Portfolio
Track net worth, allocation, and holdings across all your accounts.
Portfolio overview
What the Portfolio page shows, how balances are aggregated, and how FX conversion works.
2 min readportfoliobalance
Accounts and FX conversion
How Coinrule aggregates multi-account balances and converts non-USD holdings to USD.
2 min readportfolioFX
Net worth and history
Understanding the portfolio value chart, historical ranges, and how unrealised P&L is tracked.
2 min readportfolionet worth
Allocation and holdings
Breaking down your portfolio by asset, venue, and asset class — and exporting holdings data.
2 min readportfolioallocation
Performance and history
How the net worth chart works, snapshot cadence, and available time ranges.
2 min readportfoliohistory
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