How do I add a holding to my portfolio?

The Portfolio Tracker (Pro) lets you enter balances in any currency or crypto asset and see the total value in your preferred base currency.

  1. Go to My Account → Portfolio.
  2. Click Add Holding.
  3. Select the currency or asset (e.g. USD, BTC, EUR) and enter your balance.
  4. Click Save. Your total portfolio value updates in real time using live rates.

You can add as many holdings as you like. The total is always displayed in your preferred currency from Account Settings.

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