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Portfolio Tracker - Wealth
Portfolio Tracker - Wealth

Discover our portfolio tracker and its features.

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over 6 months ago

Read this short guide to discover all the new features and functions of our Portfolio Tracker - Wealth Section.

Wealth Section


This section shows you the total value of your portfolio in the fiat currency set for the account.

In the colored box below, you can see the change (both as fiat amount and percentage) in the total value of the portfolio compared to the purchase value (if it's green, it indicates an increase in value, if it's red, it indicates a decrease in the portfolio's value).

Next to this data, you will find the purchase value (total purchase price) of your portfolio.

Asset Distribution Section (Currency)

  • Graph of the portfolio distribution across the tokens held within the portfolio.

  • Details of each token in the portfolio including fiat counterpart value and percentage of the total portfolio.

Asset Distribution Section (Typology)

  • Graph of the portfolio distribution across different types of cryptocurrencies (crypto, stablecoins, fiat, and NFTs).

  • For each type, you can see the fiat equivalent value and percentage of the total portfolio.

Asset Distribution Section (Connections)

  • Graph of the portfolio divided by source connections.

  • Includes logo and name of the connection with percentage indication of the total portfolio.

  • Hovering over the graph line will display the currencies within the connection and their percentage of the total within it.

Your Currency Section

  • At the top, there are two buttons to hide irrelevant balances and/or spam and scam tokens (those that have no impact on the portfolio).

  • Below, there is a list of all currencies present in the portfolio, indicating the following information:

    • SYM: Currency symbol (e.g., BTC)

    • Name: Currency name (e.g., Bitcoin)

    • Conversion Rate: Price of one unit of the currency in real-time

    • Amount: Amount of the currency owned

    • Balance: Equivalent fiat value of the quantity you own of the currency

    • Capital Gain Potential: Potential profit or loss if you were to sell all the quantity you own at the current market price

    • Distribution: Indicates the distribution of that token among the various source connections

    • Hovering over the graph line will display the distribution of the currency among the connections where it is present.

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