Portfolio tracking

Portfolio clarity starts with a boundary: which assets and ownership locations belong in the record? This collection connects quantity reconciliation, cash flows, wallet activity, permission choices, and research bookmarks. An incoming transfer is not automatically investment income. A bookmarked profile is not an owned position. A reference value is not cash already available for withdrawal. Each guide tackles a different point where those distinctions can disappear inside an attractive interface.

Use the accounting article to organize balances and internal transfers, and the onchain article when a movement needs interpretation. The wallet guide adds the access and privacy questions that matter when choosing a tracking workflow. The watchlist guide keeps reading interests separate from financial records. Examples use fictional quantities, not your balances, and the website never asks you to connect an account. Preserve the original transaction context and document approximations. A dashboard should make unresolved records visible rather than quietly converting incomplete history into a precise-looking return percentage.