CHAPTER 8 · YOUR PRIVATE LEDGER

The Portfolio Manager

A calm, private place to track what you own — with no account, no sign-up, and nothing leaving your device. Add coins, watch your profit and loss, set price alerts, and plan your buys. It's yours alone.

8.1The one thing to understand first

The Portfolio Manager is a privacy-first, members-only tracker. Your holdings live entirely on your own device — nothing is ever uploaded — but it is a paid members tool: it unlocks with an active membership, and if your membership lapses it freezes (your data kept safe) until you renew.

Here is exactly where your information lives:

  1. Your holdings stay in your browser. When you add a coin, it is saved to your browser's own localStorage — a small storage box that belongs to that one browser on that one device. Think of it like a notebook kept in a drawer at home.
  2. Prices come from a public price feed. To show live values, the app quietly asks a public price service what each coin is worth. It sends a symbol (like BTC), never you.
  3. Nothing leaves your device. Your coin list, your amounts, your buy prices — none of it is ever uploaded to CryptoLwa or anyone else. There is no cloud copy.
SITE ACCOUNT ≠ PORTFOLIO DATASigning into CryptoLwa unlocks features across the site. It does not sync, save, or back up this tracker. Your Portfolio lives only in the browser you're using right now. That's a feature, not a limit — it means it's genuinely private.
MOVING DEVICES? EXPORT FIRST.Because there's no cloud, a new phone or a cleared browser starts empty. To carry your portfolio across, use Export JSON here and Import JSON on the new device (see §8.10). The export file is your backup.
OPEN THE PORTFOLIO MANAGER →

8.2A tour of the screen

The Portfolio Manager is one page split into a few clear areas. Learn the map once and everything below makes sense.

⚡ Import Wallet 📖 Guide Type a symbol or paste a contract… LIVE 14:22:07 UTC TOTAL$12,480 UNREALIZED P&L+$1,940 COST BASIS$10,540 24H−1.2% BESTSOL WORSTPEPE Add asset Search or paste contract… Quantity Avg buy $ Sell target $ (optional) Add to portfolio Holdings AssetPriceValueP&L BTC67,120$6,712+$900 SOL172$3,440+$1,240 PEPE0.000009$2,328−$200 Allocation $12.4K BTC 54% SOL 28% PEPE 18% Brigitte Risk DCA calculator Chart · BTC+1.3% Install · Data Add to home screen Export CSV 1 2 3 4 5 6 7
The Portfolio Manager at /portfolio
  1. ⚡ Import Wallet & 📖 Guide — bulk-load holdings, or open a built-in 9-step how-to.
  2. Command bar — a symbol box (type & press Enter to add), a connection dot, and a UTC clock.
  3. Metric ribbon — total, unrealized P&L, cost basis, 24h change, best & worst performer.
  4. Add asset panel — search/paste a token, set quantity, buy price & target, then add.
  5. Holdings table — every coin you own, sortable, with per-row action buttons.
  6. Allocation donut — a pie of your holdings with the total value in the center.
  7. Lower panes — Brigitte Risk, DCA calculator, Chart, and Install / Data tools.

The top command bar, in plain words

ControlWhat it does
⚡ Import WalletBulk-loads holdings at once so you don't have to add coins one by one.
📖 GuideOpens a built-in 9-step how-to modal (a pop-up box). Close it with the ✕ in its corner.
Symbol inputType a symbol (like ETH) or paste a token contract address, then press Enter to add it fast.
Connection dotGreen LIVE = prices are updating. Red OFFLINE = the price feed is unreachable (check your internet).
UTC clockThe current time in UTC — the neutral timezone markets quote in, so everyone reads the same clock.

8.3The metric ribbon — your six-number read

The strip under the command bar answers "how am I doing?" at a glance. Two terms are worth defining once.

Cost basis is the total amount you actually paid for what you hold. Unrealized P&L (profit & loss) is how much your holdings are up or down on paper right now — it becomes "realized" only when you actually sell.

MetricWhat it tells you
Portfolio totalThe current dollar value of everything you own, plus a count of how many assets.
Unrealized P&LProfit or loss on paper, in dollars and as a percentage. Green = up, red = down.
Cost basisThe total you paid in. Total minus cost basis is your unrealized P&L.
24h changeHow the whole portfolio moved in the last 24 hours.
Best performerThe single holding that's up the most.
Worst performerThe single holding that's down the most — the one to check on.
NO BUY PRICE? NO P&L.P&L can only be calculated if the app knows what you paid. If you skip the "Avg buy $" field when adding, that coin still shows a value — but its P&L stays blank until you fill in a cost.

