Using the MMI Portfolio Dashboard

One of the most powerful features of MMI is its professional-grade dashboard. In this article, we review and break down all the functionality included.

 

Navigation

The Dashboard is built using an intuitive tabbed format across the top menu bar; this article will follow the tabs, left to right, and finally the Settings menu, accessible at the far right side of the bar:

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Portfolio View

The first tab, Portfolio, features an overview of the current balances of the accounts that you manage through MMI (likely much higher balances than the ones shown in our test wallet 😎):

 

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One of the nice things about this tool is that it allows you to customize the account balance information displayed. This is done through the use of the two drop-down menus on the upper right, the accounts selector and the network selector:

 

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In this image, we only have one account under management with MMI, but you're likely to have several; and by using the tickboxes in the dropdown, you can choose which accounts' information you wish to display. 

Note the handy 'copy' button for the account address present in the menu, as well!

Using both the accounts selector and the networks selector in conjunction provides you with even more power and flexibility to dive into the current state of the assets in MMI:

 

PortfolioNetworksDropdown.png

This filters the transactions shown in the dashboard, to provide account- and network-specific breakdowns to asset owners. On the level of analysis, visibility into the performance of several accounts across the same network, and then multiple networks, can offer vital insights.

 

Swaps

That's right, the MetaMask Swaps product that the ecosystem has come to rely on for its prices and liquidity analysis is available right from MMI's dashboard. Clicking on the Swaps tab will bring up a modal for you to choose the network and account for your swap:

 

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Once you've done that, click the blue 'Open Swaps' button, and the Swaps feature will open in a new tab (and if you haven't logged into MMI's extension in a while, you'll be prompted to enter your password--this helps keep you and your accounts' secrets safe):

 

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From here, it's a fairly straightforward process; you choose the token you hold, and the token you'd like to acquire in exchange for it. 

Pro Tip: Don't see the token you're looking for? Check these parameters:

  • Are you on the network you intended to be on?
  • Is the token you want available on that network?
  • Is that the network on which you want to use the token?

If you still don't see the token, you may need to go to a third-party DEX or CEX to acquire it. Before you do, though, consider verifying the technical details of the token, specifically the smart contract that issues it, so that when it comes time to actually swap for them, you can be sure you're getting the right one.

 

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For more details on how to use MetaMask Swaps, check out our definitive User Guide over on the MetaMask Knowledge Base. 

 

Transactions

The Dashboard features a robust Transactions viewer. Both MetaMask and MMI are designed to maximize user security and privacy, and for this reason don't import historical transaction data into the application. The Transactions view has been designed to provide you with a detailled, contextual breakdown of the transaction history of the addresses under your management, still in a privacy-preserving way: if for some reason you needed to, you could revoke access permissions to the Dashboard dapp.

Additionally, the Transactions view offers a familiar historical format with the opportunity to 'click into' more detail--without the somewhat overwhelming technical UI of most block explorers.  

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While the product is fairly intuitive, there are some features, and some security concerns, worth pointing out:

  • The handy copy buttons--two overlapping rectangles mceclip6.png --allow you to copy the sending or receiving address, as well as the transaction hash itself.
  • Adjacent to the copy buttons, the 'link out' buttons--a box with an arrow pointing to the upper right mceclip7.png --will take you to the listing page for the corresponding address on Etherscan.
  • Keep a close eye on the text in the 'Incoming' column; in the screenshot above, you can see one entry that lists "+0.1940 ETH"; however, the other two entries with text feature messages from the sender encouraging you to visit a third-party URL to claim some sort of reward; these are highly likely to be scams of one sort or another, and under no circumstances are to be blindly trusted.
    • For more tips on this and other sorts of scams in crypto and web3, start here.

 

Snapshots

The Dashboard's Snapshots feature allows you to create an easy-to-share report showing the status of an account at a given moment in time. Currently, snapshots are available at weekly, monthly, and quarterly intervals:

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Note, again, the 'link out' and 'copy' buttons corresponding to each snapshot.

Keep in mind that these snapshots are not permissioned; anyone with the link will be able to see them. They won't be able to access the accounts or tokens held in them--as you can see in the upper left, snapshots are "read only", but the privacy of account owners needs to be kept in mind when handling these links.

 

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Settings

The final element on the Dashboard's navbar is the Settings menu. Within Settings, there are three tabs you can use to navigate: General, Privacy, and About & Support

Under General, you have a few simple options to configure the types of balances you see, and the fiat currency that is displayed where applicable: 


SettingsCurrencyDropdown.png

 

Under Privacy, you can configure whether you are sharing analytics with the MMI team (your feedback makes our product better!):

 

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Lastly, under Support, there are several helpful options:

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If you have any need to consult the details of MMI's Privacy Policy or Terms of Use, you can find them here.

  • MetaMask Institutional is a product of Consensys Software, Inc., which offers a number of additional products and services, including Infura, MetaMask, Truffle, Diligence, and a number of other projects. As such, the link above leads to Consensys' Privacy Policy and Terms of Use, respectively.   

If you need to contact Support, the third link down will take you to the following form to open a ticket: 

 

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This is an email-based ticketing system, so keep an eye on the email address you submit on the ticket for responses and updates.

 

Do you have feedback, suggestions, or a feature that could be improved or added? Our users are our greatest source of inspiration and motivation, so let us know; click on the 'Provide feedback' link to be taken to our feedback form, which looks like this:

 

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