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Overview

The Portfolio feature provides a comprehensive view of all your digital assets across different custody providers, exchanges, and wallets. Track your holdings in real-time, view asset allocation, and perform key operations like deposits, swaps, sends, and staking directly from the consolidated view.

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What You Can Do

Unified Asset View

See all your cryptocurrencies and fiat assets in one consolidated dashboard with real-time valuations

Quick Actions

Deposit, send, swap, and stake assets without leaving the portfolio view

Multi-Source Tracking

Monitor holdings across custodians, exchanges, OTC desks, internal wallets, and banks

Asset Allocation

Visualize portfolio distribution with interactive pie charts and breakdown tables

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Key Capabilities

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Consolidated View

The portfolio dashboard displays your total balance and breaks down assets into:
  • Cryptocurrencies: All digital assets with real-time prices and 24h changes
  • Fiat Currencies: Traditional currency holdings (available in mock mode)
Each category is collapsible and displays:
  • Asset symbol and full name
  • Current balance (quantity)
  • USD equivalent value
  • 24-hour price change percentage
  • Quick action buttons

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Asset Breakdown

The AssetBreakdown component organizes your holdings:
  • TokensTable: Displays all cryptocurrency holdings with sortable columns
  • CurrencyTable: Shows fiat currency balances
  • Collapsible sections for better organization
  • Total balance calculation for each category

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Asset Allocation Visualization

The AssetAllocation component provides:
  • Interactive pie chart showing portfolio distribution
  • Color-coded segments for each asset
  • Percentage breakdowns
  • Quick visual assessment of concentration risk

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Quick Actions

From the portfolio header, you can access:
1

Deposit

Generate deposit addresses for any supported cryptocurrency. The DepositModal component shows:
  • QR code for easy mobile deposits
  • Wallet address with copy functionality
  • Network selection (Ethereum, Bitcoin, etc.)
  • Minimum deposit amounts
  • Network-specific warnings
2

Send

Transfer assets to external wallets or whitelisted addresses via the SendModal component:
  • Select asset and network
  • Enter recipient address
  • Specify amount with max/min buttons
  • Review transaction details before confirming
3

Swap

Exchange one asset for another using the SwapModal component:
  • Select source and destination tokens
  • Real-time conversion rates
  • Automatic USD equivalent calculation
  • Slippage and fee display
4

Stake

Access staking opportunities directly from portfolio via the StakeModal component:
  • Choose from available staking programs
  • View APY, duration, and yield estimates
  • Stake with one click

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Multi-Source Tracking

The bottom section features tabs for different account types:
View assets held with institutional custody providers like Copper, Fireblocks, or BitGo
Each tab displays relevant account information, balances, and allows filtering by provider or account type.

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How to Use Portfolio

1

View Your Holdings

Navigate to the Portfolio page to see your consolidated asset view. The total balance appears in the header, with detailed breakdowns below.
2

Expand Asset Categories

Click the chevron icons next to “Cryptocurrencies” or “Currencies” to expand or collapse sections. This helps focus on specific asset types.
3

Perform Quick Actions

Use the action buttons in the header or next to individual assets:
  • Click “Deposit” to generate a receiving address
  • Click “Send” to transfer assets out
  • Click “Swap” to exchange between assets
  • Click “Stake” to earn yield on holdings
4

Review Asset Allocation

Check the pie chart on the right side to understand your portfolio distribution. Identify concentration risks or rebalancing opportunities.
5

Explore Account Sources

Scroll to the tabs section to see which custodians, exchanges, or wallets hold your assets. Filter by provider for detailed views.

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Data Components

The portfolio feature uses several custom hooks for data management:
  • usePortfolioData: Fetches consolidated balance and asset lists
  • useDepositData: Manages deposit address generation and network configs
  • useSwapData: Handles token swap rates and validations
  • useStakeData: Retrieves available staking programs
  • useNetworkData: Provides blockchain network configurations
All portfolio data updates in real-time as market prices change or when you complete transactions.

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Best Practices

Regularly review your asset allocation chart to ensure your portfolio aligns with your risk tolerance and investment strategy.
Always verify the network when depositing assets. Sending tokens on the wrong network may result in permanent loss of funds.
The minimum deposit amount varies by asset and network. Check the deposit modal for specific requirements before sending funds.
  • Staking - Earn yield on idle assets
  • Activity - Track all portfolio transactions
  • Custody - Manage custody accounts and providers

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