Add Multiple sub-portfolios
submitted
Chandan - CoinTracker
Users Feature Request:
- Allow tracking multiple portfolios, portfolios for friends/family/client, or business/personal. Includes allocating certain wallets/exchanges in each sub-portfolio, or the overall portfolio with various allocations (e.g. 10% in sub-portfolio A, and 90% in sub-portfolio B).
As a user, what can I do?
You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to
Complete
should we pursue this feature. Up-voters will be notified of the status change.I need additional assistance, who can I contact?
For further assistance, please contact our support team directly.
Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!
Keyword: portfolio, sub-portfolio, performance
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Sarah T. - CoinTracker
Merged in a post:
Create sub-portfolios
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CT-lONywp9X
To allow users to create sub porfolios, for example, to be able to add BTC and ETH to one portfolio, XRP, LINK and ALGO to another, then microcaps to another portfolio.
Sam - CoinTracker
Merged in a post:
Different profiles
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Something I would like to see is different profiles. Like you can set one to all, another to long term, another to short term, and maybe others to what you have in a given hardware wallet or exchange.
By default the system will show all, but you can switch it to show you another profile you made. This allowing you to keep track of gains per exchange, holding type, or where you're holding them.
Sam - CoinTracker
submitted
Sam - CoinTracker
Merged in a post:
Multiple logins for one account
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Account does not exist
We have multiple users in our accounting department who all share our CoinTracker account. Instead of sharing the same login and password, we would like to create multiple users, all associated with the same account. This would increase security, and when an employee leaves the team we could revoke their access without forcing everyone else to change their passwords.
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Also add the ability to separate tax documents based on the different portfolios. For now we have to maintain two accounts with different email addresses.
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Hey Chandan, When using sub-portfolios in Coinbase Pro. Does simply adding the "Default Portfolio" API, grab all the transactions? Or do you need to setup an API for all of the portfolios individually?
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damn..
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Jmh
Agreed. Blockfolio (now ftx) allowed this and it was nice. I'd like to create a separate profile to see if CoinTracker has fixed bugs that have forced me to modify many transactions and add manual ones.
Eivind
Merged in a post:
Multiple Portfolios
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I manage both personal and business crypto accounts and I'd like to be able to create separate portfolios for personal and business.
Eivind
Merged in a post:
Husband/Wife account
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I would like to integrate my accounts with my wife's on the same page.
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