Portfolios
Portfolios are the top-level organizational unit in MyHold App. They let you group your crypto investments into meaningful collections—by strategy, time horizon, risk level, or any way that fits your workflow. Each portfolio contains one or more wallets, and each wallet holds individual coins.
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Data Model#
The portfolio system follows a three-level hierarchy. Understanding this structure is key to getting the most out of MyHold App.
| Level | Contains | Purpose |
|---|---|---|
| Portfolio | One or more Wallets | Top-level grouping of investments (e.g., "Long-Term HODL", "Trading") |
| Wallet | One or more Coins | Sub-group within a portfolio (e.g., "Main Holdings", "DeFi Plays") |
| Coin | Quantity + Weight | Individual cryptocurrency with a tracked quantity and allocation target |
A single user can create multiple portfolios, each with its own set of wallets and coins. This gives you full flexibility to model any investment strategy.
Portfolio Overview#
When you open a portfolio, you see a real-time summary of your total value, number of holdings, and performance metrics across multiple time windows. The summary is computed from all wallets and their coins.
Portfolio overview summary with aggregated metrics
Summary fields
| Field | Description |
|---|---|
Total Value | Sum of all coin values across all wallets (quantity × current price) |
1h / 24h / 7d Change | Weighted-average performance of all coins, weighted by their dollar value in the portfolio |
Holdings | Total number of unique coins held across all wallets |
Performance percentages are value-weighted: a coin that represents 60% of your portfolio has more influence on the aggregate change than a coin at 5%. This gives you a true picture of how your money is performing, not just an average of coin prices.
Wallets#
Wallets are containers for your coins within a portfolio. Use them to separate holdings by strategy, exchange, risk level, or any other criteria. Each wallet has its own name, weight, and set of coins.
💡 Non-custodial
Wallet summary cards showing individual wallet performance
Wallet properties
| Property | Type | Description |
|---|---|---|
name | String | A descriptive label for the wallet (e.g., "Main Holdings", "DeFi Plays") |
weight | Number (0–100) | Target allocation weight within the portfolio (see Weights section below) |
portfolioPercentage | Number | The wallet's target percentage of the total portfolio |
Each wallet card displays the wallet's total value (sum of all coin values inside it), weighted-average performance across 1h, 24h, and 7d windows, the number of coins it holds, and its portfolio allocation percentage.
Wallet Coins#
Inside each wallet, you add individual coins with their quantities. MyHold App automatically fetches live market data (price, volume, market cap) from CoinMarketCap and computes each coin's value and allocation percentages.
| Property | Type | Description |
|---|---|---|
quantity | Number | How many units of this coin you hold in this wallet |
weight | Number (0–100) | Target allocation weight of this coin within the wallet |
walletPercentage | Number | The coin's target share of the wallet (derived from weights) |
portfolioPercentage | Number | The coin's target share of the entire portfolio |
coin | Coin | Reference to the cryptocurrency with live market data (price, volume, market cap, etc.) |
How value is calculated
A coin's value in your portfolio is straightforward:
For example, holding 0.85 BTC at a price of $67,842 gives a value of $57,665.70. These values update in real time as market prices change.
Consolidated Holdings#
The portfolio detail page shows a consolidated view of all your coins across all wallets. If the same coin appears in multiple wallets (for example, ETH in both "Main Holdings" and "DeFi Plays"), their quantities are summed into a single row.
Consolidated holdings table — same coins across wallets are merged
The consolidated table is sortable by name, price, quantity, value, 24h change, 7d change, and portfolio allocation. This gives you a quick snapshot of your overall exposure regardless of how coins are distributed across wallets.
Weights & Allocation#
Weights are central to MyHold App's portfolio management. They define your target allocation—the ideal percentage each wallet or coin should represent in your portfolio.
How weights work
Weights are relative values between 0 and 100. They don't need to sum to 100—the system normalizes them automatically. For example:
| Wallet | Weight | Calculated Target % |
|---|---|---|
| Main Holdings | 60 | 60% |
| DeFi Plays | 25 | 25% |
| Moonshots | 15 | 15% |
| Total | 100 | 100% |
The same logic applies within a wallet. Each coin gets a weight, and the system computes its target percentage of the wallet (and of the entire portfolio through cascading calculation).
