📍Asset Management
Last updated
Last updated
In Asset Management, you are able to see the statistics and details of transactions of all your addresses. Scopescan can manage even off-chain investments such as equity or vesting tokens. And the metrics of all these assets could be calculated and visualized together.
Use the "Cash Flow" feature to visualize the combined transaction flow of all your addresses. You can filter by address, transaction type, specific tokens and time period to check your interested cash flow data. The inflow, outflow and netflow of addresses under selected conditions will be shown with details in the table.
Web 3.0 users usually have more than 1 wallet address and it could be confusing to check the balance or other data of all addresses. Scopescan provide an asset management feature to monitor all your addresses in just one place. Add your addresses in Scopescan, and all the balances and transactions in different addresses could be grouped together, which allows you to manage your portfolio and analyze your investments easily.
The login address you use is added by default.
Click the "Add" - Add a new address and fill in the Address and Remark. The address will be added to "My addresses" and remarks will be used to label the addresses in the other parts of Scopescan Asset Management.
If you want to Delete an address or Edit a Remark, just click the Delete button or Edit button as below.
The data in Asset Management covers all addresses under management and is synchronized automatically. If you want to check the holdings of one address instead of all managed addresses, you can enter the address details by clicking the address link.
Web 3 investors are not only interested in the tokens in the markets but also likely to invest in early stage projects. Scopescan provide functions to allow users to manage their off-chain investment as well as on-chain holdings.
Click on "Add a new investment" and fill in the basic information such as Project, Investment Type, Investment Time, Investment Value and Investment Amount. Then this investment will be recorded.
Project: the name of the invested project, it can either be on-chain project or off-chain project.
Investment Type: Equity or Token.
Investment Time: the specific date were the investment was confirmed. The investment time can be different from the day you add this record.
Investment Value: the value of the investment(USD).
Investment Amount: The amount of the investment. If the type is Equity, then the amount here is between 0% to 100%. If the type is Token, the amount is greater than 0.
With time passing by, the value of the investment will change and the investors might increase their exposure or exit the investment. To better record the investment, you can use the Update function to modify the investment details and keep track of your latest position changes.
Click the Update button of each Invested Project and there will be a few fields to fill in:
Update Type: there are 3 Update types: "Valuation Change", "Additional Investment" and "Investment Exit(Full/Partial)".
Update Time: the update time can be different from the day you update this record.
Latest Unit Price: The new unit price of the Investment. This field needs to fill in if the Update Type is Valuation Change, Additional Investment or Investment Exit(Full/Partial).
Additional Investment Amount: The Investment amount of the new additional investment. The unit is the % if the investment type is equity and the number of tokens if the type is token. This field needs to fill in if the Update Type is Additional Investment.
Exit Amount: If the amount equals to the current amount, it means you will fully exit this investment. The project will be moved to the Exited Projects tab after updating. This field needs to fill in if the Update Type is Investment Exit(Full/Partial).
The update history will be shown when you click the expand icon of the project in the off-chain investment section as below.
