The Portfolio tab provides a comprehensive overview of your holdings, performance, and quick actions for managing your crypto and fiat assets.
| Feature | Location | Description |
| Display Currency Icon | Portfolio Tab -> Top Left | Allows quick access to change the display currency for your portfolio values, similar to settings in other apps like Binance for user preference. |
| Portfolio Reporting Icon (Pie Chart/Ring) | Portfolio Tab -> Top Right | Opens the Portfolio Reporting page with sub-menus for detailed analysis of balance, profit/loss, and allocation. |
| Total Balance | Portfolio Tab -> Main Screen Top | Shows your current total portfolio value in the selected currency. |
| 24h Profit/Loss | Portfolio Tab -> Below Total Balance | Displays the 24-hour change in your portfolio value. |
| Portfolio Chart | Portfolio Tab -> Below 24h Profit/Loss | Visual chart of portfolio performance with time frames (1D, 1W, 1M, 1Y, All). |
| Deposit Button | Portfolio Tab -> Action Buttons | Quick access to deposit fiat or crypto into your account. |
| Exchange Button | Portfolio Tab -> Action Buttons | Allows exchanging between assets directly from the main screen. |
| Auto-Invest Button | Portfolio Tab -> Action Buttons | Sets up recurring investments into selected assets, similar to dollar-cost averaging features in apps like Coinbase. |
| Launchpad Investment Section | Portfolio Tab -> Above Asset List (Conditional) | Displays Series A share investments as an accounting reminder; no buy, sell, or transfer options available. |
| Alpha Section | Portfolio Tab -> Above Asset List (Conditional) | Shows invested Alpha Deals or trading vaults, including details like planned next payment dates for tokens. |
| Asset List | Portfolio Tab -> Below Sections | List of held crypto and fiat assets, each leading to their own detailed page. |
| PORTFOLIO REPORTING | ||
| Balance Tab | Portfolio Reporting -> Balance | Shows current balance, all-time deposits, withdrawals, fees, and overall profit/loss; deposits help track KYC thresholds (e.g., €5,000 for Level 2, €50,000 for Level 3). |
| Deposits | Portfolio Reporting -> Balance -> Deposits Line | Total amount of fiat and crypto transferred into the app. |
| Withdrawals | Portfolio Reporting -> Balance -> Withdrawals Line | Total amount withdrawn from the app. |
| Fees | Portfolio Reporting -> Balance -> Fees Line | Total fees paid on transactions. |
| Profit/Loss (Overall) | Portfolio Reporting -> Balance -> Profit/Loss Line | Overall profit or loss across the portfolio. |
| Profit/Loss Tab | Portfolio Reporting -> Profit/Loss | Breaks down total, unrealized, and realized profit/loss with asset-specific details and charts. |
| Total Profit/Loss | Portfolio Reporting -> Profit/Loss -> Top | Combined realized and unrealized profit/loss. |
| Unrealized Profit/Loss | Portfolio Reporting -> Profit/Loss -> Unrealized | Profit/loss from held assets based on current market value. |
| Realized Profit/Loss | Portfolio Reporting -> Profit/Loss -> Realized | Profit/loss from sold or exchanged assets. |
| Asset Breakdown | Portfolio Reporting -> Profit/Loss -> Asset List | Per-asset profit/loss figures. |
| Allocation Tab | Portfolio Reporting -> Allocation | Visual pie chart and percentages of asset allocation in the portfolio. |
| Allocation Pie Chart | Portfolio Reporting -> Allocation -> Chart | Circular chart showing distribution of assets by percentage. |
| Asset Percentages | Portfolio Reporting -> Allocation -> List | Detailed percentage breakdown per asset. |
| LAUNCHPAD INVESTMENT | ||
| Launchpad Investment Page | Portfolio Tab -> Launchpad Investment Section | Provides details on vested amounts and serves as a reminder for Series A investments without trading options. |
| ALPHA SECTION | ||
| Alpha Page | Portfolio Tab -> Alpha Section | Lists invested vaults (either Alpha Deal or Alpha Trading) with information such as next token payment dates or price targets. |
| CRYPTO ASSET NAME | ||
| Asset Page | Portfolio Tab -> Asset List -> Select Asset | Detailed view of a specific asset's balance, chart, and actions. |
| Asset Balance | Asset Page -> Top | Current holding value and quantity of the asset. |
| Asset Chart | Asset Page -> Below Balance | Performance chart for the specific asset. |
| Send (Withdraw) | Asset Page -> Action Buttons | Option to withdraw the asset to an external wallet. |
| Receive (Deposit) | Asset Page -> Action Buttons | Shows wallet address for depositing the asset. |
| Exchange | Asset Page -> Action Buttons | Allows exchanging the asset for others. |
| Invest (Earn) | Asset Page -> Action Buttons | Access to staking or earning strategies for the asset. |
| Transaction History | Asset Page -> Bottom | List of past transactions (Buy, Sell, Deposit, Withdrawal, Airdrop, Gift, Subscription in and out an Earn strategy) for the asset. |
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