Track your memberships, monitor performance, and optimize your IP collection
Navigate to your memberships by clicking "Memberships" in the main navigation or the dashboard sidebar. You can also go directly to:
ipx.exchange/dashboardYour memberships dashboard has several key sections:
Toggle between Grid View (visual cards for each holding) and Table View (detailed spreadsheet format) using the view toggle in the top-right corner of the holdings section. Table view is better for comparing metrics across many holdings, while grid view gives a quick visual overview.
The combined current market value of all your token holdings, calculated by multiplying each token quantity by its current price. This updates in real-time as prices change.
Your total gains or losses across all holdings. Calculated as current collection value minus total amount contributed. Shown as both a dollar amount and percentage. Green indicates a gain, red indicates a loss.
A pie or donut chart showing what percentage of your collection each token represents. Helps you identify concentration risk — if one project dominates your collection, you may be overexposed.
A line chart showing your total collection value over different time periods: 24h, 7d, 30d, 90d, 1y, and all-time. Helps you understand trends and evaluate your membership strategy.
Total member rewards you've received across all projects. Broken down by project and time period. This is separate from trading gains — it represents actual income from IP performance.
Click on any token in your collection to see detailed information about that specific holding.
IP memberships carry unique risks — a film might underperform, a music release could flop, or a project might face production delays. By spreading your memberships across multiple projects and categories, you reduce the impact of any single project's failure.
Spread memberships across different IP types: Film, Music, Digital Content, Gaming, and Publishing. Each category has different risk profiles and revenue timelines.
Example: 30% Film, 25% Music, 20% Digital Content, 15% Gaming, 10% Publishing
Balance between pre-production (higher risk, higher potential), in-production (moderate risk), and revenue-generating (lower risk, proven rewards) projects.
Example: 40% Revenue-generating, 35% In-production, 25% Pre-production
A common rule of thumb: no single project should represent more than 15-20% of your total collection. For high-risk early-stage projects, consider limiting exposure to 5-10%. If your allocation chart shows heavy concentration, it's time to rebalance.
Go to your memberships dashboard and click the "Alerts" tab, or click the bell icon next to any token in your holdings. You can also access notification settings from your profile settings.
Set alerts for specific price thresholds:
Choose how you want to be notified:
Over time, some tokens will appreciate more than others, causing your allocation to drift from your target. Rebalancing brings your collection back in line.
Check the allocation pie chart on your dashboard. Compare it to your target allocation. If any single position has grown to represent more than your target percentage, it may be time to trim and redistribute.
Look for tokens that have significantly outperformed (overweight) or underperformed (underweight) relative to your target. A holding that's grown from 10% to 30% of your collection might be worth trimming, while an underweight holding in a strong project could be worth adding to.
Sell portions of overweight holdings and use the proceeds to get underweight ones. Use the IPX Marketplace for transfers, or sell back to the bonding curve. Consider gas costs (minimal on Base L2) and tax implications before rebalancing.
This is general information only and does not constitute tax advice. Tax laws vary by jurisdiction and change frequently. Consult a qualified tax professional for guidance specific to your situation.
IPX provides a downloadable CSV of all your transactions including buys, sells, and member rewards. Navigate to Settings > Tax & Reporting to generate your transaction history for any date range.
Check your memberships at least once a week. Look at overall performance, any major price moves, and project updates from creators.
Define your ideal allocation across categories and stages. Use it as a benchmark when rebalancing.
Set meaningful alerts at key price levels rather than alerting on every small move. Too many alerts leads to alert fatigue.
Export transaction history quarterly. Good record-keeping makes tax reporting much simpler.
Review allocations every 3 months and rebalance if any position has drifted more than 5% from target.
Follow project updates, read creator announcements, and join community discussions for your holdings.
Problem: Your total collection value doesn't match what you expected.
Collection values are calculated in real-time based on current market prices:
Problem: A token you purchased doesn't appear in your holdings.
This could happen for several reasons:
Problem: Your performance numbers don't seem to add up.
Performance is calculated based on your cost basis:
Problem: The CSV export is not working or the file is empty.
Try these fixes:
Our support team can help with any membership questions