8.4Adding a holding

The Add asset panel searches DexScreener — over 17,000 tokens across every EVM chain and Solana — so you can find almost anything, not just the big names.

  1. Find the token. In the search box, type a name or symbol, or paste the token's contract address (the long 0x… string that uniquely identifies it). A results dropdown appears — click the right match.
  2. Enter your quantity. In Quantity, type how many coins/tokens you hold (for example 0.15 BTC).
  3. Add your buy price (optional but worth it). In Avg buy $, type the average price you paid per coin. This is your cost basis — it's what unlocks your P&L. Leave it blank if you don't know it.
  4. Set a sell target (optional). In Sell target $, type a price you'd like to be reminded about. You can also add this later with the ⚑ button.
  5. Add it. Click Add to portfolio. The coin joins your holdings table, and every metric above updates instantly.
THE FAST WAYAlready know the symbol? Skip the panel — type it in the top command bar and press Enter. You can fill in quantity and buy price on the row afterward.

8.5The holdings table & its row buttons

Every coin you own gets a row. Columns are sortable — click a header to reorder. Each row also carries four small action buttons on the right.

Asset ▾PriceQty ValueP&L24h % SOL $172.40 20 $3,448 +$1,248 +4.1% + − ⚑ 🗑 No holdings yet. Use the command bar at the top to add your first coin. 1 2 3 4 5 6
A holdings row, its four action buttons, and the empty state
  1. Sortable headers — click Asset, Price, Value, P&L or 24h % to sort the table by it.
  2. + Buy more — records another purchase and re-averages your cost basis.
  3. − Sell some — reduces the quantity you hold by an amount you enter.
  4. ⚑ Set alert — sets a target price the app will watch and notify you about.
  5. 🗑 Delete — removes the row from your portfolio entirely.
  6. Empty state — with no coins yet, a prompt points you to the command bar.

What each button asks you

ButtonIt asks you…And then…
+ Buy moreAmount bought and price paid.Adds to your quantity and re-averages your cost basis, so P&L stays honest.
− Sell someAmount to sell.Lowers your quantity. Sell all of it and the row clears out.
⚑ Set alertA target price.The app polls prices every minute and fires a browser notification the moment your target is hit.
🗑 DeleteNothing — it just removes the row.Deletes only from this browser. It never touches any real wallet.
WHY "RE-AVERAGE"?If you bought 1 SOL at $100 and later 1 more at $200, you didn't pay $200 — your average cost is $150. The + button does this math for you so your P&L reflects what you truly paid.

8.6Setting a target price alert

The ⚑ button lets the app watch a coin for you and tap you on the shoulder when it reaches a price. This uses a browser notification — a small pop-up from your browser — which you allow just once.

  1. Click the ⚑ on the coin's row. A small box asks for a target price. Type it and confirm.
  2. Grant notification permission (first time only). Your browser asks "Allow notifications?" Click Allow. This is a one-time yes; the app can't message you without it.
  3. Leave it running. The app quietly checks prices every minute. When your target is reached, a browser notification pops up — even if you're on another tab.
ON IPHONE & IPADApple's web notifications are unreliable. On iOS, alerts fire best while the app is open and in the foreground. If price alerts matter to you, install the app (§8.9) and keep it open, or double-check important levels yourself.

8.7Allocation, risk, DCA & chart

Four supporting panes turn your raw numbers into decisions.

Allocation donut

Allocation means how your money is split across coins. The donut pie shows each holding as a slice, with a legend listing a color swatch, the symbol, its percentage, and its dollar value. The center shows your TOTAL value. It answers "am I too concentrated in one coin?" at a glance.

Brigitte Risk

This pane gives you a risk-profile read. Click SET to run a short risk quiz — a handful of questions about how you'd react to a drop. Brigitte then tailors her advice to how much risk suits you.

Maman Brigitte says"A portfolio you can't sleep next to is too heavy. If one red day would make you sell in a panic, that slice is too big — trim it before the market decides for you."

DCA calculator

DCA — Dollar-Cost Averaging — means buying a fixed amount on a regular schedule instead of all at once, which smooths out your entry price. The calculator lets you test a plan:

  1. Enter your plan. Fill in entry $ (a starting lump, if any), weekly $ (what you'd add each week), and weeks (how long you'd keep going). Optionally add a current price.
  2. Run it. Click Run DCA.
  3. Read the result. It shows total invested, worth today, your profit, and your average cost — so you can compare plans before committing real money.

