By default, you can view your portfolios in two ways: individually or all together under the All Assets tab. You can also organize them in groups for easier access. To customize your portfolio view, log in to your CoinStats account and follow the instructions below.
Web
Classic Grouping
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.
Group with + New Group
Click on the Portfolio icon on the top right of the screen
Edit -> + New Group
Click and hold the portfolio you want to move, then drag it under the new portfolio you’d like to group it with. Drop it to group them.
Save Changes when done
Once grouped, all dragged portfolios will appear under the newly created portfolio.
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 them to group them
Click Done
Now, you will see your portfolios grouped under the same folder.
If needed, you can ungroup the portfolios using the same drag-and-drop logic.
Feel free to contact us via in-app/on-site chat if you have any further questions. 🧡
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