Start with a reliable holdings record
Gather balances from records you already trust, such as exchange statements or your own wallet notes. Record each asset separately. For assets held in more than one place, decide whether you want one combined line or separate lines by location.
A portfolio tracker is an overview, not proof of ownership. Check your source records before changing the quantity in the tracker. Never enter a seed phrase or private key into a portfolio tracker.
Keep quantity, cost and value distinct
Quantity is the amount of an asset you hold. Cost basis is the amount you paid, adjusted for the fees you choose to include. Current value is an estimate based on quantity multiplied by a reference price. These figures answer different questions and should not be treated as interchangeable.
- Use one fiat currency for comparisons.
- Keep purchase fees with the relevant cost record when known.
- Note when a balance changes because of a transfer, purchase or sale.
- Treat displayed market prices as references; an executable sale price can differ.
Review the record when your holdings change
Manual tracking does not sync itself. After a transaction, update the quantity and the cost details that the app supports, then check that the total still agrees with your own records. If you do not know a fee or historical price, mark it as unknown in your own notes instead of inventing a precise figure.
Common questions
Does manual tracking update automatically?
No. You enter and maintain the portfolio record yourself; this avoids wallet and exchange connections but requires you to keep quantities current.
Can I use it for assets held in a cold wallet?
Yes. Enter the quantity you want to track from your own records. A tracker does not need a wallet connection to calculate an estimate.