Dashboard and balances

Short answer: In the Coinfox dashboard, you can monitor your current crypto balances and portfolio balances in real-time. All assets are displayed consolidated, including live prices and an overview of your gains or losses.

Detailed answer:

Coinfox provides you with a central overview of all your crypto holdings. The live balances in the dashboard display the current value of your portfolio based on the latest market data:

• Real-time updates: Connected exchanges and wallets automatically provide updated balance data via API. Coinfox combines this with current prices of the respective cryptocurrencies. For example, you can see the total value of all your Bitcoins, even if they are on different platforms, as well as the total value of your portfolio in euros (or another chosen base currency).
• Detail view: You can go into detail in the balance display as needed. Do you want to know how much Ether you hold on Exchange A vs. Exchange B? Coinfox lists your balances per platform and coin. Historical changes can often be tracked through charts in the dashboard to see your performance over time.
• Accurate data basis: For the balances to be correct, a complete transaction history is important. If your balances do not match expectations, check whether all purchases, sales, deposits, and withdrawals have been recorded. A common reason for discrepancies is missing transactions (e.g., a transfer that has not yet been recorded). Add these to obtain an accurate balance.
• Special cases: Coinfox supports thousands of coins and tokens. If a very new or less common token does not provide price data, it may appear with a value of 0 or a placeholder. In such cases, you can manually enter a price to ensure this item is correctly accounted for in the balance.

With the live balances, you always have control over your portfolio. You know exactly what your investments are currently worth and can see at a glance how your overall wealth is developing.