What is the Portfolio section?
Your complete financial picture, all in one place. Portfolio brings together all your assets — crypto, stocks and ETFs, and cash — with their total value, consolidated performance, and activity. No more switching between screens to see the full picture.
What is the main amount I see at the top?
It's the total value of your portfolio in your local currency: the sum of all your assets (crypto, stocks, ETFs, and cash) converted to a single currency so you can read your position at a glance. Tap the eye icon to hide it whenever you need to.
How do I filter my portfolio by asset type?
Use the tabs at the top: All, Cash, Crypto, and Stocks & ETFs. Each filter recalculates the total value, performance, and asset list for that category, without losing the rest of your information.
What is Overall performance?
It combines your Profits & Losses (G&L) and Additional Income into a single metric. It shows how your portfolio evolved over the selected period. Deposits and withdrawals are not included here (you'll find those in the Activity section), so Performance reflects the real behavior of your assets — not money you added or removed.
What are Profits & Losses (P&L)?
The difference between what you paid for your assets and their current market value. It can be positive or negative. This is the metric that answers: how are my investments performing since I bought them?
What is Additional income?
Everything your portfolio earns on its own, without you buying or selling anything: interest, dividends, staking rewards, and other payments you receive just for holding your assets. They appear in your activity labeled Dividend or Earn.
Why doesn't my Overall performance match the sum of my deposits?
Because they measure different things. Performance tracks how your assets moved in the market; deposits and withdrawals are money flows that don't affect returns. If you deposit new money, your portfolio balance goes up by that amount — but your performance won't change until that money is invested and the market moves.
What time periods can I use to view my performance?
Six time windows: 1W (one week), 1M (one month), 6M (six months), 1Y (one year), and Total (since your portfolio started). Switching periods automatically recalculates the chart and the percentage change, so you can always read your performance against the timeframe that matters to you.
What is the date shown below the performance?
It's the starting point for the calculation based on the period you selected. It anchors the number to a specific date so you know exactly what interval you're looking at.
What are Scheduled transactions?
Operations you've set up to run automatically: recurring conversions, scheduled stock purchases, target-price conversions, and periodic deposits. From here, you can check when each one runs and edit or cancel it.
What types of scheduled transactions can I set up?
Three main types: Conversions (for example, USD to BTC every day at a fixed time), Stocks (recurring purchases of an asset), and Target Price (orders that execute when an asset reaches the price you set). You can also schedule recurring deposits from your bank.
What does Your assets show?
The detail of every position you hold: ticker, asset name, amount you own, and its value converted to your local currency. This is the real composition of your portfolio, asset by asset.
What is the Holdings button in Your assets?
It lets you sort and filter your asset list by the criteria most useful to you: by portfolio value, by performance, alphabetically, and more. Use it to organize the view however you want to analyze your portfolio.
What is Activity?
The chronological record of everything that has happened in your account: deposits, withdrawals, conversions, dividends received, interest earned, and asset purchases or sales. It's your complete history, kept separate from the performance calculation so each metric tells you exactly what it's supposed to.
Why do some activity items have labels like "Dividend" or "Earn"?
To show you where each income came from. Dividend means a payment received for holding stocks or ETFs; Earn means rewards generated by your crypto assets. These labels help you see which parts of your portfolio are working for you — without you having to do a thing.
Can I hide my portfolio value?
Yes. Tap the eye icon next to the total amount to hide it. It's handy when you want to check your portfolio in a public place without showing your balances.
How often are values updated?
Crypto market prices update in real time. Stocks and ETFs update according to market trading hours. Your total value and performance always reflect the latest prices from when you open the screen.
What should I do if my performance is negative?
A negative performance is information, not an alarm. Check the time period you're looking at: a dip over one week could be normal market noise, while a change over a year tells you something more structural. Use the asset type filters to identify what's driving the result, and review the composition in Your Assets to decide your next steps.