Crypto Portfolio Tracker – Step by Step Guide

The world of cryptocurrency is extremely complex. With over 7000 cryptocurrencies and 300 wallets and exchanges available, is hard to find the right solution in order to provide the right solutions for a crypto trader’s needs. We’ve created the Platform Step by Step Guide so you can get the most out of this all-in-one platform that can handle all your needs.

As a crypto trader you want to:

1. know your overall portfolio performance regardless of where his cryptocurrencies are located
2. understand the possible opportunities in the market for investment easily and accurately
3. set up warning and alerts in order to identify possible risks based on their current crypto portfolio
4. deep dive on historical data of their transaction history in order to get more valuable insights
5. make more money and not losing time with compiling transactions for tax reporting

In order to do all of that, handling cryptocurrency has to be simple, fast, reliable, accurate, safe, transparent, affordable, and user-friendly. All the right variables need to be in the right place doing the right thing at the right time with a specific purpose.

Tracking Your Portfolio offers minimalist software where you can track all your crypto assets in one place. Please note that the software utilizes data to analyze your gains and losses on the desktop page and for the mobile app. Usually, price assets refresh around 1 minute, so you can rest assured that your portfolio PnL (profit and losses) is up to date. Otherwise, you can click on the refresh button on your top right corner.

a. Desktop desktop platform allows you to manage your portfolio and tax reporting the easiest and fastest way! This section describes all its properties.

i. Overview Page

  1. General Market data
  2. Portfolio Summary and Competitive Chart
  3. Cryptoassets Balance
  4. Market Stats
  5. Portfolio Allocation
  6. Exchanges and Wallets Table
1. General Market Data
Market CapGlobal capitalization of the crypto market
24h Vol.The total volume of transactions in the last 24h
BTC DominanceBitcoin share for the market cap
Total Value*Actual portfolio value
24h Value Change*Portfolio change for the last 24h
24h % Change*Portfolio change for the previous 24h represented in percentage

*: values get updated each hour

2. Portfolio Summary and Competitive Chart
  1. The competitive chart allows you to compare your performance against other users and evaluate your planning. Use this as an incentive to get better at trading and to test your strategies! 
  1. Show your value vs. time in three different ways: Holdings, Price, and Net profit. You can change the time frame on the top right corner of the chart. Also, you can use this to analyze each coin selected on the coin table.


Look at your overall portfolio value and the performance of each asset in a chart.

You can click on the (>>) button to expand your graph. Furthermore, if you click on one coin only, you can see the buy and sell points:


It shows you the market price and your buys and sells of the selected asset based on

Net Profits

Let’s you analyze your historical realized + unrealized profits, but be aware: this number may be higher than your current holdings because of cashouts, and it doesn’t consider refunds.

3. Cryptoassets Balance
COINShow coin abbreviation and your amount
PRICE/24H CHANGEShow the actual price and 24h % change
VALUE/24H CHANGEShow your total value and the 24h change from this
AVERAGE PURCHASE PRICEThis price is calculated depending on your tax method selected on Settings. If you want to learn how it works, check the Crypto Tax Guide.
LOSS/PROFITIt’s a mini graph describing your profit (green) or loss (red) for each coin, allowing you to determine which currency are performing better
LOSS/PROFIT VALUEIt’s your unrealized gain for each coin. The percentage represents the change of your initial trade and the current value 
4. Market Stats

Show top movers from top 100 coins based on You can change its position by clicking on the crosshair.

5. Portfolio Distribution

This section illustrates your portfolio weights; what percentage each coin it’s contributing to the total.

6. Exchanges and Wallets Token Allocation

This table describes the distribution of assets. The top bar represents the percentage of your crypto on Exchanges or wallets.

WALLETName of your wallet
COINSCoins you’re keeping in each wallet
ALLOCATIONThe amount and weight  of your coins in each wallet

ii. Performance

ASSETName of your asset
REMAINING AMOUNTThe number of coins you have
UNREALIZED GAINSPotential gain/loss from the first trade
REALIZED GAINSgain/loss from your coin exchanges. Negatives values also indicate a loss from transaction fees. This value is where your taxes are calculated
Number of transactionsThis value helps you to determine which tax plan best suits you

iii. Wallets Page

The Wallets page allows you to see your Exchanges and wallets in detail, add new ones, update your data, or copy your wallets’ addresses directly.

  1. The last time your data was updated.
  2. Refresh button.
  3. Edit and delete. This button allows you to change your Exchange’s name and connection.
  4. Where you can see your transactions from the selected Exchange

When you have a yellow circle next to the Wallet name, it indicates things don’t make sense, so please follow the instructions appearing in your Exchange tab.

