Enhanced Account Dashboard & Details

We’ve significantly improved the experience for viewing and managing individual accounts:

• Single Account Dashboard

  • The account detail page now provides a comprehensive overview of each account, including:
    • Account and portfolio information, with clear labels and easy-to-read formatting.
    • Address display with copy and explorer buttons for quick access.
    • Real-time calculation of total account value in fiat, including 24-hour change tracking.
    • At-a-glance counts of unique assets and chains associated with the account.
    • A detailed asset table showing balances, values, and chain information.

• Details Sidebar

  • The sidebar for active accounts now offers:
    • Editable account details, including description, default portfolio, and wallet provider.
    • Account details such as total value, address, portfolio, etc.
    • Tabulated views of associated chains and asset holdings.

• Accounts Overview Page

  • The main accounts page now:
    • Lists all active accounts in a clean, tabular format.
    • The asset table for single accounts has been upgraded to:
      • Show detailed asset and chain information, including contract addresses and portfolio association.
      • Display live balances and fiat values, with aggregation and sorting.
      • Support for grouping, filtering, and status bar summaries.

Overall, these enhancements provide users with a more powerful, informative, and interactive dashboard for managing their accounts and assets, making it easier to track value, understand holdings, and perform account management tasks seamlessly.

Performance improvements for the Holdings dashboard and the wallet transactions grid

We have made performance improvements to the Holdings dashboard and the wallet transactions grid. These changes will provide a better user experience and faster response times, especially when working with large datasets. We also reworked the columns in the Holdings dashboard to maximize the amount of information displayed in a single row and the ability to quickly identify the networks across which a multi-chain token (e.g., USDC) is held. Users can click on any row to open a detailed view that breaks down the holding across networks, wallets, portfolios and contracts.

Custom asset pricing

We have added the ability to set custom pricing for assets in our platform. This allows users to configure their account so that the price of an asset tracks the price of a specific pair at one of the supported exchanges. If the default price discovery mechanism fails to find a price for a specific asset or for users with advanced needs, this feature provides a way to set a user-managed price for the asset. This provides users with more control over their calculations used to track their portfolio’s value and activity.

Portfolio settings

Our users now have the ability to manage their portfolios in a more efficient way. We have centralized all portfolio management needs in a single page, making it easier for users to manage them. Users can add new portfolios, edit existing ones, and delete them in the Portfolio settings page.

UX improvements for the settings page

We improved the settings page by introducing sub-sections for different management needs. This makes it easier for users to find the settings they need. User are now able to navigate between the different settings categories using the left sidebar. Additionally, we standardized the layout of all settings forms and widgets to make them more consistent and easier to navigate.