Decide what to track
Holdings, market value, average cost, gain/loss and available cash are different metrics. Track the ones that match your goal.
Unify sources
If you use several exchanges and wallets, label each position clearly and preserve important transaction IDs.
Use a routine
A weekly or monthly review can be more useful than constant notifications. The right frequency depends on your use case.
Protect portfolio data
A tracker contains sensitive information. Limit access, separate accounts where appropriate and review API permissions carefully.
FAQ
Do I need exchange APIs?
No. Manual tracking can work for a simple portfolio. If you use APIs, review permissions and security carefully.
What is the most important metric?
It depends on your goal. Consistent data and clear definitions matter more than one headline number.
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