Track
Multi-chain portfolio management
Your unified dashboard for managing all your digital assets, organized into four intuitive categories: Cash, Credit, Stocks, & Commodities.
What is the Wallet?
Your Wallet organizes all your digital assets into four categories—cash, credit, stocks, & commodities—giving you a complete financial picture at a glance.
View all assets in one place—no switching between apps.
Assets automatically categorized for easy management.
Track 24-hour changes, portfolio breakdown, & credit availability.
The Four Asset Categories
Stablecoins (USDC, USDT, DAI, etc.), fiat-backed tokens, & liquid assets. Your most liquid assets—ready for payments, trades, or withdrawals.
Borrowing capacity, current borrowed amounts, & credit utilization. Borrow up to 80% of your Cash, Stocks, & Commodities combined.
Tokenized stocks, equities, & RWA tokens representing company shares. Track stock performance alongside crypto holdings.
Bitcoin, cryptocurrencies, & tokenized precious metals. Your crypto holdings & tokenized physical assets in one place.
Understanding the Donut Chart
How to Read It
- Each Segment represents one category (Cash, Stocks, Commodities)
- Segment Size shows the proportion of your total portfolio in that category
- Colors Match Categories: Cyan = Cash, Amber = Stocks, Red = Commodities
- Center Display shows either your total portfolio balance (when nothing is hovered) or individual category balance (when hovering over a category)
Interactive Features
- Hover on Desktop - Move your mouse over category cards in the sidebar to highlight that segment in the chart
- Tap on Mobile - Tap category cards to focus on that category
- Legend Below - Shows exact percentage allocations for quick reference
Why It's Useful
The donut chart helps you quickly understand:
- Portfolio Balance - Are you too heavy in one category?
- Diversification - How spread out are your assets?
- At-a-Glance Overview - See your entire financial picture in seconds
Key Metrics Explained
24-Hour Change
Each category displays a percentage change showing how that category's value has moved in the last 24 hours.
- Green with Up Arrow (↑) - Category value increased
- Red with Down Arrow (↓) - Category value decreased
- Weighted Calculation - The percentage is calculated based on the value of each asset in that category, so larger holdings have more influence
Example: If your Stocks category is up 5.2%, it means the weighted average of all your stock holdings increased by 5.2% in the last day.
Asset Count
Shows the number of different tokens or assets you hold in that category. Example: "Asset Count: 12" means you own 12 different types of assets in that category.
Total Balance
Your total portfolio value across all categories (excluding credit, which is borrowing capacity, not an asset).
Navigating to Category Details
Each category card is clickable & takes you to a detailed view where you can see individual assets, view performance metrics, & take actions.
Cash Details
- See all your stablecoins & cash-equivalent tokens
- View individual token balances
- Access quick actions for sending, receiving, & trading
- View transaction history for cash assets
Credit Details
- View your borrowing positions
- See available credit vs. used credit
- Access lending & borrowing actions
- Monitor interest rates & terms
Stocks Details
- Browse all your tokenized stock holdings
- See individual stock positions
- View stock performance metrics
- Access trading actions for stocks
Commodities Details
- View all your crypto & commodity holdings
- See Bitcoin, Ethereum, & other cryptocurrencies
- Access tokenized commodity positions
- View individual asset performance
Currency Display
Your wallet automatically displays values in your preferred local currency (set in Settings).
- Currency Symbol - Shows your selected currency (USD, EUR, GBP, etc.)
- Automatic Conversion - All asset values are converted from USD to your local currency
- Smart Formatting - Large values are abbreviated:
- Over $1 billion: Shows as "B" (e.g., $2.5B)
- Over $1 million: Shows as "M" (e.g., $1.2M)
- Over $1 thousand: Shows as "K" (e.g., $5.3K)
- Under $1 thousand: Shows full amount with decimals
Tips for Using Your Wallet
1. Regular Monitoring
Check your wallet regularly to track portfolio performance, monitor 24-hour changes, stay aware of your credit availability, & spot opportunities for rebalancing.
2. Understanding Diversification
Use the donut chart to assess your portfolio balance. Too much in one category? Consider diversifying. Heavy in cash? Might be time to invest. All in commodities? Consider adding stocks or cash for stability.
3. Credit Management
Keep an eye on your credit category to monitor available credit for opportunities, track utilization to avoid over-borrowing, & use credit strategically for investments or liquidity.
4. Quick Navigation
Click any category to dive deeper, use the sidebar for quick category switching, & hover to preview category values without leaving the page.
Common Questions
Why isn't Credit included in the donut chart?
Credit represents borrowing capacity, not an owned asset. The donut chart shows your actual asset allocation, while credit shows your potential borrowing power based on those assets.
How often are values updated?
All balances & prices update in real-time as you use the wallet. 24-hour changes are calculated based on the last 24 hours of price movements.
Can I change how assets are categorized?
Asset categorization is automatic based on the token type. Cash includes stablecoins, Stocks include tokenized equities, & Commodities include cryptocurrencies & tokenized commodities.
What if I don't see any assets?
Make sure your wallet is connected. If you've connected but see zero balances, you may need to add assets to your wallet, switch to a different blockchain network, or check that you're viewing the correct wallet address.
API Usage
import { getPortfolio } from '@/lib/portfolio'
// Get portfolio summary
const portfolio = await getPortfolio({
address: userAddress,
chains: [1, 8453, 42161], // Ethereum, Base, Arbitrum
})
console.log('Total Value:', portfolio.totalValueUSD)
console.log('Tokens:', portfolio.tokens.length)
console.log('Chains:', portfolio.chains)
// Get token details
portfolio.tokens.forEach(token => {
console.log(`${token.symbol}: ${token.balance} (${token.valueUSD} USD)`)
})