Click on the colored button to show where the issue is. It can help you identify better funds that you’re missing.

iv. Full Data Set

You can see all your transactions and filter them by date, type, wallet, classification, bought/deposit, or sold/withdrawal. You can also duplicate, delete, or classify your transactions by selecting them and clicking on the top buttons. 

If you click on a specific transaction, it’ll appear the cost basis, transaction fee, and the transaction hash. Besides that, you can edit, search or add a new transaction here. Lastly, if your transaction type is in red, that means there are missing funds, so please click on it and follow the instructions.

  1. Filters
Select buttonSelect transactions depend on active filtersPress the white square on the filters bar to select transactions appearing on the table. To select only one, click on the white square of the wished transaction.
DateFilter by date using a variety of options
TypeIt selects the type of transaction. You can choose between Whitrdawn, Deposit, Internal, Order, ICO, and OTCThe classification options change depending on which type is selected.
Sold or withdrawnSearch for a specific currency sold or withdrawnWrite the name or abbreviation of the coin you’re searching. 
WalletFilter by Exchange or wallet you already import into
Bought or depositedSearch for a specific currency bought or depositedWrite the name or abbreviation of the coin you’re searching. 
ClassificationSort transactions by classified or no classifiedYou can use this filter to be faster at classifying your transactions!
ClearDisable applied filtres
  1. Action buttons
NewCreates a new transaction for users who import data manually
DuplicateDuplicates selected data
DeleteErase or ignore selected data
ClassifyClassify selected data. This action only works when the Type filter is on. Depending on what type of transaction you selected, the classification will differ.
Show needs reviewShow transactions that need to be reviewed
  1. Export all your transactions to a spreadsheet, and search specific trades with the searching bar. You can explore writing the number of coins, currency name or abbreviation, transaction hash, a comment, or a classification.
  1. The Gray button. This button lets you do a quick edit for an individual transaction. Depending on the Type filter you selected, you can set a classification directly from here:

When you press edit, you can change all the information about the transaction or even add a comment!

Symbols to consider:

Add funds
Gift received
Gift sent
Margin fee
Margin gain
Margin loss
Remove funds

Note: classification description regarding tax reporting is developed in the Tax reporting section

b. Review Button

The review button lets you troubleshoot your portfolio and organize all transactions to facilitate your tax reporting and your finances. If your trades need to be reviewed, it’ll appear a red dot on the button.

i. Unknown Currencies

When doesn’t recognize the cryptocurrency you’re using, you need to tag them manually based on the internal database as a reference. It happens for new tokens or projects that aren’t serious.

ii. Identify Internals

This section is applicable when you transfer cryptocurrency from one of your Exchanges or wallets to another, but doesn’t recognize these transactions. You have to connect both of your wallets on your profile in order to detect internals; make sure you have all your accounts linked to your profile!

iii. Classify Transfers

In this section, you can classify your deposits and withdrawals to make a reliable Tax report; order transactions don’t need this classification type. Be sure to categorize them properly because, depending on where you are living, classifications may impact more or less your taxes. You can check what it means for each category by clicking on the “+” buttons.


Add fundsUse this classification when a transaction is adding new money into your crypto portfolio. This could be when you do a bank transfer to your exchange.
AirdropUse this classification for all airdrops you receive. Tax implications are not clear yet so we let you decide on the tax report page how you want to handle the cost basis of these.
Gifted receivedIf you received crypto as a gift, use this classification. Taxwise, this has different implications depending on the country you pay taxes in.
IncomeIf you received income in crypto use this classification. You will then be taxed income tax on this.
MinedUse this classification if a transaction was mined. Taxwise this has different implications based on the country you live in.
StackedUse this classification if a transaction was staked. Taxwise, this has different implications based on the country you live in.
Margin gainSome Margin exchanges create a new deposit for the profit from a margin trade, use this classification for those “deposits”


Remove fundsUse this classification when you a transaction is reducing the money you have in your crypto portfolio. For example when you cash out fiat into your bank account.
Margin lossSome Margin exchanges create a new deposit for the loss from a margin trade; use this classification for those “deposits”
PaymentIf a transaction was a payment for a product or service use this classification.
Gift sentA gift that you sent to someone.

iv. Missing Funds

When an Exchange or wallet reports a different balance regarding due to some trades that aren’t considered in the API connection, this can be challenging if you don’t know where the mistake is because you have to check your full data set to identify it. But no worries, you can select “Fix for me” to do this automatically; however, consider it as the last resource because it creates transactions to balance your portfolio that may not represent the actual missing fund.

