NES.TECH Documentation
  • 👋Welcome to NES.TECH
  • Overview
    • 💡What we do
  • SDKs Guide
    • 📪Kickstart with our SDKs
    • ⛓️Blockchain SDKs
      • 📌Solana SDK
        • ⛏️generateAccount
        • ⛏️getAccountFromSecretKey
        • ⛏️getBalance
        • ⛏️sendSOL
        • ⛏️mintNFT
        • ⛏️estimateTransferToken
        • ⛏️estimateMint
        • ⛏️estimateSOLTransfer
        • ⛏️estimateMintToken
        • ⛏️createToken
        • ⛏️transferToken
      • 📌EVM Chains SDK
        • ⛏️BulkNFT
          • 🔗deployContract
          • 🔗bulkMint
        • ⛏️NFT
          • 🔗deployContract
          • 🔗mint
          • 🔗convertToVLRY
          • 🔗VLRYToUSD
          • 🔗VLRYToCRYPTO
          • 🔗transferOwnership
          • 🔗transfer
          • 🔗estimateFee
            • 📌ERC20
              • ⛏️deploy
              • ⛏️mint
              • ⛏️transfer
            • 📌ERC721
              • ⛏️deploy
              • ⛏️mint
              • ⛏️transfer
            • 📌ERC1155
              • ⛏️deploy
              • ⛏️mint
              • ⛏️transfer
            • 📌Soulbound
              • ⛏️deploy
              • ⛏️mint
        • ⛏️Contracts
          • 🔗ERC20
            • 📌deployContract
            • 📌transfer
            • 📌mint
          • 🔗ERC721
            • 📌deployContract
            • 📌transfer
            • 📌mint
            • 📌approve
          • 🔗ERC1155
            • 📌deployContract
            • 📌transfer
            • 📌mint
            • 📌balanceOf
          • 🔗Soulbound
            • 📌deployContract
        • ⛏️Wallet
          • 🔗getBalance
          • 🔗sendEther
          • 🔗depositEther
          • 🔗checkIfAddress
        • ⛏️NFTMarketPlace
          • 🔗listNFT
          • 🔗buyNFT
          • 🔗getNFT
          • 🔗placeBid
          • 🔗transferNFT
        • ⛏️BlockchainInfo
          • 🔗availableBlockchains
          • 🔗availableContracts
      • 📌Tokenomics SDK
        • ⛏️createStake
        • ⛏️removeStake
        • ⛏️approveVolary
        • ⛏️transferVolary
        • ⛏️getBalance
        • ⛏️claimRewards
        • ⛏️addRewards
        • ⛏️swapVlry
        • ⛏️getSwapAmountVolary
      • 📌Storage SDK
        • ⛏️uploadToIPFS
        • ⛏️fetchMetadata
      • 📌Casper SDK
        • ⛏️generateWallet
        • ⛏️fetchWalletFromPrivateKey
        • ⛏️fetchAccountHash
        • ⛏️getBalance
        • ⛏️transferTokens
        • ⛏️deployNFTContract
        • ⛏️mintNFT
        • ⛏️mintFreeNFT
        • ⛏️checkNFT
        • ⛏️approveSale
        • ⛏️transferNFT
        • ⛏️getNftOwner
        • ⛏️bid
        • ⛏️startBidding
        • ⛏️closeBidding
        • ⛏️cancelAuction
        • ⛏️getUserData
        • ⛏️getNftInfo
        • ⛏️getContractDetails
        • ⛏️getWalletDetails
        • ⛏️checkPublicKey
        • ⛏️getAllAuctionNft
        • ⛏️transferWithRoyalty
        • ⛏️getPaymentAmounts
        • ⛏️transferPlaceBidAmount
      • 📌XY-Finance SDK
        • ⛏️getRecommendedTokens
        • ⛏️getQuote
        • ⛏️approveSwap
        • ⛏️executeSwap
      • 📌Wallet SDK
        • ⛏️createWallet
        • ⛏️getKeys
          • 🔗btc
          • 🔗evm
          • 🔗sol
          • 🔗near
        • ⛏️transfer
          • 🔗evm
          • 🔗sol
          • 🔗btc
          • 🔗near
        • ⛏️estimateFee
          • 🔗evm
          • 🔗sol
        • ⛏️txStatus
          • 🔗evm
          • 🔗sol
          • 🔗near
        • ⛏️getBalanceByMnemonic
          • 🔗evm
          • 🔗sol
          • 🔗btc
          • 🔗near
        • ⛏️chainBalances
          • 🔗evm
          • 🔗sol
        • ⛏️testChainBalances
        • ⛏️getTotalBalanceInUSDByAddresArray
          • 🔗evm
          • 🔗sol
        • ⛏️isAddress
          • 🔗evm
          • 🔗sol
        • ⛏️isPrivateKey
          • 🔗evm
          • 🔗sol
        • ⛏️isMnemonic
          • 🔗evm
      • 📌Explorer SDK
        • ⛏️getLatestTxsOfAddress
        • ⛏️getLatestTxs
        • ⛏️getTransferFromAddress
    • 🤖AI Guide
      • 📌Overview
      • 📌Face Recognition
        • ⛏️faceRecoRegisterUser
        • ⛏️faceRecoCompareFaceWithId
        • ⛏️faceRecoCompareFaceWithFace
      • 📌Check Toxicity
        • ⛏️checkToxicityImage
        • ⛏️checToxicityTest
      • 📌Caption and Tag Generator
        • ⛏️generateCaptionAndTagsFromImage
      • 📌Stable Diffusion
        • ⛏️stableDiffusionGenerateImage
      • 📌Image Similarity
        • ⛏️imageSimilarityTrain
        • ⛏️imageSimilarityTest
  • Template Library
