Portfolio and transactions
Everything you hold across all accounts, your accumulation plans, and the ledger of buys and sells behind them.
On this page
Portfolio combines the holdings of every account. Its tabs show all assets, those you hold, your plans, and a breakdown of how the money is spread.
Accumulation plans
A plan describes how you want to build up one coin: an amount and how often to buy.
- How often
- One-time, daily, weekly, every 2 weeks or monthly
- Patient
- Waits for the best entries. Slow and selective.
- Steady
- A balanced, even pace toward the plan.
- Aggressive
- Fills the plan quickly, and is less picky about price.
Plans are carried out by spot accumulation. Attach that style to an account first.
Transactions
Transactions is the ledger of your deposits, withdrawals, buys and sells. Exchange and wallet accounts sync by themselves. For anything else, keep a record by hand:
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Create a manual account
On Accounts, add a manual account, for example "Cold wallet".
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Add your transactions
Click Add transaction and enter each buy or sell.
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Or import from an address
Import from address reads the public balances of a wallet and adds them as opening deposits. It works with BTC, EVM, Solana, XRP, XLM and more addresses. It runs once: importing again counts everything twice.