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Searching and sorting assets in a portfolio
Quadency Customer Service avatar
Written by Quadency Customer Service
Updated over a week ago


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


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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