Dear both, so I finished the new Portfolio logic. Key improvements: (1) Adding different sources for the portfolios:    (a) as before the manual position entry.    (b) template import via standard Excel template    (c) exchange presets, e.g. Kraken, for easy import. If you have other exchange files, let me know and I can add it.    (d) and very powerfully a custom preset mode. So you upload whichever template you want, map the columns in the dialog overlay once, save it and can then easily re-import any time.    (e) on-chain wallet import. including 69 Vn Win, 69 Vn Win, 69 Vn Win, and many other chains. If your's is missing. Let me know and I can try to add it. (2) A fully integrated portfolio view across all of these sources. This is really powerful and as far as I have found NOBODY offers this. So you can have a consolidated view of your on-chain, off-chain, cross-chain positions as one coherent portfolio. (3) You can make granular adjustments on each of the positions in each of the sources. Adjusting quantities or cost basis or hiding them, having the aggregate logic while keeping full transparency on a granular level. (3) And of course you can then track it in an aggregated, seemless way. As well as run the comparisons, e.g. against model portfolios or other portfolios, to test your portfolio and stragies. It is in the page. (needs to be signed in). So, here also some screenshots: (just random wallets in the screenshot, not mine) Very much interested in your feedback regarding usefullness. I also added a status page. It is now available here (or also linked via the /support page):
Dear both, so I finished the new Portfolio logic. Key improvements: (1) Adding different sources for the portfolios:    (a) as before the manual position entry.    (b) template import via standard Excel template    (c) exchange presets, e.g. Kraken, for easy import. If you have other exchange files, let me know and I can add it.    (d) and very powerfully a custom preset mode. So you upload whichever template you want, map the columns in the dialog overlay once, save it and can then easily re-import any time.    (e) on-chain wallet import. including 69 Vn Win, 69 Vn Win, 69 Vn Win, and many other chains. If your's is missing. Let me know and I can try to add it. (2) A fully integrated portfolio view across all of these sources. This is really powerful and as far as I have found NOBODY offers this. So you can have a consolidated view of your on-chain, off-chain, cross-chain positions as one coherent portfolio. (3) You can make granular adjustments on each of the positions in each of the sources. Adjusting quantities or cost basis or hiding them, having the aggregate logic while keeping full transparency on a granular level. (3) And of course you can then track it in an aggregated, seemless way. As well as run the comparisons, e.g. against model portfolios or other portfolios, to test your portfolio and stragies. It is in the page. (needs to be signed in). So, here also some screenshots: (just random wallets in the screenshot, not mine) Very much interested in your feedback regarding usefullness. I also added a status page. It is now available here (or also linked via the /support page):

Dear both, so I finished the new Portfolio logic. Key improvements: (1) Adding different sources for the portfolios:    (a) as before the manual position entry.    (b) template import via standard Excel template    (c) exchange presets, e.g. Kraken, for easy import. If you have other exchange files, let me know and I can add it.    (d) and very powerfully a custom preset mode. So you upload whichever template you want, map the columns in the dialog overlay once, save it and can then easily re-import any time.    (e) on-chain wallet import. including 69 Vn Win, 69 Vn Win, 69 Vn Win, and many other chains. If your's is missing. Let me know and I can try to add it. (2) A fully integrated portfolio view across all of these sources. This is really powerful and as far as I have found NOBODY offers this. So you can have a consolidated view of your on-chain, off-chain, cross-chain positions as one coherent portfolio. (3) You can make granular adjustments on each of the positions in each of the sources. Adjusting quantities or cost basis or hiding them, having the aggregate logic while keeping full transparency on a granular level. (3) And of course you can then track it in an aggregated, seemless way. As well as run the comparisons, e.g. against model portfolios or other portfolios, to test your portfolio and stragies. It is in the page. (needs to be signed in). So, here also some screenshots: (just random wallets in the screenshot, not mine) Very much interested in your feedback regarding usefullness. I also added a status page. It is now available here (or also linked via the /support page):

Dear both, so I finished the new Portfolio logic. Key improvements: (1) Adding different sources for the portfolios:    (a) as before the manual position entry.    (b) template import via standard Excel template    (c) exchange presets, e.g. Kraken, for easy import. If you have other exchange files, let me know and I can add it.    (d) and very powerfully a custom preset mode. So you upload whichever template you want, map the columns in the dialog overlay once, save it and can then easily re-import any time.    (e) on-chain wallet import. including 69 Vn Win, 69 Vn Win, 69 Vn Win, and many other chains. If your's is missing. Let me know and I can try to add it. (2) A fully integrated portfolio view across all of these sources. This is really powerful and as far as I have found NOBODY offers this. So you can have a consolidated view of your on-chain, off-chain, cross-chain positions as one coherent portfolio. (3) You can make granular adjustments on each of the positions in each of the sources. Adjusting quantities or cost basis or hiding them, having the aggregate logic while keeping full transparency on a granular level. (3) And of course you can then track it in an aggregated, seemless way. As well as run the comparisons, e.g. against model portfolios or other portfolios, to test your portfolio and stragies. It is in the page. (needs to be signed in). So, here also some screenshots: (just random wallets in the screenshot, not mine) Very much interested in your feedback regarding usefullness. I also added a status page. It is now available here (or also linked via the /support page):