---
name: gdex-ui-portfolio-dashboard-b3076c5ad6ac
description: React component patterns for GDEX portfolio dashboards — token balances, trade history, chain selectors, and live data polling
---

# GDEX: Portfolio Dashboard Components

React component patterns for building portfolio dashboards with the GDEX SDK. Covers balance displays, trade history with pagination, and live data polling.

## When to Use

- Displaying cross-chain token balances
- Building paginated trade history tables
- Creating chain selector dropdowns with balance summaries
- Implementing auto-refresh for live portfolio data

## Prerequisites

- GDEX SDK context provider set up — see **gdex-ui-install-setup**
- Authenticated via `loginWithApiKey()` — see **gdex-authentication**

## Portfolio Overview

```typescript
import type { SupportedChain } from '@gemachdao/gdex-skill';
// components/PortfolioOverview.tsx
'use client';

import { useState, useEffect, useCallback } from 'react';
import { useGdex } from '@/providers/GdexProvider';
import { useAuth } from '@/providers/AuthProvider';

export function PortfolioOverview({ chain = 8453, pollInterval = 30000 }: { chain?: SupportedChain; pollInterval?: number }) {
  const { skill, isReady } = useGdex();
  const { walletAddress } = useAuth();
  const [portfolio, setPortfolio] = useState<any>(null);
  const [loading, setLoading] = useState(true);

  const refresh = useCallback(async () => {
    if (!isReady || !walletAddress) return;
    try {
      const data = await skill.getPortfolio({ walletAddress, chain });
      setPortfolio(data);
    } finally {
      setLoading(false);
    }
  }, [skill, isReady, walletAddress]);

  useEffect(() => {
    refresh();
    const id = setInterval(refresh, pollInterval);
    return () => clearInterval(id);
  }, [refresh, pollInterval]);

  if (loading) return <div className="animate-pulse h-24 bg-gray-200 rounded" />;

  return (
    <div className="grid grid-cols-2 md:grid-cols-4 gap-4">
      <StatCard label="Total Value" value={`$${portfolio?.totalValue?.toFixed(2) ?? '0.00'}`} />
      <StatCard label="24h PnL" value={portfolio?.pnl24h}
        className={portfolio?.pnl24h >= 0 ? 'text-green-500' : 'text-red-500'} />
      <StatCard label="Chains" value={portfolio?.chains?.length ?? 0} />
      <StatCard label="Tokens" value={portfolio?.tokens?.length ?? 0} />
    </div>
  );
}

function StatCard({ label, value, className = '' }: { label: string; value: any; className?: string }) {
  return (
    <div className="border rounded-lg p-4">
      <p className="text-xs text-gray-500">{label}</p>
      <p className={`text-xl font-bold ${className}`}>{value}</p>
    </div>
  );
}
```

**SDK method called:** `skill.getPortfolio()`

## Token Balance Grid

```typescript
// components/TokenBalanceGrid.tsx
'use client';

import { useState, useEffect } from 'react';
import { useGdex } from '@/providers/GdexProvider';
import { useAuth } from '@/providers/AuthProvider';
import type { SupportedChain } from '@gemachdao/gdex-skill';

interface Token {
  symbol: string;
  name: string;
  balance: string;
  valueUsd: number;
  chain: string;
  address: string;
  logoUrl?: string;
}

export function TokenBalanceGrid({ chain }: { chain: SupportedChain }) {
  const { skill, isReady } = useGdex();
  const { walletAddress } = useAuth();
  const [tokens, setTokens] = useState<Token[]>([]);
  const [loading, setLoading] = useState(true);

  useEffect(() => {
    if (!isReady || !walletAddress) return;
    setLoading(true);
    skill.getPortfolio({ walletAddress, chain })
      .then(data => {
        setTokens(data?.tokens ?? []);
      })
      .finally(() => setLoading(false));
  }, [skill, isReady, chain]);

  if (loading) return <div className="animate-pulse h-48 bg-gray-200 rounded" />;

  return (
    <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-3">
      {tokens.map((token, i) => (
        <div key={i} className="border rounded-lg p-3 flex items-center gap-3">
          {token.logoUrl && <img src={token.logoUrl} alt={token.symbol} className="w-8 h-8 rounded-full" />}
          <div className="flex-1">
            <div className="flex justify-between">
              <span className="font-bold">{token.symbol}</span>
              <span className="text-sm text-gray-500">{token.chain}</span>
            </div>
            <div className="flex justify-between text-sm">
              <span>{token.balance}</span>
              <span className="text-gray-600">${token.valueUsd?.toFixed(2)}</span>
            </div>
          </div>
        </div>
      ))}
      {!tokens.length && <p className="text-gray-500 col-span-full">No tokens found</p>}
    </div>
  );
}
```

