Technical Definition

Portfolio

The overall view of all your holdings, balances, and current values across spot, futures, and other wallets.

By Crypto University Editorial
HoldingsAvailable Balance

Key Insight

Gives you a single snapshot of your net worth and asset allocation on the exchange.

Common Misconceptions

Looking only at one wallet (e.g., ignoring futures); not refreshing during volatility.

Detailed Explanation

How It Works:

Dashboard or Portfolio tab shows total value in USD/fiat, percentage breakdown, and 24h change.

FAQs

  • Real-time? Yes, updates with market prices.

  • Exportable? Most CEX allow CSV download for taxes.

In Practice

Checking your portfolio shows 60% BTC, 30% ETH, 10% USDT with total value $2,500.

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