See the whole portfolio
Start with portfolio performance, then move into individual holdings. A clear overview gives each asset and basket a place in the bigger picture.
Portfolio management and baskets
A mobile-first product for Tokenwell that brings crypto portfolios, basket management, and trading into one connected app experience.
- Client
- Tokenwell
- Industry
- Web3 & Digital Assets
- Platform
- Mobile App
- Scope
- Portfolios, Baskets & Trading
What We Delivered
- Mobile app experienceA focused home for portfolios, baskets, trading, and assets.
- Portfolio dashboardPortfolio value, performance, and holdings in one view.
- Basket discoveryBrowse collections of crypto assets and review their composition.
- Basket managementKeep purchased baskets and their value connected to the portfolio.
- Trading workflowsA full range of order types with amount entry, exchange context, and order review.
TL;DR — Project Summary
Your portfolio. Your baskets. One mobile experience.
Stackera’s project for Tokenwell brings portfolio management, crypto baskets, and trading together around the mobile user. The experience connects an overview of portfolio performance with individual holdings, basket discovery, and the actions users take to manage their assets.
Outcomes
- A shared home for portfolio performance and holdings
- Basket discovery and management within the same app
- Connected navigation across Home, Baskets, Trade, and Assets
Make a complex portfolio feel manageable on a small screen
Managing crypto involves more than following prices. Users need to understand what they hold, how their portfolio is changing, and how a basket fits into the bigger picture. Tokenwell brings those jobs into a mobile experience designed around a clear path from overview to action.
Portfolio charts, individual tokens, baskets, and trading each carry different information. The product challenge was to bring them together on a phone without overwhelming the home screen or making users lose their portfolio context as they moved between tasks.
Designed around mobile
One app. Three connected journeys.
Explore and manage baskets
Discover collections of crypto assets, review their composition, and keep purchased baskets close to the portfolio they belong to.
Move from insight to action
Dedicated Home, Baskets, Trade, and Assets destinations connect the daily tasks of reviewing, exploring, and managing a portfolio.
The product experience
From a basket overview to the next trade.
Understand what sits inside a basket
Basket value and daily movement sit above a breakdown of holdings. Asset quantities, individual values, and exchange context stay together, with invest and sell actions close at hand.
- Basket value and daily movement
- Per-asset quantities and holdings
- Invest and sell actions in the same view
Choose how much of a basket to sell
A percentage slider connects the portion selected to its displayed value. The basket and exchange remain visible while the user prepares a sale.
- Percentage-based amount selection
- A clear view of the selected basket value
- Basket and exchange context before selling
Trade with the right context
A full range of order types shares the same portfolio and exchange context. The market-order screen shown here brings the spending amount, estimated asset quantity, funding balance, and trading pair into one review flow.
- Market-order amount selection
- Funding balance and estimated asset quantity
- Order review before proceeding
Set a price before reviewing an order
The limit-order flow keeps the target price, asset amount, and exchange visible together, with a clear step to review the order.
- Target-price controls
- Precise asset amount entry
- Exchange and trading-pair visibility
A mobile-first hierarchy starts with portfolio performance, then introduces holdings and basket discovery. Dedicated destinations for Baskets, Trade, and Assets keep deeper actions accessible while the home screen remains a useful starting point.
The Story, in Parts
One project spans multiple capabilities, so each part pairs its own challenge with the solution Stackera built.
- Product Design & Engineering
Portfolio experience
- Challenge
- Help users read overall performance and individual holdings without navigating disconnected views.
- Solution
- Bring portfolio value, performance periods, available cash, and asset holdings into a consistent dashboard hierarchy.
- Mobile Product Engineering
Basket management
- Challenge
- Make collections of assets understandable alongside the portfolio they belong to.
- Solution
- Connect basket discovery, composition, and purchased baskets so users can move between exploring and managing their investments.
- UX & Workflow Design
Trading journeys
- Challenge
- Keep buying and selling connected to the assets and baskets users are reviewing.
- Solution
- Connect the full range of order types to exchange selection, spending amounts, asset pairs, and order review.
Results & Impact
The product brings three related jobs—understanding a portfolio, managing baskets, and trading—into one mobile experience. The focus is clarity: a useful overview, accessible detail, and navigation that keeps the next action within reach.
Advanced Portfolio Management, Baskets and Trading · Tokenwell
A connected foundation for mobile portfolio management. Stackera’s project for Tokenwell brings portfolio management, crypto baskets, and trading together around the mobile user. The experience connects an overview of portfolio performance with individual holdings, basket discovery, and the actions users take to manage their assets.
Why It Matters
The product brings three related jobs—understanding a portfolio, managing baskets, and trading—into one mobile experience. The focus is clarity: a useful overview, accessible detail, and navigation that keeps the next action within reach.
See what a connected portfolio management & baskets platform could change in your operating model.
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