Knowledge Base: Charts

  • Account Balances table

    This table displays the latest balances for each account in your portfolio, that has a balance in one of your portfolio currencies.

    If you are looking for a chart displaying the historical account balances for each of your accounts in one of your currencies, consider the Balance Composition chart.

  • Balance Composition chart

    This line chart displays the historical balances for a single currency in your portfolio, for a given period, for each of your accounts. The chart can be stacked or 100% stacked for a different perspective. If you are looking for a chart displaying the sum balances for each of the currencies in your portfolio, rather than a single currency, consider the Balances History chart. If you are rather looking for the latest account balances that make up this currency, consider the Account Balances table.

  • Portfolio Values table

    This table displays the latest balances for each currency in your portfolio, and the value of those balances in a particular currency. This includes all currencies that have a non-zero balance in your portfolio – not just your reporting currencies.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency into a balance for that currency. The value of that balance is then calculated for right now, and for one week ago. This weekly change of the value is also included.

    If you are looking for a table that just

  • Profit/Loss chart

    This line chart displays the historical value of your portfolio in a given currency, over a given period, compared to the initial converted value of your portfolio in that currency.

    The resolution of this chart is daily.

    This chart does not consider activities such as withdrawals or deposits when calculating the profit/loss ratio. This functionality will be supported in the future.

    If you are looking for the actual converted value of your portfolio, consider the Converted Value chart.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency, and converted

  • Portfolio Converted Value table

    This table displays the latest value of your portfolio, converted into each of your reporting currencies.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency, and converted with the closing (composite) rate for each day.

    The table includes the percentage change of each value over the last week.

    If you are looking for a chart displaying your historical portfolio value, consider the Converted Value chart. If you are looking for a table with the raw balance for each currency, consider the Portfolio Balances table.

  • Portfolio Balances table

    This table displays the latest balances for each currency in your portfolio. This includes all currencies that have a non-zero balance in your portfolio – not just your reporting currencies.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency. The table includes the percentage change of each balance over the last week.

    If you are looking for a chart displaying the historical balances for each currency, consider the Balances History chart. If you would like to see the converted value of each balance into another currency, consider the Portfolio

  • Exchange chart

    This candlestick chart displays the historical exchange rates for a given exchange pair, on a given exchange, over a given period. The rates are displayed as standard OHLC candlesticks.

    You can add the exchange chart for any of our supported exchange pairs to your portfolio – not just the exchange pairs that include one of your reporting currencies.

    Depending on the time period selected, the resolution of the data (each candlestick) will change:

    • For time periods less than 30 days, the resolution will be hourly.
    • For time periods less than 365 days, the resolution will be daily (the default).
    • Otherwise,
  • Equivalent Distribution chart

    This pie chart displays the latest account distribution of all currencies in your portfolio, in terms of a given target currency. This includes all currencies in your portfolio, not just your reporting currencies. The target currency must be one of your reporting currencies.

    For example, the above chart shows a portfolio consisting of 52% USD, 45% LTC, and the remainder consisting of BCH and other currencies – if all balances were converted into USD today.

    If you are looking for the distribution of the balances of a particular currency in your portfolio, consider the Currency Distribution chart.

  • Currency Distribution chart

    This pie chart displays the latest account distribution for a currency in your portfolio. The target currency must be one of your reporting currencies.

    For example, the above chart shows a portfolio holding 96% of their Bitcoin in their Cex.io account, with the remainder in their Kraken account.

    If you are looking for the distribution of the value of each currency in your portfolio, consider the Equivalent Distribution chart.

  • Converted Value chart

    This line chart displays the historical value of your portfolio, over a given period, converted into a specific currency. This includes all currencies, not just your reporting currencies. The target currency must be one of your reporting currencies.

    The resolution of this chart is daily.

    If you are looking for a breakdown of the value of each currency in your portfolio, consider the Converted Portfolio History chart.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency, and converted with the closing (composite) rate for each day.

  • Converted Portfolio History chart

    This line chart displays the historical balances of each currency in your portfolio, over a given period, converted into a specific currency. This includes all currencies, not just your reporting currencies. The target currency must be one of your reporting currencies.

    The resolution of this chart is daily.

    If you are looking for the raw value of each currency, consider the Balances History chart. If you are looking for the total value of all currencies, consider the Converted Value chart.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency,

  • Balances History chart

    This line chart displays the historical balances of each currency in your portfolio, for a given period. This includes all currencies, not just your reporting currencies, before any conversions.

    For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency.

    If you are looking for a table displaying only the latest balances for each currency, consider the Portfolio Balances table. If you are looking for the historical account balances for a single currency, consider the Balance Composition chart. If you are looking for the converted value of each currency, look at

  • Guide to CryptFolio charts

    You can configure your portfolio with any of the following charts. Learn more about each type of chart here:

    • Distribution Charts
      • Equivalent Distribution (default chart)
      • Currency Distribution
    • Exchange Chart (default chart)
    • Value Chart
      • Converted Value (default chart)
      • Converted Portfolio History (default chart)
      • Profit/Loss (default chart)
    • Summary Table
      • Portfolio Values (default chart)
      • Portfolio Balances
      • Portfolio Converted Value (default chart)
      • Account Balances
    • Balances Chart
      • Balances History
      • Balance Composition

    We are continually adding new charts and features. If you would like to suggest a particular chart type, please get in touch!

    To add a new chart, select the "Add Chart" button at the