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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 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

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

  • Navigate to the Portfolio Tracker page

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

  • Click Edit

  • Create a New Group

Let's assume I want to group my Ethereum and Polygon wallets in our newly created New Group folder.

  • Select the portfolio and drag it under the folder.

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 at the top right corner

  • Edit

  • Add a New Group

  • Click and hold on the 3 lines next to the portfolio

  • Keep your finger on the right side of the screen, then drag the required portfolios under the newly created one 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!

Note that only manual portfolios, CSV exchanges, single-coin wallets, and single-account exchanges can be moved under a manual group.

Feel free to contact us from in-app/on-site chat if you have any further questions! 🧑

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