📈
Gemach DAO
  • 📈What is Gemach?
    • 🧑‍🚀Our Mission
    • 👁️Our Vision
    • ⚖️Our Values
    • 🛣️Our Roadmap
    • 👥Our Contributors
  • Products
    • 🪬Gbot Web Dash
      • Introduction
      • Getting Started with GDex.Pro
      • Features
        • Discovery Feature
        • Portfolio Management
        • Meme Scope Feature
        • Bubble Maps Visualization
        • Bridge Functionality
        • Copy-Trading
      • Integrations
        • Apple-Pay Integration
        • Web3Auth Integration
      • Help and Support
        • Troubleshooting
        • FAQ
    • ⛓️Gemach AI
      • Introduction
      • Getting Started
      • Executing DeFi Actions
      • Using the Chat Interface
      • Managing Your Portfolio
      • Security Best Practices
      • Troubleshooting
      • FAQ
    • 🤖GBot
      • Guides
        • Guide: Trading on Solana
        • Guide: Trading on EVM-Based Chains via Telegram
    • 🧮GLend
      • ⏩Supply
      • ◀️Borrow
      • 💥Liquidation
      • 🔬Audits
      • 📜Contract Addresses
    • 🔓GVault
    • 📊GFund
    • 💸GLoans
    • 📟GScanner
    • 📑Alpha Intelligence Guide
  • Ecosystem Tokens
    • 🦁GMAC
    • 🪙GLEND
  • Miscellaneous
    • 📒Beginner's Guide (to Arbitrum)
      • 📝Wallet Creation
      • 🛠️Wallet Setup for Arbitrum Compatibility
      • 🌉Bridging Tokens to Arbitrum
      • 🗃️Adding Tokens to the Wallet Interface
    • 🔐General Security Notes
    • ⭐Brand Assets
    • 🔗Links
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  3. Features

Portfolio Management

Portfolio Feature The Portfolio feature on GDEX.pro allows you to view and manage all your cryptocurrency assets in one place, providing detailed information about your holdings and transaction history.

Accessing the Portfolio Feature The Portfolio feature is accessible from the main navigation menu at the top of the GDEX.pro interface. Simply click on “PORTFOLIO” to access this feature.

Understanding the Portfolio Interface

The Portfolio page displays a comprehensive overview of all the tokens you’ve bought or sold through GDEX.pro. The interface is designed to give you clear visibility into your crypto assets.

Key Elements of the Portfolio Page The Portfolio page includes the following elements:

1.	My Portfolio Header: Indicates you’re viewing your personal portfolio
2.	Portfolio Description: Brief explanation that you’re viewing tokens bought or sold through Gbot
3.	Show Zero Balance Toggle: Option to show or hide tokens with zero balance
4.	Asset List: Detailed information about each token in your portfolio

Managing Your Portfolio Viewing Your Assets By default, the Portfolio page displays all your assets, including:

•	Token name and symbol
•	Current balance
•	Current value in your preferred currency
•	Price change percentage
•	Performance charts

Filtering Options To customize your portfolio view:

1.	Show/Hide Zero Balances: Toggle the “Show zero balance” option to control whether tokens with zero balance are displayed
2.	Search Functionality: Use the search bar to find specific tokens in your portfolio
3.	Sorting Options: Click on column headers to sort your assets by different criteria

Understanding Portfolio Metrics The Portfolio page provides various metrics to help you track your investments:

Balance and Value • Token Balance: The quantity of each token you own • Current Value: The current worth of your holdings in your preferred currency • Total Portfolio Value: The combined value of all your assets

Performance Tracking • Price Change: Percentage change in token price over selected time periods • Performance Charts: Visual representation of token performance over time • Profit/Loss Indicators: Color-coded indicators showing whether a position is in profit or loss

Transaction History The Portfolio feature also provides access to your transaction history:

1.	Buy/Sell Transactions: Record of all your purchases and sales
2.	Transfer History: Record of tokens transferred in or out of your wallet
3.	Transaction Details: Information about transaction time, amount, price, and fees

Portfolio Analysis GDEX.pro’s Portfolio feature includes analytical tools to help you understand your investment performance:

Performance Analysis • Time-based Performance: How your portfolio has performed over different time periods • Asset Allocation: Breakdown of your portfolio by asset type or category • Comparison Metrics: How your assets perform compared to market benchmarks

Risk Assessment • Diversification Indicators: Visual representation of how diversified your portfolio is • Volatility Metrics: Information about the price stability of your assets • Risk Scores: Indicators of the relative risk level of different assets

Exporting Portfolio Data For record-keeping or tax purposes, you can export your portfolio data:

1.	Navigate to the export option in the Portfolio section
2.	Select the date range for the data you want to export
3.	Choose your preferred export format
4.	Download the file to your device

Connecting Your Wallet To use the Portfolio feature, you’ll need to connect your wallet to GDEX.pro. Refer to the Getting Started section for instructions on connecting your wallet.

The Portfolio feature provides a powerful way to track and manage your cryptocurrency investments, giving you the information you need to make informed decisions about your digital assets.

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Last updated 25 days ago

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