Your portfolio
This guide will walk you through using your portfolio on INDX.
Prerequisites
Section titled “Prerequisites”You’ll need to own at least one CTF on INDX.
Overview
Section titled “Overview”Your portfolio dashboard provides a comprehensive view of all your INDX positions in one place. The main metrics displayed include:
- Total Deposited: The total amount you’ve invested across all positions
- Total Current: The current market value of your entire portfolio
- Overall Profit/Loss: Your total gains or losses, shown both in dollar amount and percentage
The dashboard shows your portfolio composition through a visual pie chart that displays the relative weight of each position by current value. Each position is color-coded and shows its percentage allocation within your overall portfolio.
Portfolio composition
Section titled “Portfolio composition”The portfolio composition chart provides a visual breakdown of your holdings, with each segment representing a different CTF position. The chart displays:
- Position names with their percentage allocation
- Current dollar values for each holding
- Color-coded segments for easy identification
This gives you an immediate understanding of how your investments are distributed and which positions make up the largest portions of your portfolio.
Token distribution
Section titled “Token distribution”When you select a specific position from your portfolio table, the chart switches to show the token distribution view for that particular CTF. This detailed breakdown displays:
- The underlying token composition of the selected position
- Percentage allocation of each token within that specific CTF
- Dollar values for each token component
- Total value of the selected position
You can select multiple positions to compare their token compositions side by side. This feature helps you understand the diversification within individual positions and across your portfolio.
Transactions
Section titled “Transactions”The transactions section provides a chronological history of your portfolio activity, including:
- Deposits: When you’ve added funds to positions, showing the amount and timestamp
- Withdrawals: When you’ve removed funds, with corresponding amounts and dates
- All transactions: A comprehensive view of your portfolio activity
Each transaction entry displays the specific CTF involved, the transaction amount, and when it occurred, giving you full transparency into your investment history.
Your positions
Section titled “Your positions”The positions table at the bottom provides detailed information about each CTF in your portfolio:
- Name: The specific CTF identifier and address
- Last deposit: When you most recently added funds to this position
- Principal: Your total invested amount in this position
- Current value: The present market value of your holdings
- Profit/Loss (USD): Dollar amount gained or lost on this position
- Profit/Loss %: Percentage return on your investment
- Sentiment: Current market sentiment indicator
- Actions: Buy and Sell buttons for quick trading access
Desktop only: Click on any row in this table to view the detailed token distribution for that specific position in the chart above. You can select multiple positions to compare their underlying compositions and better understand your portfolio’s diversification across different token types and strategies.
Congratulations!
You’re now ready to start using INDX to diversify your crypto portfolio.
Remember to always do your own research and invest responsibly.