Crypto portfolio tracker
A workflow that combines wallet balances, transaction history, analytics, and reporting so investors can review holdings from one record.
Portfolio trackingGlossary
Crypto portfolio terms for wallet-first workflows.
Use this glossary to connect FolioFlux terms with the product workflows that make them operational: portfolio tracking, transaction history, analytics, and tax reports.
Glossary scope
Portfolio operations
Terms are written around the actions users take in a real portfolio workflow, not abstract crypto definitions.
Terms
6
Core portfolio definitions.
Focus
Workflow
Each term links to a relevant page.
Use
Clarity
Helps users connect terms to actions.
Transaction history
The ledger of buys, sells, transfers, swaps, staking events, fees, and imports that explains how the portfolio changed.
Transaction historyCost basis
The record used to compare acquisition value against disposal value for gains, losses, and tax reporting workflows.
Crypto tax workflowAllocation
The share of a portfolio held in each asset, wallet, chain, category, or strategy after balances and records are reconciled.
Web3 analyticsStablecoin cash layer
Stablecoin balances used as cash, collateral, settlement, or yield inventory inside a broader crypto portfolio.
Stablecoin guideWallet import
A process that turns blockchain activity from a wallet address into portfolio records that can be reviewed and corrected.
Recording transactions