Portfolio Management
Last updated
Last updated
The Portfolio page serves as a comprehensive dashboard, providing users with a detailed overview of their asset holdings and key performance metrics. This essential tool helps users manage their NFT Checks efficiently.
The Portfolio dashboard provides users with insights into:
Total value locked
Total number of tokens managed
Amounts available to claim
Current tier status
By centralizing this information, users can easily monitor their financial situation, track changes in their portfolio, and make informed decisions about their assets.
In this example, the Vesting table is selected to display all Vesting Checks as NFT preview cards within the account. Users can:
Scroll through checks manually
Use the search bar to filter checks by name, serial number, or other defining features
Quickly identify checks that require attention
The search bar is particularly useful when managing large portfolios with many different checks.
To manage a specific check, users click the "Manage Check" button, which redirects them to its detailed portfolio management page. Here they can view additional information and perform specific actions using an intuitive interface that ensures seamless navigation and efficient asset management.
In this example, the user selects "Gnosis Safe Team Vesting" for management. The interface begins with a detailed overview of the check, displaying:
Check name
Status labels
Memo information
On the right, the user can access buttons to:
View the check on the blockchain explorer
View the NFT for closer inspection
The Details section provides an in-depth breakdown of key information, including:
Token type
Blockchain network
Collateral specifics
Other essential metrics
Further down, the Funding section offers a detailed summary of collateral data. In this case, the Claim Tokens table is selected, which includes information about:
Tokens unlocked
Tokens claimed
Tokens available to claim
Tokens remaining to unlock
Last claim date
Vesting progress
To claim tokens, users simply click the "Claim" button and follow the confirmation prompts in their connected wallet.
Adjacent to the claim section is the Claim History data, which provides a comprehensive record of all past claim activities for easy reference.
This intuitive layout ensures that users have complete visibility and control over their NFT Check details and actions, offering several key advantages:
Centralized Management: All NFT Checks in one location
Real-time Updates: Current vesting progress and available claims
Transaction History: Complete record of past activities
Simplified Claiming: One-click process to claim vested tokens
Comprehensive Data: All relevant details easily accessible
The Portfolio interface streamlines the management of token claims and enhances the overall user experience, making it simple to track and manage complex financial agreements represented as NFT Checks.
