FAQ
Home
Support Center
FAQ
Account Functions
Guide to Account Functions
How to Check My Portfolio Insight on the Binance App?

How to Check My Portfolio Insight on the Binance App?

2023-06-16 01:40
You can view detailed stats of your Binance wallets from the new Portfolio Insight function on the Binance App. It provides a detailed breakdown of your Spot, Funding, Futures, Earn, and Margin Wallets' profit and loss (PNL), asset allocation, and trading activities.

How to access Portfolio Insight?

1. Log in to your Binance App and drag down from the homepage to access [Marketplace]. Use the search function to locate [Portfolio Insight].
Alternatively, scan the QR code on this banner with your Binance App’s QR code scanner to enter Portfolio Insight.
2. You can see an overview of your assets, including the total balance and PNL.
[Portfolio] lets you view by wallets, while [Coin] enables you to view by the assets you hold.

How to view insights by [Portfolio]?

1. You can view your overall portfolio stats or select a wallet (Spot, Funding, Futures, Earn, Margin) on the top navigation bar to view its stats.
2. You can view your PNL, asset allocation, and trading activities. Select the default ranges (7 days, 1 month, 3 months, and 1 year) or customize your preferred range to view the data.
3. Under the [PNL] tab, you can view the following:
  • Cumulative PNL Trend (%): Cumulative PNL / (assets in your account from day 1 + average net transfer and deposit from day 1 to day N)
  • Cumulative PNL: Sum of your daily profit and loss from day 1 to day N
  • Daily PNL: Current total assets - Initial assets at 00:00:00 UTC - Net transfer and deposit amount
4. Under the [Assets] tab, you can view the asset net worth trend and balances of each asset you hold.
Asset net worth trend = Total net value of all assets from day 1 to day N
5. Under the [Behavior] tab, you can view your trading activities, including the cumulative holding months, the number of profit months, and the number of times you traded this month.

How to view insights by [Coin]?

1. You can view your overall asset stats or select an asset from the top navigation bar to view its stats.
2. Under the [Overview] tab, you can view the following:
  • Asset Allocation: The market value of each asset in your accounts;
  • Cumulative PNL Ranking: The top 10 profit and loss assets;
  • Balances: The balance, average cost, unrealized PNL %, and current price of each asset you hold.
3. Under each asset tab, you can view the following:
  • Cumulative PNL Trend (%): Cumulative PNL / (assets in your account from day 1 + average net transfer and deposit from day 1 to day N)
  • Cumulative PNL: Sum of your daily profit and loss from day 1 to day N
  • Daily PNL: Current total assets - Initial assets at 00:00:00 UTC - Net transfer and deposit amount
  • Asset Net Worth Trend: The total net value of all assets from day 1 to day N
4. You can select the default ranges (7 days, 1 month, 3 months, and 1 year) or customize your preferred range to view the data.