My portfolio performance

The performance feature is in beta and only available to customers in the US. It may not appear in your account.

Performance data helps you track and understand your portfolio. You’ll see your asset costs, portfolio value breakdown, and assumed returns.  

Mobile

To view portfolio performance details:

  1. Go to the My Assets tab.

  2. Tap the arrow beside your balance. 

  3. View your performance and balance details.

    • Tap the date ranges in the graph to view different time frames.


To view the performance of specific assets:

  1. Choose a crypto asset.

  2. Scroll to the balance section. 

  3. View your performance and tap each item for details.


Web

To view portfolio performance details:

  1. Go to the My Assets page.

  2. Select See balance summary.

  3. View your performance and balance details. 


To view the performance of specific assets:

  1. Choose a crypto asset.

  2. Scroll to the balance section. 

  3. View your performance and select each item for details.

Unrealized return

The gain or loss from assets you still hold and haven't sold. This includes:


- Changes in value for assets held (example: asset price changes)


- Percent change is equivalent to the following formula: Unrealized % = Total Unrealized Gain / (Total Current Balance - Total Unrealized Gain)

Realized return

The gain or loss from assets sent, sold, or withdrawn. This includes:

- Proceeds from your sells (what you received for your sold crypto)

- Yield (example, from staking, Coinbase Card)

- Assumed proceeds from assets sent outside Coinbase (market value at time of send)

Total return

The overall gain or loss of your portfolio. It’s a combination of your unrealized and realized gains. This shows the current value of your holdings and proceeds minus your cost basis. This includes:

- Proceeds from your sells (what you received for your crypto)

- Rewards (example: from staking, Coinbase Card)

- Assumed proceeds from assets sent outside Coinbase (market value at time of send)

- Changes in value for held assets (example: asset price changes)

Average cost

The average price that you’ve acquired an asset at, plus any transaction fees. We consider assets sent off Coinbase as sold at fair market price. Assets received are considered bought at fair market price. You can update these values in the Tax Center.

% of portfolio

The percentage that an asset constitutes of your total Coinbase portfolio balance.

How do fees affect my performance?

Fees are included in your Net Invested value which reflects all the cash you’ve ever put into Coinbase. Returns will reflect any change above or below this value.


Troubleshooting tips

Why can’t I see my performance data?

This feature is being tested and improved. Your portfolio performance data may be temporarily unavailable while we complete upgrades. If this issue persists, please reach out to our support team for help.

If you’re buying or selling crypto for the first time, it may take up to 24 hours for the feature to appear in your account. 

My performance data is different from what I expected

Your performance data is based on transactions you’ve made on our platform. 

Here are a few important things to know:

  • The value presented will change over time based on the price of the crypto assets that you’ve bought, sold, or received.

  • This data represents all transactions you’ve made on the Coinbase mobile app and Coinbase.com. Transactions made on our other platforms like Coinbase Wallet are not included.

  • We make assumptions for certain transactions, unless otherwise provided to Coinbase in the Tax Center.

    • For crypto received from outside of Coinbase, market value at the time the crypto is received is used in your Received calculation under Net Invested.

    • For crypto sent outside of Coinbase, market value at the time of the send is used in your Send calculated under Net Invested.

If you think your performance data is incorrect, please contact Coinbase Support.

Can I use this feature to help me with my taxes? 

This feature won't help you file taxes. It lacks complete tax impact details, like your cost basis for an asset you received on Coinbase. We provide assumptions for missing data.

See this Learn guide for more information to help you with your taxes.

How do I report a bug?

Please reach out to Coinbase Support for help.