Welcome to the FAQ for the Portfolio screen! Here we answer your questions about managing and getting insight into your crypto investments. Whether you’re wondering about the “Total Balance,” how the “Value Development” is calculated, or what those “Profit/Loss” percentages mean — this guide will clarify it. If your question isn’t listed here, please contact us via the support form.
Questions about the Portfolio
- 9 November 2025
- Portfolio
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Where can I find my total balance?
You can view your total balance at the top of the screen, which shows the current value of all cryptocurrencies in your portfolio.
How much have I invested in total?
Your total investment is displayed and shows the total amount you’ve spent on buying crypto.
How is my total investment calculated?
The investment for a cryptocurrency is the sum of all purchase transactions minus the sum of all sale transactions.
How has my portfolio value changed?
The “Value Development” gives you insight into how the value of your portfolio has changed over time.
What is my profit or loss so far?
Your “Profit/Loss Percentage” is calculated by subtracting the investment you made (what you spent to buy the coins) from the current total value of each coin you own. You then divide that number by your investment and multiply by one hundred to get a percentage. An accurate profit/loss calculation requires that you synchronise your transactions, preferably without any balance differences.
With our handy “balance difference” function you can fix any discrepancies in your transactions.
Can I filter to only coins I’ve made profit or loss on?
Yes, using the All/Profit/Loss filter you can filter your portfolio to view only the coins on which you have profit or loss.
How can I switch between different cryptocurrencies?
Use the coin filter to select specific cryptocurrencies you wish to view.
What happens if I suppress holdings of low value?
If you turn on the “Suppress holdings of low value” switch, all cryptocurrencies valued under €0.01 will not be visible in your portfolio.
Where can I find settings for my portfolio overview?
The Settings button allows you to adjust the display of different columns in your overview.
What do the percentages next to each coin mean?
These percentages show the price change of each coin over the last hour, the last 24 hours, and the last 7 days.
How do I change the number of results displayed per page?
Use the dropdown menu “Show number of results” at the bottom of the page to set how many coins you want to see at once.
How do I navigate through my portfolio?
Use the navigation buttons at the bottom to scroll through different pages of your portfolio.
How often are the prices refreshed?
The prices are refreshed every 15 minutes.
Which coins are synchronised?
We synchronise the top 5,000 coins from CoinMarketCap.
Portfolio screen
1. Total balance: This shows the total value of your crypto portfolio.
2. Total investment: Here you see the total investment you made.
3. Value development: This illustrates the change in value of your portfolio.
4. Profit/Loss percentage: This gives the total profit or loss percentage of your portfolio.
5. All/Profit/Loss filter: With this you can choose to view all your crypto in the list or filter to view only crypto with profit or loss.
6. Coins filter: With this button you can choose which of your different cryptocurrencies you wish to view.
7. Suppress holdings of low value toggle: This option is on by default. If your holding of a certain crypto is less than €0.01, it will not be shown in your portfolio.
8. Settings: A button which lets you turn different columns in your portfolio on and off.
10. Number of results dropdown: This lets you adjust how many coins you see on the page.
11. Navigation buttons: These let you navigate through multiple pages of your crypto.
9. The columns give you information about your crypto:
Favourite: Marking the coin for the coin tracker.
Coin: A coin or token.
Current price per coin: The current price of the coin or token.
Change 1 hour: The price change in the last hour, expressed as a percentage.
Change 24 hours: The price change in the last day, expressed as a percentage.
Change 7 days: The price change in the last week, expressed as a percentage.
Market cap: In crypto the market capitalisation is the total market value of a cryptocurrency. It is calculated by multiplying the total supply of coins or tokens by the current market price of each individual coin or token.
Total holdings (quantity): The number of the coin or token you own.
Total holdings (value): The value of your holdings calculated with the current price per coin or token.
Investment basis: The total investment you have made, including trading fees, for a certain coin or token.
Investment per coin: With a subscription that offers transaction synchronisation you get the average investment you made, including trading fees, for a certain coin or token. Note! If you still have balance differences you should first resolve those.
Profit/Loss: With a subscription that offers transaction synchronisation, this shows the profit or loss percentage of a certain coin or token.
Actions: With a subscription that offers transaction synchronisation, you get direct access to the transactions of the relevant coin.
John-Paul Straver