Add an account

1. Create an organization

Before adding any wallets, Syncrone requires you to create an Organization — this serves as the parent entity under which all wallets, accounts, and analytics are grouped. An organization can represent a fund, a DAO treasury, a syndicate, or any portfolio you wish to monitor collectively.

2. Add an account

Once your Organization is created, you can begin adding on-chain accounts. Syncrone automatically detects the chain that an address belongs to, so you simply need to copy and paste it.

• Go to the Accounts page from the left sidebar and click Add Account in the top right corner.
• Paste the wallet address and assign an Account Name
• Confirm by clicking Add Account. Syncrone will immediately start indexing data for this address — typically completing the sync within seconds — and the account will appear in your organization’s overview.

From there, you can continue adding more accounts individually or import several addresses in bulk. Each account you add will be linked to the same organization, enabling aggregated analytics, consolidated NAV, and cross-wallet performance tracking in real time.

Editing an account

Change Name and description is easy and can be done in multiple ways.

1. Select the Accounts page on the left sidebar.
2. Click on the ⋮ button at the end of a row of the account you want to edit.
3. Select Edit account option from the dropdown menu.
4. Make the changes and click Save.

Deleting an account

🚧

Deleting an account remove all related current and past positions and it is irreversible.

1. Select the Accounts page on the left sidebar.
2. Click on the ⋮ button at the end of a row of the account you want to delete.
3. Select Delete account option from the dropdown menu.
4. Confirm by clicking Delete button