Track every dollar
in real-time.
Total Portfolio Value
$45,892.34
Last updated: 1s ago
Daily earnings
+$7.50
Monthly
+$225.00
Dollar Savings APY
7.50%
Illustrative example
Dashboard metrics at a glance
The visibility problem
Traditional savings accounts show your balance once daily, often with a delay. DeFi protocols require you to use blockchain explorers to track positions across multiple wallets. You can't see real-time performance, understand where your money is deployed, or easily calculate returns for tax purposes. Most investors are flying blind.
Traditional statements vs Coinstancy
Traditional Bank Statements
- Balance updates once daily or less
- Monthly statements only (PDF download)
- No visibility into where funds are held
- Interest shown as annual summary
- No performance charts or analytics
- Manual CSV export (if available at all)
Coinstancy Real-Time Dashboard
- Balance updates every second
- Live transaction history with instant search
- Full protocol allocation breakdown
- Daily earnings breakdown
- Performance charts (1D/1W/1M/1Y views)
- One-click CSV export for tax filing
See your reported balance, past performance and available details about your strategy in one place.
How dashboard tracking works
Protocol monitoring
Your dashboard brings together reported balances, returns and transactions in one place.
Data aggregation
We aggregate data from multiple protocols and normalize it into a unified format. Your total balance reflects the sum of all positions.
Analytics generation
Our analytics engine calculates daily earnings, monthly performance, APY trends, and protocol allocation percentages. Charts update in real-time.
Dashboard display
Your dashboard displays all data in an intuitive interface. Refresh the page to see the latest numbers. Export to CSV anytime for external analysis.
What you can track
Total balance
Real-time balance across all pools. Updates every second. Displayed in USD, EUR, or BTC.
Daily earnings
See exactly how much you earned yesterday. Earnings breakdown by pool. Historical daily earnings graph.
Performance charts
Interactive charts showing balance growth over time. Toggle between 1D, 1W, 1M, 1Y, and All Time views.
Transaction history
Complete log of all deposits, withdrawals, and interest payments. Search by date, type, or amount.
CSV export
Export your available transaction history in one click. Use it for your records or share it with a tax adviser.
Real-world use cases
Daily Monitoring Habit
Illustrative example: Marcus, a crypto investor with savings in several pools, checks his dashboard every morning with his coffee. He loves seeing yesterday's earnings: "$7.50 earned while you slept."
Tax Season Export
Sarah needs to report crypto earnings to her accountant. She clicks "Export CSV" in January, downloads full-year transaction history, and hands it over. Her accountant thanks her for the clean data.
Performance Analysis
David reviews the performance of each of his Savings pools and Crypto Baskets over different timeframes before deciding where to allocate his next deposit.
Frequently asked questions
How often is my portfolio data updated?
Your portfolio data is updated in real-time with a 1-second refresh rate. Balances, earnings, and performance metrics are always current.
Can I see my balance in different currencies?
Yes. You can display your portfolio balance in USD, EUR, or BTC. The conversion rates are updated in real-time.
Can I export my transaction history?
Yes. You can export your full transaction history as a CSV file at any time. This is useful for tax reporting and personal record-keeping.
What performance timeframes can I view?
The dashboard offers multiple timeframe views: 1 day, 1 week, 1 month, and 1 year. You can track short-term earnings and long-term growth at a glance.
Can I see which DeFi protocols my funds are allocated to?
Yes. The dashboard provides 100% transparency on protocol allocations. You can see exactly where your funds are deployed across all DeFi protocols at any time.
Is the dashboard accessible on mobile?
Yes. The portfolio tracking dashboard is fully responsive and accessible 24/7 from any device, desktop, tablet, or mobile.
Experience complete portfolio visibility.
Real-time dashboard - Performance charts - CSV export