How to use Portfolio screen

Preparation

Please upload all trade histories to Cryptact, and clear all invalid transactions. By doing so, your cryptocurrency positions and book values are calculated for your portfolio view.

 

Also, please ensure to specify your profit loss calculation method such as Average Cost, Periodic Method, FIFO or LIFO in the settings screen.

 

Portfolio screen

 Once Cryptact calculates the correct positions, please click "Portfolio" to start portfolio view.

 

Portfolio screen

 Your portfolio's market value, book value, and current holdings are shown as charts.

At the bottom of the screen, book value and unrealized profit and loss are shown. By looking at this, you can predict an expected profit and loss if you buy or sell certain currencies.

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Exchanges screen

 This screen shows total fees of exchanges

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Detail screen

For each of your cryptocurrencies, the screen shows detial information

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