> For the complete documentation index, see [llms.txt](https://docs.coinshift.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coinshift.xyz/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20.md).

# Token Portfolio Tracking (ERC-20)

View your entire on-chain treasury assets in real-time, across multiple accounts and networks that [Coinshift](https://coinshift.xyz/) supports.

Key insights provided by the token portfolio tracking section include

* Aggregate balance, and breakdown of assets (stablecoins, ETH, governance/native tokens, and others)
* Token balances per account
* Token balances per network
* Token balances per categories (i.e in stablecoins, ETH & BTC, others)
* Last-fetched prices (real-time or near real-time)
* Enhanced graphical and visual representations
* Ability to hide tokens with USD balance < $0.01

<figure><img src="/files/cgwhsaWZLqusgc3vzHy1" alt=""><figcaption></figcaption></figure>

Follow the below steps to understand and refine the portfolio data under various categories:

## Step 1: Go to Portfolio

Navigate to the **Portfolio** section on your dashboard. Upon arrival, the interface will display the aggregate balance and breakdown of assets in [stablecoins](https://www.bitcoin.com/get-started/what-are-stablecoins/), [ETH](https://www.coingecko.com/en/coins/ethereum), and others by default.

<figure><img src="/files/VkpHu4xenfg1BWbCFR6w" alt=""><figcaption></figcaption></figure>

## Step 2: Filter Options

The portfolio section offers four filtering options for users to further refine their organisation's data in each category:

* Tokens view
* Categories view
* Accounts view
* Networks view

<figure><img src="/files/3Rppe9LMRcAvCoKXMsMO" alt=""><figcaption></figcaption></figure>

### Step 2a: Viewing data by Token

To display data by token, choose the **Tokens view** option from the drop-down menu.&#x20;

The application will present an overview of all assets within the portfolio, including network, current price, token balance, fiat balance, and percentage value.

<figure><img src="/files/IGNp9LsTXdqEwpOEGusK" alt=""><figcaption></figcaption></figure>

Switch to the chart view to observe token statistics displayed in a bar chart.

<figure><img src="/files/BM4e6wr386tgH9LukLBS" alt=""><figcaption></figcaption></figure>

### Step 2b: Viewing data by Categories

To organise data based on categories (stablecoins, ETH & BTC, others), select the **Categories view** from the drop-down menu.&#x20;

<figure><img src="/files/vNxyOktyMwZv954PfdmK" alt=""><figcaption></figcaption></figure>

Click on the chart view to see the desired data in a bar chart format.

<figure><img src="/files/CIdntLckO5yUvWS46MzU" alt=""><figcaption></figcaption></figure>

### Step 2c: Viewing data by Accounts

Choose the **Accounts view** from the drop-down menu to categorise data according to individual accounts.&#x20;

This option provides a summary of each account, covering essential details such as account name, associated network, balance, tokens, threshold, and more.

<figure><img src="/files/uui3LoeKHNbKjWbX8zpN" alt=""><figcaption></figcaption></figure>

To display the account information in a graphical format, switch to the chart view.

<figure><img src="/files/eiOJgkBfguTfDX0RhTDN" alt=""><figcaption></figcaption></figure>

### Step 2d: Viewing data by Network

To organise data based on network holdings, select the **Networks view** from the drop-down menu.&#x20;

This will showcase the organisation's data according to user holdings across various networks.

<figure><img src="/files/pzYLOGePD1TTw3y49Zs9" alt=""><figcaption></figcaption></figure>

Similarly, you may opt for the chart view to visualise the organisation's data related to the different networks supported by Coinshift.

<figure><img src="/files/fT1OJyyCzPt7NiROq5E8" alt=""><figcaption></figcaption></figure>

## **Step 3: Filter by specific token**

To view your portfolio data for specific tokens, utilise the highlighted option below to apply the desired filter.

<figure><img src="/files/b6bvA2gxJszU16dxNGBG" alt=""><figcaption></figcaption></figure>

## **Step 4: Hide balances less than $0.01**

Utilise the below-highlighted option if you do not wish to see the tokens with balances less than $0.01.

<figure><img src="/files/xoyKmFVG2MreZpLjs8Q7" alt=""><figcaption></figcaption></figure>

Read the next article to learn [how to manually add additional tokens](/business/coinshift-walkthrough/portfolio-management/token-portfolio-tracking-erc-20/add-additional-tokens.md) such as your project governance tokens.&#x20;