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How to Use the CoinMarketCap Portfolio

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Published on:
February 26, 2021

The CoinMarketCap Portfolio lets you store all of the information about your crypto holdings in one place.

How to Use the CoinMarketCap Portfolio

Table of Contents

What Is the CMC Portfolio?

The CoinMarketCap portfolio is the one place to track all of your crypto holdings.


If you have some crypto investments, you probably bought them from a few sources: perhaps you bought BTC from Coinbase, bought BNB from Binance, and then maybe bought many other coins or tokens from different exchanges. 


It is always hard to keep track of all the coins or tokens you have when they are all over the place, or you just simply cannot remember how much you own and where you put them!


Losing control on your crypto investments could potentially lead to an unexpected loss or missing the best timing to sell your cryptocurrencies. Therefore, a good tool to help you tidy up this mess is very important. 


CoinMarketCap created the Portfolio tool that allows you to input your crypto investment records, similar to providing you a nice bookkeeping tool to keep all your investments in one place — but better, as we use only CMC data and methodology to help you analyze your investment value, profit and loss! 

Although we allow you to input all the transaction details on the portfolio feature, remember that we DO NOT collect any of your funds, so you are not transferring any money to CoinMarketCap. We are just keeping these records and doing analysis for you. Don’t worry, we won’t touch your funds at all!

How to Use the CMC Portfolio

Before using Portfolio on our site, as we need to know what data belongs to you, you’ll need to have a CMC account and log in. If you don’t yet have an account with us, simply go to the sign up page and follow the instructions to create a new account. If you already have a CMC account, please go to the login page and enter your email and password.


Once you’re logged in, find “Portfolio” on the navigation bar. You can start creating your portfolio by clicking “Create your Portfolio.”

cmcportfolio

From here, select one coin or token that you want to add to your portfolio first:

addtransaction


Steps for Creating a CMC Portfolio

Step One: Add a “buy” transaction or a “transfer in” transaction

There must be an input of funds when you started your investment. If you bought some crypto as the first step, enter a “buy” transaction from this modal. You can enter the quantity of coins you bought, price per coin when you bought it, date and time of purchasing, fee associated with the transaction and a note to this transaction. 


We auto-populate the price as of the timing you entered this modal, but you can still change the price accordingly. The ability to add notes could also be a very strong tool to use, as you can note down which exchange you purchased the crypto from, so in the future you want to sell you’d know where to go to!

You can also input a “transfer in” transaction from the “Transfer” tab, which indicates funds transferred in as gifts from your friend or family, salary from your boss or for any other reasons. Same here, enter the amount you received, and you can also change receiving time, fees, and any notes that would help you remember this transaction!


addtransaction2

Just a quick recap of what the three tabs mean:

  1. Buy: any transaction indicating you are buying a certain amount of assets. 
  2. Sell: any transaction indicating you are selling a certain amount of assets. 
  3. Transfer: transferring in some assets or transferring out your assets for some reasons. This action won’t involve any inception value that you need to input.

Step Two: Navigate to the main portfolio page

Now you have completed the first step of creating your own portfolio! You will be led to the Portfolio main page now. Let’s assume we added a buy-in of 0.01 BTC at the price of $51,000 and purchased on Feb. 17, 2021.

Here you can see:

  1. Your current balance, charts and summary:
currentbalance

The current balance is using your current asset holding amount X current price to calculate. It also shows you the 24h change and 24h change %. Along with the current balance, you can also view a line chart showing the balance value changes over time, and we provide a few timeframes that you could use. 

If you also want to check out the composition of your investments across different coins, check the “Pie Chart” tab on this summary section.

piechart

Let’s assume that I also bought 1 Ethereum at US$593 on Dec. 2, 2020. Now, my balance is composed of 23.22% of Bitcoin and 76.78% of Ethereum. These values also use the current price, so if the price of BTC goes higher, it might take a higher percentage too!

Hint! When you add any new transaction, or edit any existing transaction, both the line chart and pie chart will need some time to recalculate the historical balance for you. Please bear with us and give our system a little bit of time to work out the new result for you!

You can also check the summary stats of your investment from the “Statistics” tab. Here, we show you the total profit/loss of your crypto assets along with the P&L % (profit and loss percentage) from inception of your purchase. You can also find the best performer and the worst performer amongst your assets and see their individual P&L + P&L %.

Curious about what this icon is doing?


This is the privacy mode in which you can hide the most important values such as total balance or individual asset holdings. When you click again on the icon, it unlocks the privacy mode and shows you all the data available.

Your asset holding list:

On the right hand side of this page, you’ll find a list of all coins/ tokens that you’ve added in this portfolio with some data. 

yourportfolio

Here, you can see the current price of that asset, 24h price change %, your holding total current value in your currency and in the original currency, and the profit and loss of each asset with the P&L %. There are also some actions you can take. You can add new transactions from the “+” icon on the right, or click on the “...” to view transaction details or remove the whole asset from your portfolio.

actions

By clicking on the coin name, it would bring you to our coin detail page where you could take a good look at the coin details, or by clicking on the other data items also brings you to the transaction detail page.

Want to add a new asset or new transaction record? Simply click on the “+ Add Transaction” button and follow the same steps mentioned above!

addtransaction

Asset transaction details:

Clicking on the line of one asset, e.g. Ethereum in my case, will bring you to a page showing the transaction details. 

transactiondetails

Here, you’ll see the balance of Ethereum based on the current price, 24h % change and the total P&L on the left hand box, or you can see a list of transactions you’ve inputted for Ethereum. This page also allows you to edit transaction details, or remove any unwanted transactions. 

You can also use the privacy mode here by clicking on the eye icon!

Do you get our CoinMarketCap apps on your iOS phone or Android phone too? Good news for you! You can now view exactly the same data on both platforms when you sign in the same account! You can not only monitor and manage your investments from our webpage, you could also do the same from the mobile app! Data will be fully synced across the platform, so don’t worry that you’ll miss anything when you are on the go.

Portfolio vs Watchlist

You probably know that we not only provide our Portfolio feature, but also another feature called Watchlist. They sound similar, and you may wonder why we bothered to separate these two features. 

The concepts of Portfolio and Watchlist, from CoinMarketCap’s point of view, are totally different. Portfolio helps you to manage and monitor all your invested assets in one place, while Watchlist provides you somewhere to “bookmark” assets that caught your eye. 

You can “watch” as many assets as you want, but you might not actually purchase any of these assets. Watchlist gives you a good summary of lists of assets you can keep tracking, and you can even make your Watchlist public and share it with your friends. If you want to learn more about Watchlist, please click HERE!

Enjoy using our Portfolio and enjoy earning more profits on your crypto!

This article contains links to third-party websites or other content for information purposes only (“Third-Party Sites”). The Third-Party Sites are not under the control of CoinMarketCap, and CoinMarketCap is not responsible for the content of any Third-Party Site, including without limitation any link contained in a Third-Party Site, or any changes or updates to a Third-Party Site. CoinMarketCap is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, approval or recommendation by CoinMarketCap of the site or any association with its operators. This article is intended to be used and must be used for informational purposes only. It is important to do your own research and analysis before making any material decisions related to any of the products or services described. This article is not intended as, and shall not be construed as, financial advice. The views and opinions expressed in this article are the author’s [company’s] own and do not necessarily reflect those of CoinMarketCap.

Author(s)

Stephanie Liu

I'm the senior product manager at CoinMarketCap.

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