Overview
The Crocante Portfolio section provides a comprehensive view of your digital asset holdings across multiple custodians, exchanges, wallets, and banks. This guide explains how to navigate and use the portfolio management features.Portfolio Dashboard
Consolidated View
The main portfolio page (domain/portfolio/portfolio.tsx) displays your Consolidated View - a unified snapshot of all your assets:
Total Balance
The header displays your total portfolio value in USD, aggregated across all holdings. This uses the
usePortfolioData hook to fetch and calculate balances.Asset Breakdown
View detailed holdings split into two categories:
- Cryptocurrencies: BTC, ETH, USDC, USDT, and other digital assets
- Currencies: Fiat currencies (USD, EUR, GBP, etc.) - available in mock mode
Viewing Cryptocurrency Holdings
Tokens Table
The cryptocurrencies section uses theTokensTable component (domain/portfolio/components/left-section/tokens-table.tsx) to display:
| Column | Description |
|---|---|
| Asset | Token symbol (e.g., BTC, ETH) with icon and full name |
| Amount | Total quantity of tokens held |
| Available | Amount available for transactions (excluding locked/staked) |
| Value | USD equivalent of your holdings |
| Change | 24-hour price change percentage (green for positive, default for negative) |
By default, only tokens with non-zero balances are shown. Click More tokens to view all supported assets, including those with zero balance.
Expand/Collapse Sections
Each asset category can be expanded or collapsed:Portfolio Actions
The portfolio header includes four primary action buttons accessible via theCustomAdditionalHeader component:
Available Actions
Send
Transfer assets between your wallets, exchanges, or to external addresses.
Deposit
Generate deposit addresses to receive assets into your Crocante account.
Swap
Convert between different cryptocurrencies instantly.
Staking
Stake eligible tokens to earn rewards.
On mobile devices, these actions are accessible through a menu icon in the top-right corner.
Asset Holdings by Location
The bottom section of the portfolio uses theTabsSection component to organize assets by where they’re held:
Tabs Overview
- Internal Wallets
- Exchanges
- Custodians
- Banks
- OTC Desks
Assets held in Crocante’s custody wallets:
- On-chain cryptocurrency holdings
- Multi-network support (Ethereum, Polygon, Arbitrum, etc.)
- Full control and instant access
Monitoring Portfolio Performance
Real-Time Updates
The portfolio uses several hooks to keep data fresh:usePortfolioData: Polls portfolio balances at regular intervalsPOLL_USER_DATA_INTERVAL: Configured interval for automatic data refreshes- Live Price Updates: Asset values update automatically based on market prices
Price Change Indicators
The Change column in the tokens table uses visual indicators:- Green text with ”+”: Price increased in the last 24 hours
- Default text: Price decreased or remained stable
- ”-”: No price data available
Filtering and Sorting
Show/Hide Zero Balances
Show All Assets
Click the More tokens button (with a plus icon) to display all supported cryptocurrencies, including those you don’t currently hold.
Understanding Asset States
Available vs. Total Amount
Your tokens can be in different states:- Total Amount: Complete quantity of tokens you own
- Available: Tokens available for immediate transactions
- Difference: Tokens that are locked, staked, or pending in transactions
If your Available amount is less than your Total amount, check the Staking section to see if tokens are actively earning rewards.
Mobile Portfolio View
On mobile devices, the portfolio layout adapts:- Consolidated view displays vertically
- Asset allocation chart moves below the breakdown tables
- Action buttons collapse into a hamburger menu
- Tables remain scrollable horizontally for all columns
Best Practices
Regular Monitoring
Check your portfolio regularly to track performance and detect unauthorized transactions.
Diversification
Use the asset allocation chart to ensure your portfolio is properly diversified across different assets.
Available Balance
Always check your Available balance before initiating transactions to ensure sufficient funds.
Price Alerts
Monitor the Change column to track price movements of your holdings.
Troubleshooting
Portfolio Not Loading
- Check your internet connection
- Refresh the page to reload portfolio data
- Ensure you’re still logged in (session may have expired)
- Clear browser cache if issues persist
Missing Assets
- Click More tokens to check if the asset is supported
- Verify the deposit was confirmed on the blockchain
- Check the appropriate tab (Internal Wallets vs. Exchanges)
- Allow a few minutes for blockchain confirmations
Incorrect Balances
- Wait for the next automatic refresh cycle
- Manually refresh your browser
- Verify transactions completed successfully on the blockchain
- Contact support if discrepancies persist after 10 minutes
Related Resources
Token Conversion
Learn how to swap between different cryptocurrencies
Deposit & Withdrawal
Add funds or withdraw assets from your portfolio