CapitalView: all assets in one place

Coins on an exchange, a wallet on-chain, stocks with a broker, and the full picture exists only in your head or a messy spreadsheet. CapitalView offers to gather it all in one place and open it right in Telegram. 📊

It is a mini app for asset tracking. It shows the value of cryptocurrencies and investment portfolios, helps analyze a portfolio, and keeps your transaction history.

Three jobs the app takes on

The project description boils down to three points, and each answers a real investor pain.

• Value tracking. Cryptocurrencies and investment portfolios appear in one window, with no switching between services.
• Analysis and optimization. The app helps you assess portfolio structure and look for ways to improve results.
• Transaction history. Purchases and sales are saved so you can review and analyze them.

The motto in the profile is all assets in one application. The idea is clear, and it is exactly why trackers like this exist.

Why keep records at all

With a few holdings, remembering them is easy. With a dozen, bought across months and platforms, you cannot see if you are up or down without records.

A tracker answers basic questions: how much do I hold now, at what price did I buy, what share of the portfolio does each asset take. Without those answers, decisions get made on emotion. 🧮

Getting your portfolio in order

1. List every place where your assets live.
2. Enter current positions and purchase dates in the app, as far as you remember them.
3. Record each new trade right away rather than once a month.
4. Review the structure every quarter and watch for a skew toward one asset.
5. Cross-check numbers with exchange or wallet data, especially before tax reporting.

What to know about portfolio analysis

Portfolio optimization is not a magic button. Any analysis rests on past data and assumptions, and the market is under no obligation to follow them.

• Diversification. Do not keep everything in one asset, even a favorite.
• Risk and horizon. Higher potential return comes with higher potential loss. Decide how long you are investing for.
• Fees. Frequent trading eats into results through fees and taxes.
• Suggestions. App hints are not personal investment advice.

Safety: what to enter and what not to

For tracking, asset names, amounts, and prices are enough. The app has no need for private keys or seed phrases, and you should never type them anywhere.

If a mini app asks for wallet access or exchange API keys, grant read-only rights. Never trust anyone with keys that allow withdrawals. 🔐

Data and limits

A mini app shows value from the data it pulls in itself, and that can differ from prices on a particular exchange. For large trades, check the source.

Transaction history also helps with taxes: crypto income is taxed differently in different countries, and records simplify preparing a report. Check the rules in your jurisdiction.

Who it suits

People who hold several assets in different places and want the full picture. For beginner investors, a tracker helps build a habit of keeping records from the first trades.