Portfolio Tracking
Track cryptocurrency holdings, monitor profit/loss, and analyze portfolio performance over time.
Portfolio tracking is available for Premium and Pro subscribers only.
Overview
The portfolio feature allows users to track their cryptocurrency holdings with real-time valuations, profit/loss calculations, and performance analytics.
Portfolio dashboard showing total value and holdings breakdown
Key Features
- Total Portfolio Value - Combined value of all holdings in your preferred currency
- Profit/Loss Tracking - Calculate P/L from your cost basis vs current market value
- ROI Percentage - Return on investment across all holdings
- 24h Change - Portfolio value change in the last 24 hours
- Allocation Charts - Visual breakdown of portfolio distribution
- Transaction History - Record buys, sells, and transfers
Creating Portfolios
Users can create multiple portfolios to organize holdings (e.g., "Long-term", "Trading", "DeFi"):
- Go to User Dashboard > Portfolio
- Click Create Portfolio
- Enter a name and select display currency
- Click Save
Adding Holdings
Add cryptocurrencies to track:
Click "Add Holding"
From your portfolio dashboard, click the Add Holding button.
Select Cryptocurrency
Search and select the coin you want to add.
Enter Quantity
Enter the amount of coins you hold.
Set Buy Price (Optional)
Enter your average buy price for P/L calculation.
Transaction Types
| Type | Description |
|---|---|
| Buy | Record a purchase - increases quantity and updates cost basis |
| Sell | Record a sale - decreases quantity and calculates realized P/L |
| Transfer In | Coins received from another wallet |
| Transfer Out | Coins sent to another wallet |
Analytics
Comprehensive analytics to understand portfolio performance:
- Returns Analysis - Total, daily, weekly, monthly, and YTD returns
- Diversification - Allocation by coin and category
- Top Performers - Best and worst performing holdings
- Benchmark Comparison - Compare against BTC, ETH, or total market
Data Export
Export portfolio data for tax reporting or records:
- CSV - For spreadsheets and tax software
- Excel (.xlsx) - Formatted with multiple sheets
- PDF - Formatted report with charts
Tier Limits
| Feature | Free | Premium | Pro |
|---|---|---|---|
| Portfolio Access | No | Yes | Yes |
| Number of Portfolios | 0 | 3 | 10 |
| Holdings per Portfolio | 0 | Unlimited | 500 |
| Transaction History | - | Full | Full |
| Analytics | - | Basic | Advanced |
| Data Export | No | Yes | Yes |