At Alto CryptoIRA®, investor feedback plays a critical role in our product development. Many of our investors told us that tracking the performance of their crypto IRA holdings was a time-consuming and complex task. Manually calculating individual trade performance, average costs, and overall gains or losses required extra effort and often led to data inconsistencies.
Based on valuable feedback from our investor community, we have launched one of our most requested features: portfolio gain/loss reporting. This new enhancement eliminates the need for manual calculations, giving investors a clear and immediate view of their crypto IRA performance.
Now, when you log into your Alto CryptoIRA® dashboard, you will see a total gain/loss figure at the top of your crypto portfolio dashboard, followed by a detailed gain/loss table outlining how each position has performed. By providing real-time, automated reporting, we aim to offer a seamless, transparent, and efficient investment experience.
How to use the portfolio gain/loss feature in your Alto CryptoIRA®
Total gain/loss at a glance
At the top of your crypto portfolio dashboard, you will now see a total gain/loss figure, which provides a high-level summary of your overall investment performance. This figure dynamically updates as market prices fluctuate, ensuring you always have an accurate reflection of your crypto IRA portfolio.
Beneath the Total gain/loss figure, the gain/loss table provides a comprehensive breakdown of your holdings, displaying:
- Units held of each cryptocurrency.
- Recent price of each asset.
- Average cost per unit.
- Current value of each position.
- Total cost of the investment.
- Gain or loss on each position.
This level of detail gives investors greater insight and control over their investment strategy.
Benefits of automated portfolio gain/loss tracking for crypto IRA Investors
Save time and avoid manual calculations
With automated gain/loss reporting, Alto CryptoIRA® eliminates the need for manual tracking. Investors can now quickly assess their portfolio performance without extra work.
Make informed investment decisions
A clear understanding of which positions are profitable and which are not allows investors to refine their crypto IRA investment strategy. With the new gain/loss reporting, investors can:
- Identify trends in their trading performance.
- Adjust their portfolio based on data-driven insights.
- View historical cost basis and current value for better decision-making.
Start Tracking Your Crypto IRA Performance Today
Gain/loss reporting is now available in all Alto CryptoIRA® accounts. Simply log into your dashboard to see your Total gain/loss and explore the detailed breakdown of your holdings.
At Alto, we remain dedicated to enhancing the investor experience by continuously improving our platform based on your feedback. We appreciate our investor community and look forward to delivering more innovations that make managing your crypto IRA easier.
Log in to your Alto CryptoIRA® account today and explore your new gain/loss report.
