Portfolio ViewsKeep every strategy in its own lane
Create separate portfolios for long-term investing, active trading, treasury, or experimental positions so your numbers stay clean.
Trade TrackingAdd activity your way
Log transactions manually for speed or pull in on-chain activity by TXID and review it before it touches your portfolio history.
Wallet VisibilitySee holdings from public addresses
Paste a wallet address to inspect tokens and rough value without connecting a wallet or giving the app control over funds.
Exchange SyncPrepare read-only exchange tracking
Set up exchange connection profiles now so balances, fills, and account activity can flow into the same portfolio model next.
Pricing LayerGet smarter price coverage
Spot and historical pricing are routed through internal cache layers so portfolio views stay more stable and less dependent on raw provider calls.
Portfolio HistoryKeep one record of everything
Import trades, export backups, review sessions, and build a single database-backed ledger instead of scattered files and disconnected tools.
How It WorksA simple path to organized portfolio tracking
PrismFolio is designed to help you bring the important parts of your crypto activity into one clear workflow, from first trade entry to ongoing portfolio review.
1
Create your account and first portfolioStart with one portfolio, then add more whenever you want to separate long-term investing, trading, or other strategies.
2
Add your activity from different sourcesLog trades manually, review TXID-based transactions, import files, and connect wallets as your tracking setup grows.
3
Review your holdings in one placeSee your activity, holdings, and pricing together so your portfolio is easier to understand and manage over time.
Why PrismFolioMade to keep portfolio tracking clearer and simpler
Crypto tracking gets messy fast when trades, wallets, and transaction details all live in different places. PrismFolio is designed to bring those pieces together so you can follow your portfolio with less confusion and more confidence.
Portfolio-firstGive every strategy its own portfolio so long-term investing and active trading do not get mixed together.
Read-only by designWallet and exchange connections are built for visibility, not for moving funds or taking control away from you.
More dependable pricingPrice data is handled in a way that helps portfolio views stay steadier and more usable over time.