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How to track your portfolio using Divly
How to track your portfolio using Divly
Carl Gärdsell avatar
Written by Carl Gärdsell
Updated over a week ago

Divly began as a crypto tax platform to help people track and declare their taxes. As more people began using Divly, we received feedback that people wanted to use Divly to track their portfolio and better understand how their crypto holdings have developed over time.

We keep building on this feedback to help our customers to make better decisions whilst staying compliant. If there are any charts or analytics you would like to see, feel free to share your ideas by sending an email to [email protected]


Why use Divly to track your crypto portfolio?

Exchanges and mobile applications often allow you to see some basic charts to help you track your cryptocurrency portfolio. However, there are unique benefits to keeping your

  1. Divly performs calculations on your entire transaction history across time.
    Every time Divly recalculates your holdings, it is done based on all of your historic transactions rather than look at a snapshot at one point in time. Therefore, Divly can offer a historic perspective that most applications will never be able to manage.

  2. Complete view of your crypto holdings across all of your wallets.
    Exchanges and wallets can typically only track the crypto that you have stored with them. Divly provides custom integrations to 100+ wallets, allowing you to aggregate all of your transactions across your portfolio and summarize it in one view.

  3. Stay compliant with your taxes / accounting without any extra work.
    There wont be any need to use multiple platforms to both track and calculate your taxes. If you have already imported your transactions and cleaned them up in Divly for your taxes, there is no reason to go through the same process anywhere else.


Where to track your crypto portfolio in Divly

Below are the most common views people use to track their crypto portfolio. These are being expanded on every year!

Overview

By selecting Overview in the sidebar, you'll be able to see charts and tables that provide a snapshot of your current crypto holdings.

Note: We plan to expand on this page heavily in the future to allow you to select a specific date and compare. We also plan to add more charts and tables to provide in-depth insights about your crypto portfolio. We also want to let you compare your portfolio against the crypto market as a whole.

Wallets

Keep track of all your transactions across your different wallets throughout time. You can have an unlimited amount of wallets in Divly.

Transactions

Forget what you did in the past? Once imported, Divly can provide a detailed summary of every transaction you ever made since inception. Analyze each transaction in detail and how they contribute to your profits, losses, and taxes.

Tax Report

See a summary of your gains and losses per currency for every year. For some countries we also offer a localized summary that estimates your crypto taxes for the year.

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