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A snapshot is a captured point-in-time of your full portfolio. It is the most important concept in Retina.

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What a snapshot captures

At the moment you create a snapshot, Retina freezes:
  • Every position from every wallet
  • Prices at that moment
  • APYs at that moment
  • Polymarket markets and positions
  • Metals holdings and spot prices
  • Maturities
The active snapshot is shown at the top of the sidebar, for example Snapshot #1 | 2026-05-12.

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Creating a snapshot

Click + Snapshot in the top-right of the app. Retina re-fetches positions live from every source, then writes the result into a new snapshot. The very first snapshot is created when you click Create Snapshot → at the bottom of the setup wizard.

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When to create one

There is no automatic snapshotting when the tab is closed. You decide the cadence. Common rhythms:
  • Daily, at the same time
  • Once a week
  • Before and after a big rebalance
  • Before claiming a reward or rolling a maturing position

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Where snapshots live

Snapshots are stored in browser storage on the current device. They are not synced anywhere. See Local-first explained.

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How the active snapshot affects every page

Every page in the app (except the live-API pages, see below) reads from the active snapshot:
  • The Dashboard shows the total and the delta from the previous snapshot.
  • The Wallets, Protocols, Maturity Ladder, and Positions pages list what existed at that moment.
  • The History page is a roll-up of every snapshot you have created.
Live exceptions:
  • The Polymarket page calls Polymarket’s public API on load.
  • The Yield Table APY column on the Dashboard is live.

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Clearing snapshots

The 🗑 Clear all button wipes every snapshot, wallet, and manual position from this browser.
🗑 Clear all is destructive and has no undo. Export from the Positions page first if you want to keep the data.