Now that recommended setup has been completed, you can access a Portfolio Management Dashboard for oversight over all of your added wallets and exchanges.
 

This guide will aid you through the access and use of your Portfolio Management Dashboard on your portal as well as locating and managing your Balances. 

Follow the below steps after initial setup and wallet and exchange adding has been completed in order to access your Portfolio Management Dashboard: 

1. Sign in to your DAPL account.
2. Locate the menu and select the “Portfolio” dropdown and then select “Portfolio Management Dashboard” 
   
   
   
    
3. Once the Portfolio Management Dashboard has been selected, the following page will appear: 
   
   
   
    
4. This page depicts the the following: 
   - portfolio metrics, 
   - portfolio allocation, 
   - % portfolio allocation, top long crypto holdings, 
   - % top long crypto holdings, top short crypto holdings  
   - %top short crypto holdings.
   
    

5. In order to view your Balances follow the below steps: 
   
   There are two ways in which you can locate the balances page on your DAPL account. 
   Option a.) In the top right-hand corner, click on the profile icon and select “balances’ from the dropdown menu or, alternatively;
   
   
   Option b.)  click on the “Portfolio” tab on the menu on the left hand-side and select the “Balances” drop down. 
   
   
    

   A deeper dive into your Balances: What Information is Available?

   Once your accounts are linked, you will be able to view the following details for each exchange or blockchain wallet:

   Field	Description
   EXCHANGE / BLOCKCHAIN	The platform or network where the assets are held (e.g., Binance, Ethereum).
   CURRENCY	The specific asset being tracked (e.g., BTC, USDT, ETH, ZAR).
   ACCOUNT NO.	The unique identifier or account number associated with the exchange or wallet.
   FREE	The available balance that is not currently allocated to trades or transactions.
   USED	The portion of the balance that is currently allocated to open trades or locked for other purposes.
   INFLIGHT	Funds that are in transit, such as pending deposits or withdrawals.
   TOTAL	The sum of free, used, and in-flight balances.
   RESERVED	Funds that have been set aside for specific uses or obligations (e.g. fees)
   LAST UPDATED	The timestamp of the last data refresh for accurate tracking.
   HISTORY	A log of past transactions and balance changes. Click on the book in order to view log
   EMAIL	Notifications related to balance updates and important account changes.
   KYT	Compliance and risk monitoring (Know Your transaction) details, where applicable.

6. As detailed above, each of the below areas can be viewed on your balances page
   
   
    
7. Select the column header like “Exchange/Blockchain” or “Currency” to toggle between alphabetical (A–Z) and reverse-alphabetical (Z–A) order.
   
   Click the “Account no.”, “Free”, or “Total” headers to sort the balances in ascending (smallest to largest) or descending (largest to smallest) order.
   
    
8. External balances can be added or uploaded onto your DAPL account utilising the below functionality: 
   
   To add an external balance select the button as shown below: 
   
    
9. Once selected the below pop-up will be received: 
   
    
10. Fill in the applicable details of the external balance you would like to add within the fields displayed above. 
    
    To upload an external balance select the button as shown below: 
    
    
    
11. Once this has been selected the below pop-up will be received to facilitate the upload of an external balance: