Portfolio Overview

The Holdings page summarizes current digital asset positions and supporting valuation fields.

Main metrics

  • Quantity
  • Unit price
  • Fair market value
  • Cost basis
  • Unrealized gain or loss

Common uses

  • Review current exposure by asset
  • Compare market value to cost basis
  • Export cost-basis context for follow-up analysis

Practical guidance

If a holding looks unexpected, inspect the Wallets, Transactions, and Spam pages before assuming the holding calculation is wrong. Portfolio totals depend on source completeness and transaction quality.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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