daily updater on the next scheduled run.

Which blockchains are supported?

Currently: Ethereum, Arbitrum, Avalanche, Base, Optimism, Plasma, and Polygon.

How are USD values calculated?

HomeVault fetches current token prices from price oracles and market data providers. Each position's balance is multiplied by the token's current price to calculate the USD value.