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Portfolio Tracker — Complete guide

Complete guide for Portfolio Tracker on PEPS Crypto. Learn how it works, which indicators it uses, and what to consider before trading.

EN DIRECT

Portfolio Tracker lists your crypto holdings and values them with live spot prices — total value, cost basis, unrealized P&L and allocation weights.

Add each coin with quantity and average cost in USD or EUR. Signed-in users sync holdings to their account; guests keep them in the browser.

What is this tool?

A holdings book: one row per coin with quantity and average purchase cost.

Live prices refresh about every minute from the PEPS spot catalog (Binance).

Allocation shows each asset as a share of portfolio market value.

How to read the results

Total value is quantity × live market price across all holdings.

Cost basis is quantity × your average cost; unrealized P&L is value minus cost.

Edit a row to update quantity or average; delete removes the coin.

Keep one quote currency for consistent totals across the portfolio.

Key signals and metrics

Unrealized P&L updates as market prices refresh.

Allocation bar and list show weight by market value.

Use market price to prefill average cost when starting a new position.

Advanced usage and combinations

Use Average Price to log buys/sells and derive a precise average, then paste it here.

Fees are not modeled — fold commissions into average cost if needed.

Not a tax lot system — one average cost per coin.

Using this tool on PEPS Crypto

Select coin and currency, enter quantity and average cost, then Save holding.

Click Refresh to reload live prices; allocation and P&L update automatically.

Edit loads a holding into the form; Save overwrites that coin.

Open the full guide for FAQs and best practices.

How it works

  • Select coin and quote currency (USD or EUR).
  • Enter quantity and average cost, then save the holding.
  • Review total value, cost basis and unrealized P&L in the summary.
  • Check allocation weights by market value.
  • Edit or delete holdings as your portfolio changes.

What to consider

  • Stablecoins and fiat cash are not modeled unless listed as coins in the catalog.
  • Mixing USD and EUR holdings can make totals harder to read — pick one quote.
  • Not financial or tax advice — for tracking and education only.

Frequently asked questions

Where are my holdings stored?
Signed-in users: MariaDB (ptf_user_holdings). Guests: browser localStorage, migrated once on login.
Can I have multiple lots of the same coin?
No — one row per symbol. Blend lots into a single average cost, or use Average Price for a full trade ledger.
How often do prices update?
About every minute via the shared PEPS spot catalog. Use Refresh on the page for the latest snapshot.

Conclusion

Keep averages and currency consistent for a clear portfolio view.

Portfolio value is planning data — not financial or tax advice.