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Is It Possible to Group My Portfolios in Different Folders?
Is It Possible to Group My Portfolios in Different Folders?

In this article you will learn how to group portfolios in different portfolios 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 the CoinStats and follow the instructions below.

Web

First, create a folder where you want to group your portfolios:

  • Go to the Portfolio Tracker page

  • Click Connect Portfolio

  • Click Add Manual Portfolio

  • Enter the Portfolio Name and click Save

Now just click on the Manage Portfolios button.

Let's assume I want to group my Ethereum and Polygon wallets in our newly created folder called "Test."

Click on the 6 dots button next to the wallets and drag them under the folder.

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

In case of need, you can ungroup the portfolios by the same drag-and-drop logic!

Mobile

  • Go to the Portfolio tab

  • Click on the 3 dots button on the top right corner of the screen

  • Go to the My Portfolios tab

Let's assume I want to group my Ethereum and Polygon wallets in the same folder.

  • Click on the Edit button on the top side of the screen

  • Click on the 3 lines button next to the portfolio

  • Drag the portfolio under the other portfolio to group them

  • Click Done

Now you will see your portfolios grouped in the same folder!

In case of need, you can ungroup the portfolios by the same drag-and-drop logic!

Feel free to get in touch with us via the support@cointstats.app email address if you have any further questions!πŸš€

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