Unified Portfolio View

At Satoshi Safe, the Unified Portfolio View simplifies your asset management by offering an elegant and comprehensive look at your entire crypto portfolio from the first day of import. This unified view is designed to provide you with a clear narrative of your financial journey in a single glance.

Understanding the Unified Portfolio View

• Chart Overview: The primary view is a dynamic chart that traces the balance of your portfolio over time. This visual representation offers a historical perspective of your assets' performance since the inception of your safe.

• Data Integrity: We ensure complete and accurate representation of your assets by using the best data sources available, meticulously sourcing information from all connected Gnosis Safes.

• Asset Categorization: Toggle between three distinct asset categories: 'Chart', 'Wallet Assets', and 'Staked Assets'. Each category is tailored to provide specific insights into different segments of your holdings.

Refresh Rates and Access Control

• Portfolio Refreshes:

  • Free Plan: Users receive 1 portfolio refresh per day.

  • Basic Tier: Offers unlimited daily portfolio refreshes for the most timely and accurate data monitoring.

  • Pro Plan: Offers unlimited daily portfolio refreshes for the most timely and accurate data monitoring.

  • Automatic Nightly Refresh: All plans benefit from an automatic refresh of portfolio positions at midnight each day, ensuring that you start each day with the latest data.

• Read-Only Portfolio Addresses: Starting with the Basic Tier Plan, users can add read-only portfolio addresses. This feature enhances security by allowing view access without transaction capabilities.

Chart Features

• Daily Snapshot: By hovering over the chart, you can see the total value of your portfolio for any given day, allowing you to track changes and growth over time.

• Time Range Picker: Choose a time range where you'd like to analyze the performance of your portfolio.

Thank you for choosing Satoshi Safe for your portfolio management. We are dedicated to providing you with a clear, accurate, and reliable overview of your investments and look forward to enhancing our service with more advanced functionalities in the future.