Portfolio intelligence

What it does

Portfolio keeps what you hold next to the research behind it. You record buys, sells and positions yourself; holdings are calculated from those transactions. CryptoBuddy never holds your keys or moves funds.

Each holding gets a deterministic position state from the same engines as Spot buys and Gems, and a portfolio review explains concentration, risk and what stands out.

How it works

1. Add transactions. Holdings, average cost and allocation are derived from them.
2. Each holding is read against its zones: spot zones for established assets, recent support and resistance for gems.
3. The position state updates as price moves: in accumulation zone, no new zone signal, near sell zone, in supply zone, risk increasing or thesis invalidated.
4. Generate a portfolio review for concentration, risk states, buy and trim opportunities, correlation, structure and upcoming events. Coins without full data get a labelled quick read.
5. In Open positions, record trades with your own stop and targets, and set price alerts at them in one tap.

Why it helps

• One screen tells you which holdings moved into a zone that deserves attention.
• States are deterministic, never an AI guess, so they are consistent day to day.
• Removing a saved idea never sells anything; your records stay yours.

What you’ll see

Position state

In accumulation zone · No new zone signal · Near sell zone · In supply zone · Risk increasing · Thesis invalidated · No read.

Distance to zones

How far price is from the buy zone and the sell zone.

Versus cost

Where price sits against your own average cost.

Concentration

How much of the portfolio each holding represents.

Costs & limits

• Portfolio, holdings and position states are free. A deep portfolio review is 2 credits.

Holdings depend on what you enter. Tracking research does not create a holding or place an order.