Before getting started, let’s create a manual portfolio in CoinStats.
Web
To create a manual portfolio, please follow these steps:
Click on the Portfolio icon at the top right of the screen
Select Connect Portfolio
Choose Add Manual Portfolio
Once your manual portfolio is created, you can start adding your transactions and tracking your assets.
Tap the Portfolio icon in the top right
Select the Manual portfolio
Click on the Add transaction
Select the coin
Choose the transaction type
Add the amount
Choose the exchange and pair
Add the fee amount if needed
Save
Mobile
To create a manual portfolio, please follow these steps:
Go to the Portfolio tab and click the (+) button
Connect Portfolio
Tap on the Add Manual Portfolio option
Once your manual portfolio is created, you can start adding your transactions and tracking your assets.
From the coin page
Go to the main tab
Select the coin you wish to add a transaction with
Click on the +Add transaction button
Create the transaction and tap Add
Portfolio screen
You can add manual transactions from your Portfolio in several ways. After selecting the Portfolio you wish to add the transaction to:
Click on the Add Transaction button below the chart
Go to History and click the + button at the bottom right corner.
To add manual transactions from other pages:
Tap on the + button
Click Add Transaction.
Follow the prompts to select the currency and create your manual transaction.
Note: if you transfer from your wallet to your exchange the total of the portfolio isn't changing as your total holdings of the coin stays the same. If you want the transfer to change the total, you should record the transfer to Other exchange.
Feel free to reach out to us via in-app/on-site chat in case of any questions. 🧡
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