How to use Portfolio Tracker
Portfolio Tracker lets members log their investment holdings and see total value, profit/loss, and return at a glance.
Enable it
Owners turn this on from Admin -> Module Store -> find Portfolio Tracker -> toggle on. Requires the Basic plan or higher.
Where to find it
Once enabled, members open it at /portfolio from the community navigation.
What you can do
- Click Add holding to open the form, then enter an Asset name, pick a Type (crypto, stock, etf, forex, commodity, nft, other), and fill in Quantity and Avg cost.
- Optionally add a Current price and tick Show on public profile to share the holding.
- Read the summary cards: Total value, P&L, and Return % (green for gains, red for losses).
- Review your holdings list and performance breakdown below the summary.
Related
- The Module Store (Admin -> Module Store)