How to Use the AllinCrypto Portfolio
Embark on a seamless journey of managing your cryptocurrency investments with the AllinCrypto Portfolio Tracker. Whether you are a seasoned investor or new to the world of crypto, our tool is designed to offer a comprehensive, user-friendly experience. From tracking diverse assets to analyzing detailed statistics, AllinCrypto ensures that every aspect of your investment is at your fingertips. In this guide, we’ll walk you through the essential features and functionalities of the AllinCrypto Portfolio Tracker, helping you maximize your crypto investment potential with ease and efficiency.
- How to Use the AllinCrypto Portfolio
- Getting Started with AllinCrypto Portfolio Tracker
- Navigating Your Portfolio
- Dark Mode
- Multi-Platform Accessibility
Getting Started with AllinCrypto Portfolio Tracker
- Create Your Account: To begin, sign up for an AllinCrypto account. Visit https://allincrypto.com/register to register. This process allows you to personalize and secure your data. After completing the registration, you will receive an email to activate your account. Ensure you check your email and follow the instructions to activate and gain full access to the AllinCrypto Portfolio Tracker.
- Log In and Navigate: Once logged in, navigate to the ‘Portfolio’ section to start managing your cryptoinvestments.
Creating Your Portfolio
Name Your Portfolio
Start by creating a new portfolio. Choose a name that you desire for your portfolio. This could be based on the investment strategy, type of cryptocurrencies, or any other personal preference.
Begin by adding either a ‘buy’ transaction or a ‘transfer in’ transaction. Input details like quantity, price, and date of purchase. Our tool automatically suggests the current price, but you can adjust it as needed. Adding notes, especially about where you bought the crypto, can be invaluable for future reference.
Transaction Types: In the AllinCrypto Portfolio Tracker, you can record different types of transactions to accurately reflect your crypto activities:
- Buy: This is used when you purchase assets. Record the details of your buying transactions.
- Sell: Use this when you sell assets. Ensure to log the specifics of each sale.
- Adding Fees: For both ‘Buy’ and ‘Sell’ transactions, you also have the option to add any fees associated with the transaction. This helps in maintaining a more accurate record of your investment costs.
Navigating Your Portfolio
Main Portfolio Page After adding transactions, visit the main portfolio page. Here you’ll find your current balance, changes over the last 24 hours, and a line chart depicting the value changes over time.
The portfolio includes a comprehensive chart with different timeframes – 24H, 7D, 30D, 90D, and 1-year views. This feature allows you to analyze the performance of your portfolio over various periods, helping you make informed decisions based on historical data.
Managing and Editing Transactions
- Asset Holdings: View and manage each asset, add new transactions, or edit existing ones. Each coin or token in your portfolio provides detailed information, including current price and your personal profit/loss percentage.
- Detailed Asset View: Click on an asset for an in-depth transaction history, allowing you to edit or remove transactions.
Creating Multiple Portfolios
Easily create and manage multiple portfolios on AllinCrypto. This feature is perfect for separating different investment strategies or tracking various asset classes.
For a visually comfortable experience, especially in low-light environments, AllinCrypto Portfolio Tracker offers an ‘Amazing Dark Mode.’ You can enable this feature from your profile settings:
- Navigate to your profile settings in the AllinCrypto Portfolio Tracker.
- Look for the ‘Appearance’ or ‘Display’ settings.
- Select the option to enable Dark Mode.
Once activated, the interface switches to a darker color scheme, reducing screen glare and making it easier on your eyes during extended use.
Desktop and Mobile App: AllinCrypto is available on both desktop and mobile platforms for seamless tracking of your investments. Your data is synchronized across platforms, ensuring you are always up to date, no matter where you are. Additionally, we offer a beta version of our PWA (Progressive Web App) application. This can be installed on your mobile device, offering enhanced functionality and a more integrated user experience. Be part of our testing phase and experience the latest features by trying out the beta PWA app.
How to Change Your Portfolio Currency
Whether you’re diversifying your investments globally or need a view in your local currency, this tutorial has you covered
Step 1: Navigate to Your Watchlist Page
- Log into your account.
- Access your Watchlist: This is typically located in the main navigation menu or dashboard. Click on ‘Watchlist’ to proceed.
Step 2: Locate the Currency Selector
- Find the Currency Selector: At the top of the Watchlist page, you’ll see a table displaying various financial data. Look for a dropdown or selector labeled ‘Currency’ or a symbol representing currency (e.g., $, €, £).
Step 3: Select Your Desired Currency
- Open the Currency Dropdown: Click on the dropdown menu to view the available currency options.
- Choose Your Currency: Scroll through the list and select the currency you want to view your portfolio in. This can be your local currency or any other you prefer for your financial tracking.
Step 4: Confirm and View Changes
- Apply the Change: Once you select your desired currency, the system will automatically convert all displayed data, including your portfolio values, historical transactions, and any future buys/sells.
- Verification: Ensure that all the values in your portfolio are now reflected in the new currency.
Install Portfolio APP on your Device:
- Open Safari and navigate to the AllinCrypto Portfolio Tracker page.
- Tap the Share icon at the bottom of the Safari window.
- Scroll down and select “Add to Home Screen.”
- Name the app as you like and then tap “Add.”
- The AllinCrypto PWA will now appear as an icon on your home screen.
- Open Chrome and go to the AllinCrypto Portfolio Tracker page.
- Tap the three dots in the top-right corner to open the menu.
- Select “Add to Home screen.”
- Name the app and then tap “Add.”
- The app icon will now be visible on your home screen or in your app drawer, depending on your device.