Published 21 August 2026

6 min read

Written and maintained by the CryptoKar team

Portfolio guide

The Numbers on Your Insights Page

Three figures sit at the top of Insights, and every other panel explains one of them. This guide covers what each counts, how they relate, and why they move when you change a filter.

Three headline figuresTwo filtersLive rupee prices

The three headline figures

The numbers on the screenshot match the list below it.

Insights page with the purchase cost, unrealised gains and realised profits cards, the wallet and period filters, and the two charts numbered
  1. Purchase Costcost of coins still heldWhat you paid for the coins you have not sold, taken from the FIFO lots still in your inventory. Sell a coin and its cost leaves this figure, because it is no longer a coin you hold.
  2. Unrealised Gainsvalue vs purchase costToday's value of those same holdings minus what they cost. The percentage beside it is that difference over the purchase cost. Profit on paper, and nothing here is taxed until you dispose of the coin.
  3. Realised ProfitsN assets exitedGains and losses already banked, summed across every disposal in view. The note underneath counts how many assets you have exited completely.

How they fit together

One coin passes through both sides. While you hold it, it sits in purchase cost and its movement shows as unrealised. The moment you sell, it leaves both and lands in realised profits.

Following one coin

  • Buy 1,000 CAKE for ₹30,000. Purchase cost rises by ₹30,000.
  • It is worth ₹21,000 today. Unrealised gains show −₹9,000, or −30%.
  • Sell the lot at ₹21,000. Purchase cost falls by ₹30,000, unrealised drops the −₹9,000, and realised profits record the ₹9,000 loss.
  • Only that last step touches your tax report, and a VDA loss cannot be set off against another coin's gain.
Unrealised gains are computed only across holdings that have a live price. Purchase cost uses the same set, so the subtraction on screen always holds.

Wallet and year filters

  1. All WalletsNarrows every figure on the page to one exchange. Purchase cost, unrealised gains and holdings then describe that account alone, which is why the numbers drop when you switch from All Wallets to one venue.
  2. All TimeNarrows to one financial year. Holdings are valued as they stood at that year's end rather than at today's price, so an old year keeps reading the way it did then instead of being rewritten by this week's market.
FIFO matching still runs across your whole account. The wallet filter changes what is shown, not how cost basis was worked out, so a coin bought on one exchange and sold on another keeps its real cost.

The charts underneath

  1. Portfolio Value Over TimeWhat your holdings were worth across 1M, 3M, 1Y or ALL. Hover any point for the value on that date. The line follows both your trading and the market, so a fall can mean you sold or simply that prices dropped.
  2. Monthly ROIReturn per month as bars, with the average monthly return underneath. Green is a positive month, red a negative one, and the sign on the figure says the same thing.

Allocation by Segment

How your value splits across categories, so you can see the weight sitting in one kind of asset.

Asset Allocation

A donut of your holdings by coin, with the share each one takes and the total number of assets in the middle.

Top Movers

The biggest gainer and the biggest loser over 24 hours, with the percentage each moved.

Where prices come from

  • Live rupee prices come from CoinGecko and refresh about once a minute while the page is open.
  • When the price source is unreachable, the last good price is used and marked stale rather than the value vanishing.
  • A coin with no price at all is left out of the value figures instead of being counted as zero.
  • Your exchange quotes its own book, so small differences against the app are normal.

When a figure looks properly wrong rather than slightly different, work through when your portfolio looks wrong.

Frequently Asked Questions

What people ask when the three cards do not add up the way they expect.

It counts only the coins you still hold. Selling moves that coin's cost out of purchase cost and its result into realised profits, so the two cards hand the figure between them rather than double counting it.

The wallet filter recomputes the whole page for one exchange. A coin bought on one venue and moved to another sits in whichever account currently holds it, so per-wallet figures rarely match your mental split.

No live price could be fetched for any of your holdings, so there is nothing to compare against your purchase cost. It is a pricing gap, not a portfolio worth nothing.

Only realised profits feed tax. Unrealised gains are on paper, and Section 115BBH charges tax when a VDA is transferred, not while you hold it. Your report is built from disposals, not from the value on this page.

The figures come from your real transactions and the same engine as your report, but the Insights surface is still being built out. Treat the tax report as the document of record.

CryptoKar calculates your tax from the transaction data you import. Review your report before you file. If you have questions about your tax situation, speak with a qualified tax professional.

Last updated 21 August 2026

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