By selecting the Exchange or Wallet, you can choose between the following options:

Total balance: this irregularity happens when there is a difference between the wallet’s data and the database. To fix it, click on the” Fix for me” button to generate a reconciled transaction, so the platform gets up to date.

Single Trades and Withdrawals:

Action to solve errorDescription
Fix for meAutomatically reconciles all transactions in the selected wallet by creating the deposit of the missing amount right before the trade.
Go to full data setIt sends you to Full Data Set to analyze your trades and add a new transaction manually.
Reconcile this transactionReconcile just the transaction you selected.
buttonIt gives you some reasons that could have caused the missing fund.

c. Mobile App offers you a mobile app for IOS and Android that lets you manage and track your portfolio anywhere! In this section, you will learn all of its features to maximize your experience with it. Stay tuned to the constant updates!

i. Portfolio

  1. Add Exchange or wallet button
  2. Portfolio summary chart and tracking space
  3. Coins table

Add Exchange or wallet button: you have this button right away to comfortably add new exchanges or wallets to your profile. Proceed using an API connection or address after selecting the wished wallet. If you struggle with this process, you can check the connection instructions on the connection tab. 

Portfolio summary chart and tracking space: This is where you can see how your portfolio is doing. When you press the expand button, you can analyze the performance of each coin by selecting them. If you swipe this part, you can change the summary chart to your portfolio allocation or the competitive chart.

You can change between dollars and bitcoins to show your total value by clicking on the amount.

Coins table: whenever you see a triangle beside the title of a column, that means you can sort the rows from highest to lowest and vice versa. The percentage of each asset in your portfolio will appear in the coin column if you are in the portfolio allocation section.

CoinSymbol and ticker of your asset
PriceActual price and 24h change in percentage
ValueShow the value and amount of each coin

If you click on a specific cryptocurrency, you will see all their market analytics and your holdings.

Price chart: 

  1. Timeframe

Here, you can change the timeframe of your candlestick bar or line chart.

  1. change chart, favorites, and alarm

Change your candlestick chart to a line chart with the first button. The star button lets you add this asset to your watchlist. Lastly, the bell button allows you to set up an alarm when the price is up or down your mark.

Transaction history: It shows you all your transaction with the selected coin.  Click on the “In total” button to change the amount traded for the transaction price. You can edit the transaction by clicking it.


Total valueCurrent value of your coins
AmountTotal of the selected currency you have
Average buy priceMean of all your purchases
Profit/LossMoney you earn by holding the asset
24h value changeAsset’s price change of the last 24h

Price (24h):

OpenFirst price of the 24h
CloseLast price of the 24h
HighHighest price of the 24h
LowLowest price of the 24h
AverageMean of the price within 24h

Market Stats:

Total supplyCurrent coins on the market
Market capMarket value of the asset
CirculatingCoins being traded (Volume)
Max supplyMax existing amount

New transaction: here, you can add a new transaction manually.

ii. Wallets

You can manage your Exchanges and wallets in this section. Add new accounts, edit and analyze your transactions.

  1. Percentage bar. Describes how your portfolio is distributed between your Exchanges and wallets
  2. Refresh button. Lets you update all your accounts connected to
  3. Connection status. The color indicates the connection’s healthy. Green is “updated”, yellow is “Need to update”, and red is “Need attention”
  4. Refresh individual wallet
  5. Edit the name and connection of your wallets
  6. Delete your connection
  7. View all transactions within the wallet

View details: you can search and filter your transactions for each wallet and filter them for making an efficient analysis.

iii. Market

Watch all crypto markets and follow your favorite cryptocurrency. Sort them by best/worst performance, ranking, or price. Click on one coin to see the price chart and other market metrics, even add new transactions.

  1. Search a wished cryptocurrency
  2. Filters
  3. Extra options that allow you to add a new alarm or save it to your watchlist

iv. Alerts

  1. Add a new alarm
  2. Add a new alarm for a specific coin
  3. activate/deactivate the alarm
  4. Change between your currency or BTC, and if you want to trigger the alarm once or frequently

v. More…

You can contact here using the community and bug/Feature sections; use the referrals link to get 10% by sharing your connection with your friends and family! Dive into our community and personalize the app in this section.


Chart Color IndicatorChange the color of your summary chart depending on your performance; green for positive 24h change, and red for negative 24h change.
Hide balancesOccult your numbers. Ideal when you want to share your performance without showing the real money.
Number formattingConfigure how you want to see your numbers
AlertsNotify  strong fluctuation on your portfolio
Select currencyChoose which fiat currency you want to see values.
Select languageChoose App’s language.

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