All guides 18

Your portfolio on the board

Record a trade and watch your positions, returns and allocation on your board.

  1. Record a trade

    Open Portfolio, press + Add trade, pick the coin and the quantity. Today's price is filled in for you: change it to what you paid, and add the fee if there was one.

    1. Press + Add trade
    2. Pick Bitcoin and 0.25
    3. Add it — then see it on the terminal

  2. Read your positions

    Value, cost basis, unrealised and realised gains and total return, coin by coin. Each buy recalculates your average price, and each sale uses it to separate what you got back from what you gained. Liquidity pools and a watchlist sit below.

  3. Put it on your board

    Add the Your portfolio and How yours is split widgets, or single figures from the Yours group, to see your holdings next to the market.

Related guides

Markets, coins and your star listSort the market table, star the coins you watch and open any coin's page. Add widgets to your boardFind a widget, see what it shows and put it on your board. AlertsWhat fired in the last week, why, and how to get your own alerts by email.

Last updated Nov 6, 2026