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Portfolio

Portfolio

Overview: Centralized Portfolio Management

Traderverse’s Portfolio feature allows you to connect all your brokerage accounts, wallets, and exchanges in one unified dashboard. With verified trade data and rich visualizations, you gain powerful insights into your holdings and performance—no more hopping between platforms.

Key Features of Portfolios

  1. Multi-Account Integration

    • Connect with over 20 supported brokers and exchanges (e.g., Robinhood, Coinbase, Fidelity)
    • View multiple portfolios together in one central dashboard
    • Supports both crypto and traditional finance platforms

  2. Verified Trade Data

    • All trades pulled via secure API are verified for authenticity
    • Ensures transparency and builds user credibility across the platform
    • PnL metrics and trade history are displayed with real-time accuracy

  3. Portfolio Allocation Breakdown

    • Visualize holdings by asset class (stocks, crypto, ETFs, indices, options, futures, NFTs)
    • Explore allocation by sector, market cap, or risk level
    • Easily spot concentration risks or diversification gaps

  4. Performance Tracking & Insights

    • Monitor overall performance, daily change, total return, and win/loss ratio
    • Access statistics like average holding time, volume traded, and portfolio beta
    • Compare historical performance over time or against benchmarks

  5. Privacy and Sharing Controls

    • Choose what data to show or hide (e.g., PnL, trades, allocations)
    • Public or private portfolio views for different audience types
    • Share insights while maintaining full control of your sensitive data

Use Cases

  • Track Your Full Financial Picture:
    Unify fragmented trading activity across platforms
  • Analyze and Optimize:
    Use detailed insights to adjust allocation and manage risk
  • Showcase Credibility:
    Verified performance data boosts your profile’s trustworthiness

Frequently Asked Questions (FAQs)

Yes, you can manually add trades, though verified data is required for credibility-related features.

Absolutely. Traderverse uses encrypted APIs and does not store your brokerage login credentials.

Yes, users can toggle between connected portfolios or compare allocation trends side-by-side.

Only if you choose to make it public. Privacy settings let you control what’s visible and to whom.

With Traderverse Portfolios, you get clarity, control, and credibility—all in one place. Stay in tune with your investments, backed by verified data and rich analytics.