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🟢 #2 Adding Bundles

In this tutorial we continue our journey within Sumex and will be adding our first Bundles, as well as looking at some important security considerations to keep in mind at all times.

Adding Your First Bundle​

After logging in, you’ll be asked to add a Bundle. A Bundle is basically a container for your wallets or exchange accounts — think of it like a folder where SUMEX keeps track of your assets.

When creating a new Bundle, you can connect a Web3 wallet by selecting from the list of any of the supported ones like MetaMask, OKX, etc., directly or linking it through WalletConnect. This works with EVM chains, Stellar, Tron, Sui, TON, and more. If you also trade on centralized exchanges like Binance, Bybit, OKX or others, you can add those too by using an API key. SUMEX will then be able to show your balances and trades inside the dashboard.

You can create multiple Bundles: one for long-term holdings, another for active trading, maybe even one just for experimenting. This helps you separate strategies and makes it easy to keep track of everything in one place. You are not limited by the number of Bunles you can add, hence you are only limited by your imagination and preferences.

How do I connect new Bundles?​

Connecting is simple and secure.

To start using Sumex with your Web3 wallet, you’ll first need a compatible wallet. If you don’t already have one, here are a few popular and widely supported options: MetaMask, Trust Wallet, Rabby, or other WalletConnect-compatible wallets (over 600 supported).

caution

If you are new to this, make sure to use official extensions and apps, and never share your seed phrase or private key with anyone.

To connect it to Sumex:

  1. Go to the Connection Manager located in the Portfolio section of your Sumex dashboard.
  2. Select DeFi tab and press “Add Bundle” button, then select your wallet type (e.g., MetaMask, WalletConnect, etc.).
  3. Your wallet will prompt you to sign a message — this is a standard industry login method used only to verify that you own the address. This does not grant Sumex access to your funds or allow it to make transactions.
  4. Once signed, your wallet is connected and your assets will begin syncing with your portfolio.

You remain in full control — you can disconnect your wallet at any time via the Connection Manager, or directly through your wallet interface.

Once connected, Sumex will be able to track your portfolio, provide performance analytics, and optionally execute trades on your behalf (if trading access was granted). You remain in control of the connection at all times and can edit or revoke access whenever needed by deleting a connected bundle in the Connection Manager, or directly in your Web3 wallet / CEX account. Sumex is fully non-custodial: we never store your seed phrase, private key, credentials or assets. Your keys, your coins — always.

Web3 vs CEX: What’s the Difference?​

If you’re new, it’s important to understand the difference between connecting a self-custodial wallet (Web3) and a centralized exchange account (CEX).

With Web3, you hold your own private keys. This means full control and the ability to interact directly with blockchains at any time. The trade-off is responsibility — if you lose your keys, there’s no password reset button.

With CEX accounts, the exchange holds custody for you. This makes it easier to log in, reset passwords, and handle fiat on-ramps. The downside is that you’re trusting a third party with your funds, and those funds can be frozen, hacked, or delayed if something goes wrong.

Most experienced users mix both. They keep long-term or high-value holdings in self-custodial wallets, and use exchanges for liquidity, quick trades, or cashing in and out. SUMEX lets you connect both sides, so you always see the full picture.

Protecting Your Keys and Access​

When you connect accounts to SUMEX, you may come across different types of keys or credentials. Each one controls a different layer of access, and it’s important to handle them with care.

Seed Phrase​

If you use a Web3 wallet, you’ll be given a seed phrase — usually 12–24 random words. This phrase is the master key to your wallet. If you lose it, you lose access forever. If anyone else gets it, they can instantly take control of your funds.

The golden rules: write it down on paper, keep it offline in a safe place, and never share it with anyone. Do not store it as a screenshot or in cloud storage. SUMEX, MetaMask, Binance, or any other platform will never ask you for your seed phrase.

Private Key​

Every wallet address also has a private key. You can think of it as the “technical password” that lets you sign transactions. Your seed phrase can regenerate private keys, which means both are equally sensitive. Just like the seed phrase, private keys should never be shared, uploaded, or stored in an unsafe location. If a website or person ever asks you to paste a private key, it’s a scam.

CEX API Key​

If you connect a centralized exchange account (like Binance or OKX), you’ll need an API key. This lets SUMEX talk to the exchange on your behalf.

When creating an API key, always choose the minimum permissions required:

  • Read-only if you just want SUMEX to track balances and trades.
  • Read + Write if you also want to place trades directly from SUMEX.

🚫 Never enable withdrawals. If you accidentally give withdrawal access, SUMEX will detect it and show a warning on that Bundle’s card. Withdrawal access is the most dangerous permission, and it should remain off at all times.

Also, don’t share your API secret with anyone. Treat it as carefully as your wallet keys — if leaked, someone could see your balances or even trade on your account.

By keeping your seed phrase, private keys, and API keys secure, you ensure that SUMEX can connect to your wallets and exchanges safely without exposing your funds to unnecessary risk.

Conclusion​

By now, you know how to log in to SUMEX, add your first Bundle, understand the difference between self-custody and exchange custody, and how to secure your access.

That’s all you need to get started. In the next stage, we’ll take a closer look at the SUMEX dashboard and see how it brings all your assets together in one place.