Dashboard Analytics
C
Changing Panda
I believe this could be a huge advantage for Koinly as a product. So many users would come at first just to track their portfolio and end up buying tax packages just because most or all their portfolio information are already there.
If Koinly can build a portfolio tracker that competes directly with the best portfolio trackers out in the market, people would log in every single day to the website. Yes, I am talking ads, extra products, a one stop platform to follow your crypto portfolio. The integrations are already there, why not take advantage of that?!
R
Regional Lemming
Also, the ability to filter dashboard by a wallet/exchange. This would be great for those who need to file FBAR. They require you to report the highest balance you had in your "foreign exchange" account during the tax year. If dashboard is filtered to show one exchange, you can hover your mouse over the highest peak shown on the graph, and a pop up box will appear that shows the corresponding highest USD value. You then use this figure to report on your FBAR.
K
Kumquat Basilisk
Merged in a post:
Would Like to see performance data
M
Mature Moose
Would like to see performance data in the form of graphs and tables listing holding, price, cost basis, number of token, gain/loss and be able to show this data over various time periods
M
Middle Dingo
It would be great if you add a feature enabling us to see the total amount of fiat invested and the "all times" P&L. A toggle for exemple.
Also indicate the refresh rate of the worth balance vs the curve. Currently those are not matching, you need to give more explanations about that.
D
Denim Porcupine
Add ability to export dashboard as csv file (or make an API call) with at least token and number held, and preferably also wallet and cost. This could be a four column table: token, wallet, balance, cost.
I have a spreadsheet with various info, API calls to coingecko etc, and analytics. It would be super helpful to either have a csv I can paste in periodically instead of having to type in balances (low impact on your servers) or an API to call for the info (higher server impact).
If Koinly considers cost information is sensitive then exclude that and just export token, balance and ideally wallet.
K
Kumquat Basilisk
Merged in a post:
per coin visualizations
G
Gold Chinchilla
i think a great additions would be more visual analysis, like per coin visualize buy/sell transactions on a timeline of the price.
or visualize the coin count with the price over time
K
Kumquat Basilisk
Merged in a post:
Portfolio % holdings
M
Molecular Lemur
That would be nice if we can see the % of our holdings, not just the ROI but to see how much % I have in BTC compared to total invested. It's a very simple formula I'm sure it's super easy to add. Also, in the breakdown section, we see amounts but we don't know where it comes from. I have income and expenses but I don't know if it's a real income because I can't see the details anywhere
K
Kumquat Basilisk
Merged in a post:
Koinly API for Data Analysis
Q
Quail Mammal
It would be very helpful to have a Koinly API to query portfolio data to use it for more specific/individual data analysis
K
Kumquat Basilisk
Merged in a post:
More Portfolio Tracking Features
C
Correct Bovid
More Portfolio Tracking features would be nice. Maybe with a customizable dashboard.
So some suggestions:
show the Performance in numbers
and also in a graph for whole Portfolio
also being able to select single or even multiple coins (like for excluding stable coins) (ofc also for the asset allocation circle)
multiple periods like ytd, mtd, 1 day, 1 or 3 or 6 or 9 or 12 month and so on.
some graph options like switching from total value to gains view.
M
Malachite Python
ASSET ALLOCATION PER WALLET on main dashboard. Just as important as repartition of asset currently there. Running P&L and Closed P&L per asset and for whole portfolio.
Some trade analytics like # of Long vs shorts, Win ratio for Long and Short, average trade duration
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