💼 Portfolio Apps

Portfolio apps make it easy for users to track and manage their digital assets across multiple blockchains in one place. In this guide we will see how you can make a portfolio app or a wallet tracker using Tatum's Data APIs.

Building a Wallet Portfolio App with Tatum Data API

Portfolio apps or wallet trackers allow users to monitor and manage digital assets across multiple blockchains in one place. These apps combine native balances, fungible tokens, NFTs, and transaction history into a single, easy-to-use interface. By providing a complete view of a user’s holdings, portfolio apps power trading dashboards, DeFi wallets, and investment trackers.

Traditionally, building such apps requires running blockchain nodes, maintaining custom indexers, and normalizing data across chains — a complex and costly process. With Tatum Data API, developers get direct access to indexed blockchain data without managing infrastructure, making it easy to integrate portfolio features into any web3 application.

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Key Components of a Wallet Portfolio App

To build a cross-chain wallet tracker, you generally need the following functionality:

1. Wallet Identification

📘

Resolve Name to Address (Popular🔥)

GET /v4/wns/address/{name}
Resolve a Web3 name into the corresponding blockchain address.
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  • Wallet Name / Domain Resolution
    Enable users to resolve addresses via human-readable domains (like ENS or Unstoppable Domains). This improves UX and helps display wallet names instead of long addresses.

2. Wallet Asset Tracking

📘

Get Wallet Portfolio (Popular🔥)

GET /v4/wallet/portfolio/{address}
Fetch the complete portfolio of assets (tokens, NFTs, coins) for a wallet.
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  • Get All Fungible Tokens the Wallet Holds
    Use the Get Tokens endpoint to list ERC-20, BEP-20, and other fungible tokens.
    Use Cases:

    • Display token balances in DeFi dashboards.
    • Track stablecoin holdings (USDC, USDT).
    • Provide snapshots for portfolio valuations.
  • Get All Native Tokens the Wallet Holds
    Fetch a wallet's native chain balances (ETH, BNB, MATIC, BTC, etc.) for consolidated portfolio views.

  • Get All NFTs and Multitoken Holdings
    Use the API to retrieve NFTs and multitoken balances (ERC-721, ERC-1155) to display collectibles and game assets in the portfolio.

3. Wallet History

📘

Get Wallet Balance by Time (Popular🔥)

GET /v4/wallet/balance/{address}/time
Retrieve historical wallet balances at a specific timestamp.
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📘

Get Transaction History

GET /v4/data/transactions/history
Fetch the transaction history for a given blockchain address.
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  • Get All Transactions of a Wallet
    The Get Transaction History endpoint provides a complete activity feed for a wallet.
    Use Cases:

    • Show incoming and outgoing transfers.
    • Build wallet activity logs or dashboards.
    • Support compliance and auditing requirements.
  • Show Native Token History of a Wallet
    The Get Wallet Balance by Time endpoint tracks balance changes over time.
    Use Cases:

    • Build historical charts.
    • Calculate profit/loss over time.
    • Enable performance comparisons across periods.

4. Token Details

📘

Get Token Metadata (Popular🔥)

GET /v4/data/tokens
Retrieve all token information (metadata) for a specific token.
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  • Get Metadata of a Fungible Token
    The Get Metadata endpoint provides token name, symbol, decimals, and logo.
    Use Cases:

    • Display clean token info in wallet UIs.
    • Validate token contracts.
    • Improve user experience with recognizable branding.
  • Get Exchange Rate of a Token
    Fetch real-time or historical token prices for portfolio valuation and analytics.

Why Use Tatum for Portfolio Apps?

With Tatum Data API, portfolio apps are:

  • Cross-Chain: Ethereum, Bitcoin, Polygon, Arbitrum, Optimism, Avalanche, BNB Smart Chain, and more.
  • Scalable: Indexed data can handle millions of wallets and tokens.
  • Developer-Friendly: REST endpoints with consistent formats across chains.
  • Cost-Effective: Avoid running your own nodes or indexers.

✅ By combining these endpoints, you can build a full-featured wallet tracker or portfolio app that shows balances, token holdings, NFTs, transaction history, historical trends, and token metadata — all powered by Tatum’s reliable blockchain indexing infrastructure.

Suggested Developer Flow

  1. Resolve Wallet Name/Domain → Identify the wallet for user-friendly display.
  2. Fetch Asset Holdings → Combine native balances, fungible tokens, and NFTs for a consolidated portfolio view.
  3. Fetch Transaction History → Display recent activity and support auditing.
  4. Fetch Historical Balances → Generate charts and PnL reports.
  5. Fetch Token Metadata & Exchange Rates → Enrich UI and calculate portfolio value.

With this structure, developers have a clear roadmap for building a cross-chain wallet portfolio app with minimal infrastructure overhead, fully powered by Tatum Data API.