REVIEWING PORTFOLIO PERFORMANCE


After importing all your transactions, go to your Overview Page. You’ll get a summary of your entire portfolio”


Analyze your historical performance by selecting your preferable time-period, as well as getting a look at total profits or losses.


Click on the different crypto-assets to review your buy and sell dates. You can also select multiple assets at once to compare their performance during the same timeframe.


OVERVIEW OF PORTFOLIO’S TOKEN ALLOCATION


It’s important to understand your portfolio allocation and spread (Wallets and Exchanges) as well as get a breakdown of the location of each of your assets per wallet or per exchange. You can go over each of them individually, or select several wallets and exchanges at once.