Understanding your finances
Portfolio: values and history
Read total value, performance and the monthly chart.
What does the summary include?
Portfolio combines holdings from connected exchanges and Crypto Wallet. Total value is the current valuation, cost basis is the known acquisition cost, and unrealized result is the difference for positions with sufficient data.
How do I read the monthly chart?
Choose all assets or a specific coin. Months are calendar months in UTC. An empty period means insufficient data, not zero value. A current estimate may use the last confirmed quantity; editing it does not automatically change past months.
Why is a value partial or missing?
Partial covers available data only. “—” means an unknown value. Missing cost basis is not a zero purchase price. Check exchange sync and history before relying on the total result.
When does data refresh?
The page reloads data every 5 minutes. Use Sync for new exchange holdings and prices. New Crypto Wallet records use CoinGecko; the original Bitcoin wallet uses the last Kraken price. The valuation timestamp indicates freshness.
Finance Ledger presents insights based on entered data and does not provide investment, credit or tax advice.