    • 🛠️Get Started
    • 🕵️Technical Overview
    • 👷Smart Contracts
      • 📌ERC721
      • 📌ERC721A
      • 📌ERC1155
      • 📌Soulbound
      • 📌ERC6551
        • 📌Account
        • 📌Registry
      • 📌Fractional
      • 📌BiDirectionalPaymentChannel
      • 📌Swap
      • 📌ERC2981
      • 📌Flashloans
      • 📌Vault
      • 📌ERC884
      • 📌Play To Earn Contract
      • 📌Escrow
      • 📌UpgradableNFTContract
    • ⚖️Templates Library
      • 🥇Music Tracks/Album
      • 🥇Loyalty Point System
      • 🥇Real Estate Ownership
      • 🥇Artwork Authentication
      • 🥇Crowdfunding Platform
      • 🥇Social Tokens
      • 🥇Food and Recipe
      • 🥇Scientific Research
      • 🥇Educational Certification
      • 🥇Trading Cards
      • 🥇Digital Fashion
      • 🥇Bulk Digital Fashion
      • 🥇Governance Token
      • 🥇Content Licenses
      • 🥇Membership Cards
      • 🥇Bulk Membership Cards
      • 🥇Artifacts
      • 🥇Debt Instruments
      • 🥇Bulk Debt Instruments
      • 🥇Profit Sharing
      • 🥇Digital Souvenirs
      • 🥇Fractional Ownership of Intellectual Property
      • 🥇Digital Autographs and Signature
      • 🥇Bulk Digital Autographs and Signature
      • 🥇Film and Media Rights
      • 🥇Bulk Film and Media Rights
      • 🥇Sports Achievements
      • 🥇Bulk Sports Achievements
      • 🥇Digital Comics and Graphic Novels
      • 🥇Bulk Digital Comics and Graphic Novels
      • 🥇Proposals and Voting
      • 🥇Music Royalties
      • 🥇Gaming Royalties
      • 🥇Art Token Aggregation
      • 🥇Medical Token Aggregation
      • 🥇Charity Token Aggregation
      • 🥇Travel Token Aggregation
      • 🥇Time-Limited Access Tokens
      • 🥇Virtual Art Exhibition
  • KRYPTOKASE
    • 🛠️KryptoKase: Overview
    • 🕵️Technical Overview
    • 👷Functionalities
      • 📌Create Token
      • 📌Mint Token
      • 📌Transfer Tokens
      • 📌Airdrop Token
      • 📌Schedule Vesting
      • 📌Token Analytics
  • AERIE
    • 🏆Introduction
      • 📌Overview
      • 📌Use Cases
    • 📖User Guide
      • 📌Dashboard
      • 📌Managing Assets
        • 🔗Creating Assets
      • 📌Wallet Management
        • 🔗Overview
      • 📌Client Management
        • 🔗Adding Client
        • 🔗Managing Members
      • 📌Invoice Management
        • 🔗Managing Tickets
    • 📌Features
      • 🔗AI Image Generation
      • 🔗Portfolio Management
      • 🔗CDN Analytics
  • ROMULUS
    • Contracts
      • Dynamic NFT
      • Rental NFT
      • ERC 998
      • Fractional NFT
  • Layer 1
    • 🗡️DAG-EVM Hybrid Layer 1
    • ⛓️Setting up an RPC/RO Node
    • 👾Node Functions
      • 📍ftm.call()
      • 📍ftm.chainId()
      • 📍ftm.contract()
      • 📍ftm.currentEpoch()
      • 📍ftm.estimateGas()
      • 📍ftm.feeHistory()
      • 📍ftm.fillTransaction()
      • 📍ftm.filter()
      • 📍ftm.getAccounts()
      • 📍ftm.getBalance()
      • 📍ftm.getBlock()
      • 📍ftm.getBlockByHash()
      • 📍ftm.getBlockByNumber()
      • 📍ftm.getBlockNumber()
      • 📍ftm.getBlockTransactionCount()
      • 📍ftm.getBlockUncleCount()
      • 📍ftm.getCode()
      • 📍ftm.getCoinbase()
      • 📍ftm.getCompilers()
      • 📍ftm.getEvent()
      • 📍ftm.getGasPrice()
      • 📍ftm.getHashrate()
      • 📍ftm.getHeaderByHash()
      • 📍ftm.getHeaderByNumber()
      • 📍ftm.getHeads()
      • 📍ftm.getMaxPriorityFeePerGas()
      • 📍ftm.getPendingTransactions()
      • 📍ftm.getProof()
      • 📍ftm.getProtocolVersion()
      • 📍ftm.getStorageAt()
      • 📍ftm.getTransaction()
      • 📍ftm.getTransactionCount()
      • 📍ftm.getTransactionReceipt()
      • 📍ftm.icapNamereg()
      • 📍ftm.isSyncing()
      • 📍ftm.namereg()
      • 📍ftm.sendRawTransaction()
      • 📍ftm.signTransaction()
    • 🎫Admin Node Functions
      • 📍admin.addPeer()
      • 📍admin.addTrustedPeer()
      • 📍admin.exportChain()
      • 📍admin.getNodeInfo()
      • 📍admin.getPeers()
      • 📍admin.importChain()
      • 📍admin.removePeer()
      • 📍admin.removeTrustedPeer()
      • 📍admin.startHTTP()
      • 📍admin.startWS()
      • 📍admin.stopHTTP()
      • 📍admin.stopWS()
    • 📄Oracle Contracts
      • 📌Traffic Feed Contract
      • 📌Air Quality Feed Contract
      • 📌Football Player Feed Contract
      • 📌Stock Price Feed Contract
      • 📌Weather Feed Contract
      • 📌Crypto Price Feed Contract
      • 📌Random Number Contract
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On this page
  • Accessing the Portfolio Management Tool
  • Key Components of Portfolio Management
  1. AERIE
  2. Features

