This help page introduces the "Portfolio" feature, which allows you to group and manage multiple wallets.
Table of Contents
2-1. When Not Logged In
2-2. When Logged In
1. What is a Portfolio?
By adding your wallets to a portfolio in defitact, users who utilize multiple wallets for DeFi transactions can manage them all in one place. In the example below, seven wallets have been added to a portfolio named "defitact test".
① Shows the wallet addresses that have been added to this section.
② From the menu, you can switch between views such as Dashboard, Transactions, and Analytics.
③ This is the dashboard. The net worth, token allocation, and service allocation of the wallets added to this portfolio are displayed. You can also check by chain.
2. How to Create a Portfolio
2-1. When Not Logged In
How to Create a Portfolio by Searching for a Wallet Address
▼ First, open the defitact page and enter the wallet address you want to add to the portfolio.
▼ When you search for the wallet address, the information within the wallet address is displayed on the dashboard as shown below. You can check the market value and assets by chain. If you want to add this wallet to a portfolio, click "Create portfolio" in the top right.
▼ If you are not logged in, the following screen will be displayed. Please create a free account or log in with a pafin account (used for defitact, cryptact, or fintact) before creating a portfolio.
How to Create a Portfolio by Connecting Your Wallet
▼ You can also connect your wallet and add it to a portfolio.
▼ Please connect your wallet.
▼ As an example, MetaMask wallet has been connected. The information in the wallet is displayed on the dashboard. If you want to add this wallet to a portfolio, click "Create portfolio".
▼ If you are not logged in, the following screen will be displayed. Please create a free account or log in with a pafin account (used for defitact, cryptact, or fintact) before creating a portfolio.
Once you have registered or logged into your account, please proceed to "2. When Logged In".
2-2. When Logged In
▼ When you go to the defitact page (https://www.defitact.com/) while logged in, the following screen will be displayed if no portfolio has been generated. Click "Create portfolio".
How to Create a Portfolio by Connecting Your Wallet
▼ Enter the name of the portfolio. If you want to connect your wallet, click "Connect Wallet" and connect it through the "Connect Wallet" pop-up window.
▼ Once the wallet connection is complete, the wallet address will be added to the list on the right. Note that you cannot connect multiple wallets simultaneously. If you wish to add another wallet via connection, disconnect the previously connected wallet first. Disconnecting will not remove the wallet from the list.
▼ If you want to remove a previously added wallet, click the ⊖ next to the address.
How to Create a Portfolio by Searching for a Wallet Address
▼ If you know the wallet address, you can add it by entering it in the search bar.
▼ You can also add the wallet by clicking the ⊕ next to the recently viewed wallet.
▼ Once all the wallets you want to add are added to the portfolio, click "Create portfolio".
▼ The portfolio has been created. In this example, two wallets have been added to the portfolio named "defitact test". The transaction history of the two wallets is reflected in the Dashboard, Transactions, and Analytics page.
3. Manage Portfolios
▼ If you want to add another wallet to the created portfolio or delete an already added wallet, you can do so from "Manage portfolios."
▼ By clicking the edit icon, you can edit the relevant portfolio, such as renaming the portfolio or adding/removing wallets.
▼ Clicking the trash icon will allow you to delete the relevant portfolio.
4. Create Another Portfolio
▼ To create another portfolio, click the downward arrow next to the name of the created portfolio and select "Create portfolio."
▼ The portfolio creation screen will be displayed. As mentioned above, you can add wallets by connecting, searching, or selecting from recently viewed wallets.
▼ Wallet addresses can also be searched from the search bar at the top of the screen.
▼ If you want to add the searched wallet to a new portfolio, click the "Add to portfolio" button on the right side of the screen and then click "Add to new."
▼ If you want to add this wallet to an existing portfolio, click "Add to portfolio" on the right side of the screen and check the existing portfolio to add it.