Portfolio Tracking
Track all your holdings in one place.
Portfolio Overview
View your complete portfolio across all connected exchanges:
Show my portfolioWhat are my holdings?Example response:
📊 Your Portfolio
| Asset | Amount | Value | 24h Change | P&L |
|---|---|---|---|---|
| BTC | 0.5 | $21,625 | +2.3% | +$1,200 |
| ETH | 2.0 | $4,400 | +1.8% | +$320 |
| SOL | 50 | $2,500 | -0.5% | -$25 |
| USDT | 1,000 | $1,000 | — | — |
Total Value: $29,525 24h Change: +$580 (+2.0%) All-Time P&L: +$1,495 (+5.3%)
Portfolio Metrics
Total Value
What's my portfolio worth?Daily Change
How did my portfolio do today?All-Time Performance
What's my total profit/loss?Individual Assets
How much Bitcoin do I have?What's my average buy price for ETH?Asset Allocation
View Allocation
Show my portfolio allocation📊 Asset Allocation
BTC ███████████████░░░░░ 73%
ETH ████░░░░░░░░░░░░░░░░ 15%
SOL ██░░░░░░░░░░░░░░░░░░ 8%
USDT █░░░░░░░░░░░░░░░░░░░ 4%Allocation Insights
Is my portfolio diversified?Mayson will analyze your allocation and provide suggestions.
Performance Analysis
Time-Based Performance
How has my portfolio performed this month?Show my YTD returnsCompare my performance to last yearBenchmark Comparison
Compare my portfolio to BitcoinHow do I compare to the S&P 500?Transaction History
View Recent Activity
Show my recent transactionsWhat trades did I make this week?Filter by Asset
Show all my Bitcoin transactionsFilter by Type
Show my depositsShow my sellsExport Options
CSV Export
Export my portfolio to CSVPDF Report
Generate a portfolio reportCreate a PDF summary of my holdingsTax Report
Generate my tax report for 2024Multi-Exchange Support
If you have multiple exchanges connected:
Combined View (Default)
Show my total portfolioShows combined holdings across all exchanges.
Per-Exchange View
Show my Binance portfolioWhat do I have on Coinbase?Ghost vs Real Portfolio
View Ghost Portfolio
Show my paper portfolioView Real Portfolio
Show my real portfolioCompare Both
Compare my ghost and real portfoliosNext: Explore market data →