Portfolio History

Version control for your portfolio

Commit snapshots of your portfolio state over time. Each commit captures wallets, coins, prices, and weights—creating a complete investment timeline.

Portfolio Commit History

Snapshots with wallet breakdowns and rationale

Commitby You
Mar 28, 2026, 01:00 PM

Portfolio Value: $76,775.00

Snapshot

Main Holdings$54,200.00
BTC0.8 @ $67,750.00$54,200.00
DeFi Plays$22,575.00
ETH6.4 @ $3,527.00$22,575.00

Rationale

Rebalanced: BTC was at 55% (target 50%). Trimmed 0.08 BTC, increased ETH to restore 30% target.

Commitby Agent
Mar 21, 2026, 01:00 PM

Portfolio Value: $78,580.00

Snapshot

Main Holdings$57,580.00
BTC0.85 @ $67,741.00$57,580.00
DeFi Plays$21,000.00
ETH5.96 @ $3,522.00$21,000.00

Rationale

Agent added SOL position to DeFi wallet at $142. Part of altcoin rotation strategy.

Actual commit card components with sample data

These are the same components used in the actual app. Sign up free to use them with your real data.

Why Portfolio History?

Point-in-Time Snapshots

Capture your portfolio state at any moment—wallets, coins, prices, and target weights.

Historical Comparison

Compare any two snapshots to see exactly what changed and how your portfolio evolved.

Decision Log

Attach rationales to each commit explaining why you made changes.

Performance Over Time

Track how your strategy and allocations have performed across market cycles.

How It Works

1

Make portfolio changes

Add coins, adjust weights, or rebalance your portfolio as usual.

2

Commit the snapshot

Save a snapshot of your current portfolio state with one click.

3

Add a rationale

Document why you made changes—market conditions, strategy shifts, or rebalancing.

4

Review your history

Browse past commits to see how your portfolio has evolved over time.

Track your portfolio evolution

Start committing snapshots and build your investment timeline.