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Understanding Your Crypto Portfolio Dashboard in a CryptoIRA

Crypto Portfolio Overview

On your dashboard, you’ll see a Crypto Portfolio donut chart. This visual shows the breakdown of your crypto holdings by currency. If your entire balance is in one coin, the chart will display a solid circle in a single color.

Understanding the Data Columns

Your Crypto Portfolio includes the following key columns:

CurrencyThe cryptocurrency you hold (e.g., BTC, ETH)UnitsThe amount of each cryptocurrency you ownAverage CostThe average price paid per unit, based on your tradesRecent PriceThe latest market price available for that coin Current ValueThe total market value of your holdings (Units x Recent Price)

Gain/Loss

At the top of your crypto portfolio dashboard, you will see a Total Gain/Loss figure, which provides a high-level summary of your overall investment performance. This figure dynamically updates as market prices fluctuate, ensuring you always have an accurate reflection of your crypto IRA portfolio.

Beneath Your Portfolio, the gain/loss table provides a comprehensive breakdown of your holdings, displaying:

  • Units held of each cryptocurrency.
  • Recent price of each asset.
  • Average cost per unit.
  • Current value of each position.
  • Total cost of the investment.
  • Gain or loss on each position.
If you have any questions about your crypto dashboard or need help interpreting your data, our Support team is happy to assist! Please reach out to us at help@altoira.com.

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