Product Guides20 Jul 2025 Ā· 2 min read

How to Track Your Crypto Portfolio Using Xoibit Tools

šŸ“Š Introduction Managing a growing list of coins and tokens can be overwhelming — but not on Xoibit. Our platform is built with smart features to help users track, analyze, and manage their entire portfolio in one place. In this guide, we’ll show you how to use Xoibit’s built-in tools to stay in control of your investments, whether you're a beginner or pro.

How to Track Your Crypto Portfolio Using Xoibit Tools


šŸ“Š Introduction

Managing a growing list of coins and tokens can be overwhelming — but not on Xoibit. Our platform is built with smart features to help users track, analyze, and manage their entire portfolio in one place.

In this guide, we’ll show you how to use Xoibit’s built-in tools to stay in control of your investments, whether you're a beginner or pro.


🧮 1. Real-Time Portfolio Overview

Get a quick snapshot of your holdings:

  • Total portfolio value in USD or local currency
  • Breakdown of assets by coin
  • Percentage allocation by token
  • Daily gain/loss indicator

Navigate to Wallet → Overview to access this dashboard instantly.

šŸ“ˆ 2. Coin-Specific Performance Tracking

Click on any coin in your wallet to see:

  • Current price
  • Historical performance charts
  • Trade history for that specific asset
  • Unrealized P/L (Profit or Loss)

This helps you evaluate which coins are performing and which ones need rebalancing.


🧠 3. Advanced Trade History Filters

Go to Orders → Spot Orders and filter by:

  • Timeframe (e.g. last 7 days, monthly, custom)
  • Market pairs
  • Order status (completed, open, canceled)

Use this to analyze your past behavior and optimize future strategies.


🧾 4. Export Reports for Tax & Accounting

Need to prepare reports?

  • Download your full trade, deposit, and withdrawal history
  • Available in CSV or Excel format
  • Useful for tax filing and external portfolio analysis

Just go to Settings → Download Data

šŸ”” 5. Price Alerts & Watchlist

Create a custom watchlist of coins you’re monitoring. Set price alerts that notify you:

  • When a coin hits your target entry/exit
  • When there’s a sharp percentage change

Stay in control even when you’re away from the charts.


šŸ”’ 6. Safe & Transparent Records

Your portfolio and performance records are:

  • Stored securely on Xoibit
  • Synced in real-time
  • Always accessible through any device

No need for third-party portfolio trackers.


šŸ“˜ Conclusion

Xoibit gives you full control of your portfolio, from real-time value updates to trade analytics and exportable reports. Whether you HODL or actively trade, these tools help you make better, faster, and smarter decisions.

Start tracking smarter — only on Xoibit.


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