Dashboard
Your dashboard is the central hub for managing your crypto investments on Shiru.
Accessing the Dashboard
Section titled “Accessing the Dashboard”After completing onboarding (sign up → verify → KYC → survey), you land on the dashboard at /dashboard.
Dashboard Sections
Section titled “Dashboard Sections”Onboarding Progress
Section titled “Onboarding Progress”If you haven’t completed all onboarding steps, the dashboard shows a progress tracker:
- Email verification status
- KYC/KYB verification status
- Investment survey completion
- Wallet connection status
Each step shows a checkmark when complete, guiding you through remaining tasks.
Portfolio Overview
Section titled “Portfolio Overview”Once onboarded, your dashboard displays:
- Total portfolio value — combined value across all connected wallets
- Asset allocation — pie/donut chart showing your holdings breakdown
- Performance metrics — daily/weekly/monthly gain/loss
- Growth chart — portfolio value over time
AI Recommendations
Section titled “AI Recommendations”Personalized investment suggestions based on your survey answers:
- Recommended assets and allocation percentages
- Risk-adjusted suggestions matching your tolerance
- Market trend insights
See AI Recommendations for details.
Quick Actions
Section titled “Quick Actions”From the dashboard you can:
- Connect/disconnect wallet — manage your wallet link
- View assets — see all holdings across chains
- Rebalance portfolio — adjust allocation strategy
- Review KYC status — check verification progress
Navigation
Section titled “Navigation”The main navigation provides access to:
| Section | What It Does |
|---|---|
| Dashboard | Portfolio overview, onboarding progress |
| Assets | Detailed view of all holdings |
| Analysis | AI-powered insights and recommendations |
| Settings | Account, security, preferences |
Hiding Balances
Section titled “Hiding Balances”For privacy, you can hide all balance amounts:
- Click the eye icon near your portfolio value
- All monetary values are replaced with
**** - Click again to reveal
This preference persists across sessions.
Dark Mode
Section titled “Dark Mode”Shiru uses a dark theme by default, optimized for readability with financial data. Theme settings are available in account preferences.