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Crypto Dashboard Project – Build a Cryptocurrency Portfolio Dashboard

by The Dao Makers
March 9, 2023
in Web3
Reading Time: 11 mins read
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Are you trying to create your individual crypto portfolio dashboard? If that’s the case, then you’re precisely the place you want to be. This tutorial will present you the way to use the cryptocurrency dashboard template from Moralis to create a replica of MetaMask’s asset desk very quickly! If this sounds attention-grabbing and also you need to construct a crypto dashboard undertaking, be part of us on this tutorial as we cowl the method from begin to end! 

In case you are keen to leap straight into the code, you will discover the whole GitHub repository for the undertaking down beneath: 

Cryptocurrency Dashboard Template Repository – https://github.com/MoralisWeb3/youtube-tutorials/tree/principal/metmask-asset-table

We are going to make the most of the industry-leading Web3 APIs from Moralis to fetch the related blockchain information and authenticate customers. So, if you need to comply with alongside, bear in mind to enroll with Moralis. You may create an account without cost and instantly begin leveraging the complete energy of blockchain expertise!  

Overview 

At present’s tutorial will present the way to construct an asset desk much like the one from MetaMask utilizing the Moralis cryptocurrency dashboard template. What’s extra, we’re going to finish this course of in three steps:  

Arrange a undertaking and create a Moralis accountUse Moralis’ cryptocurrency dashboard template from GitHubStart the app

After finishing the three steps of our tutorial, we dedicate a bit to exploring the intricacies of portfolio dashboards. As such, if it is a new idea for you, we advocate beginning with the ”What’s a Crypto Portfolio Dashboard?” part earlier than leaping into the tutorial! 

Lastly, the article additionally explores how one can take your crypto dashboard undertaking to the following degree. In doing so, we discover the simplest option to combine different Web3 performance into your tasks to transcend the asset desk.

Throughout our tutorial, you’ll – amongst different issues – familiarize your self with the Moralis Authentication API and Web3 Knowledge API. Nonetheless, these are solely two industry-leading blockchain improvement assets offered by Moralis. Together with these interfaces, you can too discover superb Web3 improvement content material right here on the weblog. For instance, discover Web3 market improvement or learn to construct a Web3 Amazon clone.  

What’s extra, do you know you’ll be able to entry these incredible Web3 improvement instruments without cost? All you should do is register with Moralis, which solely takes a couple of seconds! 

Build Using a Cryptocurrency Portfolio Dashboard Template

Tutorial: Construct a Crypto Portfolio Dashboard 

Within the coming sections, we’ll train you the way to construct your individual crypto portfolio undertaking utilizing Moralis’ cryptocurrency dashboard template in three simple steps. In doing so, we’ll present you the way to arrange your individual NodeJS software with a backend Categorical server. The applying contains a Web3 authentication circulation, enabling customers to register with their MetaMask wallets. As soon as signed in, the app shows the consumer’s belongings in a neat portfolio desk. 

Nonetheless, earlier than we get into the method of constructing the crypto portfolio dashboard, we’ll begin with an software demo. This provides you with a extra profound understanding of what you’ll be working in the direction of. So, with out additional ado, allow us to take a more in-depth take a look at what you’ll find yourself with after finishing this crypto dashboard undertaking tutorial!  

Demo – The Moralis Cryptocurrency Dashboard Template 

As talked about, allow us to briefly discover the cryptocurrency dashboard template from Moralis. This provides you with an concept of what you’re working in the direction of, making it simpler to visualise and perceive the code’s performance. However, right here is the crypto portfolio dashboard login web page:

Landing Page of a Crypto Portfolio Dashboard

As you’ll be able to see, this web page is comparatively easy, solely that includes a heading and a ”CONNECT METAMASK” button on the prime proper. Clicking this button prompts the consumer’s MetaMask pockets, enabling them to register: 

Authentication Functionality for a Cryptocurrency Portfolio Dashboard

As soon as signed in, the cryptocurrency dashboard template autonomously generates and populates a desk that includes all tokens held by the consumer: 

Asset Table Illustrated for Our Crypto Portfolio Dashboard Project

What’s extra, on the prime of the crypto portfolio dashboard, you can too discover a navigation bar with a drop-down menu and three totally different tabs: 

This supplies further choices, enabling customers to toggle between numerous belongings, transactions, and rather more!

