How to use the Zerion wallet? (Portfolio management)

Setting Up the Zerion Wallet

1. Visit the official Zerion website and download the browser extension or mobile app depending on your preferred device.

2. Click “Create Wallet” and follow the secure onboarding flow to generate a new wallet address.

3. Carefully back up your 12-word recovery phrase in an offline, secure location—Zerion does not store this information.

4. Confirm the backup by re-entering the seed phrase in the correct order to proceed.

5. Choose a strong password for local encryption if using the desktop extension; this step is mandatory for access protection.

Connecting to Blockchains and Networks

1. Open the Zerion interface and navigate to the network selector located at the top-right corner of the dashboard.

2. Toggle between Ethereum, Polygon, Arbitrum, Optimism, Base, and other supported chains without switching wallets.

3. Each network displays its native token balance and gas fee estimates in real time.

4. Manually add custom RPC endpoints if you need access to testnets or less common EVM-compatible chains.

5. Zerion automatically detects tokens deployed on connected networks using token lists and on-chain scanning logic.

Viewing and Organizing Your Portfolio

1. The main dashboard aggregates all token balances across connected networks into a single USD-denominated view.

2. Tokens are grouped by category: stablecoins, governance tokens, LP positions, NFTs, and wrapped assets.

3. Tap or hover over any asset to see historical price charts, 24-hour change, and market cap ranking.

4. Use the search bar to filter holdings by name, symbol, or contract address—especially useful when managing dozens of tokens.

5. Zerion calculates portfolio diversification metrics in real time, highlighting concentration risk in specific sectors like DeFi or gaming tokens.

Managing Token Positions and Balances

1. Click any token to open its detailed view, which includes transaction history, tokenomics links, and staking options.

2. Initiate swaps directly from the portfolio screen using integrated DEX aggregators such as 1inch and CowSwap.

3. Approve token allowances with one-click prompts—Zerion displays exact allowance amounts and expiration dates before signing.

4. Track pending transactions with status indicators showing confirmation progress across multiple block explorers.

5. Portfolio rebalancing suggestions appear based on volatility thresholds and user-defined allocation targets.

Frequently Asked Questions

Q: Does Zerion support hardware wallet integration?A: Yes—Zerion supports Ledger devices via WebUSB on desktop browsers and Bluetooth pairing on iOS and Android.

Q: Can I see my staked assets and yield accruals within the portfolio view?A: Absolutely—Zerion pulls live data from protocols like Lido, Rocket Pool, and Aave to display staked ETH, rETH balances, and accrued interest.

Q: Is there a way to hide low-value tokens that clutter the interface?A: Yes—users can toggle visibility for tokens below a set USD threshold or manually hide individual assets from the portfolio summary.

Q: How does Zerion handle privacy when fetching on-chain data?A: Zerion uses decentralized indexing services and avoids centralized analytics APIs; all balance lookups occur through public RPC nodes without storing IP addresses or session identifiers.