Portfolio Analytics on CoinStats provides a clear overview of your investment portfolio, allowing you to monitor performance, allocation, diversification, detailed PL, and more advanced insights into your portfolio in one place. Here’s a guide to help you make the most of these features.
You can view analytics for individual portfolios, as well as for all portfolios, simply by selecting the portfolio you’re interested in and opening its analytics.
How to find your Portfolio Analytics? 👇🏻
Web
Go to your Portfolio Tracker
Choose a portfolio or All Portfolios
There is a small Charts section on your Dashboard
Click on Analytics on the left menu to see all
Scroll down to see the Analytics and Pie Chart.
Mobile
Go to the Portfolio tab
Click on three dots under the portfolio chart
Choose Analytics
Alternatively, click on the Analytics icon next to the chart timeframe filters.
CoinStats Analytics includes the following sections and charts 👇🏻
Asset Allocations
The Allocations section is designed to show how your investments are distributed across different assets and platforms. In the section, you can find the following breakdowns:
Asset Allocation
Coin Allocation
Asset Allocation by Category
Portfolio Health
Health Analysis highlights the overall health of your portfolio by considering various advanced criteria and breaking down the impact of individual assets. Currently, you can measure your portfolio Health Score here.
Portfolio Performance
Portfolio Performance offers a detailed view of your portfolio’s performance against the market, highlights top-performing and underperforming assets, and includes advanced profit and loss (P&L) charts to support a more profound analysis. In this section, you can find 👇🏻
Profit Loss Insights
Portfolio Value Chart (Web exclusive)
Top Gainers & Top Losers
Cumulative and Daily P&L charts
Portfolio vs. Market chart
Wallet Analyzer
Wallet Analyzer provides a detailed breakdown of your wallet, focusing on on-chain data, showing asset distribution across networks, transaction insights, asset movements, and overall performance.
Top Interacted Wallets list
Chain Activity
Chain Allocation
Heatmap (Web exclusive)
Heatmap provides a visual overview of your portfolios' performance, highlighting gains and losses across assets so you can quickly identify trends and areas that need attention.
Fees Paid
Fee Analysis reveals the true costs of your investments with a detailed breakdown of fees, helping to make better-informed financial decisions.
Trading Fees Paid
Total Gas Spent
Note: To access some sections, you must be a Premium or Degen subscriber.
There's more:
To learn more about each chart and element, you can use the (i) tooltip.
Certain charts and elements can be interacted with, allowing you to adjust the timeframe of the displayed data, the highlighted part, etc.
You can also share or download a specific chart directly from the app with the help of the share button next to it.
If you have further questions, please contact our support via in-app/on-site chat. 🧡
What's Next?