How do I understand my crypto portfolio?

Learn more about the details of analysing your crypto portfolio here.

Updated in the last hour

*Crypto trading, countries: Belgium, France, Hungary, Lithuania, Ireland, Poland, Denmark, Latvia, Sweden, Slovenia, and Portugal only.

When you open the app, you’ll land on the “Invest” screen, which includes several main sections, which will help you gain insights into your crypto portfolio.

Graph

Above the price chart, you can see the total current value of your portfolio and the % change during the selected timeframe.

You can tap on any part of the chart to see the value of your portfolio at a specific point. The value will be updated above the chart accordingly. Tapping on a chart will also allow you to see the % change of your portfolio value at that moment compared to the first price point on the chart.

For example, say you’re viewing the graph on 15th December and choosing the 1W (one week) range. If you tap the chart on 14th December at 5:00 pm, you’ll see the % change of your portfolio value between the first trading price on 8th December and the 14th December at 5:00 pm.

Don’t forget: the larger the time range you select, the larger the scale of your chart:

1D – 1 minute price points

1W – 1 hour price points

1M – daily price points

1Y – daily price points

ALL – weekly price points

Investments

  • Invested amount = the total amount invested in the currently held positions,

  • Gain/Loss = the gain/loss on your currently invested amount, excluding transaction costs.

If you tap on “More details”, a screen with insights into your portfolio performance will appear:

At the top of the screen you can see:

  • All-time = the total performance of your investments made with Shares (including the open and closed positions).

  • Avg. hold time = the average length of time you held your positions for (including the open and closed positions).

Below, you can find the details about your investments. Depending on whether you have only open positions in this instrument, or closed ones as well, you can see here different data, showing you details about your investments into this asset.

Portfolio

This section displays the crypto assets you hold. You can sort them by:

  • The investment return,

  • The investment gain/loss,

  • The total position value,

  • The portfolio allocation.

If you tap on a particular asset within your Portfolio, an Instrument details page will appear.

Instrument details page

You can find here a graph with the current market price of the selected position and the percentage change the position experienced during the selected period, below the price.

Trade indicators

If you currently have open positions in this instrument, on the price chart you can see small dots. These are trade indicators, showing your past trading activity of the given instrument. Tap on the indicator to display the details of your trade (type of trade - buy/sell and the amount you bought or sold (fees excluded)). If more than one trade of this instrument was executed in close proximity, you can see the number of trades for each side (buy or sell) and the amount for each trade.

Below the graph, you can find the Investments section. This section is swipe-able and shows a total of 8 different values:

  • Position value - the current value of your open position.

  • Gain (or Loss) - the total loss or gain of your current investment in this asset, excluding the transaction costs.

  • Value - the amount of cryptocurrency you own.

  • Allocation - how much of your portfolio this asset makes.

  • Performance - how well the open positions of this asset are performing, in %.

  • Hold time - the duration between the time the asset is bought and the time when it’s sold. This is reset every time you close your entire position.

  • Avg. price - the average purchase price of your currently open positions of this asset, excluding the transaction costs.

  • Trades - the number of trades you executed for this position.

When you scroll down, you can find the Key stats, which show:

  • Market cap - the current coin price multiplied by the total number of coins the protocol has issued and outstanding,

  • All-time high - the highest value that the asset has ever reached,

  • Market rank - based on the market cap of the crypto asset,

  • 24h volume - the total dollar value of all trading for this asset across the previous 24 h.

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