Our Portfolio Performance feature is included for users on the Plus or Pro Plan.
The Portfolio Performance page is an aggregated view of your assets. In this page, you can view all digital assets showing value, cost basis, daily and total gains, in addition to other valuable information!
Total Market Values Card: The sum of all the prices of your currently held assets. Please Note: Right now it is based off a users inventory which doesn't include transactions without cost-basis established.
Total Cost Basis Card: - The sum of the cost basis/original purchase price for all your currently held assets.
Unrealized Position Card - The sum of current market values of all your currently held assets, minus the sum of the cost basis/original purchase price for those assets. This is the amount that would be realized if those assets were liquidated at current market prices.
The performance graph shows breakdown of market value and cost basis for all assets as well as individual assets over a given time frame. Assets which are missing cost basis, will not show a cost basis line on the graph. Assets which are missing pricing data, are not selectable from the dropdown list.
For example, if I wanted to view BaoToken from the dropdown on the right side where you see "All Crypto" it is grayed out, and I'm not allowed to select that asset. This is due to missing price data, so I won't be able to view that asset on the performance graph.
Asset Mix Donut Chart
The asset mix donut chart shows top 6 held assets by portfolio percentage. The rest of the assets are grouped into an "Other "category. Assets that make up a really tiny percent of the portfolio are also grouped into "Other".
For example, if you reference the asset table below, you'll see that ETH is 46.87% of my portfolio and XRP is 10.83% of my portfolio. Since those two assets are majority of my portfolio, those assets will be displayed on the donut chart. Whereas, the rest of my assets are only a small percent of my portfolio, so they'll be represented by "Other" on the chart.
The asset table contains asset information based on a users currently held assets. Unlike the Total Market Value Card, it does include transactions that are flagged for missing cost basis
Still have questions? Send us an email at firstname.lastname@example.org, or chat with us using our live chat feature, and we'd be happy to help!