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.
Step-by-Step Guide
1. Navigate to Holdings Tab
- From your portfolio dashboard, click on the "Holdings" tab
- You'll see your existing holdings grid with an "Add Holdings" button
2. Click "Add Holdings"
- Look for the "+ Add Holdings" button (upper right area)
- This opens the Add Holdings dialog
3. Search for Your Asset
- Start typing the cryptocurrency name or symbol (e.g., "Bitcoin", "BTC")
- Select the correct asset from the dropdown
4. Enter Holding Details
Required:
- Quantity: Amount you own (supports decimals like 0.5 BTC)
Optional:
- Average Buy Price: Your average cost per unit
- Used in Holdings Mode to calculate P&L
- If you sync transactions later, the system can calculate this automatically
5. Save and Verify
- Click "Add Holding" to save
- Your new holding appears in the grid
- Check that quantity and value display correctly
Understanding Calculation Modes
When you enter an Average Buy Price, it's used in Holdings Mode:
Holdings Mode
- Your manually entered avg cost basis
- P&L = (Current Price - Your Avg Price) × Quantity
- Simple and quick setup
Transactions Mode (Alternative)
- If you later sync blockchain transactions for this token
- The system can calculate your average cost automatically
- More accurate if you have complete transaction history
- You can switch between modes anytime
Tip: If you're unsure of your average price, set it to current price. You can add it later or sync transactions for automatic calculation.
When to Add Holdings Manually
Good Use Cases:
- Exchange Holdings: Assets stored on Coinbase, Binance, etc.
- Hardware Wallets: Ledger, Trezor positions not connected
- Paper Wallets: Cold storage positions
- Tracking Only: Assets you want to monitor but don't own
- Supplementing Wallet Data: Adding off-chain purchases
When Wallet Sync Might Be Better:
- If your holdings are in a connected wallet
- If you want automatic transaction-based cost tracking
- If you trade frequently and want complete history
Best Practices
Data Entry Tips
- Be Precise: Enter exact quantities
- Know Your Cost: If possible, calculate your true average buy price
- Add Notes: Document important details ("Long-term hold", "DCA position")
Keeping Holdings Current
- Update quantities when you buy or sell
- Adjust average price after new purchases
- Or switch to Transactions Mode for automatic tracking
Integration with Transactions
After adding a holding, you can:
- Add manual transactions: Record specific buys/sells
- Sync blockchain transactions: Import history automatically
- Switch calculation modes: Use manual avg price or transaction-derived cost