For those who discovered this attention-grabbing and need to create your individual crypto dashboard undertaking, be part of us within the sections beneath, the place we break down the method from begin to end!  

Step 1: Set Up a Venture and Create a Moralis Account 

Now, with a greater concept of what you’re working in the direction of, allow us to leap straight into the tutorial and canopy step one. To start with, you initially must open your most well-liked built-in improvement surroundings (IDE) and create a brand new undertaking folder. 

We are going to use Visible Studio Code (VSC) for this tutorial, however you’re free to make use of an IDE of your alternative. Nonetheless, word that the method may sometimes differ for those who go for one other various. 

Together with a undertaking folder, you additionally want a Moralis account. As such, if in case you have not already, enroll with Moralis right away. You may create an account solely without cost, and it solely takes a few seconds! That mentioned, why do you want a Moralis account within the first place? The reply to this query is easy: a Moralis API key. With an API key, you may make calls to Moralis’ enterprise-grade Web3 APIs, which is crucial for authentication customers and querying on-chain information! 

When you log in to your Moralis account, it is possible for you to to search out your key by navigating to the ”Web3 APIs” tab:

Go forward and duplicate your key, as you will want it within the subsequent step! 

Step 2: Use Our Cryptocurrency Dashboard Template from GitHub 

For the second step, you should clone Moralis’ cryptocurrency dashboard template from GitHub. As such, click on on the hyperlink for the repository down beneath and duplicate the template to your native machine: 

Cryptocurrency Dashboard Template Repository – https://github.com/MoralisWeb3/youtube-tutorials/tree/principal/metmask-asset-table

With an area copy of the crypto dashboard undertaking, you additionally must make a couple of configurations to the code. Extra particularly, you want to configure your surroundings variables. To take action, begin by renaming the ”.env.native.instance” file within the ”nextjs_moralis_auth” folder to ”.env.native”.

Subsequent, open this file, and you need to discover 4 surroundings variables:

MORALIS_API_KEY= xxxx
APP_DOMAIN=superb.finance
NEXTAUTH_URL=http://localhost:3000
NEXTAUTH_SECRET= # Linux: `openssl rand -hex 32` or go to https://generate-secret.now.sh/32

First up, you want to add your Moralis API key to the MORALIS_API_KEY variable. From there, go to ”https://generate-secret.now.sh/32” to generate a brand new worth for the NEXTAUTH_SECRET variable and enter it into the code. All in all, it ought to now look one thing like this: 

MORALIS_API_KEY= JnJn0MWxFNPv4…
APP_DOMAIN=superb.finance
NEXTAUTH_URL=http://localhost:3000
NEXTAUTH_SECRET= 1cbaf74aa33b40157…

That’s it for the required code configurations! You at the moment are prepared to begin the app, and we’ll present you the way to take action within the last step! 

Step 3: Begin the App 

Earlier than beginning the app, you want to set up the required dependencies. Allow us to start with the backend! Open a brand new terminal by clicking on ”Terminal” on the prime, adopted by ”New Terminal”: 

Cryptocurrency Dashboard Template in Visual Studio Code

From there, cd into the backend folder and run the next command: 

npm i moralis dotenv cors categorical

Subsequent, you’ll be able to go forward and begin the Categorical server by operating the next terminal enter command:  

node index.js

That’s it for the backend; allow us to now take a more in-depth take a look at the frontend. First, cd into the ”nextjs_moralis_auth” folder and set up the required dependencies utilizing these two instructions: 

npm i moralis @moralisweb3/subsequent next-authnpm i wagmi [email protected]^5

From right here, you need to now be capable of begin the app by executing the next terminal command: 

npm run dev

That’s it! You will have now efficiently used the cryptocurrency dashboard template from Moralis to create a replica of the MetaMask portfolio dashboard!

If you need an entire code breakdown, please try the video beneath from the Moralis YouTube channel. On this clip, certainly one of our proficient software program engineers walks you thru the whole thing of the code, supplying you with a greater understanding of how every little thing works underneath the hood: 

What’s a Crypto Portfolio Dashboard? 