Two-level allocation
Allocation is computed at two levels:
| Level | Formula | Example |
|---|---|---|
| Wallet in Portfolio | wallet.weight ÷ Σ(all wallet weights) | Weight 60 out of total 100 → 60% of portfolio |
| Coin in Wallet | coin.weight ÷ Σ(all coin weights in wallet) | Weight 50 out of total 80 → 62.5% of wallet |
| Coin in Portfolio | walletTarget% × coinTarget% | 60% × 62.5% → 37.5% of portfolio |
💡 Current vs Target
Creating & Managing#
Creating a portfolio
From your dashboard, click New Portfolio and give it a name. The number of portfolios you can create depends on your subscription plan.
Adding wallets
Inside a portfolio, click New Wallet to create a wallet. You'll set a name and a weight. The wallet limit also depends on your plan—if you've reached the limit, you'll be prompted to upgrade.
Adding coins to a wallet
Open a wallet's edit page to add coins. Search for any cryptocurrency by name or symbol, then set the quantity you hold and optionally a target weight for allocation tracking. Live market data is fetched automatically once a coin is added.
Editing & deleting
Portfolio settings let you rename or delete a portfolio. Deleting is permanent and removes all wallets and coins inside it. A confirmation dialog requires you to type the portfolio name before deletion. Similarly, each wallet can be renamed, have its weight adjusted, or be deleted from its edit page.
⚠️ Deletion is permanent
Staged Portfolio Updates#
By default, every change you make to a portfolio—adding a wallet, updating a coin, deleting a position—takes effect immediately. Staged mode lets you batch changes and apply them all at once, giving you a chance to review before committing.
✅ When to use staged mode
Enabling staged mode
Navigate to your portfolio's Settings page and toggle the Staged Portfolio switch on. When enabled, the portfolio enters a locked state—editing pages show a lock overlay until you start an update session.
The staged workflow
| Step | Action | What Happens |
|---|---|---|
| 1 | Enable staged mode | Portfolio enters locked state. A toggle on the settings page turns staged mode on. |
| 2 | Start update session | Click "Start Portfolio Update" on any edit page. The lock overlay disappears and you can make changes. |
| 3 | Stage changes | Create, update, or delete wallets and coins. Changes are saved locally, not applied to the server yet. |
| 4 | Review changes | A banner at the top of portfolio pages shows all pending changes with a detail view. |
| 5 | Commit or discard | Commit applies all changes atomically. Discard clears all pending changes and ends the session. |
Example of staged mode banner with pending changes (details expanded)
Supported change types
The following operations can be staged during an update session:
| Change Type | Description |
|---|---|
wallet_create | Create a new wallet with a name and weight |
wallet_update | Update an existing wallet's name or weight |
wallet_delete | Delete a wallet and all its coins |
coin_add | Add a coin to a wallet with a quantity and weight |
coin_update | Update a coin's quantity or weight |
coin_remove | Remove a coin from a wallet |
Local persistence
Pending changes are stored in your browser's local storage. If you close the tab or refresh, your staged changes will still be there when you return. They are cleared when you commit, discard, or disable staged mode.
Commit history
Every commit creates a snapshot of the changes applied. You can view past commits to see what was changed, when, and what the portfolio looked like before and after the update.
💡 Non-destructive
Portfolio Summaries#
MyHold App computes real-time summaries at every level of the hierarchy. These summaries power the dashboard, notification context, and rebalancing engine.
