# Coinshift Walkthrough - [Overview](https://docs.coinshift.xyz/business/coinshift-walkthrough/overview.md): View your portfolio and pending transactions at a glance. - [Users](https://docs.coinshift.xyz/business/coinshift-walkthrough/users.md): Understanding users and their roles in Coinshift. - [Portfolio Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management.md): Trace your tokens (ERC-20) and NFTs across multiple accounts and multiple networks. - [Token Portfolio Tracking (ERC-20)](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20.md): Live balances in token and USD values across multiple accounts and multiple networks. - [Add Additional Tokens](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20/add-additional-tokens.md): Manually add tokens that are not in the Coingecko top 1000 list. - [NFT Portfolio Tracking](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/nft-portfolio-tracking.md): View NFTs across multiple accounts and multiple networks. - [Reporting](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting.md): Get real-time insights into the health of your treasury, generate financial reports and increase transparency for your community and investors. - [Portfolio History](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting/portfolio-history.md): Get historical token balances for your Safes in seconds, both in token value and USD equivalent. - [Cash Flow Tracker](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting/cash-flow-tracker.md): Track all transactions by custom labels, tokens, accounts, and more. - [Coinshift Apps](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps.md): Explore supported dApps, and experience human-readable interactions directly from your multi-sig Safes. - [AAVE](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/aave.md): How Coinshift users can lend and borrow assets on AAVE. - [CoW Swap](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/cow-swap.md): How Coinshift users can create limit orders to swap tokens on CoW Swap. - [Hedgey](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/hedgey.md): Customisable on-chain solutions: Token Vesting & Time Locks for DAOs. - [1inch](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/1inch.md): How Coinshift users can swap tokens on 1inch. - [LI.FI](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/li.fi.md): How Coinshift users can swap & bridge tokens on LI.FI. - [ParaSwap](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/paraswap.md): How Coinshift users can swap tokens on ParaSwap. - [Request Finance](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/request-finance.md): How Coinshift users can pay invoices raised by employees in a single click by using Request Finance. - [Superfluid](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/superfluid.md): Pay recipients by the second with real-time money streams. Change the way you interact with money. - [Stream Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/superfluid/stream-payout.md): Put payroll on autopilot and delight contributors with money streams that pay by the second. - [Transaction Builder](https://docs.coinshift.xyz/business/coinshift-walkthrough/coinshift-apps/transaction-builder.md): Simplify your DeFi moves, interact & strategise with smart contracts in a single transaction. - [Account Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management.md): Take control of your Safe: A comprehensive guide to account management in Coinshift. - [Remove Account](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/remove-account.md): Steps to remove an account from an organisation. - [Add Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/add-signers.md): Expand your team by adding more Signers to your existing Safe. - [Remove Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/remove-signers.md): Removing existing Signers from a Safe. - [Swap Signers](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/swap-signers.md): Swapping out old Signer and onboarding new Signers. - [Change Safe Name](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/change-safe-name.md): Modify the default name of your Coinshift Safe. - [Change Threshold](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/change-threshold.md): Adjust the Safe's threshold. - [Adding a Safe as a Non-Signer](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/adding-a-safe-as-a-non-signer.md): Add Safe in read-only mode and monitor its activities. - [Filter A Safe](https://docs.coinshift.xyz/business/coinshift-walkthrough/account-management/filter-a-safe.md): Filtering Safes based on networks and accounts. - [Transaction Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management.md): Understanding transactions in Coinshift in detail. - [Proposals](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals.md): What is a Proposal in Coinshift. - [Proposal Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals/proposal-management.md): Understand how the proposal works in Coinshift. - [Active And Discarded Proposals](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/proposals/active-and-discarded-proposals.md): View and manage active and discarded proposals in Coinshift. - [Queue](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/queue.md): Review the list of transactions pending execution. - [History](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/history.md): Review the transactions associated with all the Safes in your organisation. - [Filter Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/filter-transactions.md): Explore the advanced filtering options for transactions. - [Export Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/export-transactions.md): Export your organisation's historical transaction data as a CSV file. - [Add Labels and Notes](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/add-labels-and-notes.md): Organising transactions with labels and notes. - [On-chain Transaction Rejection](https://docs.coinshift.xyz/business/coinshift-walkthrough/transaction-management/on-chain-transaction-rejection.md): Explore the steps to reject an on-chain transaction. - [Fund Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management.md): Learn about the various methods for transferring funds through Coinshift. - [Mass Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout.md): Transfer funds to multiple recipients with Mass Payout. - [Mass Payout in a Single Token](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-in-a-single-token.md): Sent tokens to single or multiple recipients in a single transaction. - [Mass Payout (Multiple Tokens)](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-multiple-tokens.md): Pay multiple recipients in multiple tokens in a single transaction. - [Mass Payout via CSV Upload](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/mass-payout-via-csv-upload.md): Upload payment details via a CSV file to perform mass payouts to up to 150 recipients in single or multiple tokens. - [Duplicating Transactions](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/mass-payout/duplicating-transactions.md): Duplicate an existing Mass payout transaction and reuse it. - [Recurring Payout](https://docs.coinshift.xyz/business/coinshift-walkthrough/fund-management/recurring-payout.md) - [Contact Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management.md): Manage the contacts of your organisation. - [Add Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/add-contact.md): Add contacts to your organisation and use them across all the associated Safes. - [Edit Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/edit-contact.md): Edit existing contacts of your organisation. - [Remove Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/remove-contact.md): Maintain a streamlined contact list by removing members no longer affiliated with your organisation. - [Bulk Import Contact](https://docs.coinshift.xyz/business/coinshift-walkthrough/contact-management/bulk-import-contact.md): Upload multiple contacts for your organisation using .CSV files. - [Label Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management.md): Define label and tag it to your customer, users, etc and categorise them. - [Add Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/add-label.md): Add labels and use them across all the associated Safes in your organisation. - [Edit Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/edit-label.md): Edit an existing label. - [Archive/ Unarchive Label](https://docs.coinshift.xyz/business/coinshift-walkthrough/label-management/archive-unarchive-label.md): Archiving and unarchiving a Label on Coinshift. - [Member Management](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management.md): Managing and understanding the roles, and responsibilities of Members. - [Add Member](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/add-member.md): Expand your team by inviting any wallet address as Members to view your dashboard and propose transactions. - [Deactivate Member](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/deactivate-member.md): Learn to remove the Members of your organisations. - [Filter & Search Members](https://docs.coinshift.xyz/business/coinshift-walkthrough/member-management/filter-and-search-members.md): Refine members based on their status. - [Supported Wallets](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets.md): Explore Coinshift's supported wallets and pick the one that best suits your needs. - [Hardware Wallet Support](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets/hardware-wallet-support.md): Guidance for Ledger and Trezor users. - [Prerequisite](https://docs.coinshift.xyz/business/coinshift-walkthrough/supported-wallets/hardware-wallet-support/prerequisite.md): Setting up your device for accessing Coinshift. - [Settings](https://docs.coinshift.xyz/business/coinshift-walkthrough/settings.md): Manage your organisation’s settings. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.coinshift.xyz/business/coinshift-walkthrough.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.