What is the Portfolio Overview?
The portfolio overview is a summary that provides a snapshot of your crypto assets in real time. It helps you quickly understand the current state and performance of your investment portfolio.
How to access the Portfolio Overview
Click on Portfolio from the main menu on the left, then click on Overview
How to read the displayed data
At the top of the page the following data is displayed:
current portfolio value - it's the total value of your portfolio in the fiat currency set for the account
capital gain/loss - based on the initial purchase price and current portfolio value
total purchase cost - the total amount spent to obtain the asset in portfolio
Just below, there is a chart showing the portfolio’s performance over time, illustrating both the change in value (green line) and the change in purchase cost (grey line).
Your tokens
This section of the portfolio overview shows the following data:
Token - indicates both symbol and name of the token
Unit price - indicates the price of one unit of the token
Amount - indicates the total amount of token units in portfolio
Total value - indicates the total fiat value of all the token units
Potential capital gain - indicates the potential gain or loss generated if selling it
Distribution - indicates the token distribution among the wallets and exchanges connected where it's held
Possible actions from the Portfolio overview
By clicking on the three dots placed at the right of each token, users can perform the following actions:
Show details
Show all transactions
Change token category (only for Italian tax payers)
Transaction simulation
Show details
By clicking on Show details, the following page will open:
at the top the total amount of tokens held and their fiat countervalue is displayed
in the Stock details part are displayed these information:
Potential capital gain & loss - the unrealized gain & loss potentially coming from the sale of the asset
Total purchase cost - the total fiat amount spent to purchase all the token units
Average unit cost - the fiat amount one unit of the token cost
below the token distribuition across connections is represented, showing fiat amount and percentage of each wallet/exchange where the token is held
at the bottom of the page the latest transactions made on the token are displayed, with the possibility to see details by clicking on the three dots, then on Show details
Show all transactions
By clickin on Show all transactions, all the transactions involving the token across all connections will be displayed.
Change token category (only for Italian tax payers)
By clicking on change token category, the modal to apply the changes will appear.
Select the desidered options from the dropdown menu, check the box and click on Save edit.
Transaction simulation
To learn about this feature, please visit this link for the full guide.