User Manual

Asset Management

Last updated March 28, 2026 · Super Admin

Asset Management

The Asset Registry provides a catalog of every token and coin discovered across your connected wallets, with tools for classification, spam management, and per-asset configuration.

Asset Registry

Navigate to Settings → Asset Registry to view and manage all discovered assets. Each entry shows:

![Asset registry with classification and spam status](../../../assets/screenshots/asset-registry.png)

  • Name and symbol (e.g., "Ethereum — ETH")
  • Chain (which blockchain network)
  • Contract address (for tokens; native coins don't have one)
  • Classification (native token, ERC-20, stablecoin, NFT, LP token, wrapped)
  • Total quantity held across all wallets
  • Current FMV
  • Spam status (clean, flagged, or manually overridden)

Asset Actions

From the asset registry you can:

  • Search and filter assets
  • View asset statistics
  • Review asset queue — assets needing classification review
  • Bulk classify assets
  • Manage spam status

Spam Token Management

CryptaCount automatically flags suspected spam tokens:

![Spam token management toggle and flagged tokens](../../../assets/screenshots/spam-management.png)

Detection methods:

  • Heuristic scoring — Tokens scored on contract age, holder count, liquidity depth, transfer patterns, and metadata quality
  • Homoglyph detection — Token names checked for Unicode look-alike attacks (e.g., "USDC" using Cyrillic characters)
  • Platform-wide spam list — Maintained spam asset database
Managing spam:
  • Flagged tokens are hidden by default from portfolio views, dashboards, and reports
  • Toggle visibility — Use "Show spam tokens" to see everything
  • Override status — Mark legitimate tokens as "Not spam" or manually flag missed spam
  • Spam tokens remain in data — Hidden, not deleted. Unflagging restores them to all views

Per-Asset Settings

Click any asset to configure:

  • Cost basis method override — Set a specific method, overriding asset class and workspace defaults (Level 1 in the three-level hierarchy)
  • Asset class assignment — Change automatic classification
  • Custom labels/tags — Organize assets (e.g., "DeFi", "Staking", "Treasury")
  • Visibility — Hide from default views without marking as spam

Advanced Asset Types

Available on qualifying plans, specialized asset management modules include:

| Sidebar Label | Feature | |---|---| | NFT | NFT portfolio — mint, sale, transfer, burn, collection, disposal tracking | | RWA | Real-World Assets — management, NAV tracking, income recording | | Funds | Fund management — series, investors, transactions, NAV, management/performance fees | | Custody | Custody dashboard — institutional custody connections, vaults, approval workflows | | Safe | Safe/Multisig wallet management — config, pending transactions, history | | Restaking | Restaking positions — deposits, withdrawals, rewards, slashing | | Token Migrations | Token migration tracking — detect and record migration events | | Losses | Loss events and claims — lost/stolen assets, recovery tracking, forensic analysis |

NFT Accounting

The NFT portfolio tracks:

  • Minting events with gas and mint price as acquisition cost
  • Sales with realized gain/loss calculation
  • Transfers between wallets
  • Burns as disposals
  • Collection-level aggregation

Real-World Assets (RWA)

The RWA portfolio manages:

  • Physical and tokenized real-world assets
  • Net Asset Value (NAV) tracking
  • Income from RWA holdings

Fund Management

Fund management supports:

  • Fund series and investor tracking
  • Transaction recording and NAV calculations
  • Management fee and performance fee computation

Custody Integration

Custody connects to institutional custody providers:

  • Connections with testing
  • Vault management
  • Multi-signature approval workflows
  • Auto-sync with custody providers

Additional Advanced Features

Available on qualifying plans, additional modules provide:

| Sidebar Label | Feature | |---|---| | Governance | Governance locks, rewards, delegation, bribes | | IBC Transfers | Cosmos IBC transfer tracking and denomination resolution | | AVAX P-Chain | Avalanche P-Chain staking positions | | L2 Fees | Layer 2 fee analysis by chain | | Account Abstraction | Smart account operation support | | Privacy | Privacy transaction tracking (shield/unshield) | | MEV | MEV event analysis — flash loans, arbitrage, sandwich attacks | | Insurance | Insurance policy and claim management | | Fiat Accounts | Fiat account tracking | | Performance | Performance metrics and snapshots | | Proof of Reserves | Proof of reserves attestation generation |

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Asset Management — CryptaCount Support