TrueHold

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Organize with portfolios and tags

Group wallets, exchanges and prediction accounts into separate portfolios, compare them, and tag wallets with colors and names that stay private to you.

A source can be viewed on its own or as part of a portfolio. Portfolios are containers you create, for example a long-term portfolio and a trading portfolio, and each has its own total, history and performance view.

Portfolios

  1. 01Open Portfolios and create one with a name. Add sources to it; a source can sit in one portfolio at a time.
  2. 02The overview compares portfolios side by side. Deleting a portfolio removes the grouping, not the sources.

Tags

Wallets can carry tags with a color and a name, useful for telling cold storage from hot wallets or one strategy from another. Tags are labels inside your account and never leave it.

Related

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