Your guide to onboarding, managing, and tracking your crypto portfolio with confidence.
The first step is to add all the wallets where you store your crypto assets.
Wallets can be:
Next, for each wallet, add every coin or token you currently own. Enter the amount and your average cost (your purchase price per unit).
After onboarding, your holdings table becomes locked to protect your data accuracy.
Going forward, all new changes to your portfolio (buys, sells, transfers) are managed through the Transactions page.
Use the Transactions page to log every crypto buy, sell, or transfer after onboarding. The system automatically updates your holdings, dashboard, and performance stats.
View your up-to-date portfolio, net gain/loss, and top performers any time from your dashboard.
You can also manage wallets, view holdings, and explore your performance with easy-to-read charts.