Track wallets and holdings without giving up control

Cashboard tracks money with widgets on a board: you give a widget a public address or your own numbers, and it prices what it finds. Nothing is linked to an account, and none of these widgets can move funds.

All four cards sit in the Your positions group of the Add tab. Every control and empty state is listed in the positions widget reference.

1. 1

   Add a Portfolio widget

   Open the Add tab, unfold Your positions and click Portfolio. The widget lands in the middle of your view, titled Watch-only portfolio, and is ready to use straight away.

2. 2

   Choose the network

   Pick the network in the dropdown beside the address box. It starts on Base. On the web build, read the networks table first: as of October 2026 several networks return an error there.

3. 3

   Paste the public address

   Paste it into the box. It saves as soon as it is a complete, valid address, with no Enter needed. If it belongs to the other kind of network, the widget says so and, for a Solana address on an EVM network, offers Switch to Solana. If your browser has a wallet extension, Connect browser wallet · account access only or Connect Solana wallet · account access only fills the box for you.

4. 4

   Read the result

   The total sits at the top and holdings follow, largest first. A token without a price shows n/a and stays out of the total. Hide dust is on, so holdings under $1 are folded away until you press Show.

5. 5

   Add Net worth

   When you track more than one source, add Net worth from the same group. It picks up every Portfolio and Perps widget on the board and counts each address once.

Read-only means Cashboard asks only for what anyone can look up about an address. It never asks for a seed phrase or a private key, and Cashboard's own code never signs, sends or approves a transaction.

• Connect browser wallet · account access only asks an EVM wallet for its account and its current network. Connect Solana wallet · account access only asks a Solana wallet for its public key. Your wallet shows its own connect prompt, and there is nothing to sign.
• The buttons appear only when the page finds a wallet extension. Without one, paste the address.
• Cashboard never asks your wallet to switch networks. When the wallet reports a network from the dropdown, the widget moves its own selection there.
• Under the address box a line reminds you: Public address only. No seed phrase, private key or signing.
• The Hyperliquid address box goes further. Text shaped like a private key or a recovery phrase is discarded the moment you paste it, with the message Removed: that looked like a private key or seed phrase. This widget only needs a public address.
• On the web build, Solana lookups pass through a relay on cashboard.live that accepts four read calls (balance, token accounts, signature list and transaction lookup) and rejects everything else.

A manual portfolio is a list of coins and amounts you type. Use it for what Cashboard cannot read from a chain, such as exchange balances or a position you want to model.

• Add a Portfolio widget and choose Manual portfolio, or press Manual in an empty Net worth widget, which adds one already in manual mode.
• Search the 48-coin catalog (the box reads Search 48 assets or paste a CoinGecko ID). For a coin outside it, paste its CoinGecko ID, type the ticker CoinGecko shows and press Use ID.
• Type the amount with digits and one dot, such as 0.25, and press Add. Saving a coin you already hold replaces its amount, and the button then reads Update.
• A widget holds up to 50 coins. At the limit the editor says 50 of 50 holdings. Remove one to add another.
• While the widget is active, each row has a pencil to edit its amount and a trash icon to remove it. Removing needs a second click.

Amounts are saved with the board on your device. No provider receives them: only the CoinGecko coin IDs go to the price source, as the editor says: Amounts stay local. CoinGecko supplies prices; no wallet address is shared.

• Prices refresh every 15 seconds from CoinGecko. If CoinGecko does not answer, Binance can fill in for 12 large coins: AVAX, BNB, BTC, ADA, LINK, DOGE, ETH, LTC, DOT, XRP, SOL and TRX.
• A coin with no price shows n/a, stays out of the total and is named in a strip that reads No price for X, Y · left out of the total.
• The 24h figure applies each coin's 24h price move to the amounts you hold now, so buys, sells and transfers are not in it. When some coins have no 24h move, the widget shows how many it covers, as {covered}/{priced} assets.

A watch-only portfolio shows the balances of one public address on one network, in US dollars. Use it to follow your own wallet or any address you want to keep an eye on. It reads and nothing more.

• One address and one network per widget. Add another Portfolio widget for each further address. A board holds up to 500 widgets.
• An EVM address is 0x followed by 40 hex characters. Cashboard does not check checksum casing and does not resolve ENS names. A Solana address is a base58 string of 32 to 44 characters that decodes to a 32-byte key.
• To change the address or network later, select the widget and click it again (or press Enter) to bring the editor back. A draft that fits the newly picked network is kept, so you can paste first and choose the network second.
• On EVM networks the widget lists the native coin and ERC-20 tokens, without NFTs. On Solana it lists SOL and the tokens from both SPL token programs. Zero balances are skipped.
• Rows sort by Value (the default) or Name. There is no 24h sort and no change column, because these sources report no 24h move. Balances round down, so a row never shows more than the wallet holds, and the exact amount is on hover.
• With three or more priced holdings, a strip shows the five largest and folds the rest into Other.
• The line under the title names the source: Solana RPC · DexScreener, Blockscout, or Coinbase RPC when the desktop fallback answered.

The network dropdown lists 15 networks, and watch-only balances are defined for 12 of them: Solana and 11 EVM networks. BNB Chain, Avalanche C-Chain and HyperEVM are in the list but have no built-in provider, so choosing one ends in the error state Portfolio data is temporarily unavailable, unless you saved a matching connection on desktop.

