We are continuing to improve this feature. Should there be any discrepancy in values or suggestions for improvements, please send feedback to firstname.lastname@example.org.
The portfolio tracker allows you to monitor the performance and distribution of your holdings on VALR.
- Simply navigate to the Portfolio tab from mobile by tapping on yesterday’s Profit/Loss (PnL) from the Wallets screen to view the portfolio tracker.
- Your portfolio can be displayed in your preferred reference currency - currently USD, BTC, and ZAR.
The Total Portfolio* tab contains an overview of your portfolio’s performance over a specified time period.
Profit/Loss** provides more detailed insights into your trading performance!
Daily Profit/Loss*** allows you to monitor your trading performance for each day of trading.
Total Profit/Loss**** provides an overview of your performance since you first started transacting on VALR. Note that these calculations include deposits, withdrawals, trades and transfers.
You may also view the composition of your portfolio for a quick overview of your holdings and their distribution.
*Total Portfolio is the calculated balance in the reference currency using end of day prices to convert account balances into the reference currencies (BTC, USD, ZAR) and is not plotted but shown as a value in the All Time/ 1Year/1 Month/1 Week.
**Profit/loss is the accumulated PnL in the reference currency (BTC, USD, ZAR) over the time periods of the All Time/ 1Year/1 Month/1 Week. The percentage value is the calculated percentage movement in reference to the remaining funding for the relevant time period.
***Daily PnL denotes the difference between yesterday’s and today’s (being the end of the day) in the reference currency NET deposits - withdrawals
****Total PnL is calculated as the accumulation of all Daily PnL’s with the current Daily PnL - withdrawals (withdrawals are only subtracted from cumulative PnL if not negative and also only down to zero - the rest comes off funding)