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Viewing Portfolios

Explore and manage crypto portfolios on 3Commas. Learn to view, edit, favorite, and apply strategies for effective investment tracking

Updated over a month ago

The 3Commas Portfolios page allows users to explore and manage cryptocurrency portfolios created by themselves or other users. This feature is especially useful for monitoring and following different portfolio strategies, as well as managing your own investments efficiently.

Each portfolio displayed on this page is designed by a 3Commas user, providing a diverse range of investment approaches and asset allocations. Whether you're looking to monitor your own portfolio's performance or find inspiration from other users, this page is a central hub for portfolio management.


Options for Your Own Portfolios

If the portfolio belongs to you, you’ll have full control over its management. You can perform the following actions:

  • 🩶 Favorite: Add the portfolio to your list of favorites for quick access. Favoriting helps you keep track of important portfolios, especially if you have multiple investment strategies.

  • ✏️ Edit: Modify the portfolio’s details, such as changing the asset allocation or updating the portfolio’s name. This allows you to adapt the portfolio to changing market conditions or your evolving strategy.

  • 🗑️ Delete: Permanently remove the portfolio from your account if it’s no longer relevant to your investment goals. Use this option to keep your portfolio list organized and focused.

  • 👁️‍🗨️ View: Open a detailed view of the portfolio to examine asset allocations, performance metrics, and recent profit/loss data.

  • Apply: Use the "Apply" option to rebalance your exchange holdings based on the portfolio’s asset allocation. This is particularly helpful for automating your investment strategy and ensuring your actual holdings match the portfolio's target allocations.


Options for Other Users' Portfolios

If you are viewing a portfolio created by another user, you’ll have limited options, which include:

  • 🩶 Favorite: Mark the portfolio as a favorite to easily follow its performance and revisit it anytime.

  • ✏️ Copy: Create a customizable copy of the portfolio. This option enables you to edit the duplicated portfolio as desired, allowing you to retain the original strategy while adapting it to suit your needs.

  • 👁️‍🗨️ View: Access the detailed breakdown of the portfolio, including its asset allocation and performance. This can help you understand the strategy behind it and decide if it aligns with your own goals.

  • Apply: Copy the portfolio’s structure to your own account, which rebalances your assets according to its allocation. This is useful if you want to adopt the same investment approach used in the portfolio.


Tips for Using the Portfolios Feature

  • Use Favorites to Track Strategies: Add interesting or successful portfolios to your favorites to monitor them over time. This is a great way to keep track of different strategies or assets you’re interested in.

  • Leverage the Apply Option for Easy Rebalancing: If you find a portfolio structure that aligns with your goals, use the "Apply" feature to instantly rebalance your assets to match that allocation.

  • Regularly Review Performance: Periodically check your own portfolios to see how they are performing and make adjustments as needed based on market conditions or personal objectives.

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