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.
How do I create and manage portfolios?
1. Navigate to the Portfolios Page
2. Click "Add Portfolio" or "Create New Portfolio"
3. Give your portfolio a descriptive name
4. Connect your wallets or manually add holdings
5. Your portfolio will automatically sync and display current balances
Connecting Wallets
1. Click "Connect Wallet" in your portfolio
2. Select your wallet type (MetaMask, WalletConnect, etc.)
3. Authorize the connection
4. Your holdings will automatically appear in the portfolio
Manual Portfolio Management
- Add tokens manually by searching for them in our token database
- Set custom amounts for tokens you hold
- Track historical performance and portfolio grow
Why should I use Portfolio Management?
- Real-time tracking: See all your holdings in one place
- Multi-wallet support: Connect multiple wallets to one portfolio
- Comprehensive analytics: Get insights into performance, allocation, and trends
- Cross-platform visibility: Track DeFi positions, staking, and regular holdings
- Historical data: Monitor portfolio growth over time
Common Questions
Q: Can I have multiple portfolios?
A: Yes, you can create multiple portfolios to track different investment strategies or separate personal/business holdings.
Q: Is my wallet information secure?
A: We only read public blockchain data. We never access your private keys or have permission to make transactions.
Q: How often does my portfolio update?
A: Portfolio data updates in real-time as blockchain transactions occur.
Q: Can I track tokens on different blockchains?
A: Yes, we support multiple blockchain networks including Ethereum, Polygon, BSC, and others.
Tips and Best Practices
- Organize by strategy: Create separate portfolios for different investment approaches (DeFi, long-term holds, trading)
- Regular monitoring: Check your portfolio regularly to stay informed about performance
- Use descriptive names: Give your portfolios clear names to easily identify their purpose
- Connect all wallets: Include all your wallets for a complete view of your crypto assets
Troubleshooting
Portfolio not updating:
- Check your internet connection
- Verify wallet is still connected
- Try refreshing the page
- Try a fresh sync of portfolio
Missing tokens:
- Ensure the token is supported on our platform
- Check if the wallet address is correct
- Some tokens may take time to appear after transactions
- Less known tokens may be harder to detect and is not supported by our platform