There are 2 ways you can track your portfolio:
1) Overall based (recommended)
2) Exchange based
1) The overall solution is recommended, as it will display your total balance together with your expenses.
To use that method, do not track your deposits and withdrawals in your base FIAT currency.
Let's say you have deposited 1000 USD on Kraken and you have bought 1 BTC for 1000 USD.
Do not enter the 1000 USD deposit, but only the trade.
The result will be:
+1 BTC (= 1000 USD)
-1000 USD (= 1000 USD)
Total: 0 USD
The USD value will be negative, because you have spent that amount for your coins.
It is not the current amount of USD displayed in your exchange.
We are recommending this method, as it shows the total expenses used to buy your coins.
Let's say you are selling your BTC later on for 1650 USD
The new result will be:
0 BTC
+650 USD
Total: 650 USD
As you can see the total USD value is always the difference between income and expenditure.
2) The exchange based method will show the amount of coins and FIATS on your exchange.
Let's say you have deposited 1000 USD on Kraken and you have bought 1 BTC for 1000 USD.
Enter a deposit of 1000 USD (the money you have sent to Kraken) and the trade.
The result will be:
+1 BTC (= 1000 USD)
0 USD
Total: 1000 USD
Selling your Bitcoin for 1650 USD will result in:0 BTC
+1650 USDTotal: 1650 USD
You can see that the total value is now the amount of money and coins listed on your exchange but does not take into account your spent money from your bank account.
Which method you choose is up to you, but you should not mix them.
THERE IS NO BUTTON to switch between these methods, it is simply decided by the way you enter FIAT deposits.
For APIs, the FIAT deposits and withdrawals are NOT imported by default, but this can be changed with the last button (either during set up or with EDIT of the API job).
