How to use Spot Portfolio feature?

Dear Nami Community,

In order to increase convenience for users in tracking investment performance and digital asset transactions, Nami Exchange officially launched the Spot Portfolio feature from 2024-01-23 07:00 (UTC).

Spot Portfolio is an effective feature that helps users track digital asset holdings, as well as analyze profits and losses recorded from time to time for each type of asset.

Basic concepts and formulas

For each digital asset:

a. Balance value: calculated by asset balance multiplied by trading price or current market price.

b. Trading value: Total value of all asset trades, in which purchase transactions record a positive value, sell transactions record a negative value, transfer and withdrawal transactions record a value of 0

c. 24h Change Value and 24h Change Rate:

24h change value = Total current balance value - Total balance value 24h ago

24h change rate = 24h change value / Total balance 24h ago x 100%

d. Accumulated Profit and Accumulated Profit Ratio: Accumulated Profit is the difference between the Trading Value and the Current Balance Value of the asset, the Accumulated Profit Ratio is calculated on the accumulated profit and the total Trading Value

Accumulated profit = Total value of current asset balance - Total trading value of assets

Cumulative profit ratio = Accumulated profit / Total buy transaction value x 100%

For all digital assets:

Total Profit = Total Accumulated Profit of all assets

Total Profit Rate = (Total Profit / (Total Balance Value - Total Profit)) x 100%

Example statistics of a user's BTC assets:

BTC: Trading and Transfer In/Out
Amount (BTC)Price (USDT)Trading Value (USDT)Accumulated Amount (BTC)Balance (USDT)Balance Change
Transfer Out-0.1500000.600025,620-8,130
Transfer In0.5000000.700031,50022,700
Buy trades17,800
Total amount buy
0.4000BTC Total PNL14,945
Avg. Buy Price
44,500.0000% PNL83.96%

Basic instructions

I. Digital asset portfolio management

1. Access the “Spot Portfolio” feature

Access Spot Portfolio from the Account section or from Spot Wallet:

2. Check total balance and total balance fluctuation

At the main screen of Spot Portfolio, users can view the total balance and total balance change compared to the previous 24 hours.

In addition, in the total balance chart, users can view fluctuations in the total balance at different time points such as 01 day, 07 days, 30 days...

3. View cumulative profit analysis statistics

Users can view the cumulative profit statistics of all assets, and the assets with the highest and lowest cumulative profits.

4. Check the allocation level of each asset

The allocation chart allows you to view the amount of each asset in VND or USD, and the percentage allocation of that asset compared to the total assets held in the Spot Wallet.

5. View asset details and transaction history

Click on each asset to see detailed information and important indicators such as:

  • Number of assets held
  • Average purchase price of the property
  • Percentage allocation of assets compared to total balance
  • 24-hour fluctuations of assets held
  • Accumulated profit and Accumulated profit percentage

Users can also click on "Transaction History" in the Asset Details interface to track buy/sell transactions, transfers into or out of Spot Wallet of assets.

II. Edit average purchase price

The average purchase price editing feature helps users adjust the purchase price closer to actual transactions with transactions before applying Spot statistics.

Step 1: Access the average purchase price editing screen
At the asset details screen, click the Edit average purchase price icon to enter the corresponding screen.

Step 2: Enter the average purchase price

  • Select price unit according to VNDC/ VNDC/ USDT
  • Enter the average purchase price in the selected unit
  • Click save changes

III. Share Spot Trading Efficiency

Users can choose to share the cumulative profits of each asset or of all assets. To share by each asset, click the Share icon at the Asset List or at the detailed statistics interface for each asset.

Important notice:

  • Price data is taken at the time of feature launch, users can adjust the average purchase price of each asset to be closer to actual trading
  • Images are for illustration purposes only and may not be the latest version of the product

More information:

Note: Nami reserves the right in its sole discretion to amend or change or cancel this announcement at any time and for any reason without prior notice.

Risk Warning: Digital asset prices can be volatile. The value of your investment may go down or up and you may not get back the amount invested. You are solely responsible for your investment decisions and Nami is not liable for any losses that might arise from your investment. This information should not be regarded as financial or investment advice.

About Nami Exchange

Nami Exchange is a trading platform belonging to the Nami Foundation ecosystem that enables dynamic trading and effective investing through its Spot and Futures trading systems, which offer a wide selection of nearly 1,000 trading pairs, support leverage up to x125, and 24/7 live support in Vietnamese & English.

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