TL;DR: The "Balance by Exchange" page in CoinTracking offers a detailed overview of your current holdings organized by exchange. It shows token balances, values (historical and current), and provides powerful filters for customizing your view. Use it to verify imported data, track asset distribution, and generate exports for reporting. You can also visualize your holdings with pie charts and access detailed breakdowns by wallet, coin, and transaction type.
What is the Balance by Exchange Page?
This page displays your asset balances based on all imported and calculated transactions. It provides a breakdown by exchange and helps ensure your CoinTracking data matches live API balances.
Access it here
What can I see on this page?
You can view balances grouped by exchange, trade group, or transaction type. There are also options to sort by coin name or value. Filters allow you to hide coins with zero balances or low values and to focus only on digital currencies, commodities, or fiat.
How is data displayed for each exchange?
Each exchange section shows the coin name, amount, value at the time of transaction (in USD and BTC), and current market value. A horizontal bar graph gives you a visual snapshot of distribution.
For example:
Bitget Futures might display only USDT.
An ETH Wallet could include ETH, USDC, POLC, and others.
Can I view historical values?
Yes. The feature "Calculate current assets with historical prices" allows you to evaluate your current assets based on past market prices. To see balances for a specific day, set the End Date to one day after your target date.
Example: To view data for 31.12.2022, set the end date as 01.01.2023.
What filters are available?
You can:
Group balances by exchange, trade group, or transaction type
Show only digital, fiat, or commodity currencies
Hide coins with a value or amount of zero
Filter by specific transaction types or exchanges
Set a custom date range for analysis
Can I export the data?
Yes. You can download:
Excel, CSV, or PDF versions of your balance data
Pie charts as PNG, JPEG, PDF, or SVG files
Charts available:
Total Coin Value: Excludes fiat currencies
Total Account Value: Includes all assets
Where do I get help on this page?
There’s a help panel at the top with explanations of all filters, grouping methods, and pie chart data. Tooltips are available when hovering over most buttons and dropdowns.
Summary
Use the Balance by Exchange page to:
Verify your imported data
Understand where your assets are held
Prepare reports with downloadable charts and tables
Its filters, historical view, and visualizations make it ideal for managing crypto holdings.