Accounts and FX conversion
How Coinrule aggregates multi-account balances and converts non-USD holdings to USD.
The portfolio page aggregates all your connected live exchange accounts into one view and converts every holding to USD using FX rates cached for 120 seconds. Paper trading balances and wallets not connected to Coinrule are not included.
How are multiple accounts aggregated?
The portfolio page aggregates all connected live exchange accounts into a single view. Each account's holdings are listed individually, and the total balance shows the USD equivalent of everything combined.
How does FX conversion work?
All holdings are converted to USD for display. The conversion process:
- For crypto assets (BTC, ETH, SOL, etc.) — current market price from the exchange or market data feed
- For non-USD stablecoins and fiat balances — FX rate from the Coinrule FX provider, cached in Redis with a 120-second TTL
FX rates are shared across all users — a rate fetched for one user's conversion is reused for other users within the same 120-second window.
What is the display currency?
The portfolio is displayed in USD. A display currency selector is not currently available.
What's not included
- Paper trading balances — these are per-strategy virtual balances, not shown in the portfolio view
- Wallets not connected to Coinrule — external addresses or hardware wallets aren't tracked
How do you add or remove accounts?
Accounts are managed from the /connect page. Changes appear in the portfolio view once the connection is established or removed. See Managing accounts.