Track investments, monitor performance, and optimize your IP holdings
Navigate to your portfolio by clicking "Portfolio" in the main navigation or the dashboard sidebar. You can also go directly to:
ipx.exchange/dashboardYour portfolio 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 portfolio value minus total amount invested. Shown as both a dollar amount and percentage. Green indicates profit, red indicates loss.
A pie or donut chart showing what percentage of your portfolio each token represents. Helps you identify concentration risk — if one project dominates your portfolio, you may be overexposed.
A line chart showing your total portfolio value over different time periods: 24h, 7d, 30d, 90d, 1y, and all-time. Helps you understand trends and evaluate your investment strategy.
Total revenue share distributions 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 portfolio to see detailed information about that specific holding.
IP investments carry unique risks — a film might underperform, a music release could flop, or a project might face production delays. By spreading your investments across multiple projects and categories, you reduce the impact of any single project's failure.
Spread investments 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 upside), in-production (moderate risk), and revenue-generating (lower risk, proven returns) 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 portfolio. 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 portfolio 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 portfolio 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 position that's grown from 10% to 30% of your portfolio might be worth trimming, while an underweight position in a strong project could be worth adding to.
Sell portions of overweight positions and use the proceeds to buy underweight ones. Use the IPX DEX for secondary market trades, 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 revenue distributions. Navigate to Settings > Tax & Reporting to generate your transaction history for any date range.
Check your portfolio 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 portfolio value doesn't match what you expected.
Portfolio 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 profit/loss numbers don't seem to add up.
P&L 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 portfolio questions