Feature Guides
Complete step-by-step guides for all platform features
Sell Targets & Exit Planning
Sell targets are predetermined price levels or conditions where you plan to sell portions of your cryptocurrency holdings. They help you take profits systematically and manage risk by removing emotion from selling decisions.
Portfolio Creation & Tracking
Portfolio management on our platform allows you to track and analyze your cryptocurrency investments across multiple wallets and protocols. You can connect various wallets, view real-time balances, and get comprehensive insights into your holdings.
Strategy Creation & Management
Investment strategies on our platform are structured plans that help you manage your cryptocurrency investments. You can create strategies with specific allocation targets, risk parameters, and goals to guide your investment decisions.
Potfolio - Defi
DeFi position detection automatically identifies and categorizes your decentralized finance holdings across various protocols. Instead of just showing token balances, our system recognizes whether tokens represent lending positions, liquidity pools, staking rewards, or other DeFi activities.
Transactions Guide
Transactions help you track your investment activity and calculate accurate profit/loss. There are two ways to track your holdings: 1. **Holdings Mode** (Simple): Enter your average buy price manually 2. **Transactions Mode** (Detailed): Sync blockchain transactions for automatic calculations You can switch between these modes anytime based on your preference.
Analytics Tab Guide
The Analytics tab provides portfolio analysis tools and performance tracking. It displays visual charts, metrics, and helps you understand how your investments are performing.
Portfolio Overview & Navigation
The Portfolio page is the central hub of your investment tracking experience. This guide will walk you through understanding the main interface and navigation structure.
Manage Wallets Guide
Manage Wallets is a **Pro feature** that allows you to add and sync wallet addresses to automatically track your DeFi positions. This is a simple wallet management dialog for adding wallet addresses (not actual wallet connection).
Manually Add Holdings
Manually adding holdings lets you track cryptocurrency positions that aren't automatically detected through wallet connections. This is perfect for exchange holdings, hardware wallets, or investments you want to monitor separately.
Portfolio - Defi Pools
The Pools tab allows you to discover, research, and manually add liquidity pool positions to your portfolio. This is where you can find DeFi yield opportunities and track your manual pool investments.
Portfolio - Positions Tab
The Positions tab is your central hub for managing active pool positions. Here you can monitor range status, track performance, add rewards, and manage all your manual liquidity pool investments.
Sell Targets Management
Sell targets allow you to set predetermined price levels where you plan to sell portions of your holdings. This feature helps automate your profit-taking strategy and removes emotion from selling decisions.