Portfolio-level summary
| Metric | Description |
|---|---|
currentValue | Sum of all coin values across all wallets in the portfolio |
percentChange1h | Value-weighted average 1-hour change across all coins |
percentChange24h | Value-weighted average 24-hour change |
percentChange7d | Value-weighted average 7-day change |
percentChange30d | Value-weighted average 30-day change |
coins[] | Array of coin summaries with consolidated quantities and allocations |
wallets[] | Array of wallet summaries with their individual metrics |
Wallet-level summary
| Metric | Description |
|---|---|
value | Total dollar value of all coins in this wallet |
currentPortfolioPercentage | The wallet's actual share of the portfolio (based on current values) |
targetPortfolioPercentage | The wallet's target share (based on weight) |
portfolioWeightDifference | Difference between current and target weight (positive = overweight) |
percentChange1h / 24h / 7d | Weighted-average performance for this wallet's coins |
Coin-level summary
Each coin in the consolidated view carries:
| Metric | Description |
|---|---|
totalQuantity | Sum of quantities across all wallets that hold this coin |
totalValue | totalQuantity × current market price |
walletCount | Number of wallets that hold this coin |
portfolioPercentage | This coin's share of the total portfolio value |
Rebalancing#
Portfolio rebalancing analyzes the gap between your current allocation (based on market prices) and your target allocation (based on weights). It provides actionable opportunities to bring your portfolio back in line with your strategy.
✅ Positive messaging
| Section | Color | Meaning |
|---|---|---|
| Profit Opportunities | Green | Coins to sell — overweight positions where you can take profits |
| Investment Opportunities | Cyan | Coins to buy — underweight positions that are good opportunities to grow |
Rebalance summary
The rebalance page shows a summary card with your current portfolio value, target value, the number of coins to sell and buy, and the total amounts for each. When using take-profit or invest-more modes, an adjustment banner shows the withdrawal or deposit amount.
Opportunity details
Each coin in the profit or investment opportunities section shows:
| Column | Description |
|---|---|
| Coin | Coin logo, symbol (linked to coin detail page), name, and current market price |
| Current | Current dollar value and quantity held |
| Target | Target dollar value and quantity after rebalancing |
| Sell / Buy | Exact dollar amount and quantity to trade |
Two rebalance scopes
Rebalancing can run at two scopes:
| Scope | What It Compares | Available At |
|---|---|---|
| Portfolio Rebalance | Each coin's current % vs target % across the entire portfolio | /my/portfolios/[id]/rebalance |
| Wallet Rebalance | Each coin's current % vs target % within a single wallet | /my/portfolios/[id]/wallets/[wid]/rebalance |
Advanced options
The rebalance form supports advanced options including threshold filtering (value, percentage, or weight-based) to focus on significant deviations, and adjustment modes for take-profit (withdraw funds by selling overweight coins) or invest-more (deploy new funds into underweight coins).
The rebalance summary shows current and target portfolio values, number of coins to sell and buy, and total dollar amounts for each action.
💡 Learn more about rebalancing
Portfolio Notifications#
Notification rules can reference portfolio, wallet, and coin data through the context system. This means you can set up alerts that trigger based on your specific holdings rather than generic market prices.
Example rules
| Rule | Level | What It Does |
|---|---|---|
| Portfolio Value > 100,000 | portfolio | Alert when your portfolio exceeds $100K total value |
| Wallet > 10% Overweight | wallet | Alert when a wallet is more than 10% overweight |
| Coin Drops > 10% in 24h | walletCoin | Alert when any of your coins drops 10%+ in 24 hours |
For full details on building notification rules, see the Notifications documentation.
Page Reference#
Here is a summary of all the portfolio-related pages and their purpose:
| Page | Path | Purpose |
|---|---|---|
| Portfolio Detail | /my/portfolios/[id] | Overview with summary metrics and consolidated holdings table |
| Wallets List | /my/portfolios/[id]/wallets | Grid of wallet summary cards with aggregate stats |
| New Wallet | /my/portfolios/[id]/wallets/new | Create a new wallet with name and weight |
| Edit Wallet | /my/portfolios/[id]/wallets/[wid]/edit | Edit wallet details, add/remove coins, manage quantities |
| Portfolio Rebalance | /my/portfolios/[id]/rebalance | Full portfolio allocation analysis with buy/sell recommendations |
| Wallet Rebalance | /my/portfolios/[id]/wallets/[wid]/rebalance | Single-wallet allocation analysis |
| Settings | /my/portfolios/[id]/settings | Rename or delete the portfolio, enable staged mode |
Plan Limits#
The number of portfolios, wallets, and coins you can create depends on your subscription plan. If you reach a limit, you'll be prompted to upgrade. Visit the pricing page for full details.
✅ Get started
Developers can integrate with MyHold App using our REST API. See the API Documentation for details.