How to Check Your Portfolio Performance on Coinbase

Accessing Your Portfolio Dashboard

1. Log in to your Coinbase account through the official website or mobile application. Once authenticated, you are directed to the main dashboard where an overview of your holdings is displayed.

2. Locate the 'Portfolio' tab, typically found at the bottom of the mobile app interface or in the left-hand navigation menu on desktop. This section aggregates all your cryptocurrency assets across different wallets and accounts.

3. The dashboard presents a chart showing the total value of your portfolio over time. This graph can be adjusted to display performance over specific periods such as 24 hours, 7 days, 30 days, or custom ranges.

4. Below the chart, individual assets are listed with their current balance, value in USD, and percentage change over the selected timeframe. This breakdown helps identify which coins are contributing most to gains or losses.

5. Tap or click on any asset to view transaction history, price trends, and additional details like market cap and circulating supply sourced from Coinbase’s data feed.

Understanding Performance Metrics

1. The primary metric shown is total portfolio value, calculated by summing the real-time market value of each cryptocurrency held. Prices are pulled from global exchanges and updated frequently.

2. Coinbase uses a time-weighted return method to measure performance, minimizing distortions caused by deposits and withdrawals. This approach offers a clearer picture of investment growth independent of cash flow timing.

3. Daily and cumulative returns are displayed alongside benchmarks such as Bitcoin or Ethereum. These comparisons help assess whether your asset allocation is outperforming major market movers.

4. Unrealized gains or losses appear next to each holding, indicating the difference between purchase cost and current valuation. This figure does not account for fees unless specified in advanced views.

5. Historical net deposits—total funds added minus withdrawals—are visible under the performance settings. This information contextualizes growth relative to capital input.

Customizing and Exporting Data

1. Adjust the date range using preset options or select a custom period to analyze performance during specific market conditions. Extended timelines reveal long-term trends unaffected by short-term volatility.

2. Toggle between currency formats including USD, EUR, GBP, and others depending on regional settings. This feature supports users managing international investments.

3. Enable advanced mode to view realized gains, taxable events, and cost basis calculations. These tools assist in preparing tax documentation and evaluating post-fee profitability.

4. Generate a CSV report of your portfolio activity by navigating to the reports section. The file includes transactions, prices at time of trade, fees, and wallet movements.

5. Schedule automatic report delivery via email for weekly or monthly intervals. Investors tracking performance systematically benefit from consistent data access without manual retrieval.

Frequently Asked Questions

Q: Can I track multiple portfolios within one Coinbase account?A: No, Coinbase consolidates all assets into a single portfolio view. Users cannot segment holdings into separate portfolios based on strategy or risk profile.

Q: Why does my portfolio value differ from third-party tracking apps?A: Discrepancies arise due to variations in pricing sources, update frequency, and how deposits/withdrawals are factored into performance calculations. Coinbase uses its own exchange rates and methodology.

Q: Is staked or rewards-bearing assets included in performance tracking?A: Yes, assets earning staking rewards are reflected in the portfolio balance once credited. The performance chart updates accordingly when new tokens are received.

Q: Does Coinbase show performance for deleted or closed accounts?A: No, historical data for removed accounts or deactivated wallets is not retained in the current portfolio summary. Only active balances contribute to ongoing metrics.