Portfolio Management

Last updated 9 months ago

Portfolio Management in Aerie provides users with robust tools to monitor, analyze, and manage their digital assets effectively. This feature is essential for users who actively engage in the creation, acquisition, and trading of NFTs (Non-Fungible Tokens) and other digital assets. The Portfolio Management interface offers a comprehensive overview of asset performance, enabling informed decision-making and efficient asset handling.

Accessing the Portfolio Management Tool

  1. Navigating to Portfolio Management:

    • From the main dashboard, locate the sidebar menu on the left.

    • Click on "Assets" to expand the submenu.

    • Select "Portfolio" to access the Portfolio Management interface.

Key Components of Portfolio Management

  1. Portfolio Overview:

    • The Portfolio Overview section provides a summary of the user's digital assets.

    • Key metrics such as total asset value, number of assets, and recent activity are displayed.

    • Users can quickly assess the overall performance of their portfolio at a glance.

  2. Statistics and Analytics:

    • Detailed charts and graphs visualize asset performance over time.

    • Users can track the value of their portfolio, identify trends, and analyze historical data.

    • Metrics such as asset value changes, transaction history, and performance indicators are available.

  3. Asset Details:

    • The Asset Details section provides in-depth information about individual assets.

    • Users can view metadata, ownership details, and transaction history for each asset.

    • Options to transfer, sell, or manage specific assets are accessible from this section.

  4. Watchlist:

    • Users can add assets to their watchlist for easy monitoring.

    • The watchlist helps keep track of assets of interest, whether they are owned or not.

    • Alerts and notifications can be set up for significant changes in watchlisted assets.

  5. Wallet Integration:

    • Seamless integration with connected wallets allows users to manage assets directly.

    • Users can view wallet balances, recent transactions, and overall wallet health.

    • Supported wallets include Ethereum, Solana, Binance Smart Chain, and more.

  6. Transaction Management:

    • The Transaction Management section lists all recent transactions related to the user's portfolio.

    • Users can view transaction details such as type, amount, date, and status.

    • Options to export transaction data for record-keeping or analysis are available.

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