All updates
New Feature
Portfolio — Cost Basis, Health Score & Thesis Tracking
Your portfolio just grew a brain: cost basis ledger, health score, rebalance drift, and per-position thesis/conviction tracking.
Apr 17, 2026
Alpha Factory updates can mention product signals, indicators, or portfolio workflows. They are educational product context, not financial advice or a recommendation to buy or sell any asset.
The portfolio has a full intelligence layer now. It's no longer just a list of coins and balances — it understands what you own, what you paid, why you're holding, and whether your allocation is drifting from your plan.
What's new:
- Cost Basis Ledger: log every buy/sell with price and date. Your average cost, realized P&L, and unrealized P&L are computed automatically per position.
- Portfolio Health Score: a single score that grades your portfolio across concentration, stablecoin buffer, drawdown exposure, and diversification.
- Thesis & Conviction: log WHY you own each position and rate your conviction 1–10. The portfolio remembers so you can audit your own discipline later.
- Rebalance Drift: set target allocations and see exactly which positions have drifted, with buy/sell amounts to get back on track.
- Filter, group, and search across 100+ positions without lag (virtualized list).
Head to the Portfolio tab to set up your cost basis ledger and thesis notes — the Health Score lights up as soon as you've got the basics filled in.