The Treasury dashboard gives C-level executives, such as CEOs and CFOs, a high-level overview of the company’s portfolio within Cryptio. It provides a snapshot of asset performance, holdings, and financial insights, empowering executives with control and oversight. This article will guide you through the key components of the Treasury dashboard and how to navigate and utilize its features.

Accessing the Treasury Dashboard

To access the Treasury dashboard in Cryptio:

1. Navigate to the Cryptio platform.
2. Select Treasury from the left-hand navigation bar.

The dashboard serves as the home page for the application, and users redirected from other areas without a specified target will land here.

Key Sections of the Treasury Dashboard

The dashboard is organized into four main sections, each displaying critical financial and portfolio information:

1. Assets & Positions Dashboards

These dashboards provide detailed overviews of various asset categories:

• Liquid Assets: Displays the holdings and balances of liquid assets like stablecoins or easily tradable tokens.
• NFTs: For more details on how to navigate the NFT module, visit NFT module guide.
• DeFi Positions: Provides a summary of decentralized finance (DeFi) assets and allocations. More information is available in the DeFi module guide.
• Asset Clusters: Enables you to group assets for better analysis. Learn more in this guide.

2. Wallet, Exchange, and Custody Holdings

This section displays your assets broken down by wallet, exchange, and custody. It orders holdings by value, showing the asset breakdown within each wallet for easy analysis.

3. Unidentified Counterparties

Addresses that have yet to be identified are ranked by materiality. You can learn more about how to handle these counterparties by reading the Unidentified Counterparties report.

4. Tax Positions

This section summarizes key tax information, including unrealized gains and losses on your assets. It’s essential for staying compliant and informed on tax-related portfolio positions.

Features and tools available across the dashboard

The Treasury dashboard provides several tools to customize and manage your views:

• Filters: Apply filters to narrow down asset categories, wallet types, or other custom views.

• Breakdown by wallet: See the distribution of assets across different wallets.

• View by asset and wallet clusters: Choose to display data based on either asset clusters or wallet clusters, allowing for deeper analysis.

• Unselect: Quickly reset filters and selections for a clear view.

• Show significant assets: Highlight the most critical assets in your portfolio.

• Export data: Export customized data reports from the dashboard. For example:

  • Export wallet breakdowns from the Liquid Assets section.
  • Export the top wallet balances for specific wallet or asset clusters.

  💡 The exported data will reflect any applied filters, such as wallet clusters or significant assets.

Where does the data come from?

The Treasury dashboard aggregates data from across Cryptio to provide a complete and up-to-date view of your portfolio:

• Total portfolio value: A summary of your holdings at fair market value on a specific day.
• Unrealized gains and losses: Calculated based on the difference between acquisition costs and current market value.

Data updates: Data in the dashboard is updated daily or when sources such as pricing (via pricing provider) are refreshed.

By using the Treasury dashboard, C-level executives can stay informed about their company’s digital asset portfolio, enabling better decision-making and strategic oversight. For more information or questions, refer to additional resources in the Cryptio support center.