What Are Portfolio Reports in Exodus Wallet?
Exodus Wallet offers built-in portfolio reports that allow you to view detailed insights into your crypto holdings, performance over time, and asset allocation.
Step 1: Access the Portfolio Reports
To get started:
- Open your Exodus Wallet application.
- Navigate to the Portfolio tab from the main menu.
- Click on Reports or View Portfolio Reports.
Step 2: Understanding the Reports
Exodus provides various report types, including:
- Performance Reports: Track your portfolio value changes over time.
- Asset Allocation: Visual breakdown of your investments across different cryptocurrencies.
- Transaction History: Detailed log of all buy, sell, and transfer activities.
Step 3: Customize Report Timeframes
You can customize the time period for which reports are generated:
- Select from preset options like 1 week, 1 month, 3 months, 1 year, or all time.
- Use custom date ranges for personalized reporting.
Step 4: Exporting Reports
For record-keeping or tax purposes, you can export your portfolio reports:
- Click on the Export button available within the report interface.
- Choose your preferred file format (CSV or PDF).
- Save the file securely on your device.
Benefits of Using Exodus Portfolio Reports
- Gain clear visibility into your investment performance.
- Make informed decisions based on data-driven insights.
- Simplify tax reporting with organized transaction data.
- Stay on top of market trends and your asset diversification.
Need More Help?
If you have questions or run into issues using portfolio reports, feel free to reach out to our support team for assistance.