Upon successful registration, users will be provided with a comprehensive overview of their monthly inflows and outflows, portfolio allocation, and the highest asset balances. Additionally, users will have convenient access to their wallets, transaction history, chart of accounts, and personalized dashboard within the platform.

Once wallets have been added, the corresponding data will be prominently displayed across the four sections of the "Quick overview" page as follows:

1. Inflows & Outflows: This section presents an aggregated view of transaction data in Fiat currency for all connected wallets. It provides a breakdown of inflows and outflows, allowing users to analyze their financial activities. The displayed transactions can be filtered using the filter option located in the top right corner of the page.
2. Current Portfolio: In this section, users can view a consolidated overview of their portfolio data presented in Fiat currency. It showcases the distribution of assets across various tokens and represents the percentage composition of each token within the portfolio.
3. Top Asset Balances: This section highlights the list of assets held by the user, arranged in descending order based on their respective values. Users can quickly identify their highest-value assets through this section, gaining valuable insights into their investment holdings.

Additional widgets available in the product guide are as follows:

• Linked Wallets: This widget presents a comprehensive list of the user's tracked wallets. Users can easily access and manage their connected wallets from this section, enabling seamless tracking of their financial assets.
• Transactions: The Transactions widget provides users with a detailed list of their financial transactions. It includes essential information such as transaction dates, amounts, and involved parties. For further explanation and understanding, users can refer to the provided documentation here.
• Chart of Accounts: This widget offers a complete view of the user's account types and their corresponding names. Users can also observe the chart of accounts imported from connected Enterprise Resource Planning (ERP) systems like QuickBooks Online (QBO) and Xero. It provides an organized overview of the user's financial accounts, facilitating efficient management.
• Dashboards: The Dashboards widget grants users access to a personalized dashboard. This dashboard presents a detailed overview of the user's portfolio, providing intuitive visual representations categorized by account types, contacts, wallets, and assets. It offers a comprehensive snapshot of the user's financial standing, aiding in better decision-making and analysis.

Navigation Bar

The navigation bar is organized using main and sub-headers to create a clear and intuitive structure for users to explore the site's content:

• Home
• Connections
  • Wallets
  • Exchanges
• Treasury
  • Portfolio
  • Transactions
  • Tax Lots
  • Tokens
• Reporting
  • Exports
• Accounting
  • Account Types
  • Gains and Losses Accounts
  • Tags
  • Rules
  • Integrations
• Profile settings
  • Team switch dropdown
  • Team
  • Contacts
  • Settings
  • Logout

Adding a wallet

To add new wallets, navigate to the "Connections" > "Wallets" section. Within this section, you can seamlessly incorporate additional wallets into your account. To complete the process, ensure you provide the following details:

1. Public Wallet Address: Specify the public address of the wallet you wish to add. This address uniquely identifies the wallet and allows the system to track its transactions and balances accurately.