On desktop

Cashboard Desktop makes the same kind of request from the app itself, so a public host that refuses requests from outside a browser can refuse it too. The way around that is a Blockscout connection: open the Connections tab, enter an API URL, an optional API key and a Chain. For Blockscout's Pro gateway the URL is https://api.blockscout.com/<chain id>, for example https://api.blockscout.com/8453 for Base.

• One connection covers one network. Every other network keeps its public host with no key.
• When checked on 2026-10-01, the Pro gateway served Ethereum, Base, Arbitrum One, Robinhood Chain, Polygon PoS, OP Mainnet, Scroll, ZKsync Era and Gnosis. It did not serve HyperEVM or Linea, and Arc was not checked.
• If Blockscout fails and you saved a Coinbase RPC connection for that exact network, desktop shows the native balance only, with no price and no tokens, and the source line reads Coinbase RPC. The web build has no such fallback.
• Setup, the Test button and the key's use in Smart money are in Blockscout. How keys are stored is in Connections.

A Hyperliquid account is tracked with the Perps card, which makes a widget titled Hyperliquid positions. Paste a public 0x address into the box that reads 0x public address to watch, and it saves as soon as it is complete. The widget shows the account value and every open position with its entry, mark, liquidation price and funding. Nothing in it can sign, trade or move funds.

• Thin spot markets can carry a wide mid price. Treat a large spot figure as a reference, not as a mark.
• Positions on builder-deployed markets (HIP-3, such as stock and commodity perps) are read from every builder dex with a live market and show a tag with the dex name, for example xyz. A dex that does not answer is named in an amber strip.
• A position under 10% from its liquidation price is flagged red and counted in the header tag {n} near liq.. Under 25% it turns amber.
• The widget reads Hyperliquid every 10 seconds and dims when its reading is older than 30 seconds. Details are in the positions widget reference.

A verified price in Cashboard means only that a source returned a price. Cashboard does not check how deep or real the market behind it is.

• Value is amount times price, worked out with exact decimals.
• The total is the sum of the holdings that have a price. Unpriced holdings are left out and never estimated. If nothing has a price, the total reads n/a. A watch-only widget also says under the total how many holdings have no price.
• Hide dust hides holdings worth under $1 and tokens without a price. Its badge counts what is hidden, and Show brings it back. It changes the list only: the total always counts every priced holding, hidden or not. A native coin balance with no price is never hidden.
• For Solana, a token with any pair counts at the quote of its most liquid pair, however thin that market is. Treat a large value from a token you do not recognise with suspicion.
• The ≈ sign marks a total built from several sources. Net worth writes its total as ≈ $…, because it adds readings from different providers.

Net worth adds up the Portfolio and Perps widgets on the same board, and nothing else. Use it when you want one number across several wallets, manual holdings and Hyperliquid accounts.

• The switch Sources in the total has two settings. All counts everything. Ex Hyperliquid keeps the accounts listed with a left out tag, makes no Hyperliquid requests and leaves them out of the sum.
• A bar and legend split the total into Wallets, Manual, Perps equity and HL spot & staked. From two rows on, By chain shows the split by network, with manual holdings under Manual entries. HyperEVM wallets and Hyperliquid accounts share the row Hyperliquid.
• When a total is partial, a notice starts Partial total · and lists what is missing.
• It reads only its own board. It keeps no history and draws no trend, subtracts no debts and applies no discount to thin tokens.

• When a Portfolio refresh fails after a good reading, the widget keeps the old numbers and says Refresh failed · showing the reading from {age} ago.
• Widgets scrolled out of view are not drawn and do not refresh. Net worth reads its sources itself, so it stays current while it is on screen.
• Desktop keeps each address for 60 seconds (Hyperliquid for 5), and the hosted web relay caches EVM answers for 45 seconds. Inside those windows the refresh button can return the same reading.

• A Portfolio widget holds one address on one network, or up to 50 manual holdings.
• EVM networks: only the native coin and ERC-20 tokens are read, and only the first page of the token list. A wallet with a longer list is cut off without a notice. NFTs are not shown, and positions inside lending, staking or liquidity protocols appear only as far as they are tokens in the wallet.
• Solana: at most 120 mints are priced per read, which is SOL plus the first 119 token mints the RPC returns. Up to 20 tokens without a price are listed, and the rest are counted in {n} more unpriced SPL tokens are not listed. If DexScreener does not answer, balances still load but every token comes back unpriced, so the total reads n/a and no error is shown.
• Each request to an indexer, an RPC or Hyperliquid gives up after 12 seconds, and a DexScreener request after 10. A very busy address can run past that, and the widget then shows Portfolio data is temporarily unavailable with Try again.
• Watch-only addresses have no 24h change, no history, no profit and loss and no cost basis. Manual portfolios show a 24h price move only.
• ENS names are not resolved, and exchange or broker accounts cannot be read. Type those balances into a manual portfolio.

A lookup cannot happen without the address, so every watch-only lookup sends it to a data provider. Which provider, and whether Cashboard's own servers sit in the path, depends on the build.

• Boards, with the addresses and manual amounts in them, are saved on your device: in this browser on the web, in a local database on desktop. There is no Cashboard account to sync them to.
• Cashboard does not document how long its hosting provider keeps request logs for relay calls, and an EVM lookup carries the address in the request URL. On desktop there is no relay: the app talks to the providers directly.

A share link carries your board layout in the part of the URL after #, and Cashboard blanks private fields before it builds the link. It is not a full scrub, so check what the board holds before you post one.

Browsers do not send the part after # when they request a page. The web build does run Vercel Web Analytics for page views, though, and the page address it reports can include that part. The full flow, including what a recipient sees, is in Templates and sharing.