Monitoring Your Portfolio and Exporting Data

Written By Nansen Team

Last updated About 1 year ago

🛡️ 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.