Support Desk

Submit a ticket My Tickets
Welcome
Login  Sign up

Coins by Exchange

TL;DR: The Coins by Exchange page provides a categorized overview of your asset holdings across all connected exchanges and wallets. It shows where each coin is held, the corresponding balances per location, and the current value calculated in EUR and BTC. This page is designed to give a fast, location-based breakdown of your portfolio.


Page Purpose

This page helps you quickly understand:

  • Which exchanges or wallets hold each coin

  • The quantity of each coin per location

  • The current value of each holding in EUR and BTC


Key Components

Coin Groups by Exchange

Each section begins with the coin name and symbol, such as 0KN2, 1INCH, or ABOYS.
 Under each coin, the associated exchanges or wallets are listed, for example ETH Wallet, Kraken, or BSC Transaction.

For each location, the following information is displayed:

  • Amount, representing the exact quantity of the token

  • Value in EUR and BTC, calculated using the current market price


Negative Balances

Negative balances are highlighted using red bars, for example a negative POPCAT2 balance on Kraken.
These typically result from incomplete API imports, missing deposits or withdrawals, or manual entry errors and should be reviewed carefully.


Totals

At the bottom of the page, a consolidated summary displays the overall portfolio totals:

  • Total value in EUR

  • Total value in BTC

These totals represent the sum of all balances shown on the page.


Customization Options

Grouping and Sorting

You can change how data is organized using grouping and sorting options:

Grouping

  • Grouped by exchange (default), organizing coins under each exchange or wallet

  • Grouped by trade group or trade type for advanced categorization

Sorting

  • Sort by type and coin, displaying assets alphabetically by category

  • Sort by type and value, ordering assets by category and descending current value


Value Display

You can toggle the visibility of transaction values to show or hide additional valuation details.


Filters

Several filters are available to refine the displayed data:

Currency Filter

  • Show all currencies

  • Show only digital currencies

  • Show only fiat currencies

  • Show only commodities

Amount and Value Filters

  • Hide zero balances

  • Hide small amounts or values below a selected threshold

Advanced Filters 

Fine-tune the results using transaction types, incoming and outgoing filters, exchange selection, group selection, and time period filters.


Export Options

Using the Export option at the top of the page, you can download the report in multiple formats, including CSV, Excel, and PDF.


Tips

  • Use the search bar to quickly locate specific tokens

  • Apply value-based filters to hide negligible holdings

Review red balance indicators to identify and correct problematic entries

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.