My Application

Dashboard Page

The Dashboard is your central command center for tracking cryptocurrency investments. It provides a real-time view of your portfolio's performance, asset allocation, and transaction history across multiple wallets.

Portfolio Overview

The main dashboard view aggregates data from all your connected wallets (both manual and blockchain-connected) to provide a holistic summary.

Screenshot of the main Dashboard view showing portfolio summary cards

Key Metrics

  • Total Balance: The current USD value of all assets in your portfolio.
  • 24h Change: The value change in the last 24 hours, weighted by your holdings.
  • Total Profit/Loss (PnL): The total money gained or lost since your initial investment.
  • PnL %: The percentage return on your investment.

Performance Calculation Algorithm

We use a Cashflow-Based PnL calculation method to ensure accuracy, even when you have complex transaction histories (buys, sells, transfers).

1. Token Metrics

For each individual token, we calculate:

  • Current Value: Value=Balance×Current Price\text{Value} = \text{Balance} \times \text{Current Price}

  • PnL Amount: We calculate profit by adding your current asset value to your net cashflow. PnL=Current Value+Net Cashflow\text{PnL} = \text{Current Value} + \text{Net Cashflow}

    Note: Net Cashflow is negative for money invested (outflow) and positive for money realized/sold (inflow).

  • PnL Percentage: PnL %=(PnL AmountNet Cashflow)×100\text{PnL \%} = \left( \frac{\text{PnL Amount}}{|\text{Net Cashflow}|} \right) \times 100

2. Portfolio-Wide Aggregation

To get the total portfolio statistics, we aggregate data from all tokens:

  • Total Current Value: Sum of the current value of all tokens.
  • Total PnL Amount: Total PnL=(Individual Token PnLs)\text{Total PnL} = \sum(\text{Individual Token PnLs})
  • Weighted 24h Change: Instead of a simple average, we weight the price change of each coin by how much of it you own. Weighted Change=(Token Value×Token 24h Change)Total Current Value\text{Weighted Change} = \frac{\sum (\text{Token Value} \times \text{Token 24h Change})}{\text{Total Current Value}}

Wallet Management

You can switch between different wallets or view a specific wallet's details using the wallet selector.

Screenshot of the wallet selector dropdown

Deleting a Wallet

If you no longer wish to track a specific wallet:

  1. Select the wallet from the dropdown menu.
  2. Click the Delete Wallet (Trash icon) button.
  3. Confirm the deletion in the dialog.

Transaction History

The dashboard also provides a history of your transactions. By clicking Show Transactions (if available), you can view recent activity fetched directly from the blockchain or your manual entries.

Screenshot of the Transaction History table

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