After signing up, you will be presented with a summary of your monthly inflows and outflows, portfolio distribution, and a list of your wallets. If you are a new user, this section will be empty. We will explain how to add wallets at the end of the section.
Once wallets are added, the data will be visible in the four sections of the "Quick overview" page:
- Inflows & Outflows: shows the aggregated transaction data in Fiat currency for all your connected wallets, split by inflows and outflows. The date can be filtered using the filter in the top right corner.
- Current portfolio: shows the aggregated portfolio data in Fiat currency for all your connected wallets, split by token and displayed as percentages.
- Recently updated wallets: displays the wallets that you have recently added, with the same information and CTAs as in the wallets section (explained below)
- Recent transactions: Shows a list of the user’s most recent transactions along with other necessary information. ( explained here )
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
- Data Sources
- Wallets
- Transactions
- Inventory
- Reporting
- Dashboard
- Treasury
- Export
- Automation
- Collaboration
- Settings
Adding a wallet
The “Transaction” > “Wallets” section allows you to add new wallets. To do so, you must specify the public wallet address, a wallet name, and the relevant blockchain.
Once you have added your wallet, it will be automatically included in the "Tracked Wallets" list. This list provides additional information, such as:
- Last Updated: the date and time of the last update
- Status: the current status of data updating
- Count: the number of transactions recognized for the wallet
You will also see three call-to-action buttons on the right side of the list:
- Help: to submit a support ticket
- Copy: to copy the wallet ID to your clipboard
- Delete: to remove the wallet from the list"