Detailed Instructions

Start by defining the exact on-chain data you wish to track, such as token balances, transaction history, or DeFi positions for a specific wallet address. The core of this step is writing a SQL query in Dune's query editor. Use the platform's decoded tables (like erc20_ethereum.evt_Transfer) to access readable data.

• Sub-step 1: Identify Target Contracts: Determine the smart contract addresses for the assets in your portfolio, e.g., 0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48 for USDC.
• Sub-step 2: Write the Base Query: Construct a query to filter transfers for your wallet address. Use WHERE clauses to specify "from" and "to" addresses.
• Sub-step 3: Aggregate Data: Use SUM() and GROUP BY functions to calculate net balances or transaction counts.

sqlCopy
SELECT 
    contract_address,
    SUM(CASE WHEN "from" = '0xYourWalletAddress' THEN -value ELSE value END) / 1e18 as net_amount
FROM erc20_ethereum.evt_Transfer
WHERE "from" = '0xYourWalletAddress' OR "to" = '0xYourWalletAddress'
GROUP BY 1

Tip: Use Dune's spellbook documentation to find the correct table names for different blockchains and protocols.

Detailed Instructions

After running your initial query, use Dune's visualization wizard to create charts. This transforms raw numbers into actionable insights. Focus on creating clear time series charts for historical balance tracking and counter widgets for current totals.

• Sub-step 1: Add Visualizations: Click "New Visualization" and select a chart type, such as Bar chart for token distribution or Line chart for value over time.
• Sub-step 2: Configure Chart Settings: Map your query columns to the chart's axes. For a portfolio value chart, set the time column on the X-axis and the value_usd column on the Y-axis.
• Sub-step 3: Add a Counter: Create a counter widget to display the total current portfolio value by summing the latest data point from your time series.

Tip: Use the $__interval macro in your query's GROUP BY clause (e.g., GROUP BY date_trunc('day', evt_block_time), contract_address) to automatically adjust granularity based on the selected dashboard time range.

Detailed Instructions

Navigate to the Dashboards section and create a new dashboard with a descriptive title like "My DeFi Portfolio." This is where you bring all your visualizations together into a single, coherent view.

• Sub-step 1: Create Dashboard: Click "New Dashboard," provide a name and description, and save it.
• Sub-step 2: Add Queries: Click "Add Widget" and select the queries you created in Step 2. You can add multiple visualizations from the same or different queries.
• Sub-step 3: Arrange Layout: Drag and drop widgets to organize the dashboard. Resize them to create a logical flow, such as placing a total value counter at the top, followed by asset allocation charts and a transaction history table below.
• Sub-step 4: Set Parameters: Add a dashboard parameter (e.g., a wallet address input) to make the dashboard dynamic. Reference it in your queries using the syntax {{address}}.

Tip: Use text widgets to add sections, explanations, or links between related charts for better narrative flow.

Detailed Instructions

The final step is to make your dashboard operational. Dune dashboards can be public or private. Ensure your queries are set to refresh automatically to reflect the latest on-chain data without manual intervention.

• Sub-step 1: Set Refresh Rate: In the dashboard settings, configure the auto-refresh interval (e.g., every 15 minutes or 1 hour) under "Cache Settings."
• Sub-step 2: Review & Publish: Double-check all visualizations and parameters. Click "Save" and then "Publish" to finalize the dashboard.
• Sub-step 3: Share Your Work: Use the "Share" button to get a public link (e.g., https://dune.com/your_username/dashboard_title). You can also embed the dashboard on other websites using the provided iframe code.
• Sub-step 4: Monitor and Iterate: Regularly check the dashboard for any query errors due to contract upgrades or schema changes. Use Dune's query version history to track and revert changes if needed.

Tip: For complex dashboards, consider using Dune's API to pull data directly into other applications or alerting systems.