How to Add, Rename, Duplicate, or Delete a Portfolio – Crypto Pro (2024)

Learn how to manage your Portfolio on Crypto Pro

You can create different portfolios for investment strategies, and Crypto Pro makes managing these portfolios an easy process. Here’s how you can do this:

Add Portfolio

  1. Tap on the ‘Portfolio’ tab in the bottom left of panel
  2. Tap on any portfolio you have
  3. Tap on ‘+’ in the top right corner
  4. Hit ‘Create Portfolio’
  5. Name your new portfolio then hit ‘OK’

Rename Portfolio

  1. Go to the portfolio you’d like to rename
  2. Tap on the ‘•••’
  3. Hit ‘Rename Portfolio’

Duplicate Portfolio

  1. Go to the portfolio you’d like to rename
  2. Tap on the ‘•••’
  3. Hit ‘Duplicate Portfolio’

Note: Duplicated portfolio will be named ‘Portfolio Copy’, however, you’ll be able to rename it.

Delete Portfolio

  1. Go to the portfolio you’d like to delete
  2. Tap on the ‘•••’
  3. Hit ‘Delete Portfolio’

Note: Deleting a portfolio is a permanent action that cannot be undone. You’ll only be able to recover a portfolio if you have a CSV backup.

How to Add, Rename, Duplicate, or Delete a Portfolio  – Crypto Pro (2024)

FAQs

How to Add, Rename, Duplicate, or Delete a Portfolio – Crypto Pro? ›

Once you have set up your portfolios, you can access additional features by tapping on the three dots to the left of the “+” icon, and choose to duplicate, rename, or clear your portfolios as desired, and there is also the option to export your details as a . CSV file.

How do I add a portfolio to Crypto Pro? ›

Add Portfolio
  1. Tap on the 'Portfolio' tab in the bottom left of panel.
  2. Tap on any portfolio you have.
  3. Tap on '+' in the top right corner.
  4. Hit 'Create Portfolio'
  5. Name your new portfolio then hit 'OK'

How do I add a portfolio to CoinMarketCap? ›

You can create multiple portfolios on the CoinMarketCap desktop site and mobile app. Once you navigate to the portfolio page, you will see a box with your portfolios in it. Click "create portfolio" to add a new portfolio to your account — it's that easy.

How do I add a new portfolio? ›

How To Make A Portfolio?
  1. Identify your best work samples. ...
  2. Create a contents section. ...
  3. Include your resume. ...
  4. Add a personal statement outlining your professional goals. ...
  5. List out your hard skills and expertise. ...
  6. Attach samples of your best work. ...
  7. Include recommendations and testimonials from credible sources.
Sep 13, 2023

How do I copy a crypto portfolio? ›

How to copy traders on eToro
  1. Choose a trader. Discover top traders who best match your investment goals.
  2. Set an amount. Choose how much money with which to copy — the proportions will be calculated automatically.
  3. Hit Copy. Click the “Copy” button to start copying the trader's positions automatically.

How to withdraw money from CoinMarketCap portfolio? ›

To take out coins from CoinMarketCap, do these steps:
  1. Sign In: Go into your CoinMarketCap account first. ...
  2. Go to Your Wallet: When you're in, head to the wallet part. ...
  3. Find the Withdraw Button: Search for the way to take money out in your wallet area. ...
  4. Pick the Coin: Choose the coin you wish to take out.
Aug 18, 2023

How to transfer CoinMarketCap to cash app? ›

To move cryptocurrency to Cash App, open Cash App, tap on the "Banking" or "Investing" tab, select "Bitcoin" or the relevant cryptocurrency, choose "Deposit," and follow the instructions to transfer your crypto from your external wallet to Cash App.

How to track crypto portfolio? ›

CoinMarketCap is one of the world's most-trusted cryptocurrency price trackers. The company also offers a portfolio tracking product to investors. Though the platform is limited in its functionality, it can be a good option for traders who are on a budget and who prefer to manually enter their cryptocurrency holdings.

How do I sync crypto Pro? ›

Go to Crypto Pro > Settings > Sync and Backup > and 'Sync Portfolio' is toggled on.

What is the best app to manage crypto portfolio? ›

CoinStats is also one of the most popular cryptocurrency portfolio trackers accessible today. With over 8,000 supported cryptos, you'll have the variety and access you need for any upcoming initiatives that may explode. It also supports over 300 cryptocurrency exchanges and keeps track of all transactions you've made.

How do I manage my crypto portfolio? ›

Key Points
  1. Well-balanced crypto portfolios prioritize diversity, including different cryptocurrencies with varied risk levels and use cases.
  2. Maintaining a balance between crypto and traditional investments is crucial, limiting crypto to 5-10% of the total portfolio.

How do I track my crypto portfolio? ›

CoinMarketCap is one of the world's most-trusted cryptocurrency price trackers. The company also offers a portfolio tracking product to investors. Though the platform is limited in its functionality, it can be a good option for traders who are on a budget and who prefer to manually enter their cryptocurrency holdings.

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