Your dashboard is the perfect place to get all the information about your investments 📈.
Let's explore how you can make the most out of its features to efficiently manage your portfolio. 🚀
▶️ Real-Time Valuation
Portfolio valuation: Check the total value of your portfolio, updated every 5 minutes ⏳. The chart shows you the evolution over the past 24 hours.
Live updates every minute: Never miss a change—your dashboard stays up to date to help you track your tokens in near real time!
Coingecko to the rescue: Each token is valued based on prices provided by Coingecko, one of the most reliable sources in the market .
▶️ Token Allocation: A closer look at your distribution
View token distribution: By clicking on a token, you can see how it is distributed across different platforms or blockchains 🛠️. For example, you might have USDT (TETHER) split between 3 addresses on Polygon and Arbitrum and Linea.
▶️ Platform Allocation: Focus on your cryptos
See where your tokens are held: Click on the "Platforms" tab, then choose your desired platform to view the different tokens available on each. For instance, on Arbitrum One, you may have 1 000 ARB and 540 USDC and other tokens.
▶️ CEX/DEX Allocation: Centralized vs Decentralized
💡 Your dashboard allows you to see how your funds are distributed between these two types of exchanges for optimal management.
CEX - CeFi (Centralized Exchange) ⚙️: Like Binance, Swissborg, Coinbase, etc.
DEX - DeFi (Decentralized Exchange) 🛡️: Wallets on Ethereum, Arbitrum, Binance Smart Chain...
▶️ Portfolio Analysis: Rank your cryptos
Top 100 Coingecko: Your tokens are ranked by their presence in the Coingecko top 100, in stablecoins, and by risk level 🔒.
Risk levels: Moderate, Prudent, or Exposed—everything is analyzed so you know exactly where you stand and can adjust your strategy accordingly.
▶️ BTCprice comparison: outperforming Bitcoin?
Compare your portfolio's performance with that of Bitcoin over 24 hours 💎. The yellow line represents the BTC price, allowing you to see if you're outperforming the queen of cryptos! 👑
▶️ Staking CEX
Staking balances: Tokens staked on centralized platforms (“Earn”) are clearly indicated 🌟.
Example: You have 0.002171 ETH staked on Kraken.
▶️ 🛑 Report a Scam: Keep Your Cryptos Safe
Report scams: You can manually mark a token as a scam. Once flagged, it is valued at 0 on your dashboard and will not be included in your tax report. It will also be added to your scam token list 🕵️♂️.
My scam token list: View and manage all tokens you have flagged as scams. If you flagged the token XED as a scam, you will find it in this list, and you can remove it if needed 📅.
▶️ Flagged Token List: preserve your history
Don't mess up your history: If a token is misvalued at a given time, you can add it to your "flagged tokens" list without marking it as a scam to ensure it remains in your tax reports.
For example, the token SUTER might currently have no value, but you exchanged it frequently in the past—you don't want to lose this valuable historical information 🧐.
If you have more questions, don't hesitate to reach out via the chatbot at the bottom right of your screen! 💬
Waltio Team