Consolidated and standalone portfolios
Separate Equity and Crypto holdings across all linked accounts or inspect one account at a time.
Open the right place
Advanced → Portfolio
Consolidated
The consolidated tab groups supported Equity holdings and Crypto holdings from all currently linked accounts. Values depend on provider availability and quote timing.
Standalone
- Select Standalone.
- Choose Equity or Crypto.
- Choose the broker or Binance account nickname.
- Review positions, quantities, average prices, and current value with timestamps.
Reconciliation
The broker or exchange remains the authoritative ledger. If a balance differs, refresh the session and compare the provider account before submitting a ticket.
Verify before you leave
- Consolidated and Standalone views are clearly separated.
- Equity and Crypto holdings retain source-account identity.
- Provider records remain authoritative during reconciliation.