Digital Asset Manager Portal: View and Compare Assets

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Introduction to Digital Asset Manager Portal

After connecting to your digital assets using your Ripple account or another digital asset provider, you can view your fiat and digital (cryptocurrency and stablecoin) liquidity side by side in a unified view using the Digital Asset Manager portal. You can add or remove widgets to customize your portal, however your Digital Asset Manager portal comes pre-populated with widgets that let you evaluate your fiat and digital assets.

Add Digital Asset Manager Portal

Refer to Homepage: Personalize for instructions on creating a new portal.

  1. When you create your portal, select Digital Assets as the new portal type.

    Portal List - select.png

  2. Your new Digital Asset Manager portal opens with the following pre-populated widgets:

    • Liquidity Overview

    • Cash by Bank

    • Cash by Currency

    • Digital Assets by Provider

    • Liquidity by Counterparty

    • Digital Asset Transfers

Liquidity Overview Widget

The Liquidity Overview widget compares the cash and digital asset balances. You can select the currency to show balances in for comparison and whether you want to show balances for today, yesterday, or the last seven days.

At the top, you select:

  • Whether to show all assets, only digital assets, or only fiat (government-issued) currency

  • Currency to show balances in for comparison

  • Whether you want to show balances for today, yesterday, or the last seven days.

This widget has three summary cards:

  • Total: Total balance of cash and digital assets combined. This shows the percentage change over the last 24 hours and a stacked bar chart for cash (blue) and digital assets (green).

  • Cash: Fiat currency total. This shows the total balance in a single currency for comparison and a distribution bar by actual currency.

  • Digital: Digital assets total. This shows the total value in fiat currency for comparison, a 24-hour change percentage, and a distribution bar by digital asset token.

At the bottom of the widget are two cards that allow you to connect additional digital asset accounts:

Cash by Bank Widget

The Cash by Bank widget lists each bank connected to your Ripple Treasury Platform with the bank total cash balance and percentage of total cash. Select the arrow next to any bank name to expand it and view your individual accounts with their balances.

Cash by Currency Widget

The Cash by Currency widget shows your cash broken down by currency. Use the icons at the top right of the widget to change the widget format to table view, bar chart view, or donut view. Every time you switch between views, it refreshes your data.

Digital Assets by Provider Widget

The Digital Assets by Provider widget shows your digital asset holdings grouped by digital asset provider. Select the arrow next to any provider to expand or hide the individual digital asset account or vault accounts with the token type, units held, value in the selected fiat currency, and percentage of total digital assets.

Liquidity by Counterparty Widget

The Liquidity by Counterparty widget shows total liquidity broken down across all counterparties (banks and digital asset custodians) in a single view.

The widget shows:

  • Horizontal stacked bar chart showing the percentage breakdown by counterparty

  • Table that shows the counterparty name, type (bank or custodian), balance in selected currency, and percentage of total assets.

  • Total liquidity sum beneath the table

Digital Asset Transfers

The Digital Asset Transfers widget shows a summary of digital asset transfers made from Ripple Treasury. You can also initiate digital asset transfers here.

At the top, you select:

  • Whether to show all assets or only a single type of digital assets.

  • Currency to show asset balances in for comparison.

  • Which digital asset custodian to show.

  • Whether you want to show balances for today, this week, this month, or the last 30 days.

The widget shows the number and amount of digital asset transfers that are completed or in progress.

Additional actions: