> For the complete documentation index, see [llms.txt](https://cryptoexcel.gitbook.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cryptoexcel.gitbook.io/documentation/en/2-exploring-the-dashboard.md).

# 2) Exploring the dashboard

## I) Interface

* When you log in for the first time, no data is present. 
* Your dashboard will fill up as soon as you add your first transaction (see [3) Add and edit transactions](/documentation/en/3-add-and-edit-transactions.md)).

<figure><img src="/files/2BNtZvIeIBmowekCFszt" alt=""><figcaption><p>The dashboard when you first log in</p></figcaption></figure>

<figure><img src="/files/KGIDkz4RmLyBrFLRFH0f" alt="The dashboard once filled out"><figcaption><p>The dashboard once filled out</p></figcaption></figure>

{% hint style="info" %}

* You can adjust the zoom level depending on your screen resolution:
  * On Windows and Linux : press `Ctrl` + `+`/`–` (or `Ctrl` + the mouse wheel).
  * Mac : press `⌘` + `+`/`–` (or `⌘` + the mouse wheel).
* Zooming out allows you to display more rows in the Portfolio section, if you hold a large number of cryptocurrencies.
  {% endhint %}

### Transactions

* Your transaction history is displayed at the bottom right.
  * By default, transactions are sorted from most recent to least recent.&#x20;
  * Feel free to change the order by clicking on the column headers.

> *Double-click or press the “F” key to display the video in full screen.*

{% embed url="<https://www.loom.com/share/3b683fbafd1845a09327e00eb57a285d?sid=5b47b70e-b60a-4ffb-98a7-176c431d7596>" %}

More information is available in the section [3) Add and edit transactions](/documentation/en/3-add-and-edit-transactions.md).

### Portfolio

* The upper section contains your portfolio data.
  * Each line corresponds to a cryptocurrency you hold, to a currently open position.&#x20;
  * The different columns show different metrics, which are grouped into four subsets.
* By default, the cryptocurrencies of your portfolio are sorted by date added.
  * Here too, as in the previous video, you can change the order by clicking on any column header of your choice.

{% hint style="success" %}
To prioritise the most important cryptocurrencies, we recommend sorting your table in **descending order** according to one of the following two metrics:

* Profit /Loss
* Share
  {% endhint %}

<figure><img src="/files/Utw9VKkTzDPZApPO1BdK" alt=""><figcaption><p>Portfolio overview</p></figcaption></figure>

For clarity, cryptocurrency metrics are divided into 4 sub-sections.

1. **PORTFOLIO**

* Name and symbol of the cryptocurrency.
* Quantity of tokens currently held.
* Market capitalization and ranking.
* Percentage (%) of the cryptocurrency in your portfolio.

2. **MARKET PRICES**

* Purchase price (average) of the cryptocurrency.
* Current price (updated every 10 minutes).
* Record price reached (or “ATH”: All Time High).

3. **PERFORMANCE**

* Capital currently held.
* Profit / Loss on the position.

4. **OBJECTIVES**

* TP1-2-3 (“Take-Profit” 1-2-3): Take-Profit threshold on a winning position.
* SL (“Stop-Loss”): limit threshold to cut a losing position.

More information is available in the section [4) Set up exit positions](/documentation/en/4-set-up-exit-positions.md).

### Highlights

Finally, at the bottom left, you will find the main indicators for your portfolio:

* **2 Portfolio allocation graphs**
  * Assets
  * Exchanges

* **Current balance**
  * **Current amount of your capital**
    * Displays the total value of your portfolio, including unrealized gains or losses on your open positions.
  * **1H - 24H - 1M change**
    * Indicates how your capital has evolved over the past 1 hour, 24 hours, and 30 days, based on market fluctuations.
  * **Capital evolution chart**
    * by clicking the icon in the bottom right corner.

> *Double-click or press the “F” key to display the video in full screen.*

{% embed url="<https://www.loom.com/share/2231060f0b7c48cbb1d984bc054e5d95>" %}
Evolution of your portfolio balance
{% endembed %}

* **Deposits**
  * Represent the **total invested capital**, i.e. the amounts you have injected into your portfolio.
* **Withdrawals**
  * Correspond to the **capital you have withdrawn** from the market by selling cryptocurrencies and **converting your profits into fiat money** (euros, dollars, etc.)

{% hint style="danger" %}
Deposits and withdrawals **do not include** **swaps between cryptocurrencies** or **transfers between exchanges or wallets**, as these do not represent real inflows or outflows of capital.
{% endhint %}

* **Profitability**
  * **Calculating your gains**
    * Your gains represent the overall performance of your portfolio.
    * **Gains = Current balance - Deposits + Withdrawals**
    * Example with the data below:
    * Gains = 22,361 - 6,058 + 4,147 = $20,449<br>
  * **Calculating your profitability**
    * Your return expresses the percentage of gain (or loss) relative to the amounts you have invested.
    * **Profitability = -1 + (Deposits + Gains) / Deposits**
    * or expressed differently:
    * Profitability = -1 + (Current balance + Withdrawals) / Deposits
    * Example with the data below:
    * Profitability = -1 + (22,361 + 3,565) / 6,058 = +338%

<figure><img src="/files/Dx1cay99K6Qrg5CEAQwE" alt="Example of metrics displayed in the Highlights section"><figcaption><p>Example of metrics displayed in the Highlights section</p></figcaption></figure>

{% hint style="success" %}
Profitability therefore takes into account:

* **Realized gains or losses** from your withdrawals.
* **Unrealized gains or losses** on your open positions, reflected in your current balance.
  {% endhint %}

{% hint style="warning" %}
The 30% flat tax applied to Withdrawals is not taken into account in the calculation of Profitability.
{% endhint %}

* **Call to action**
  * More information is available in the section [4) Set up exit positions](/documentation/en/4-set-up-exit-positions.md).

***

## II) Buttons and icons

Several buttons and icons are located at the top right-hand corner of the dashboard.

<figure><img src="/files/DrhlFLVU9zhTYhJYHdiS" alt="Buttons and icons"><figcaption></figcaption></figure>

### Buttons

* **API Connection**
  * More information here -> [3) Add and edit transactions](/documentation/en/3-add-and-edit-transactions.md).<br>
* **Add transaction**
  * More information here -> [3) Add and edit transactions](/documentation/en/3-add-and-edit-transactions.md).<br>
* **Strategy**
  * More information here -> [4) Set up exit positions](/documentation/en/4-set-up-exit-positions.md) and [5) Generate automated positions](/documentation/en/5-generate-automated-positions.md) .<br>
* **Sell alerts**
  * More information here -> [6) Get notified by sell alerts](/documentation/en/6-get-notified-by-sell-alerts.md).

### Icons

* **Language selector**
  * English
  * French

* **Currency selector**
  * US Dollar (USD / $)
  * Euro (EUR / €)
  * Pound sterling (GBP / £)
  * Swiss franc (CHF / F)
  * Canadian dollar (CAD / $)

* **Appearence: Light / Dark mode**&#x20;
  * Light theme
  * Dark theme

* **Hide small amounts**
  * Hides all cryptocurrencies with a value of less than $10.

* **Extended wallet**
  * Expands the wallet at the bottom and display more cryptocurrencies.

* **Full screen**
  * Displays your web window in full screen mode.

* **Incognito mode**
  * Hides the amounts on your dashboard and the exchanges / wallets where your cryptocurrencies are held.

* **Menu on the profile icon**
  * Video presentation
  * Tutorial guide
  * Notifications
    * Sends a daily email at a set time to receive new sell alerts
  * Export
    * Export all your user data in .CSV format
  * Documentation: redirects to this documentation: <https://cryptoexcel.gitbook.io/documentation/en>
  * Billing: <https://billing.stripe.com/p/login/9AQbK5495bJo14AdQQ>
    * Manage your subscription, change your plan, etc.

***

Please feel free to ask questions if you need to. We will continue to expand this documentation based on your feedback.