Chart

Click any holding row to load its live TradingView chart in the Chart pane. Two buttons help you go further: one opens it on TradingView in full, and one lets you paste and save your own Pine script — a small strategy snippet — locally, so your custom indicators travel with your browser, not a server.

8.8Installing it as an app (PWA)

The Portfolio Manager is a PWA — a Progressive Web App. That means you can install it like a real app: it gets its own icon on your home screen or dock and opens full-screen, without a browser bar. It still runs entirely on your device.

The Install pane has a big Install button. If your browser hides it, use the per-platform steps below.

  1. Open it in Chrome, Edge, or Brave. Go to /portfolio.
  2. Open the browser menu. Tap the ⋮ (three dots) at the top-right.
  3. Choose "Install app". Tap Install app (sometimes "Add to Home screen"), then confirm. A CryptoLwa icon lands on your home screen.
  1. Use Safari (only Safari can install on iOS). Open /portfolio in Safari — not Chrome.
  2. Tap Share. Tap the Share icon (the square with an up-arrow) at the bottom.
  3. Add to Home Screen. Scroll and tap Add to Home Screen, then Add.
iOS NOTIFICATIONSBecause iOS web-push is unreliable, target alerts (§8.6) work best while the installed app is open and in the foreground.
  1. Open it in Chrome, Edge, or Brave. Go to /portfolio.
  2. Find the install icon. Look at the right end of the address bar for a small install icon (a monitor with a down-arrow).
  3. Click Install. Click it, then Install. The app opens in its own window and pins to your taskbar / app list.
  1. On Safari (Sonoma or newer). Open /portfolio, then go to File → Add to Dock.
  2. Or on Chrome / Brave. Click the install icon at the right of the address bar, then Install.
  3. Launch it. The Portfolio Manager now lives in your Dock / Launchpad and opens on its own.
INSTALLING DOESN'T MOVE YOUR DATAAn installed PWA still reads the same on-device storage. It doesn't create a cloud account and it doesn't sync between your phone and laptop — for that, you still Export & Import (§8.10).

8.9Backing up & moving your data

Because there is no cloud copy, you hold the only backup. The Data pane makes that a two-click habit. A JSON file is just a small text file that stores your whole portfolio in a structured way any device can read back.

ButtonWhat it doesWhen to use it
Export JSONDownloads a backup file of your entire portfolio.Do this monthly. There is no cloud copy — this file is your backup.
Import JSONRestores a portfolio from a backup file.On a new phone, new browser, or after a wipe. Also how you move devices.
Wipe localErases every holding from this browser.Only when you truly want a clean slate. Export first!
WIPE IS PERMANENT"Wipe local" cannot be undone and there's no server copy to recover from. Always Export JSON before wiping — that file is your only way back.

8.10Everyday tasks, step by step

The common jobs, boiled down to the fewest clicks.

Add a holding

  1. Type the symbol. In the top command bar, type e.g. BTC and press Enter — or use the Add asset panel to search.
  2. Set quantity & buy price. Enter how many you hold and your average buy price, then confirm.

Check your P&L

  1. Glance at the ribbon. Read Unrealized P&L for the whole portfolio — green is up, red is down.
  2. Drill into a coin. Read the per-row P&L column to see which holding is carrying you.

Set a target alert

  1. Click ⚑ on the row. Enter your target price.
  2. Allow notifications once. Then leave the app running; it checks every minute.

Buy more / sell some

  1. Bought more? Click +, enter amount and price — your cost basis re-averages.
  2. Sold some? Click −, enter the amount you sold — your quantity drops.

View allocation & run a DCA plan

  1. Read the donut. Check the pie and legend to see if you're over-concentrated.
  2. Test a plan. In the DCA pane, enter entry $, weekly $ and weeks, then Run DCA.

Export & restore

  1. Back up. In the Data pane, click Export JSON and keep the file somewhere safe.
  2. Restore. On the other device, click Import JSON and pick that file — you're synced by hand.

Install as an app

  1. Open the Install pane. Click the big Install button, or follow your platform's tab in §8.8.
  2. Launch from the icon. Open it from your home screen or dock — full-screen, still on-device.
ONE HABIT THAT SAVES YOUExport a JSON backup once a month and keep it in your cloud drive or email it to yourself. Two clicks now beats rebuilding your whole portfolio from memory later.