# 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2Fa7YzC976Y2yGuQo9V707%2Ftoken%20portfolio%20tracking%20with%20categories.gif?alt=media&#x26;token=5b784e93-9319-40fc-a6c1-8b2bce136978" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FXGJyQLgBXLnLUCVyygMa%2Fimage.png?alt=media&#x26;token=4bf34c7a-dfaa-423b-94a9-75ec9b4541b2" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FshVDFK77mPwAFvrgyn3o%2Fimage.png?alt=media&#x26;token=b4f300d3-14f1-4e5e-9af3-1084a7959b9c" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2F2Zl2GDIEuJHVv6T02lVg%2Fimage.png?alt=media&#x26;token=b85199b1-6aa8-4748-9d73-27f345186918" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FExGkzvNwGPdMbiq5BK5y%2Fimage.png?alt=media&#x26;token=0fb23fab-8eb8-4ec1-b98b-2e851782f315" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FgKovxkQKmiCu9Wxdsk1l%2Fimage.png?alt=media&#x26;token=051a6c68-1c38-4a98-9d9f-b3fdac0412b6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2F8c8fVgbJ0bKN1hqngVGF%2Fimage.png?alt=media&#x26;token=9ab617f5-742a-494d-aee2-64272dd5d9fd" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FCY960WkgAyiSAwbwX9AE%2Fimage.png?alt=media&#x26;token=c410ed1a-9a44-46c5-9b6b-918b632abc11" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FkWcOGYwXUM5DFzCnXJMT%2Fimage.png?alt=media&#x26;token=ce313f91-4659-48d3-a9e8-a2ea9a37da4b" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2Fm5saUhJG7Ta1iSeJVkdM%2Fimage.png?alt=media&#x26;token=08d9094d-8a2e-4516-9fe5-840c8cc7919a" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FIjGzvPBzHQ6Fg9h6yJBo%2Fimage.png?alt=media&#x26;token=deec138d-12ad-4e2b-8522-f28462983784" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FjndXKmERFxnzrmcdUK8T%2Fimage.png?alt=media&#x26;token=c9c92d9c-fad6-435c-a045-877fa799ff7b" 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="https://4247754953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FL2VHMP4lgaamA0WWdSTX%2Fuploads%2FkJoH67VqQqfTk0pUnTjv%2Fimage.png?alt=media&#x26;token=0abca28e-f9bc-44b2-827b-059a04c0b45e" alt=""><figcaption></figcaption></figure>

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