Portfolio: track your crypto holdings in one place

It is your crypto book-keeping in one place. You enter the coins you hold by adding transactions: what you bought or sold, how much, and at what price (a CSV import is also available). The page then shows your positions, what they are worth now, and how much you are up or down.

The risk gauge on the page uses the Altcoin Rules model, so you can look at your own bag instead of a generic coin list. You can keep up to 12 separate portfolios, for example one per wallet or strategy. It does not trade for you and it does not connect to your exchange; you enter the data yourself.

The page is split into five tabs. The first is yours, the rest put your holdings next to other views.

The founder portfolios are the positions the platform founders publish on the Founders tab. They are shown for transparency, not as a recommendation to copy anything.

Value is the amount of each coin you hold times its current price. Your cost is built from the transactions you entered. The difference between the two is your unrealised gain or loss, meaning the result on coins you still hold. A sale locks in a realised result. See the glossary entries on unrealised profit and loss and cost basis for the definitions.

When you sell part of a position, the page has to decide which of your earlier buys that sale counts against. That choice is the cost basis method. The default is FIFO (first in, first out). You can switch to LIFO (last in, first out), HIFO (highest cost first) or Specific ID, where you pick the lot on each sale and the page falls back to FIFO for any sale where you pick none. The method changes how your gain or loss is split up, so check which one fits your own situation.

The risk gauge averages the Altcoin Rules score of your coins, weighted by how big each position is. The score runs from 0 to 100 and is grouped into five bands: Very Low (under 20), Low (20 to 39), Neutral (40 to 59), High (60 to 79) and Very High (80 and above). A higher number means the model reads that coin as riskier.

It only counts coins that have a score. Stablecoins, delisted holdings and unscored coins are left out, and the gauge shows how many positions and what share of your portfolio value it covers, plus the date of the oldest score used. So it is a view of the scored part of your bag, not a full measure of portfolio risk. The page also shows your highest and lowest scored positions, the share of scored value with a score of 60 or more, and the share under 40.

Read the numbers with these in mind.

A made-up example. An investor holds three coins and adds their buys to the Mine tab. The risk gauge shows that one coin makes up most of the value and also has the highest score. That does not say what to do. It does show where the weight sits, which is a fair prompt to read about portfolio concentration and to think about whether that is on purpose.

Later the investor opens the Compare tab to see how their mix differs from a founder portfolio, and the Altcoin Rules page to look at one coin in more detail. If the portfolio has fallen sharply, our guide on a portfolio down 40 percent walks through the questions worth asking first.

Tracking your own holdings on the Mine tab is open to members, including the cost basis methods and the risk gauge. On the Founders tab, free members see only a few founder positions (at least one per founder) and the rest is locked, and the entry price of the visible positions is hidden. Premium shows all founder positions in full.

Premium also adds live price updates (free members get prices refreshed about once a minute instead of the live stream), take-profit and stop-loss alerts per position, the rebalance plan on the Compare tab, and the Bear Market Stress Test, which runs a Bitcoin downside scenario against your holdings (free members can only preview it). The Moves and Compare tabs are locked for free members by default; Moves shows only a short preview of results. On the Scenarios tab, four preset mixes are free, while two more presets and a replay of your own portfolio are Premium. These free settings can be changed by the team, so see the pricing page for what is included today.