Search & Navigation

VitalHops provides multiple ways to find and access your assets, documents, and settings quickly.

Sidebar Navigation

The dashboard sidebar organizes your assets into intuitive categories:

Main Sections

• Dashboard — Portfolio overview and analytics
• Assets — All assets in one view

Asset Categories

• Immovable — Properties and land
• Physical Assets — Vehicles, jewelry, watches
• Digital — Cryptocurrencies, e-wallets
• Financial — Bank accounts, insurance, mutual funds, stocks
• Business — Companies, partnerships, sole proprietorships
• Liabilities — Home loans, personal loans, vehicle loans, EMI calculator
• Other — Custom asset types

Additional Sections

• Nominees — Manage your nominees and allocations
• Documents — KYC and asset documents
• Settings — Account preferences and security
• AI Assistant — Portfolio analysis and insights
• Documentation — Help guides (you're reading this now)

The sidebar is collapsible — click the toggle to expand or minimize it for more screen space.

Global Search

Use the search functionality to quickly find anything across your portfolio:

Searching for Assets

• Search by asset name
• Filter results by asset type or category
• Sort results by name, value, or date created

Search Tips

• Use specific terms like asset names or account numbers
• Filter by category to narrow results
• Search works across all asset types simultaneously

View Options

VitalHops offers multiple ways to view your assets:

Grid View

Card-based layout showing:

• Asset name and type
• Current value
• Key details at a glance
• Quick action buttons

List View

Table-based layout with:

• Sortable columns
• More assets visible at once
• Compact information display

Tabbed Organization

Within each category, assets are organized by type in tabs for easy browsing.

Documentation Search

The documentation section (where you are now) includes its own search:

• Search across all documentation pages
• Results highlight matching section headings
• Quick links for common tasks
• Category-based organization

Quick Actions

Access common tasks quickly from anywhere:

• Add Asset — Available from every asset category page
• User Menu — Access profile, settings, and documentation from the top-right dropdown
• Notifications — Check alerts and reminders from the notification bell

Keyboard Navigation

VitalHops supports standard keyboard navigation:

• Tab — Move between interactive elements
• Enter — Activate buttons and links
• Escape — Close modals and dropdowns