Desenvolvimento de um dashboard para acompanhamento de carteira digital descentralizada

Abstract

This work aimed to develop a dashboard for monitoring decentralized digital wallets by integrating portfolio evolution, performance, and risk analysis. The applied and exploratory research was conducted through the development of the theoretical foundation, data modeling, system implementation, and an initial functional validation of the tool. The solution consolidated on-chain and market data to present balances, asset allocation, transaction history, time series, and realized and unrealized results. For each asset, annualized volatility, maximum drawdown, correlation and beta against reference series when applicable, the Sharpe ratio, and concentration were calculated over a 30-day window. A subset of these metrics produced a risk score ranging from 0 to 100, classified as low, medium, or high. The system also produced a correlation matrix and automated interpretations of both the portfolio and its positions by combining the metrics with market capitalization and liquidity data. The initial functional validation verified the consistency of calculations and visualizations in the evaluated scenarios, and the performance evaluation showed that, in individual use, the features responded within about 3.8 s, with latency concentrated in calls to external data sources, although limitations remained regarding price coverage, the fixed time window, and the absence of a formal user evaluation. The results indicated that the tool tends to make portfolio performance and risk easier to interpret in an integrated and accessible manner.