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Is It Possible to Group My Portfolios in Different Folders?

In this article, you will learn how to group portfolios in different groups for more convenience.

Martha avatar
Written by Martha
Updated this week

By default, you can see your portfolios in two ways: separately and all of them together under the All Assets tab, but you can also group them in the way you wish so that it's more convenient for you. To do that, go to your CoinStats account and follow the instructions below.

Web

  • Navigate to the Portfolio Tracker page

  • Click on the Portfolio icon on the top right of the screen

  • Click Edit

  • Click and hold the portfolio you want to move, then drag it under the main portfolio you’d like to group it with. Drop it to group them.

  • Save Changes

Now go to the Portfolio Tracker page, and you will see your portfolios grouped in the same folder.

In case you need to, you can ungroup the portfolios using the same drag-and-drop logic.

Mobile

  • Go to the Portfolio tab

  • Tap on the Portfolio icon in the top right corner

  • Edit

  • Click and hold on the three lines next to the portfolio

  • Keep your finger on the right side of the screen, then drag the required portfolios under the portfolio and drop it to group them

  • Click Done

Now, you will see your portfolios grouped under the same folder.
If need be, you can ungroup the portfolios using the same drag-and-drop logic!

Feel free to contact us fviain-app/on-site chat if you have any further questions! 🧡

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