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Portfolio tracking fundamentals

A clearer view of your portfolio data.

Understand the difference between money moving, prices changing, and investments gaining value. Start with the record behind the number.

Understand what changed—not just the total.

Hypothetical learning example

Same dashboard. Different reasons for change.

Wallet A · units100 → 80
Wallet B · units0 → 20
Total ending units100

Internal transfer: 20 fictional tokens move between included wallets. Total units remain 100. Network fees are excluded from this example.

A portfolio record needs four separate layers

Ownership boundary

Name the wallets and accounts included in your records. A movement between them is not automatically a new contribution.

Quantity ledger

Reconcile asset units before applying a reference price. Keep native fees separate from the transferred token.

Valuation context

Attach a currency, price source, observation time, and missing-data status to every estimate.

Performance method

Distinguish value change from returns. Cash-flow timing and costs change the question a calculation answers.

Read a small worked example

Suppose a fictional portfolio starts at 1,000 quote units, receives a 400-unit contribution immediately before the final valuation, and ends at 1,450. The raw increase is 450. Subtracting the contribution leaves 50 before any separately omitted costs. Under this deliberately simplified timing assumption, the gain relative to the starting value is 5 percent.

Moving the contribution to a different time changes the return question. Do not label a raw balance increase as investment performance when the cash-flow history is incomplete. The full portfolio guide explains the accounting distinctions and limitations.

This is a learning resource, not a connected portfolio application. It does not read your wallets, store holdings, calculate taxes, or provide current valuations.

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