Portfolio & Analytics Guide
Master your investment tracking and performance analysis with comprehensive portfolio management tools. Whether you're a participant tracking your presale investments or a creator managing multiple projects, this guide covers everything you need to effectively monitor and analyze your TokenPresale platform activities.
Portfolio Dashboard Overview
Your portfolio dashboard serves as the central hub for tracking all your presale activities, investments, and performance metrics. The dashboard provides real-time updates and comprehensive analytics to help you make informed decisions.
📊 Investment Summary
Get a quick overview of your total investments, current value, and overall performance across all presales.
- Total Invested: Sum of all XIAN tokens you've invested across presales
- Current Portfolio Value: Real-time valuation of your token holdings
- Unrealized Gains/Losses: Performance tracking before token claims
- Active Participations: Number of ongoing presales you're involved in
🎯 Active Presales
Monitor all presales you're currently participating in with real-time progress updates.
- Presale Progress: Visual progress bars showing funding completion
- Your Allocation: Percentage of total presale you own
- Time Remaining: Countdown to presale completion
- Expected Tokens: Projected token allocation upon completion
💰 Token Holdings
Track all tokens you've received from completed presales and their current status.
- Claimed Tokens: Tokens already distributed to your wallet
- Pending Claims: Tokens ready for claiming from completed presales
- Token Values: Current market values where available
- Liquidity Status: Information about token trading availability
Viewing Your Presale Participations
The participation tracking system provides detailed information about every presale you've joined, from initial investment to final token distribution.
Accessing Your Participations
- Navigate to your portfolio dashboard from the main menu
- Click on the "My Participations" tab or section
- Use filters to view specific categories (Active, Completed, Cancelled)
- Sort by date, investment amount, or presale status
Understanding Participation Details
Each participation entry provides comprehensive information about your investment:
Investment Information
- Amount Invested: XIAN tokens contributed
- Investment Date: When you participated
- Transaction Hash: Blockchain confirmation
- Presale Price: Token price at time of investment
Allocation Details
- Token Allocation: Number of tokens you'll receive
- Allocation Percentage: Your share of the total presale
- Vesting Schedule: Token release timeline (if applicable)
- Claiming Status: Whether tokens are ready to claim
Presale Status
- Current Progress: Funding completion percentage
- Time Remaining: Days/hours until presale ends
- Minimum Reached: Whether soft cap was achieved
- Final Status: Success, failure, or cancellation
Portfolio Troubleshooting
Common issues and solutions for portfolio and analytics features:
❓ Portfolio Value Not Updating
- Check your internet connection and refresh the page
- Verify that presales have completed and tokens are distributed
- Clear browser cache and cookies for the platform
- Contact support if values haven't updated after 24 hours
❓ Missing Participation Records
- Verify you're logged into the correct wallet address
- Check if the presale is still processing or was cancelled
- Look for the transaction hash in your wallet history
- Use the "Sync Wallet" feature to refresh your data
❓ Analytics Not Loading
- Ensure you have sufficient participation history (minimum 3 presales)
- Check if you're using a supported browser version
- Disable ad blockers that might interfere with charts
- Try accessing analytics during off-peak hours
Next Steps
Now that you understand portfolio management and analytics, explore these related topics: