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My investment performance

What is my investment performance?

Your performance data helps you better track and understand your investments. You’ll see how much cash you’ve invested, a detailed breakdown of how your investment value was calculated, and your (assumed) returns.  

How do I view my investment performance? 

To view a breakdown of your investment performance, see the below steps:  

Mobile

  1. Tap Assets.

  2. Tap Your balance

  3. Then a pop-up window will appear with your investment performance details.

Note that you may have to tap your balance twice in order for the performance data to pop up. 

Web

  1. Go to Assets

  2. Click on your Total balance.

  3. Then a pop-up window will appear with your investment performance details.

How does Coinbase measure my investment performance?

Based on your full Coinbase account history, you’ll see the following information:

Your balance

The total current cash value of your holdings on Coinbase.

Net Invested

The total cash value of what you’ve put into Coinbase, including fees. This includes:

  • Cash purchases and deposits: All cash deposits (“add cash”) and direct buys you’ve made on Coinbase.

  • Received: The value of all assets received in your account from outside of Coinbase. This is calculated by the market value at the time you received the asset.

  • Cash withdrawals and spends: All cash withdrawals from Coinbase, including any spends from your CB card. This is deducted from your overall Net Invested calculation. 

  • Sent: The value of all assets sent from your account outside of Coinbase. This is calculated by the fair market value at the time you sent the asset.*

*Note: If you've provided any cost basis information to Coinbase in the Tax Center, then this data will replace any fair market value assumptions made in these calculations.

If you’ve used Coinbase Pro, you will also see the following fields:

  • From Coinbase Pro: All cash and crypto sent from Coinbase Pro to Coinbase. 

    • Crypto is estimated using the market value at the time you sent it. Note that any cash from your Pro account includes any withdrawals you’ve initiated directly on Pro.

  • To Coinbase Pro: All cash and crypto sent to Coinbase Pro from Coinbase. 

    • Crypto is estimated using the fair market value at the time you sent it. Note that any cash sent to your Pro account includes any deposits you’ve made directly on Pro.

  Total          Return

The total value of your holdings above or below your total Net Invested. This reflects the current value of your holdings minus your cost basis (what you paid for crypto). This includes:

  • Any proceeds from assets you sold (what you got for your crypto when you sold)

  • Interest (e.g., from yield, Coinbase Card)

  • Assumed proceeds from assets you sent outside of Coinbase (calculated by the market value at the time of the send)

  • Changes in value for assets held (e.g., due to asset price changes)

How do fees affect my investment 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.

Performance by asset

Across your individual asset holdings, you can also view performance stats. Learn more below:

Total Return

The total value of your holdings above or below your Net Invested. This reflects the current value of your holdings and any proceeds minus your cost basis (what you paid). This includes:

  • Any proceeds from your sells (what you got for your crypto when you sold)

  • Interest (e.g., from yield, Coinbase Card)

  • Assumed proceeds from assets you sent outside of Coinbase (calculated by the market value at the time of the send)

  • Changes in value for assets held (e.g., due to asset price changes)

Net Invested

The total cash value you’ve put into acquiring this asset, including fees. This includes:

  • Bought: All direct buys or trades you’ve made on Coinbase to acquire this asset

  • Received: The value of the asset received in your account, including from Coinbase Pro. This is calculated by the market value at the time you received the asset*.

  • Sold or spent: All sells or trades out of this asset on Coinbase, and any spends from your Coinbase card. This is deducted from your overall Net Invested calculation. 

  • Sent: The value of this asset sent from your account outside of Coinbase, including to Coinbase Pro. This is calculated by the fair market value at the time you sent the asset.*


*Note: If you have provided any cost basis information to Coinbase in the Tax Center, then this data will replace any fair market value assumptions made in these calculations.

  Your balance

The total current cash value of your holdings of that asset.

Average price

The average price that you’ve acquired this asset at. This includes purchases or trades on Coinbase and any receives of this asset, calculated using market value at the time you received this asset.

Portfolio %

The percentage of your Coinbase balance that your holdings of this asset makes up.

Troubleshooting tips

Why can’t I see my performance data?

This data is only available if you have bought or sold on Coinbase. If you’ve only used Coinbase to send or receive crypto then this information will be left empty. Learn more about how to buy crypto

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.

  • This feature shows your performance since the time of your account creation. At this time, you can’t choose specific periods of time to view your performance.

  • 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 wrong, please contact Coinbase Support by submitting a request through our support form under CoinbaseTaxes, Reports and Financial Services.

Why did my performance data disappear?

Since this feature is in beta, we’re constantly making improvements to make sure it’s giving you the information you need. While we complete these upgrades, you may not be able to see your investment performance at that time.

Note that we’re working diligently to finish these updates. Furthermore, our support team is not able to manually update this data for you and cannot manually calculate your performance data. 

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

This feature is not intended to help you file your taxes. It doesn’t have enough information to provide you an accurate picture of your tax impact, like your cost basis for an asset you received on Coinbase. Instead, we can only provide assumptions for data that we don’t have. 

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. 

Disclosure

Investment performance accuracy is subject to market latency, price movement, and possible outages. Coinbase does not guarantee the accuracy or completeness of investment performance, and reserves the right to update information and correct errors, inaccuracies, or omissions without prior notice.

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