Balances — General
Access prerequisites
- Permission (module):
manageCorporateAccount - License/Feature: Crowdfunding data in this tab depends on the
CROWDFUNDINGfeature. - Menu container: GENERAL → Dashboard group → Balances (tab General)
What it is / when to use
Consolidated tab of the Balances panel. It brings together, in a single view, the total amount held in custody for each asset class (Crypto, Tokenization, Investments, Crowdfunding), the number of holders, and the movements. It is the executive "everything in one place" view.
Filters and columns
| Indicator / Chart | What it shows | Data source |
|---|---|---|
| Crypto — total and holders | Total value in crypto (converted by quote) and number of users with holdings | cryptosGeneralBalance × USD quote |
| Tokenization — total and holders | Total in issued tokens and holders | tokensGeneralBalance × quote |
| Investments — total | Total in investment shares (and settlements) | investmentsGeneralBalance × quote |
| Crowdfunding — total and users | Total raised in crowdfunding shares and number of users | GeneralCrowdfundingBalance + quantityUser |
| Total by crypto (pie) | Distribution by asset (e.g.: BTC, BNB, GLMR, ETH) | totalInCrypto per asset |
| Total by tokens (pie) | Distribution by token (e.g.: ATH, USDT, BRL) | totalInCrypto per token |
| Monthly movements | Crypto × Tokenization over the months | allCryptoMovementsByMonth / allTokensMovementsByMonth |
| Purchases (shares) | Investments × Crowdfunding | consolidated statistics |
Business rules / considerations
Attention
- Fiat total depends on the quote. The consolidated value for each class is
balance × USD quote. Without a quote for the asset, the multiplier becomes 1 and the "total" reflects units, not value — distorting the overall consolidated figure. - Crowdfunding only appears with the feature enabled and counts, in movements, only the current month.
- Financial values: totals in
BigNumber, without rounding. - Balance is never zero by default: absence of value indicates loading/error, not a real zero balance.