In case you are new to the Web3 improvement house, likelihood is you aren’t conversant in the ins and outs of crypto portfolio dashboards. Nonetheless, odds are you’ve probably heard of standard monetary dashboards. As you realize, these are web-based platforms the place you get an entire overview of all of your belongings and monetary accounts. A crypto portfolio dashboard is sort of much like this however for blockchain-based belongings!

Cryptocurrency Dashboard Template from Moralis

A crypto portfolio dashboard is a digital platform that may take many shapes and varieties. These platforms normally come as web sites or cell functions. The primary focus of a portfolio dashboard is to trace cryptocurrency accounts and belongings. This consists of every little thing from present holdings and historic costs to an account’s transaction historical past. Consequently, these platforms present the chance to totally handle your belongings and plan your funds. 

Listed here are three explanation why you may need to use a crypto portfolio dashboard: 

Monetary Overview – Since a crypto portfolio dashboard accumulates all of your belongings in a single place, you acquire an entire monetary overview of all of your holdings.  Monitoring Belongings – Together with a monetary overview, you’ll be able to typically monitor belongings and transactions by means of a portfolio interface. This may, for example, embrace value developments to see how your belongings are progressing over time.  Handle Belongings – Many crypto portfolio dashboards additionally characteristic performance to handle your belongings. This consists of shopping for, promoting, buying and selling, staking, and so forth., your cryptocurrency belongings. 

On this tutorial, we’re primarily specializing in the monetary overview facet of crypto portfolio dashboards. Nonetheless, within the subsequent part, we’ll level you in the precise route towards going past this undertaking to implement performance equivalent to asset administration! 

Take Your Crypto Dashboard Venture to the Subsequent Stage 

Interacting with a blockchain community and querying on-chain information have – from a conventional perspective – been comparatively “taxing” duties. This, together with excessive entry obstacles, has made moving into Web3 improvement a frightening endeavor. Fortuitously, that is now not the case, due to Web3 infrastructure suppliers equivalent to Moralis! 

Moralis provides quite a lot of enterprise-grade Web3 APIs, making Web3 improvement as seamless as Web2. With these instruments, you’ll be able to effortlessly combine performance into your crypto dashboard undertaking, equivalent to asset administration and monitoring. Furthermore, with the Moralis Streams API, you’ll be able to stream on-chain information into the backend of your crypto dashboard undertaking through Web3 webhooks. As such, you’ll be able to simply arrange notifications, alerting customers when one thing of curiosity occurs! 

Together with industry-leading APIs, you can too use Moralis to search out the most effective taps to get free testnet tokens for blockchain improvement. As an example, try our articles exploring the Optimism Goerli faucet or Goerli testnet faucet. 

To additional discover the accessibility of working with Moralis, we advocate trying out a few of our guides on the way to construct a block explorer or the way to construct a decentralized autonomous group! 

Bear in mind that you would be able to entry all these Web3 improvement assets solely without cost! All you want to do is register with Moralis. In doing so, you’ll be able to instantly begin leveraging the complete energy of blockchain expertise to construct Web3 platforms smarter and extra effectively!

Abstract – Cryptocurrency Dashboard Template

This text taught you the way to construct a MetaMask asset desk clone utilizing the Moralis cryptocurrency dashboard template. Because of this improvement useful resource, you had been in a position to create a cryptocurrency portfolio dashboard in three easy steps: 

Arrange a undertaking and create a Moralis accountUse Moralis’ cryptocurrency dashboard template from GitHubStart the app

Together with an entire tutorial on the way to construct your individual crypto dashboard undertaking, the article additionally explored the intricacies of crypto portfolio dashboards. This part taught you {that a} crypto portfolio dashboard is a platform the place you get a monetary overview and may monitor and handle belongings. Moreover, within the article’s final part, you moreover acquired to discover how one can take your dashboard to the following degree utilizing the Moralis Web3 APIs

When you’ve got adopted alongside to this point, you now know the way to create your very personal crypto portfolio dashboard. From right here, it’s now as much as you to construct on this template and implement further options. If that is your ambition, bear in mind to enroll with Moralis to entry a extra seamless developer expertise! 

For those who favored this tutorial, be happy to take a look at further blockchain improvement content material right here on the Moralis Web3 weblog. For instance, learn to construct on Aptos or discover the Arbitrum testnet! 



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