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Searching and sorting assets in a portfolio
Quad Team avatar
Written by Quad Team
Updated over 2 years ago

Overview

This option will allow you to locate any asset simply by following the steps below.

Details

To quickly search for any of your digital assets, simply navigate to the Dashboard tab, locate the Portfolio Overview section, and use the search bar under your topline account snapshot. Quadency’s smart search allows you to use asset name or abbreviation and updates in real-time as you’re typing.

Also in the Portfolio Overview section, there are quick sort options enabled by clicking on any of the column headers: Asset, Amount, Price, Value, and 24-Hour Changes. 

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