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Portfolio Section - View and Manage Your Assets

This article explains how to view your cryptocurrency holdings and sell coins directly from the Assets section.

Written by Cristian Marin
Updated yesterday

The Assets section provides a consolidated view of all the coins you currently hold across all your connected exchange accounts.

Web Dashboard Instructions

  1. Navigate to the left sidebar, click on Portfolio, and select the Assets tab.

  2. Review your holdings in the main list. You can also analyze your distribution using the pie chart and the price change of specific coins on the integrated TradingView chart by changing the pair and exchange on the top right of the chart.

  3. To sell a specific coin, locate it in your asset list and click the Sell button next to it.

  4. Choose the exchange account you want to use and select the trading pair.

  5. Select your preferred order type to finalize the sale.

Mobile App Instructions

  1. Open the app and tap on Portfolio in the bottom navigation bar.

  2. Tap the Assets tab at the top of the screen to view your holdings and your asset allocation pie chart.

  3. Tap the three dots on the right side of the specific coin you wish to sell and select sell coin.

  4. Select the correct exchange account and the trading pair.

  5. Choose your desired order type to complete the transaction.

Exploring Asset Details

Clicking or tapping on any coin in your asset list will open the Asset Details panel. This view is exactly the same on both the Web Dashboard and the Mobile App, giving you a deeper look into your specific holdings through three helpful tabs:

  • General: Displays a detailed price chart alongside your total and available balances for that coin. \

  • Accounts: Shows a pie chart and a list breaking down exactly how this specific coin is distributed across your connected exchange accounts.

  • Trades: Lists your open and closed trades associated with this specific coin.

Order Type

Description

Market

Sell immediately at the first available price in the order book.

Limit

Place an order to sell at a specific, designated price.

Stop Limit

Specify a trigger price that automatically places a Limit order once reached.

Stop Market

Specify a trigger price that automatically closes the position with a Market order once reached.

πŸ’‘ Note: Selling coins directly through this section is a quick way to manage your spot holdings without needing to navigate to the individual exchange.

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