Enter your transactions or import them from a file, then see your performance on the dashboard and break any asset down in Portfolio analysis.
Prices and fees are in USD. A deposit or withdrawal moves cash in or out of your account balance. A buy or sell swaps cash or USDT/USDC for the asset, so it doesn't change the balance on its own. A transfer moves an asset between two places.
Works with most exchange exports. Columns are matched automatically and you can fix any match before importing.
date,type,asset,quantity,price,fee,location,to,category,quote 2024-01-10,deposit,USD,20000,1,,Binance,,, 2024-01-12,buy,USDT,12000,1,,Binance,,Stablecoin,USD 2024-01-15,buy,Bitcoin,0.25,42000,12.5,Binance,,Large cap,USDT 2024-03-02,transfer,BTC,0.25,,,Binance,Ledger,,
Only date, asset and quantity are required. The asset can be a ticker or a name in any capitalization. Types are buy, sell, transfer, deposit and withdrawal. For a deposit or withdrawal, put the currency (USD, EUR, USDT) in the asset column and the exchange rate to USD in the price column. A pair like BTC/USDT, or a quote column, says what a trade was paid with. If there is no type column, positive quantities count as buys and negative ones as sells.
Choose the type of each place. Totals are in USD.
See where one asset is held, or what is held in one place.
Set a category, a target share and the current price for each asset.
Prices are looked up on CoinGecko using several names per asset: its CoinGecko id, ticker and full name. An optional free demo API key raises the rate limit.