Knowledge Base: Charts

  • 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 are looking for a table with the converted value of your portfolio in each of your

  • 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 converted value of each currency, look at the Converted Portfolio History chart.

  • 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
      • Currency Distribution
    • Exchange Chart
    • Value Chart
      • Converted Value
      • Converted Portfolio History
      • Profit/Loss
    • Summary Table
      • Portfolio Balances
      • Portfolio Converted Value
    • Balances Chart
      • Balances History

    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 bottom of your portfolio.

    To modify an existing chart, select the Options menu (the gear icon), and select "Edit", or