Ready to get the most out of your Blockpit dashboard? It's packed with cool features to help you keep an eye on your crypto portfolio. In this article, we'll break down everything you need to know to use it like a pro. Let's dive in!
If you see discrepancies in your Dashboard, you may have to trigger a recalculation of your data or synchronization of your integrations.
Portfolio Values & Total Performance
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Live Portfolio Value (Value of your Synced Balance, including Manual Integrations - based on live price feed)
Please note that the synced balance of your exchange, blockchain or wallet integration is synchronized directly from the source on a per-minute basis and may therefore be limited depending on the integration used. Further details can be found in the corresponding guideline for your integration. - Calculated Portfolio Value (Value of your Calculated Balance as chart - based on all your imported transactions and hourly and daily closing prices)
- Shows the portfolio change in the selected timeframe in % and in fiat value
- Quick options to follow portfolio value in different timeframes
- Lets you adjust the timeframe individually with a slider option
- Use this toggle to activate Dashboard Compact View for more space
- Follow the latest transactions on a ledger basis
- This widget shows your Total Performance:
Unrealized Return
→ Your current Unrealized Return is calculated based on your total Live Portfolio Value (see 1.) minus your total Cost Basis (transaction-based).
Please note that in case of an incomplete synced balance (asset amounts) or missing price data (Coinmarketcap & Co.) for the determination of a Live Value of your assets, the Unrealized Return is incomplete and therefore not fully valid. However, this has no effect on your tax report, as the report is valued entirely at transaction level and therefore independently of the synced balance.
Cost Basis
→ Displays your total Cost Basis, which is calculated on the basis of your transaction history.
Please note that the cost basis for assets that have already out flowed (withdrawals, fees, payments, etc.) are no longer added to the total Cost Basis, which is why the amount may be less than you initially invested fiat amount.
> How to identify the cost basis & return of individual transactions? (Extended transaction details: Tax view)
All-Time Net FIAT Invested
→ I n addition, the total amount of fiat currency that you have invested in your portfolio minus the total amount of fiat currency that you have received from sales is displayed under Net EUR invested.
Only data from the “Trade” label is included in the calculation of net EUR invested. This figure can be zero if you have never bought assets, or negative if you have sold your assets for more than they originally cost you.
Holdings Tab
The Holdings Tab shows you detailed information about all of your held assets.
- Price change in % depending on the timeframe set above
- Shows balance and portfolio allocation across all your integrations
- Total cost basis on top and the average cost per unit below
- Performance in % and fiat value: Gets calculated from the difference between the total cost basis and the current market value
- Current market value in total and per unit
> Why is the value of some assets not displayed in the dashboard?
Integrations Tab
The Integrations Tab shows detailed information about all your Integrations and holds synchronization, editing and grouping and other options. Your integrations contain your transactions and therefore all your assets. Before you analyze your transactions, your integrations are always the first place to look at.
The synchronization of existing integrations can be triggered manually in bulk, as well as for individual integrations directly in the Dashboard:
> How can to synchronize integrations or re-synchronize missing/incorrectly imported transactions?
Integration Details
- Mark integrations as favourites
- Indicator for Mismatched Balances or API errors
- Showing if integration is synced or manual
- Opens up an extra menu for various other options like editing of integration details, changing of API keys, grouping of integrations within a folder. Also allows reconciliation of balances of multiple assets to solve Mismatched Balances
- Breakdown of assets showing their balance and allocation
- Directs you to mismatched balances (if applicable)
- Shows the exact difference between Synced and Calculated Balance
> What is the difference between Synced Balance and Calculated Balance?
- Opens the sidebar with more information on how to solve Mismatched Balances and reconcile a single asset balance
NFTs Tab & NFT Gallery
The collection view provides a comprehensive list of all NFT collections. Simply click on it to expand and reveal the included NFTs in a flashcard view. Then, click on an individual NFT to flip it around and access additional information.
- Add this collection to your favourites
- Displays the floor price (currently for EVM-based chains)
- Your collection's value in both crypto and fiat
- See all associated transactions or opt to hide an entire collection (useful for filtering out scam assets)
- Enlarge the display of this NFT
- Share the NFT with your friends
- Add this specific NFT to your favourites
- Navigate directly to the specific integration in Blockpit
- Access links to top NFT marketplaces
Use the toggle to switch from the Collection to the Individual NFT View and to see all your NFTs side by side:
> More details on the NFT-Galery and the floor-pricedata
Insights Tab
The Insights Tab provides many exciting details about your portfolio.
- Your current best performing asset
- Your current worst performing asset
- Your portfolio's all-time high, including value and date
- The highest transaction fee you've ever paid
- Holdings allocation chart with hover effect, displaying up to 8 assets
- Summarized overview of your main crypto activities within a specific timeframe, including:
→ Quickly check your trading gains or losses, for example, from the last month
→ Quickly assess earnings from staking, for example, over the last year
→ Review total fees paid for trading and other on-chain activities
- Your longest holding asset
- Your newest holding asset (first purchase)
- Your most used integration with the most transactions
- Your most expensive fiat purchase
If assets are not shown it may be due to the set fiat threshold in your account setting.