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cointop/docs/content/portfolio.md
2021-04-18 19:38:41 -07:00

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---
title: "Portfolio"
date: 2020-01-01T00:00:00-00:00
draft: false
---
# Portfolio
<img src="https://user-images.githubusercontent.com/168240/50439364-a78ade00-08a6-11e9-992b-af63ef21100d.png" alt="portfolio screenshot" width="880" />
## View portfolio
To view your portfolio, press <kbd>P</kbd> (Shift+p)
## Exit portfolio
To exit out of the portfolio view press, <kbd>P</kbd> (Shift+p) again or <kbd>q</kbd> or <kbd>Esc</kbd>
## Add entry
To add a coin to your portfolio, press <kbd>e</kbd> on the highlighted coin, enter a value, and then press <kbd>Enter</kbd>
## Edit entry
To edit the holdings of coin in your portfolio, press <kbd>e</kbd> on the highlighted coin, enter the new value, and then press <kbd>Enter</kbd>
## Remove Entry
To remove an entry in your portfolio, press <kbd>e</kbd> on the highlighted coin and set the value to an empty value and press <kbd>Enter</kbd>
## Changing chart
To change the coin for the chart, press <kbd>Enter</kbd> on the highlighted coin. Pressing <kbd>Enter</kbd> again on the same highlighted row will show the global chart again.
# CLI
The portfolio holdings can be retrieved with the `holdings` command.
### Default holdings table view
```bash
$ cointop holdings
name symbol price holdings balance 24h% %holdings
Bitcoin BTC 11833.16 10 118331.6 -1.02 74.14
Ethereum ETH 394.9 100 39490 0.02 24.74
Dogecoin DOGE 0.00355861 500000 1779.3 1.46 1.11
```
### Output as csv
```bash
$ cointop holdings --format csv
name,symbol,price,holdings,balance,24h%,%holdings
Bitcoin,BTC,11833.16,10,118331.6,-1.02,74.16
Ethereum,ETH,394.48,100,39448,-0.18,24.72
Dogecoin,DOGE,0.00355861,500000,1779.3,1.46,1.12
```
### Output as json
```bash
$ cointop holdings --format json
[{"%holdings":"74.16","24h%":"-1.02","balance":"118331.6","holdings":"10","name":"Bitcoin","price":"11833.16","symbol":"BTC"},{"%holdings":"24.72","24h%":"-0.18","balance":"39448","holdings":"100","name":"Ethereum","price":"394.48","symbol":"ETH"},{"%holdings":"1.12","24h%":"1.46","balance":"1779.3","holdings":"500000","name":"Dogecoin","price":"0.00355861","symbol":"DOGE"}]
```
### Human readable numbers
Adds comma and dollar signs:
```bash
$ cointop holdings -h
name symbol price holdings balance 24h% %holdings
Bitcoin BTC $11,833.16 10 $118,331.6 -1.02% 74.14%
Ethereum ETH $394.9 100 $39,490 0.02% 24.74%
Dogecoin DOGE $0.00355861 500,000 $1,779.3 1.46% 1.11%
```
### Filter coins based on name or symbol
```bash
$ cointop holdings --filter btc,eth
name symbol price holdings balance 24h% %holdings
Bitcoin BTC 11833.16 10 118331.6 -1.02 74.16
Ethereum ETH 394.48 100 39448 -0.18 24.72
```
### Filter columns
```bash
$ cointop holdings --cols symbol,holdings,balance
symbol holdings balance
BTC 10 118331.6
ETH 100 39490
DOGE 500000 1779.3
```
### Output without headers
```bash
$ cointop holdings --no-header
Bitcoin BTC $11,833.16 10 $118,331.6 -1.02% 74.14%
Ethereum ETH $394.9 100 $39,490 0.02% 24.74%
Dogecoin DOGE $0.00355861 500,000 $1,779.3 1.46% 1.11%
```
### Convert to a different fiat currency
```bash
$ cointop holdings -h --convert eur
name symbol price holdings balance 24h% %holdings
Ethereum ETH €278.49 100 €27,849 -15.87% 100.00%
```
### Total portfolio value
```bash
$ cointop holdings --total
3671.32
```
### Combining flags
```bash
$ cointop holdings --total --filter btc,doge --format json -h
{"total":"$120,298.37"}
```
### Help
For all other options, see help command:
```bash
$ cointop holdings --help
```