PORTFOLIO MANAGEMENT
Investment Portfolio management is used to manage all your investment portfolio in the sport and future market also.
Summary Information:
- Total asset: the total of all your asset which is frequently updated with current price
- Total PNL: the total of profit/loss of your investment
- 24hr PNL: the total of 24hr profit/loss of your investment
- Cryptos: The number of holding cryptocurrencies
- Portfolio pie chart
Detail Information:
- Symbol/Cryptocurrency and buy price
- Bought/Sold Q’ty: How many cryptocurrency are you holding. If you have bought a cryptocurrency, the symbol and quantity are green color. The red color is on the contrary.
- Last price/Current price
- 24Hr Chp(%): The change percent between current price and 24hr ago price.
- 24Hr PNL: This is profit/loss within 24hr
- Asset: This is cryptocurrency asset is always calculated by current price
- PNL (%): All profit/loss percent between the buy price and current price
- PNL ($): All profit/lost amount between the buy price and current price
- Add button: Add new Cryptocurrency
- Remove button: Remove/reduce Cryptocurrency amount
- Alert button: set alert for equivalent Cryptocurrency
Add cryptocurrency:
- Symbol/Cryptocurrency
- Order type: The system can support spot and future market. So, you can choose proper order type for your investment. If you use spot market forget it.
- Price: type or select pre-set price
- Quantity: Type the quantity you want to add
Remove cryptocurrency:
- Symbol/Cryptocurrency
- Order type: The system can support spot and future market. So, you can choose proper order type for your investment. If you use spot market forget it.
- Price: type or select pre-set price
- Quantity: Type the quantity you want to add
- Select cryptocurrency to remove: just click the cryptocurrency in the list and adjust quantity.
Remark:
- The system calculates average price for adding same type orders (crypto & order type).
- In the future market, if you are holding specific cryptocurrency by last buying order and then you set new sell order with same symbol. The new order quantity will balance with the your last order's quantity.
- USDT in the portfolio management is considered like cash.