Crypto Portfolio Tracker – User Guide

Getting Started

Portfolio Management

1. Portfolio Name
   • Enter a name for your portfolio in the text field at the top
   • Use “Save to Profile” to save your portfolio to your account
   • Use “Load Portfolio” to access previously saved portfolios

Recording Transactions

Adding a New Transaction

1. Enter Transaction Details:
   • Date: Select the date of the transaction
   • Action: Choose from:
     • Buy: Purchase of cryptocurrency
     • Sell: Sale of cryptocurrency
     • Coin Deposit: Receiving crypto from external source
     • Coin Deduction: Sending crypto to external source
     • Cash Deposit: Adding fiat currency
     • Cash Withdrawal: Removing fiat currency
2. For Crypto Transactions (Buy/Sell/Deposit/Deduction):
   • Asset Symbol: Enter the cryptocurrency symbol (e.g., BTC, ETH)
   • Price: Enter the price per coin at time of transaction
   • Quantity: Enter the number of coins
   • Total Cost/Gain: Automatically calculated (Price × Quantity)
3. For Cash Transactions (Deposit/Withdrawal):
   • Amount: Enter the cash amount
   • Currency: Select USD or EUR
4. Submit Transaction:
   • Click “Submit” to add the transaction
   • Click “Reset” to clear the form
   • Click “Refresh Page” to reload the tracker

Portfolio Overview

Transactions Table

• View all recorded transactions
• Each transaction shows:
  • Date
  • Action type
  • Asset/Currency
  • Quantity/Amount
  • Price
  • Total Cost/Gain
• Edit or delete transactions using the action buttons

Portfolio Summary

• Total Portfolio Value
• Overall Performance
• Time-based Performance (24h, 7d, 30d, 1y)

Portfolio Table

• Detailed view of all holdings:
  • Asset name and symbol
  • 24-hour price change
  • Current holdings quantity
  • Average purchase cost
  • Current market price
  • Profit/Loss
  • Total value
  • Market capitalization
  • Percentage of portfolio

Setting Profit Targets

1. Access Target Settings:
   • Click “Set Targets” or “Edit Targets” in the Targets column
2. Configure Targets:
   • Add multiple target levels
   • For each target:
     • Set target price
     • Set percentage of holdings to sell
     • View calculated profit at target
   • Monitor remaining holdings percentage
3. Save Targets:
   • Click “Save Targets” to confirm
   • Click “Cancel” to discard changes

Data Management

Saving Data

• Data is automatically saved locally
• Click “Save to Profile” to save to your account
• Export data using the “Export Data” button

Loading Data

• Data automatically loads on page refresh
• Click “Load Portfolio” to access saved portfolios
• Import previous exports using “Import Data”

Clearing Data

• Use “Clear All Data” to reset the tracker
• Warning: This action cannot be undone

Important Notes

1. Price Updates:
   • Current prices are fetched from CoinGecko API
   • Portfolio value updates automatically
2. Data Persistence:
   • Transactions are saved locally
   • Export regularly for backup
   • Save to profile for cloud storage
3. Performance Tracking:
   • Monitor overall portfolio performance
   • Track individual asset performance
   • View time-based performance metrics
4. Browser Compatibility:
   • Works best in modern browsers
   • Enable JavaScript for full functionality

Troubleshooting

Common Issues:

1. Transaction Not Adding:
   • Verify all required fields are filled
   • Check internet connection for price data
   • Refresh page and try again
2. Data Not Loading:
   • Clear browser cache
   • Check local storage settings
   • Re-import from backup if necessary
3. Incorrect Calculations:
   • Verify transaction details
   • Check for duplicate entries
   • Clear and re-enter if necessary