Asset Tracking Tool

Portfolio Management

Multi-exchange balance aggregation and performance tracking

What You Can Do (Logged In)

  • Aggregate balances across multiple simulated exchanges
  • Track real-time P&L (realized and unrealized)
  • View allocation pie charts by asset type
  • Analyze performance over time with interactive charts
  • Manually enter positions for offline tracking
  • Track cost basis using FIFO or average cost methods
  • Export portfolio summary to CSV format
📊 Asset Tracking

How Portfolio Management Works

Flow Demo
📊 Tracking BTC position — $5,000 invested
📱 Mobile Flow

Portfolio Mgmt · 7 Steps

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How It Works

Our portfolio management system syncs with all your connected simulated exchanges to provide a unified view of your assets. Real-time P&L calculations factor in all trades, fees, and market movements.

Allocation
Pie Charts

Performance
Over Time

CSV
Export

Portfolio Management Dashboard

Your complete position tracking & portfolio analytics hub

What Is This Machine?

The 09_Portfolio_Management machine is your "Eyes" - a self-sufficient dashboard that sees and aggregates all your positions across every simulated exchange. It's a complete, isolated system that:

  • 📊 Aggregates balances from multiple simulated exchanges (Binance, Bybit, OKX, etc.)
  • 📈 Tracks real-time P&L - both realized and unrealized gains/losses
  • 🥧 Visualizes allocations with interactive pie charts by asset type
  • 📉 Analyzes performance over time with interactive line charts
  • ✏️ Manually enters positions for offline or custom tracking
  • ⚖️ Calculates cost basis using FIFO or Average Cost methods
  • 📥 Exports portfolio data to CSV format for analysis
Virtual Mode (Default)

Your virtual balance starts at $10,000 - completely fake money. Trade, experiment, fail, learn. No risk. No consequences. The perfect sandbox to test strategies, understand market dynamics, and build confidence before considering real trading.

Virtual Balance: $10,000 (replenishable)
Educational Simulator

This is NOT real trading. This is a learning platform designed to teach you:

  • How portfolios work across multiple exchanges
  • The impact of fees, slippage, and market movement
  • Risk management strategies without losing real money
  • Position sizing and diversification techniques
  • P&L tracking and tax basis methods (FIFO vs AVG)

How It Works

Other machines send trades to your portfolio

Dashboard aggregates all positions

Real-time P&L calculations

Export CSV for your records

Example: Learning Without Risk

Scenario: You want to learn how to manage a portfolio across Binance and Bybit.

  1. Go to 01_Trading_Execution and buy 0.05 BTC at $43,200 using your virtual balance
  2. Go to 03_Execution_Interfaces and buy 2.5 ETH at $2,850
  3. Open your 09_Portfolio_Management dashboard
  4. See BOTH positions automatically appear - aggregated, with live prices, and P&L
  5. Watch the pie chart show your BTC vs ETH allocation
  6. Track your performance over time with the line chart
  7. Learn how FIFO vs Average Cost affects your tax calculations
  8. Export your portfolio to CSV to analyze in Excel
No real money involved. Every trade uses virtual currency. You can reset your balance anytime.

Features You Get

Live Binance prices (BTC/ETH/SOL)
Multi-exchange aggregation
Realized & unrealized P&L
Asset allocation pie chart
Performance line chart (30 days)
Manual position entry
FIFO / Average Cost toggle
CSV export functionality
LocalStorage persistence
Ready to start your trading education?

Open the Portfolio Dashboard and begin tracking your virtual portfolio today.

Launch Portfolio Dashboard

⚠️ This is an educational simulator only. No real trading occurs.

Technical Features

  • PostgreSQL with portfolio schema
  • REST API endpoints for portfolio data
  • Balance fetcher from exchanges
  • Cost basis tracking (FIFO/average)
  • Manual position entry
  • Export portfolio summary
Get Started Free → Already have an account? Login