The portfolio is the wallet's home screen: what you hold, what it is worth, and what it has been doing.
What it shows
- SOL — the network's own token, used for balances and for the small fee every transaction costs.
- SPL tokens — everything else on Solana. Stablecoins, project tokens, and the long tail.
- NFTs — see NFTs and collectibles.
- Value estimates — priced from public market data, refreshed when the screen loads. They are indicative, not a quote.
Two balances, one address
This trips people up, so it is worth being explicit.
- Your wallet balance
Held by your address. Spendable by you, right now. Shown on the portfolio.
- The inheritance vault balance
Held by an on-chain program account derived from your address. Reserved for your heir. Shown on the inheritance screen, not the portfolio.
Depositing into the inheritance vault moves value out of the first and into the second. That is not a display quirk — the assets genuinely leave your wallet and are held by the program until either your heir claims them or you reclaim them.
Only deposited assets are inherited
Whatever sits in your ordinary wallet balance is not part of the estate. If you want your heir to receive it, deposit it. See depositing assets for your heir.
Keeping SOL for fees
Every action — sending, swapping, depositing, checking in — is a Solana transaction, and every transaction costs a small amount of SOL. Deposit enthusiastically and you can leave yourself unable to pay for the next heartbeat, which is a genuinely bad outcome for an inheritance product.
Keep a working balance in the wallet. The app warns when a deposit would take you too close to zero, but the judgement is yours.
Refreshing
Pull down to refresh. Balances come from a Solana RPC endpoint, and a stale or rate-limited endpoint is the usual reason a number looks wrong or a new token has not appeared. See my balance looks wrong.
Devnet during the beta
While inheritance is in beta it runs against Solana devnet. The portfolio and the inheritance screen can therefore be reading different networks: real holdings on mainnet, test holdings on devnet, at the same address. Devnet tokens have no value and cannot be sold.