Totle MVP Beta Testing Program — Step by Step Guide

Jordan Lyall
Totle
Published in
3 min readApr 19, 2018

Totle is ready for beta testing! For the last few months we’ve been working hard on the Totle portfolio tool & DEX aggregator. We’re now ready and excited to share and collect feedback from you, a most valued member of our community.

If you haven’t yet, go sign up now to be one of our beta testers. We’ll follow-up soon via email with a link to access the beta.

If you have already received a beta URL, keep reading for info on how to get started with the Totle Beta.

About Totle

Totle is an easy-to-use crypto portfolio management tool and decentralized trading platform.

Decentralized crypto trading is now accessible.

The goal was to focus on the experience of re-balancing a portfolio of crypto assets (ETH and ERC-20 tokens to be specific) by moving around sliders representing allocation percentages.

Want to own more OMG? Just drag the slider to the right to increase your position. It’s that simple!

You can even buy and sell multiple tokens in one transaction on the blockchain.

All trades occur on a network of decentralized exchanges behind the scenes. By aggregating order books from across the largest decentralized exchanges, trades are instant, liquid, and secure.

What You’ll Need

During the beta period, Totle recommends MetaMask to communicate with the Ethereum network.

  1. The MetaMask plugin for Chrome. If you do not have it installed, please do so and create or import an Ethereum account.
  2. A balance of Ether.

Your Mission: Rebalance Your Portfolio

  1. Navigate to your personal beta access URL. (You should have received this in an email from us.)
  2. Make sure MetaMask is installed, unlocked, and has a balance of ETH.
  3. On the “Track” screen, you’ll see your current token holdings and their recent performance.
  4. Navigate to the “Trade” screen to re-balance your crypto assets.
  5. To buy more of a token you already own, simply move the slider to a increased position. Watch how this action also decreases your balance of ETH.
  6. If you would like to buy a token that’s not already in your wallet, hit “Add New Token” and find an ERC-20 token to acquire. Heads Up: Because not every currently supported token has a ton of volume during the beta, we recommend sticking with some of the more popular ERC-20 tokens for the best experience.
  7. To decrease an allocation (sell a token), there’s one more quick step you need to take. You must first unlock that token for trading. It’s as simple as clicking the “Disabled” and submitting an empty transaction. This confirms your approval for a smart contract to settle your trades.
  8. To lock in your allocations, tap “Next” to confirm the transaction.
  9. From the Confirmation screen tap “Submit” to execute your trade(s).

Give Feedback

If you encounter bugs, imagine a way to improve the user experience, or have a feature request in mind, please let us know.

You’ll find a “Feedback” button which you can click to provide us feedback inline.

Otherwise, be sure to reach out on Twitter, Telegram, or via Email.

What’s Next

We’re extremely thankful for a passionate community of crypto investors who will help us deliver an amazing product.

The beta will be open for a number of weeks while we prepare for a public launch this summer. Until then, all feedback is welcome! We greatly appreciate your support.

Happy Trading,

Jordan +Team Totle

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