1. Portfolio Overview
The top section of the dashboard gives you a high-level summary of your holdings.
Portfolio Balance: The total consolidated value of all assets (Wallets + DeFi).
Asset Balance: The value of liquid tokens held in standard wallets (e.g., Ledger, MetaMask).
DeFi Balance: The value held in decentralized finance protocols (e.g., staking, liquidity pools).
Note: To view granular details of your staking and liquidity positions, click the DeFi tab located at the very top of the Home Page dashboard.
2. Asset Allocation & Details
To the right of the summary cards, you will find a detailed breakdown of your holdings.
Asset List: A searchable table listing every token you own, its current market price, and total value.
Expand Assets to See Connections:
Click the small expand icon next to an asset (for example, Solana or Ethereum) to reveal the list of connections that hold that asset (e.g., individual wallets or exchange accounts).
Each indented row under the asset represents a specific connection such as “Solana Wallet 1” or “Coinbase: SOL Wallet,” with its own balance and value.
View Connection Details (Address & QR):
Click directly on a connection name under the asset (for example, the string address highlighted in the screenshot) to open the Connection Details modal.
The modal shows the full wallet address, a QR code that can be scanned to receive funds, and a one-click Copy button so you can safely share the address without exposing private keys.
Asset Balance Chart: Click the chart icon to view a visual pie chart showing your portfolio distribution.
Export Button: Click the export icon (top right of the list) to download your current balances for external reporting.
3. Key Operational Cards
Below the main balances, several "cards" provide quick status updates and links:
Transactions: Shows the total count of processed transactions. Click "View all" to jump to the detailed ledger. It also highlights how many transactions are "unclassified" and need your attention.
General Ledger: Displays the status of your connection to ERPs like QuickBooks or Xero.
Invoices & Bills: A summary of your Accounts Receivable (Invoices) and Accounts Payable (Bills), showing what is paid vs. unpaid.