The Tokery Vault (User Dashboard) – MVP Walkthrough

The Tokery Vault is the web application where users can manage and monitor their tokenized assets and investments. Think of it as your portfolio dashboard for everything you do on Tokery. We’ll walk through the main features of the Vault’s current MVP (Minimum Viable Product) and how to use them.

Accessing the Vault: After logging into Tokery’s website and completing verification, you can navigate to the Vault (or directly go to vault.tokery.finance). You will be prompted to connect a Solana wallet (like Phantom, Solflare, or the built-in web wallet if we provide one). The Vault uses your wallet to display tokens and to sign transactions when needed.

Key sections of the Tokery Vault interface:

• My Assets: This section lists assets you have tokenized (as an owner). For each asset you’ve tokenized, you’ll see a card or row with:

  • Asset Name (e.g., “Beach House LA”).

  • Token Symbol (e.g., BHOUSE).

  • Your ownership stake (e.g., you hold 300,000 out of 500,000 tokens = 60%).

  • Current status (Tokenized, or if in process, maybe “In Progress”).

  • Actions: Manage or View.

  Clicking manage/view brings you to an asset management page:

  • Asset Dashboard: Shows details like total token holders, any pending actions, and a small activity feed of recent events (e.g., “Metadata updated” or “1000 tokens transferred to investor X”).

  • Distribute Tokens: A tool to send tokens to others. For instance, after tokenizing, you might want to allocate tokens to initial investors. Here you can enter an address and amount to transfer. The Vault will check compliance (if you try sending to an address that hasn’t done KYC, it will warn or prevent it).

  • Freeze/Unfreeze or Lock settings: If you set a vesting period or lockup, you can see the countdown or status. You can also initiate an early unlock if permitted (subject to whatever rules were coded; if not permitted, this might not be available).

  • Upload/Update Documents: If you have additional documents or updates (like a new appraisal or financial statement for the asset), you can upload them here. The system will add them to IPFS and update the asset’s metadata, which investors can see. (The smart contract may allow metadata updates only from the asset owner or Tokery’s authority).

  • List on Marketplace: If you want to sell some of your tokens, the Vault provides an interface to list them. You can specify how many tokens you want to sell and at what price (or choose to use the AMM with market pricing). The Vault will then create a sell order on the marketplace. Investors browsing will see your tokens available for sale. This essentially ties into our marketplace backend but is made simple for you.

• My Investments: This section shows assets you have invested in (tokens you hold that came from others’ assets). For each asset token you hold:

  • Asset Name, Token, maybe a brief description.

  • Number of tokens you hold and what percentage of that asset it roughly represents (e.g., “50 tokens = 5% of asset”).

  • Current valuation of those tokens (if market price is available from the marketplace, otherwise initial value).

  • Any earned income (if the asset distributes dividends or rent, etc., it might show pending or received amounts).

  • Actions: Trade or Details.

  On an investment’s detail view:

  • Performance Graph: if applicable, a small graph of token price over time (for assets that trade frequently).

  • Sell Tokens: You can initiate a sale of your tokens here. You can either place a limit order (choose price) or sell instantly if there’s buy demand via the AMM. The Vault guides through the process and executes on-chain trades. Proceeds (in SOL/USDC) will come to your wallet.

  • Collect Income: If the asset issues periodic income (say a property distributes rental income quarterly), this section will show if there’s any payout available. Tokery’s system might automatically airdrop such distributions to token holders’ wallets as stablecoins, but the Vault will notify you and show transaction records of any payouts.

  • Voting/Governance: For certain assets, token holders might get to vote on decisions (e.g., a property token might let holders vote to sell the property, or a business equity token might vote on company decisions). The Vault will present any open votes for that asset and allow you to cast your vote proportionally to your holdings.

• Marketplace: A built-in asset browser. Even though marketplace.tokery.finance might be a separate front-end, the Vault integrates a view. Users can scroll through listed tokenized assets:

  • Filter/search by category, region, etc.

  • See key info: name, type, price per token (or market cap), % yield (if it pays dividends), verification level (e.g., a badge if the asset is fully verified by Tokery due diligence).

  • Selecting an asset gives full detail (the same view an investor sees before buying).

  • If you decide to invest, you can do so directly from here. It’s a seamless toggle from viewing your own portfolio to shopping for more assets.

• Wallet & Transactions: A utility section showing your connected wallet’s summary (balance of SOL, $TOFI, USDC, etc., as well as your RWA tokens). It also lists recent transactions you’ve done on Tokery (token creations, trades, transfers). This helps users keep track of their on-chain actions in a user-friendly way.