The portfolio performance is a tool that allows users to monitor and check how well their investments are doing over a specific period of time. It shows whether your investments are gaining or losing value and by how much.

Click on Portfolio from the main menu on the left, then click on Performance

In order to properly understand the data displayed in this section of the portfolio, it's necessary to explain the difference between fiscal performance and trading performance.

The purpose of this tool is to measure profit or loss for tax reporting purposes, according to local tax laws.

It focuses on taxable gains or losses, which may differ from actual trading results due to rules like FIFO/LIFO, cost basis adjustments, or allowable deductions.

As shown in the image above, from a tax performance perspective, the user in this example generated a capital gain of €8,366.54 for the fiscal year 2024. This is the result of a total purchase cost of €107,355.90 and total proceeds from sales of €115,718.76. Please note that fees paid (€16,429.98) are not considered a deductible cost for individual taxpayers.

The purpose of this tool is to measure how well your investments or trades are performing in terms of profit and loss. It focuses purely on market results, ignoring tax implications.

The same user, for the same reference period in the 2024 tax year, instead generated a trading performance gain of €10,457.67, based on total purchase costs of €104,909.52 and total proceeds from sales of €115,732.47.

At the bottom of the page, a graphical representation of the performance of the user’s crypto investments is also available, both from a tax perspective and a trading perspective. Click the corresponding button to view one or the other.