Balances
Keep your tracked balances together and see how your portfolio is organized across accounts and wallets.
Portfolio overview
Portfolio
Review the way your tracked assets are organized.
Track quantities that you enter yourself. No wallet is connected, and the page does not fetch prices or calculate a live portfolio value.
Log in to save a private, manually entered portfolio. Go to login.
Your tracked assets
Sign in to view your saved manual entries.
Asset allocation
Review your holdings by asset type to better understand the mix you are tracking.
Portfolio history
Record changes and revisit your portfolio decisions over time.
Build a useful portfolio view
A portfolio summary is only as reliable as the data behind it. Record where each figure came from, when it was last updated, and whether it is a balance, valuation, or transaction amount.
Separate balances from value
Units held and their estimated value are different measurements. For tokens, record the quantity and the price source used for any conversion into a reporting currency.
Group by account or wallet
Keep assets grouped by their actual custody location. This makes it easier to spot incomplete data and avoid counting the same asset in two connected views.
Track allocation carefully
Allocation percentages describe the selected portfolio at a particular time. They can change when prices move, deposits arrive, or an asset is omitted from the calculation.
Keep a review history
Save dated snapshots and short notes about deposits, withdrawals, and rebalancing decisions. A clear history helps distinguish market movement from account activity.
Connection status: Wallet connections, account balances, and automatic valuations are not implemented. Assets you enter manually are stored in the private application JSON file and are not encrypted at rest.