Add Multiple sub-portfolios
acknowledged
C
Colorful Limpet
Users Feature Request:
- Allow tracking multiple portfolios, portfolios for friends/family/client, or business/personal. Includes allocating certain wallets/exchanges in each sub-portfolio, or the overall portfolio with various allocations (e.g. 10% in sub-portfolio A, and 90% in sub-portfolio B).
As a user, what can I do?
You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to
Complete
should we pursue this feature. Up-voters will be notified of the status change.I need additional assistance, who can I contact?
For further assistance, please contact our support team directly.
Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!
Keyword: portfolio, sub-portfolio, performance
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Sarah R - CoinTracker
updated the status to
acknowledged
M
Modern Frog
Merged in a post:
Create sub-portfolios
P
Pansy Lynx
To allow users to create sub porfolios, for example, to be able to add BTC and ETH to one portfolio, XRP, LINK and ALGO to another, then microcaps to another portfolio.
P
Peaceful Gerbil
Merged in a post:
Different profiles
N
Nickel Bear
Something I would like to see is different profiles. Like you can set one to all, another to long term, another to short term, and maybe others to what you have in a given hardware wallet or exchange.
By default the system will show all, but you can switch it to show you another profile you made. This allowing you to keep track of gains per exchange, holding type, or where you're holding them.
P
Peaceful Gerbil
updated the status to
acknowledged
P
Peaceful Gerbil
Merged in a post:
Multiple logins for one account
S
Strong Pelican
We have multiple users in our accounting department who all share our CoinTracker account. Instead of sharing the same login and password, we would like to create multiple users, all associated with the same account. This would increase security, and when an employee leaves the team we could revoke their access without forcing everyone else to change their passwords.
V
Vanilla ice Thrush
Agreed. Blockfolio (now ftx) allowed this and it was nice. I'd like to create a separate profile to see if CoinTracker has fixed bugs that have forced me to modify many transactions and add manual ones.
Y
Yolk yellow Shrew
Merged in a post:
Multiple Portfolios
W
Wild strawberry Walrus
I manage both personal and business crypto accounts and I'd like to be able to create separate portfolios for personal and business.
Y
Yolk yellow Shrew
Merged in a post:
Husband/Wife account
M
Mid Carp
I would like to integrate my accounts with my wife's on the same page.
Y
Yolk yellow Shrew
Merged in a post:
Sub accounts
O
Olive Panther
I'd like to be able to setup a sub-account for testing. For example, rather than having to add / remove all my wallets/exchaanges, I'd like to have a second account (with tax reporting summary) where I can try different things. For example, my European Coinbase account is showing several transactions and $0 max year balance. In order to figure out why this is the case, I need to start removing/adding things. If I had a second account to test on, I could simply load my second Coinbase account by itself to see what is being calculated.
D
Damask Lizard
I like this idea; in the Exodus wallet, I have the ability to create portfolios. I have one portfolio (with its own coin addresses, transactions history) for business. I have a second portfolio for personal. I would like to use CoinTracker for all my needs, but Cointracker doesn't support all the coins for auto-importing that are found on various wallets. Even if it did, how am I support generate separate tax forms for separate portfolios? Anyhow, good suggestion, and I look forward to CoinTracker's response.
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