A transparent look at my current positions, allocation, and trade history, refreshed automatically as the journey progresses.
Portfolio Breakdown
This table shows the assets I currently hold in my portfolio. For each asset, you can see the category it belongs to, the quantity I own, the latest available price, the total investment value, and its weight in the overall portfolio.
Prices are refreshed automatically every 24 hours, so they may be slightly delayed.
Technology Diversification
Each crypto asset is grouped by its underlying technology or primary use case. This chart shows how my portfolio is allocated across different technologies and sectors.
It helps highlight where I’m most exposed and ensures I’m not overly concentrated in a single theme, although it’s important to note that crypto assets remain highly correlated overall.
Holding Weights
This is a visual representation of the portfolio weights shown in the Portfolio Breakdown table.
It makes it easier to quickly identify the largest and smallest positions in the portfolio.
Portfolio Historical Investments
This table shows all historical investments made in the portfolio. It includes the asset bought or sold, the currency used to execute the trade (quote asset), whether the trade was a buy or sell, the order type, execution price, quantity, and total investment size.
Quick note on the quote asset: this is the currency used to buy or sell the asset. While most trades are executed using USD, some can be made using another crypto (for example, buying Ethereum with Bitcoin), which is why this distinction is shown.
The Market Insight column links each trade to the specific market insight that informed the decision, allowing you to review the reasoning behind every move.
Open Positions — Unrealized PnL
This table shows all currently open positions, investments that have not yet been closed. It highlights unrealized profit and loss (PnL), both in dollar terms and percentage return, as well as how long each position has been held.
Please note that this table is still under development and may contain minor inaccuracies. Any issues will become clear once the first position is closed.
Realized PnL
A realized PnL table, showing closed positions and final returns, will be added in the near future.