Enhance Your Crypto Portfolio Management with Nuant’s Customization Capabilities
Flexibility and customization in viewing digital assets are key, whether for personal convenience, to replicate the structure of a portfolio as seen in a spreadsheet, or to add additional data. There’s nothing more frustrating than having to adapt your way of working to a tool instead of having a tool that adapts to your way of working. This is why we are developing features to further enhance the customization of your crypto portfolio view, facilitating your analyses and saving you time in your daily tasks. Nuant’s platform offers advanced tools for managing your cryptocurrency investment, helping you stay on top of the market.
Benefits of using our customization features
Maintain your habits
Don’t waste time trying to adapt to a new tool. Nuant adapts to your habits, so you don’t need to change your way of working.
Make it yours with tags
Categorize your positions with your own tags to analyze your assets according to your preferences. Whether with personalized sectors or specific categorizations, the possibilities are endless.
Clarify your views
Group instruments with a single click and quickly find and analyze specific subsets of data, making it easier to navigate and analyze large datasets.
Export your personalized view
Generate a .CSV file from your reorganized data to quickly create reports or use the exported data for further analysis.
How Nuant’s custom columns work?
Select the option in the menu
On the right side of your instruments view, you’ll see three dots. Click on them to display a menu. From the menu, select the option to add a custom column. This will open the creation options.
Name it, and select a type
Next, specify the name you want for your custom column and select the type of data you want to use in it. Currently, you can only choose “Select,” which allows you to create tags (e.g., homemade sectors). In the near future, you will also be able to add other types like “Number” to further personalize your analysis (e.g., initial investment value, average buying price, etc.).
Edit inputs
Right-click on the custom column you created and switch to edit mode by clicking on “Add/Edit Inputs.” Then you’ll be able to add new inputs or use existing ones to associate with your instrument.
How Nuant’s grouping works?
Right click on the column you want to group and click on "Group by"
In the instrument view, with all columns associated with your instruments, right-click on a column title to access the grouping option. This works for both default columns and custom columns you may have created.
Next, click on the “Group by …” option in the menu to see the results of your instruments table grouped. For example, if you clicked on the “Sub-type” column, you’ll see “Group by Sub-Type.”
Note that you cannot group columns with numeric data. However, the sum of these numerical data will be calculated at the group level, which can be very useful.
Apply multiple groupings
If your first grouping is not sufficient for your needs, you can apply it to other columns for multiple levels of grouping. For example, you can group by “Sub-type” and then by “Portfolio.” See the resulting view in the image below.
Export your grouped view as CSV
This grouping capabilities can be very helpful if you need to do personalized report of these re-organized data. That’s why we added the grouping in the .CSV file you can generate. To do so, just click on the three dots at the top right of the instrument view and select “Export Data.” The CSV file will be automatically generated.
Additional Options for Group Management
To facilitate data visualization, we added shortcuts to easily collapse or expand all the groups you created. If you no longer want to see a grouping, use the “Reset Columns” option to return to an ungrouped view of your instruments.
Conclusion
Custom columns and grouping have been long-awaited features by our clients. They enable users to tailor the tool to their needs without requiring specific developments or having to adapt to a new system. These features allow users to independently monitor their digital assets and take full ownership of the tool easily.
If you want to try it, don’t hesitate to contact us or book a demo here!