## Trade History Table

```typescript
import type { SupportedChain } from '@gemachdao/gdex-skill';
// components/TradeHistoryTable.tsx
'use client';

import { useState, useEffect } from 'react';
import { useGdex } from '@/providers/GdexProvider';
import { useAuth } from '@/providers/AuthProvider';

export function TradeHistoryTable({ chain, pageSize = 20 }: { chain: SupportedChain; pageSize?: number }) {
  const { skill, isReady } = useGdex();
  const { walletAddress } = useAuth();
  const [trades, setTrades] = useState<any[]>([]);
  const [page, setPage] = useState(1);
  const [hasMore, setHasMore] = useState(true);
  const [loading, setLoading] = useState(true);

  useEffect(() => {
    if (!isReady || !walletAddress) return;
    setLoading(true);
    skill.getTradeHistory({ walletAddress, chain, page, limit: pageSize })
      .then(data => {
        setTrades(data?.trades ?? []);
        setHasMore((data?.trades?.length ?? 0) >= pageSize);
      })
      .finally(() => setLoading(false));
  }, [skill, isReady, page, pageSize]);

  return (
    <div>
      <table className="w-full text-sm">
        <thead>
          <tr className="text-left border-b text-gray-500">
            <th className="py-2">Date</th>
            <th>Type</th>
            <th>Token</th>
            <th>Amount</th>
            <th>Chain</th>
            <th>Status</th>
          </tr>
        </thead>
        <tbody>
          {loading ? (
            <tr><td colSpan={6} className="text-center py-8">Loading...</td></tr>
          ) : (
            trades.map((trade, i) => (
              <tr key={i} className="border-b hover:bg-gray-50">
                <td className="py-2">{new Date(trade.timestamp).toLocaleDateString()}</td>
                <td className={trade.side === 'buy' ? 'text-green-600' : 'text-red-600'}>
                  {trade.side?.toUpperCase()}
                </td>
                <td className="font-mono">{trade.symbol ?? trade.tokenAddress?.slice(0, 8)}</td>
                <td>{trade.amount}</td>
                <td>{trade.chain}</td>
                <td>
                  <span className={`px-2 py-0.5 rounded text-xs ${
                    trade.status === 'completed' ? 'bg-green-100 text-green-800' :
                    trade.status === 'failed' ? 'bg-red-100 text-red-800' :
                    'bg-yellow-100 text-yellow-800'
                  }`}>
                    {trade.status}
                  </span>
                </td>
              </tr>
            ))
          )}
        </tbody>
      </table>

      {/* Pagination */}
      <div className="flex justify-between items-center mt-4">
        <button onClick={() => setPage(p => Math.max(1, p - 1))} disabled={page === 1}
          className="px-3 py-1 border rounded disabled:opacity-50">
          Previous
        </button>
        <span className="text-sm text-gray-500">Page {page}</span>
        <button onClick={() => setPage(p => p + 1)} disabled={!hasMore}
          className="px-3 py-1 border rounded disabled:opacity-50">
          Next
        </button>
      </div>
    </div>
  );
}
```

**SDK method called:** `skill.getTradeHistory()`

## Chain Selector

```typescript
// components/ChainSelector.tsx
const CHAINS = [
  { id: 'all', name: 'All Chains', icon: '🌐' },
  { id: 'solana', name: 'Solana', icon: '◎' },
  { id: '1', name: 'Ethereum', icon: 'Ξ' },
  { id: '8453', name: 'Base', icon: '🔵' },
  { id: '42161', name: 'Arbitrum', icon: '🔷' },
  { id: '56', name: 'BSC', icon: '🟡' },
  { id: '10', name: 'Optimism', icon: '🔴' },
  { id: 'sui', name: 'Sui', icon: '💧' },
];

interface ChainSelectorProps {
  value: string;
  onChange: (chain: string) => void;
}

export function ChainSelector({ value, onChange }: ChainSelectorProps) {
  return (
    <div className="flex gap-2 flex-wrap">
      {CHAINS.map(chain => (
        <button key={chain.id} onClick={() => onChange(chain.id)}
          className={`px-3 py-1.5 rounded-full text-sm border transition ${
            value === chain.id ? 'bg-blue-600 text-white border-blue-600' : 'border-gray-300 hover:border-gray-400'
          }`}>
          {chain.icon} {chain.name}
        </button>
      ))}
    </div>
  );
}
```

