Koinly's dashboard provides a summary overview of the current or historical performance of your portfolio. This article explains what each section of the dashboard represents
ℹ️ Timeframe selection
By default, the dashboard shows the performance of your portfolio in the current year, but you can change it to any custom timeframe by clicking on the date period in top-right:
Breakdown area
The breakdown section at the bottom will show your totals for the period selected above:
In | A sum of all crypto deposits, valued at the time of deposit |
Out | A sum of all crypto withdrawals, valued at the time of withdrawal |
Income | A sum of all "Income" transactions (i.e. rewards, income, airdrops), valued at the time of receipt. |
Expenses | A sum of all "Expenses" transactions (those tagged as costs, margin fee, interest payments), valued at the time of the transaction |
Trading Fees | Transaction fees that have already been included in your cost-basis. See Exchange and transaction fees |
Realized Gains | A sum of all capital gains/losses calculated on taxable events (trades, sales, withdrawals, etc.).
Other gains (Futures) are included in this total if you have Treat other gains as capital gains set to ON in your Settings |
ℹ️ View related transactions
Each of the sections in the breakdown are (In, Out, Income, Expenses, etc.) is clickable and will take you to a Transactions page with filters applied, showing all transactions that contributed to the total selected.
Eg. If you click on the Income, it will show all transactions with an income-like tag that happened in the time period selected.
Chart area
ℹ️ When viewing the dashboard with custom dates selected, "Total value", "Cost basis" and "Unrealized gains" will reflect the state at the end of the last day of the period selected
Total value | Current market value of all crypto held in the account. Does not include fiat holdings or assets that can't be valued by Koinly such as NFTs or LP tokens. |
Cost basis | Current cost-basis of all crypto holdings. This value is recalculated whenever a disposal or acquisition occurs, so in most cases, it will not be the same as the sum of your fiat investment. |
Unrealized gains | Prognosis of gains/losses from selling all the current holdings at the current market prices (Total Value minus the Cost-Basis |
For issues with the graph, see:
Assets area
ℹ️ When viewing the dashboard with custom dates selected, Balances and Market Value reflect the state at the end of the last day of the period selected
Asset | The name and icon of your asset |
Balance | Current balance of the asset. If the balance and Cost do not add up then you most likely have an issue with the data in your account. See this article |
Cost | Current cost-basis (may change with every trade, see above) |
Market Value | Current value of the asset if it was to be sold today |
ROI | Return on Investment Calculated as |
24h trend | Changes in token price in the last 24h |
View reported balances
Using the 3-dot menu, you can toggle between showing reported or calculated balances:
Mind that:
Reported balances are only available for the current date. You can't view reported balances for historical balances
If reported balances don't match what Koinly calculated, it usually means there's some issue with the imported data that is worth addressing, since calculations may be affected by wrong calculated balances
Read more about reported/calculated balances in:
View historical balances
Click on the calendar icon to select a date for which you want to see balances of all your wallets:
Only total balances are available for historical dates - you will not be able to see in which wallet the assets were on that date.