Questions about the Dashboard

Welcome to our FAQ page about the Dashboard. Here you will find answers to some of the most frequent questions about tracking your crypto holdings and value development, managing your exchanges and wallets, and understanding the various metrics and charts our app offers. Discover how to make optimal use of the Dashboard features to manage your investments efficiently. Don’t see your question? Contact us via the support form.

How can I track my crypto holdings and value development?

You can track your crypto holdings and value development by logging into our app. The Dashboard gives an overview of your total balance, profit/loss, and pie charts of your portfolio, distributed across different cryptos, exchanges, and wallets.

How do I get an overview of my crypto holdings?

Log in to our platform to see an overview of your crypto holdings. This overview shows the distribution of your portfolio across the various cryptos you own, including current value and how that value has evolved over time.

How can I view the profit or loss of my portfolio?

The Dashboard includes a section that shows the current profit or loss of your portfolio, as well as the evolution of that profit or loss. This gives insight into the performance of your investments.

How can my crypto holdings be tracked automatically within the app?

Our app automatically tracks your crypto holdings from the moment you add an exchange or blockchain address. This is done via connections (APIs) that fetch your transactions and balances directly from exchanges and wallets, so you always have an up‑to‑date overview.

Is my crypto holding continuously updated in the app?

Yes, once you have linked your exchanges and wallets, your crypto holdings are updated automatically in the app. This ensures you always have a current view of your portfolio.

What does my “Total Balance” on the Dashboard mean?

This is the total amount of all cryptocurrencies you currently hold, based on current market prices.

How is my “Total Investment” calculated?

This number reflects the total amount you have spent to acquire the cryptocurrencies in your portfolio.

What does “Value Development” show?

This illustrates how the value of your portfolio has changed over a selected period, such as the past day, month, or year.

How is the “Profit/Loss Percentage” calculated?

Your “Profit/Loss Percentage” is calculated by subtracting the investment you made from the current total value of each coin you hold. You then divide that number by the investment and multiply by one hundred to get a percentage.

What does the “Top 5” show, and how can I change the time frame?

This shows the top 5 cryptocurrencies in your portfolio that have had the largest increases or decreases in value. You can adjust the timeframe by selecting whether you want to see developments over the past hour, day, or week.

How do I interpret the pie charts for “Value Distribution” and “Investment Distribution”?

These charts visually display how your investments are distributed across different cryptocurrencies and how much you have invested in each.

What does the “Exchanges and Wallets” distribution tell me?

This chart shows where your crypto holdings are located: divided across different exchanges and personal wallets.

What can I read from the “Value vs. Cost” chart?

In this chart, you can see how the total value of your portfolio has grown over time compared to the total cost of your investments.

Dashbord screen

1. Total Balance: Shows the total value of your crypto portfolio.
2. Total Investment: Shows the total investment you have made.
3. Value Development: Illustrates the portfolio’s value development.
4. Profit/Loss Percentage: Indicates the total profit or loss percentage of your portfolio.
5. Top 5: Shows the top 5 cryptos that have increased or decreased most in value in the timeframe.

6. Timeframe Selector: Lets you adjust the period of the displayed data, such as past hour, day, or week.
7. Toggle Gainers/Losers: Switch between gainers and losers in your portfolio.
8. Value Distribution Pie Chart: Displays the distribution of your portfolio across different cryptos.
9. More Details Button: Click to view more detailed information about specific parts of your dashboard.
10. Investment Distribution Pie Chart: Shows the distribution of your total investment across different cryptos.

11. Exchanges & Wallets Distribution Pie Chart: This chart shows how your portfolio is distributed among various exchanges and wallets.
12. Value / Investment Over Time: Shows the development of the portfolio value over time vs. cost.
13. Time Filter for Charts: Lets you adjust the time window (e.g. last month, 3 months, one year, or all time to date).

14. Profit / Loss Over Time: This shows profit or loss of your portfolio over time. You must synchronize your transactions in order to determine profit or loss.
15. Daily Value Development: This chart provides a visual representation of daily changes in the value of your crypto investments so that you can identify trends and performance easily.

John-Paul Straver

John-Paul Straver