How to manage your portfolio in Exodus wallet

Understanding the Exodus Wallet Interface

The Exodus wallet is a non-custodial cryptocurrency wallet that supports a wide range of digital assets. Upon launching the application, users are greeted with a clean, intuitive dashboard that displays their total portfolio value in fiat currency, usually USD. This dashboard is customizable and allows users to view balances in different currencies. The left-hand navigation panel provides access to all core features: Send, Receive, Swap, and Manage Assets.

Each cryptocurrency held in the wallet appears as a tile on the main screen. Clicking on a tile reveals detailed information such as the current balance, historical price chart, and transaction history. The interface also includes a search function to quickly locate specific assets among the supported coins and tokens. Users can hide assets they do not own by accessing the Manage Assets section, which helps declutter the interface.

The real-time price updates are pulled from various exchanges, ensuring accurate valuation. The wallet automatically syncs across devices when logged in with the same backup phrase, maintaining consistency in portfolio data. It’s essential to understand this layout before proceeding with portfolio management tasks.

Adding and Removing Cryptocurrencies

To manage which cryptocurrencies appear in your portfolio, navigate to the Manage Assets tab. This section lists every coin and token supported by Exodus. Assets you currently hold are marked with a checkmark. To add a new cryptocurrency, locate it using the search bar and toggle the switch next to it. The asset will then appear on your main dashboard.

If you wish to remove an asset from view—without deleting it from your wallet—simply toggle the switch off. This action hides the asset but does not affect your balance or private keys. Hidden assets can be restored at any time by returning to Manage Assets and re-enabling them.

It’s important to note that Exodus supports only specific tokens on each blockchain. For example, Ethereum-based ERC-20 tokens must be manually added if not automatically detected. To add an ERC-20 token, click the + Add Token button within the Ethereum section, then enter the token’s contract address, symbol, and decimal precision. Incorrect details may result in balance display errors, so verify the information from a trusted source like Etherscan.

Tracking Portfolio Performance

Exodus provides built-in tools to monitor the historical performance of your portfolio. The main dashboard displays a time-range selector (24H, 7D, 1M, etc.) that updates the price chart and profit/loss indicators accordingly. The total portfolio value graph reflects combined movements across all assets.

Each individual asset tile includes its own price chart. Hovering over the chart reveals the value at specific dates. The profit and loss (P&L) calculator estimates gains or losses based on average buy prices entered manually. To input buy prices, click on an asset tile, then select Edit Buy Price. Enter the average price you paid per unit and the date of purchase. This data enhances the accuracy of P&L calculations.

The color-coded graph—green for gains, red for losses—provides a visual representation of performance. Users can export transaction history as a CSV file for external analysis. This file includes timestamps, transaction types, amounts, and fees, enabling deeper financial tracking using spreadsheet software.

Swapping Cryptocurrencies Within the Wallet

Exodus integrates a non-custodial swap feature that allows users to exchange one cryptocurrency for another directly within the wallet. This is useful for rebalancing a portfolio without using external exchanges. To initiate a swap, click the Swap button on the main dashboard.

A new window will open showing available trading pairs. Select the cryptocurrency you wish to send and the one you want to receive. The system displays the estimated exchange rate, network fee, and final amount. Users can choose different providers (e.g., Changelly, Swithchain) to compare rates and processing times.

Before confirming, review the details carefully. Once initiated, swaps cannot be reversed. The transaction appears in the activity log once completed. Swaps are processed off-chain by third-party providers, but funds remain under user control throughout the process. The entire operation typically takes between 5 to 30 minutes, depending on blockchain congestion and provider speed.

Backing Up and Securing Your Portfolio

Security is critical when managing a cryptocurrency portfolio. Exodus generates a 12-word recovery phrase during initial setup. This phrase must be written down and stored securely offline. It is the only way to recover your wallet if the device is lost or damaged.

Never share your recovery phrase with anyone. Exodus does not store it on any server. Enable desktop wallet encryption with a strong password to add an extra layer of protection. While the password does not protect the recovery phrase, it prevents unauthorized access to the wallet interface.

Regularly back up your wallet data by exporting the encrypted wallet file. This file can be stored on a USB drive or external storage. In case of software issues, the backup allows restoration of the wallet interface and settings, though the recovery phrase remains essential for full access.

Using Exodus Mobile and Desktop Sync

Exodus offers both desktop and mobile applications that sync seamlessly using the same recovery phrase. After restoring the wallet on a mobile device, all portfolio data, including balances and transaction history, will appear identical to the desktop version.

To sync, install the Exodus mobile app, select Restore Wallet, and enter the 12-word recovery phrase. Ensure the device is secure and free from malware. Once synced, you can manage your portfolio on the go. The mobile app supports biometric authentication (fingerprint or face ID), enhancing access security.

Transactions initiated on one device appear instantly on the other. However, swapping or sending funds requires confirmation on the device where the action was started. Syncing does not require cloud storage; all data is derived from the blockchain and your private keys.

Frequently Asked Questions

Can I track fiat investments in Exodus?No, Exodus is designed exclusively for cryptocurrency tracking. It does not support fiat currencies or traditional financial assets like stocks or bonds. Portfolio value is displayed in fiat for reference, but no actual fiat balances are managed within the wallet.

What happens if I lose my device and don’t have the recovery phrase?Without the 12-word recovery phrase, there is no way to regain access to your funds. Exodus cannot recover your wallet. All assets would be permanently lost. Always store the phrase in a secure, offline location.

Does Exodus charge fees for portfolio management?Exodus does not charge fees for viewing or organizing your portfolio. However, network fees apply when sending or swapping cryptocurrencies. These fees go to miners or validators, not Exodus. Swap services may include a small service fee from the provider.

Can I import a wallet from another service into Exodus?Yes, if the external wallet uses a BIP39-compatible 12-word recovery phrase, you can restore it in Exodus. Not all wallets are compatible. Ensure the phrase format matches before attempting import. Private keys for individual assets can also be imported in some cases.