Your dashboard is the perfect place to know everything about your investments at a glance. Let's explore together how to make the most of all its features to manage your portfolio well. 🚀
Portfolio tracking is only available from the Lite plan. If you don't have a subscription, you will not have access to all features.
Real-Time Valuation
Portfolio valuation: Check the total value of your portfolio, updated every 5 minutes ⏳. The chart shows you the evolution over the past 24 hours.
Live updates every minute: Never miss a change — your dashboard stays up to date to help you track your tokens in near real time!
Coingecko to the rescue: Each token is valued based on prices provided by Coingecko, one of the most reliable sources in the market.
Token Allocation: Zoom on Your Distribution
By clicking on a token, you can see how it is distributed across different platforms or blockchains 🛠️.
Platform Allocation: Focus on Your Cryptos
Click on the "Platforms" tab, then select the platform of your choice to view the different tokens available on each platform.
CEX/DEX Allocation: Centralized vs Decentralized
💡 Your dashboard allows you to see how your funds are distributed between these two types of exchanges for optimal management.
CEX (Centralized Exchange) ⚙️: Like Binance, Swissborg, Coinbase, etc.
DEX (Decentralized Exchange) 🛡️: Like wallets on Ethereum, Arbitrum, Binance Smart Chain
Portfolio Analysis: Ranking Your Cryptos
Top 100 Coingecko: Your tokens are ranked by their presence in the Coingecko top 100, in stablecoins, and by risk level 🔒.
Risk levels: Moderate, Prudent, or Exposed — everything is analyzed so you know exactly where you stand and can adjust your strategy.
Overall Summary
Amount Invested: Total amount used to buy crypto, across all currencies, converted into your reference currency.
Amount Withdrawn: Total amount recovered from sales or crypto payments, across all currencies, converted into your reference currency.
Overall Performance: Overall result based on your current portfolio, invested amounts, and withdrawn amounts.
Fees Paid: Total fees paid on exchange platforms since your first transaction.
Investor Since: Date of your first transaction detected in the system.
BTC Price Comparison: Better Than Bitcoin?
Compare your portfolio's performance with that of Bitcoin over 24 hours. The yellow curve indicates the BTC price, to see if you outperform (or not) the king of cryptos! 👑
Staking CEX
Tokens staked on centralized platforms ("Earn") are clearly indicated 🌟.
Example: You have 0.002171 ETH staked on Kraken.
DeFi
Tokens in lending on decentralized platforms ("DeFi") are clearly indicated 🌟.
Example: You have 3,802.5 USDT in Lending on Aave V3.
This feature only supports certain protocols and certain blockchains (Evm and Solana).
Report a Scam 🛑
You can manually identify a token as a scam. Once reported, it is valued at 0 on your dashboard and will not be taken into account in your tax report.
My scam token list: View and manage all the tokens you have reported.
Flagged Token List
Don't distort your history: If a token is misvalued at a given time, you can add it to your "flagged tokens" list without marking it as a scam so it doesn't disappear from your tax reports.
Example: The ETH token may have an incorrect valuation at a given time, but you have important past transactions — you don't want to lose this valuable history.
The Waltio Team