🛡️ Overview

Difficulty: Beginner / Steps: 5 steps / Time: 5 minutes

🔥 Value

Saves hours of manual logging and keeps onchain finances organized. Provides easy documentation for audits, PnL review, and long-term tracking.

👤 Who Should Use This

• Individual traders tracking multiple wallets

• Fund managers who need to reconcile trades

• Anyone who needs clean, exportable transaction records

⚠️ Workflow

1. Go to Portfolio → ensure the wallets of interest are added to your portfolio list

   • Optional: Add a label name

2. Review:

   • Current token balances

   • Transaction history (buys, sells, LP activity)

   • Profit and loss per token

3. Use filters to narrow:

   • By chain, token type or time range

4. Optional: Export CSV:

   • Click “Export” → Choose format and timeframe

   • Share with accountant or upload into your own records

   This feature is currently only available for the Professional tier.

5. Optional: Create a separate portfolio per fund/entity

❓When to Use This

• Monthly or quarterly accounting reviews

• During tax season

• When reconciling inflows/outflows across wallets or protocols

⚙️ Feature Spotlight

• Portfolio Tracker

• CSV Export

💡Pro Tip

Use wallet naming conventions (e.g. Fund_A_Main, Ops_HotWallet) to keep reporting clean and reduce confusion during analysis or export.

Community contribution by @GH2012Telefe. Got a workflow that might be helpful? Share it with the Nansen community. Get in touch at marketing@nansen.ai.