Accounts

Wallets are grouped under an organization. That is the reporting perimeter.

Create the organization first#

An organization is the parent of every wallet and every consolidated figure. It can be a fund, a DAO treasury, a syndicate, or any set of addresses you want to read as one book. Create it in Entity Setup before adding addresses.

Add an account#

Paste the address and give it a name. Syncrone detects the chain, starts indexing, and attaches the wallet to the organization so NAV and performance roll up across it. Several addresses can be added one after another. Indexing of a new address usually starts within seconds. Full history takes longer.

Rename an account#

Name and description are labels. Changing them does not recompute history. Update them from Entity Setup or the registry row for that wallet.

Delete an account#