You hold tokenized assets on Solana — maybe USDY from Ondo, some xStocks equities, or fractional real estate from Homebase. You want to see everything in one place with proper categorization, income tracking, and tax-ready reporting. Here's how to get your full RWA portfolio dashboard running in under 5 minutes.
Step 1: Connect Your Wallet
Head to solanarwa.tax and click "Connect Wallet" in the top navigation. SolanaRWA supports Phantom, Solflare, Backpack, and any wallet compatible with the Solana Wallet Adapter. Select your wallet, approve the connection, and you're authenticated.
No account creation needed. No email. No password. Your Solana wallet IS your account. The wallet address is used to identify your portfolio and sync your subscription status. If you disconnect and reconnect the same wallet later, all your data is still there.
Step 2: Scan for RWA Holdings
Once connected, click "Scan Wallet" on the dashboard. The scanner reads your wallet's token accounts and checks each mint address against our registry of 64 known RWA tokens across 14 protocols. It also runs dynamic detection for xStocks (any mint starting with 'Xs') and Ondo Global Markets (any mint ending with 'ondo').
The scan takes a few seconds. When it finishes, you'll see every detected RWA token with its protocol, asset type, current balance, and estimated value. Each token is automatically categorized — treasury bonds, equities, ETFs, real estate, commodities, or collectibles.
If a token isn't recognized, it doesn't mean it's not an RWA — it just means it's not in our registry yet. You can manually register any asset by clicking "Add Asset" and entering the details. We expand the registry regularly as new protocols and tokens launch.
Step 3: Register Your Assets
Detected tokens can be registered as tracked assets with one click. Registration stores the asset in your portfolio with its acquisition details — date, cost basis, and quantity. For tokens you've held for a while, the system attempts to look up your original acquisition transaction on-chain to pull the exact date and cost.
For each asset, you can set the cost basis method (FIFO, LIFO, or average cost) and the depreciation method if applicable. Real estate assets will prompt you to set up a depreciation schedule — select your region and the system recommends the correct method (MACRS for US, diminishing value for AU, reducing balance for UK, CCA for CA).
Equities and bonds don't need depreciation — they're marked as non-depreciable automatically. The system knows that a TSLAx token is an equity and won't show you a depreciation button.
Step 4: Refresh Prices and Check Your Portfolio
Click "Refresh Prices" to fetch current valuations for all your assets. The system pulls prices from Jupiter's price API and CoinGecko, applying Token-2022 multipliers where relevant (like xStocks dividend adjustments). Each asset gets an updated USD valuation, and the portfolio totals recalculate.
Your dashboard now shows six key metrics: total portfolio value, unrealized P&L (gain or loss since acquisition), income received year-to-date, total asset count, your best-performing holding, and your portfolio yield (income divided by cost basis, annualized).
Below the metrics, the portfolio chart shows your value over time — each price refresh adds a data point. The allocation breakdown shows how your portfolio is distributed across asset types. The income analytics panel shows dividends, coupons, and distributions by month. And the top movers panel highlights which assets are driving your gains or losses.
Pro subscribers get full chart history and all analytics. Free tier users see 30 days of portfolio history and basic metrics — enough to evaluate the tool before upgrading.
Step 5: Track Income Events
Income tracking is where SolanaRWA separates from generic portfolio tools. Every bond coupon, stock dividend, rental distribution, and yield accrual can be recorded against the specific asset that generated it.
For xStocks tokens, dividend detection is automatic — the system monitors multiplier changes and auto-records dividends when they occur. For other assets, click the income button on any asset to manually record an event. Select the type (dividend, coupon, rent, distribution, or other), enter the amount, and save. The event appears in the asset's income history and feeds into your YTD income total.
When tax time comes, these income events are categorized correctly in your report. Bond coupons as interest income, stock dividends as dividend income, rental distributions as rental income — each with the right tax characterization for your jurisdiction.
Step 6: Generate Your Tax Report
When you need formal documentation — for your accountant, for filing, or for your own records — click "Generate Report" from the dashboard. Select your region (AU, US, UK, or CA) and tax year, and the system produces a comprehensive report.
The report includes: capital gains and losses on any disposed assets, income summary by type and by asset, depreciation schedules for applicable properties, and portfolio valuation at the reporting date. Export as CSV (for spreadsheet analysis) or PDF (for accountant-ready documentation).
Tax exports require a Pro subscription. Monthly subscribers can purchase individual tax exports for $29 per tax year. Yearly subscribers get unlimited exports included. Free tier users can view the report on-screen but can't export.
Tips for Getting the Most Out of It
Refresh prices regularly. Each refresh builds your portfolio history chart and captures multiplier changes for dividend detection. Weekly is ideal, monthly is the minimum for good data quality.
Record income events promptly. While xStocks dividends are auto-detected, other income types (rental distributions, bond coupons) should be recorded when they occur. Don't wait until tax season to reconstruct months of income history.
Set your region early. The region setting affects tax year boundaries, recommended depreciation methods, and report formatting. AU uses Jul-Jun, UK uses Apr-Apr, US and CA use Jan-Dec. Setting it correctly from the start means your analytics show the right time periods.
Check the Ecosystem page. The public ecosystem stats page at solanarwa.tax/ecosystem shows the full Solana RWA market — total TVL, growth trends, protocol rankings, and category breakdowns. It's a useful reference for understanding where your portfolio fits in the broader market.
That's it. Five steps, five minutes. Your tokenized real-world assets finally have a proper home.