How to set up Zerion wallet for portfolio tracking? (Real-time PnL)

Wallet Connection and Network Configuration

1. Launch the Zerion Wallet application on iOS, iPadOS, or macOS and tap “Connect Wallet” in the top-right corner.

2. Select a compatible wallet such as MetaMask, WalletConnect, or Ledger via Bluetooth pairing—Zerion supports direct Ledger integration on the go.

3. Approve the “View balances” and “Sign transactions” permissions only; avoid granting universal token approvals or private key exposure.

4. Navigate to Settings → Networks and enable “Show test networks” to activate Arbitrum, Base, Optimism, and other L2 chains required for cross-chain portfolio visibility.

5. Confirm that Ethereum, Solana, and at least 50 additional EVM-compatible chains are listed and toggled active under the network selector.

Portfolio Synchronization and Asset Discovery

1. After connection, the app automatically scans onchain activity across all enabled chains within 90 seconds.

2. The Portfolio tab displays aggregated token holdings, DeFi positions (e.g., LP tokens, staked assets), and NFT inventories grouped by chain and category.

3. Each token row includes a “Details” button revealing protocol-specific exposure—such as Uniswap V3 concentrated liquidity ranges or Aave borrow/repay history.

4. Solana-based assets now support native PnL tracking, including real-time valuation shifts against USD or ETH denominated benchmarks.

5. Currency preferences can be adjusted to IDR, BRL, THB, PHP, or NGN—enabling localized fiat valuation without relying on centralized exchange feeds.

Real-Time Profit and Loss Calculation Logic

1. PnL is computed using onchain entry points: average cost basis derives from historical transaction receipts, not estimated market fills.

2. Unrealized gains or losses update every 15 seconds for Ethereum mainnet assets and every 30 seconds for Solana assets due to differing block finality times.

3. Fees, gas expenditures, and slippage incurred during position entry are embedded into the cost basis—no manual adjustments required.

4. Cross-chain transfers trigger automatic rebalancing of portfolio weightings, preserving accurate allocation percentages across all tracked chains.

5. Negative PnL alerts appear as bold green notifications when a position dips below -5% from entry value, with timestamped context pulled directly from transaction logs.

Security and Data Isolation Protocols

1. Zerion never stores or transmits wallet addresses across user sessions—each instance maintains strict address-level isolation.

2. Private keys remain fully client-side; no cryptographic material ever leaves the device, whether connected to Ledger or using software wallets.

3. All balance reads occur through read-only RPC endpoints authenticated via session-bound signatures—not API keys or bearer tokens.

4. Transaction signing is performed exclusively within the local secure enclave or hardware wallet interface—no intermediate signature relays occur.

5. Browser-based dApp interactions use WalletConnect v2.0 with mandatory session expiry and explicit scope declaration, preventing silent re-authorization.

Frequently Asked Questions

Q1: Does Zerion calculate PnL for wrapped assets like wBTC or stETH?Yes. Zerion resolves underlying asset contracts and maps price feeds to native equivalents—wBTC PnL reflects BTC spot valuation, while stETH tracks ETH yield-adjusted returns.

Q2: Can I track PnL across multiple wallet addresses in one view?Yes. The “Follow other wallets” feature allows adding external addresses as watch-only profiles, each contributing independently to the aggregate PnL dashboard.

Q3: Is PnL affected by token migrations or hard forks?Yes. Zerion detects onchain fork events and applies pre-fork balances to legacy chains while initiating new tracking for post-fork assets—no manual reconciliation needed.

Q4: Do bridged tokens retain accurate cost basis after cross-chain transfer?Yes. Bridging events are parsed as paired outbound/inbound transactions, preserving original acquisition timestamps and values across destination chains.