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Viewing Your Portfolio

The portfolio page shows all your assets across every network where you have a Kleidi wallet deployed.

Dashboard Overview​

When you open the app and connect your wallet, you land on the portfolio dashboard.

[Screenshot: Portfolio dashboard showing total balance and asset breakdown]

Here's what you see:

Total Balance​

Your net worth across all networks, calculated in USD. This updates automatically as prices change.

Network Breakdown​

Assets grouped by network:

  • Ethereum
  • Base
  • Optimism

Each network shows its own total and list of tokens.

[Screenshot: Network tabs showing Ethereum, Base, Optimism balances]

Asset List​

Every token you hold, including:

  • Native tokens (ETH)
  • ERC-20 tokens
  • Vault positions (like Morpho or Moonwell)
  • Staking positions

[Screenshot: Asset list showing token names, amounts, and USD values]

Refreshing Balances​

Balances update automatically every 15 seconds, but you can force a refresh anytime.

Click the refresh icon in the top right of the portfolio section.

[Screenshot: Refresh button location]

This is useful after:

  • Sending a transaction from another wallet
  • Executing a scheduled proposal
  • Depositing funds

Multi-Chain View​

If you have Kleidi wallets on multiple networks, you can:

Switch between networks using the network tabs at the top.

See combined total across all networks in the header.

[Screenshot: Multi-network view showing total and per-network breakdowns]

Understanding Token Values​

USD prices come from Chainlink price feeds when available. If there's no price feed for a token, it shows the token amount without a USD value.

Vault tokens like Morpho vault shares show the underlying value, not the share amount.

Staking positions include both your staked amount and any pending rewards.

Supported Token Types​

The portfolio automatically detects and displays:

  • Native ETH on each network
  • ERC-20 tokens with standard interfaces
  • Morpho vault positions
  • Moonwell lending positions
  • Other vault tokens that follow standard interfaces

If you have a token that's not showing up, it might not have the standard interfaces Kleidi looks for.

What You Can't Do Here​

The portfolio is view-only. You can't:

  • Send transactions directly from this page
  • Swap tokens
  • Add or remove assets

To move funds or interact with your assets, use the Transactions page.

Common Questions​

Why isn't my token showing up?

Check that:

  • You're connected with a signer address
  • You're looking at the correct network
  • The token has a standard ERC-20 interface
  • You've refreshed recently

The USD value seems wrong

Price data comes from Chainlink. If a token doesn't have a Chainlink price feed on that network, we can't show a USD value. The token amount will still be correct.

Can I hide small balances?

Not yet, but we're considering adding this feature. For now, you'll see everything in your wallet.

Do I need to add tokens manually?

No. The app automatically finds all tokens in your Safe. Just refresh if you've recently received something new.