Help & Guide
Learn how to use DeFi Portfolio Manager effectively
Getting Started
Quick start guide for new users
Features
Explore all available features
Security & Privacy
How we protect your data
What is this Application?
DeFi Portfolio Manager is a comprehensive cryptocurrency portfolio tracking and management tool. It helps you monitor your crypto assets across multiple blockchain networks, track DeFi positions, analyze market opportunities, and manage your investments - all while keeping your data private and secure in your browser.
🎯 Designed for ALL Types of Wallets & Investments
This app was specifically created to manage more than just browser-connected wallets. Track external wallets, cold wallets, hardware wallets (Ledger, Trezor), and investments on centralized exchanges (CEX) like Binance, Nexo, Kraken, Coinbase, and more - all in one unified dashboard.
Key Capabilities:
- 🔍 Track your crypto portfolio across 7+ blockchain networks (Ethereum, BSC, Polygon, Arbitrum, Optimism, Avalanche, Base)
- 🏦 Automatically discover and track DeFi positions from 100+ protocols (Uniswap, Aave, Curve, PancakeSwap, etc.)
- 📊 Get real-time market data, price charts, and AI-powered investment recommendations
- 💼 Manually track your investments, staking, farming, and dual investment positions
- 🔒 Complete privacy - all data stored locally in your browser, no accounts required
- 💎 Manage external wallets, hardware wallets (Ledger, Trezor), and CEX holdings (Binance, Nexo, Kraken, etc.)
How to Use This App
Connect or Add a Wallet
Start by connecting your wallet or manually adding ANY wallet address (perfect for cold wallets, hardware wallets, or external addresses):
- Click "Connect Wallet" to use MetaMask, Rabby, or other Web3 wallets
- Or manually enter any Ethereum address (0x...) to track it read-only - ideal for Ledger, Trezor, cold wallets, or watching other addresses
View Your Portfolio
Once connected, the app automatically scans for your tokens and DeFi positions across all supported blockchains. You'll see your token holdings, liquidity pool positions, lending/borrowing positions, and more.
Track Your Investments (Including CEX Holdings)
Use the "My Investments" section to manually track your staking, farming, CEX holdings (Binance, Nexo, Kraken), exchange earn products, and other crypto investments with performance metrics and ROI calculation. Perfect for tracking assets on centralized platforms that can't be detected automatically.
Configuration Guide
Language & Theme
Use the header icons to change language (English/Spanish) and switch between light/dark themes. Your preferences are saved automatically.
Data Backup
Export your data (wallets, watchlist, investments) as a JSON file from Settings > Backup & Restore. This creates a complete backup you can save securely.
Data Restore
Import a previously exported JSON backup file to restore your wallets, watchlist, and settings on a new device or browser.
Frequently Asked Questions
Privacy & Security Details
No Server-Side Data Storage
Our backend is completely stateless. It processes requests to fetch blockchain and market data but never stores your wallet addresses, IP addresses, or any personal information in a database. Each request is independent.
Local-Only Data Storage
All your configuration (wallet list, watchlist, theme, language, custom investments) is stored exclusively in your browser's localStorage. This data never leaves your device and is not accessible to us or any third party.
Read-Only Blockchain Queries
We only make read-only queries to public blockchain data. This is the same information anyone can see on Etherscan or other block explorers. We cannot and will never request permissions to sign transactions or access your funds.
No Analytics or Tracking
We do not use Google Analytics, Facebook Pixel, or any third-party tracking tools. Your usage of this app is completely private. The only external API calls are to fetch market data and blockchain information.