How to track your investments using our holdings page
06 How to Set Up Your Portfolio – YouTube
The holdings page is where our customers track the performance of their portfolios.
This page displays the price we purchased a token at, the dollar value of our tokens, the current price, the number of tokens we hold, and more.
Once you have added a portfolio manually, simply click the “Add Transaction” button circled above to add an investment. That will display the following pop-up.
Enter the token you purchased, how many you purchased, and the date it was purchased, then click “save” to add the transaction to your portfolio.
Now you will see your investment appear in the “My Investments” table.
If you select the “Portfolio Allocation” tab at the top of the screen, you will see something similar to the screenshot above.
This section of the site lets us visualize our portfolios and view them similarly to how we see the indices on our home page.
This page can easily show us if we are too heavily consolidated in one coin, or if we need more exposure to another one.
If you have any more questions on the holdings page, feel free to contact support!