## Data Fetching Pattern: SWR / React Query

For production apps, wrap SDK calls with a caching library:

```typescript
// hooks/usePortfolioQuery.ts (React Query example)
import { useQuery } from '@tanstack/react-query';
import type { SupportedChain } from '@gemachdao/gdex-skill';
import { useGdex } from '@/providers/GdexProvider';

export function usePortfolioQuery(walletAddress: string, chain: SupportedChain) {
  const { skill, isReady } = useGdex();

  return useQuery({
    queryKey: ['portfolio', walletAddress, chain],
    queryFn: () => skill.getPortfolio({ walletAddress, chain }),
    enabled: isReady && !!walletAddress,
    refetchInterval: 30_000,      // poll every 30s
    staleTime: 10_000,            // consider fresh for 10s
  });
}
```

```typescript
import type { SupportedChain } from '@gemachdao/gdex-skill';
// hooks/useTradeHistoryQuery.ts
import { useQuery } from '@tanstack/react-query';
import { useGdex } from '@/providers/GdexProvider';

export function useTradeHistoryQuery(walletAddress: string, chain: SupportedChain, page: number, limit = 20) {
  const { skill, isReady } = useGdex();

  return useQuery({
    queryKey: ['tradeHistory', walletAddress, chain, page, limit],
    queryFn: () => skill.getTradeHistory({ walletAddress, chain, page, limit }),
    enabled: isReady && !!walletAddress,
    keepPreviousData: true,       // smooth pagination
  });
}
```

## Backend Quirk: SDK Methods Need Raw Client (Live-Tested)

> **Note:** `skill.getPortfolio()`, `getBalances()` and `getTradeHistory()` are managed-account reads: pass the control `walletAddress`, the session (`sessionPrivateKey` + `apiKey`, or `data`) and a `chain` on every call. The examples above omit them for brevity. Holdings are returned under `holdings[]`; history pages with `cursor`. See **gdex-portfolio**.

**For frontend React Query hooks, use raw client instead:**

```typescript
// hooks/usePortfolioQuery.ts — CORRECT for managed custody
import { useQuery } from '@tanstack/react-query';
import { useGdex } from '@/providers/GdexProvider';
import { buildGdexUserSessionData } from '@gemachdao/gdex-skill';

export function usePortfolioQuery(userId: string, sessionKey: string, apiKey: string, chainId: number) {
  const { skill, isReady } = useGdex();
  const data = buildGdexUserSessionData(sessionKey, apiKey);

  return useQuery({
    queryKey: ['portfolio', userId, chainId],
    queryFn: () => skill.client.get('/v1/portfolio', {
      params: { userId, chainId, data }
    }),
    enabled: isReady,
    refetchInterval: 30_000,
  });
}
```

## Component → SDK Method Reference

| Component | SDK Method | Skill |
|-----------|------------|-------|
| `PortfolioOverview` | `skill.client.get('/v1/portfolio', ...)` | gdex-portfolio |
| `TokenBalanceGrid` | `skill.client.get('/v1/portfolio', ...)` (balances embedded under `portfolio.balances[]`) | gdex-portfolio |
| `TradeHistoryTable` | `skill.client.get('/v1/user_history', ...)` | gdex-portfolio |
| `ChainSelector` | (UI only) | — |

## Related Skills

- **gdex-ui-install-setup** — Project setup and SDK context provider
- **gdex-ui-trading-components** — Trading forms and order entry components
- **gdex-ui-page-layouts** — Full page layouts using these dashboard components
- **gdex-portfolio** — Portfolio SDK API details and raw client workarounds


---
Source attribution: GemachDAO
Original project: https://github.com/GemachDAO/gdex-skill/blob/7e51b52977be7ada679d2cbe58107d14db83cd83/skills/gdex-ui-portfolio-dashboard/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026 GemachDAO

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: GemachDAO
Original project: https://github.com/GemachDAO/gdex-skill/blob/7e51b52977be7ada679d2cbe58107d14db83cd83/skills/gdex-ui-portfolio-dashboard/SKILL.md
Attribution basis: Source repository record

Fields of work: Development & Engineering, Product Management
Roles: Frontend Developer, Growth Product Manager, Product Manager
Specialties: API, Backend, Frontend, React, Testing
Tools: Gdex Sdk
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 78bf059347d9c3e91c5758dab2f1d4fb28b7086e5dc335027f6f587dce701b5f