Live Portfolio Valuation
Track current market value as verified coin prices move — without changing your original acquisition records.
Your portfolio, in perspective
Know your numbers.
Own your decisions.
A clearer way to monitor crypto investments, trading records, balances and financial obligations — all in one organized dashboard.
Transparent records · Clear reporting · Informed decisions
Portfolio overview
A sample dashboard preview
UI PREVIEW
Portfolio market value
$24,680.50
Illustrative example+4.28%period return
Investment value
$18,240
Sample value
Trading P/L
+$642.80
Illustrative only
Solana · SOL
Example holding · 12 SOL
$1,680.00
Sample valuation
Ethereum · ETH
Example holding · 2 ETH
$6,240.00
Sample valuation
Performance insightsSee changes at a glance
Organized recordsDesigned for clarity
One clear view
Everything you track.
Nothing left confusing.
Purpose-built tools to help you review financial records and understand portfolio movement without mixing separate balances or results.
Investment Overview
Review coin quantity, acquisition cost, current value, and unrealized profit or loss in one place.
Trading Monitor
Keep realized trading results, fees, and open-position performance clearly separated.
Balance & Ledger
Understand deposits, withdrawals, investments, liabilities, and cash balances with a consistent record.
Salary & Payment Tracking
View salary schedules, payment records, and pending obligations with clear status labels.
Private by Design
Role-based access and protected account data help keep personal financial records secure.
Portfolio tracking
Your assets, organized in one place.
Start with the supported coin list configured by your administrator. Actual valuations should appear only after a verified market-data connection is configured.
SolanaSOL
EthereumETH
XRPXRP
SuiSUI
ZcashZEC
PepePEPE
Market data notice: Coin tiles above indicate supported asset categories, not live prices. Live market values, price timestamps and provider status should be loaded from the configured market-data API after backend setup.
Simple by design
From recorded cost to current value.
Historical transaction data stays intact while market valuation is refreshed separately.
01
Record the investment
An authorized administrator enters the coin, quantity, acquisition price and transaction date.
02
Refresh market prices
The configured provider supplies a current price, with its source and last-updated status.
03
Review the difference
Current market value and unrealized P/L are calculated without treating gains as cash received.
Make your financial picture clearer.
Keep portfolio values, trading history and financial records organized in a single workspace.
FAQ
Questions, answered.
Helpful details about how Investment Monitor is intended to present your records.
Are the example prices and balances live?
No. The dashboard figures are illustrative design examples only. A configured market-data provider is required before showing actual live prices.
Does a market gain mean I received cash?
No. Unrealized profit or loss reflects a change in the market value of an asset you still hold. It is separate from realized trading results and cash balances.
Can the original acquisition price change with the market?
No. Acquisition price and transaction history should remain historical records. The current market price is refreshed separately.
Does this platform guarantee investment returns?
No. Crypto assets can be volatile and may lose value. The platform is for monitoring and recordkeeping and does not guarantee returns or provide a risk-free investment.
Is an account required?
Account access depends on the deployment configuration. Connect the Log in and Get Started links to the live authentication pages before publishing.