> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/investor-intel/portfolio.md). # Portfolio Portfolio is a read-only portfolio tracker. Connect wallets by address, see everything you hold in one place with profit and loss, and let the AI ground its answers in what you actually own. It cannot touch your funds, full stop. ### Read-only by design * You connect a wallet by providing its **address only** * Investor Intel **never asks for private keys or seed phrases**, not during connection, not ever * There is no transaction signing anywhere in the product: it **cannot move, swap, stake, or approve anything** * Anyone asking for your seed phrase "to sync your portfolio" is trying to rob you. Investor Intel will never do that. ### What you'll see * **Total value** - your combined holdings across synced wallets and manual entries * **P\&L with cost basis** - profit and loss per holding, based on cost basis where available or manually entered * **Per-chain allocation** - how your portfolio splits across chains * **Holdings list** - every asset with amount, value, and price context ### Connecting wallets * **Solana wallets** are supported (including addresses from wallets like Solflare): paste the address and sync * **EVM wallets** are supported too - paste an EVM address to sync across Ethereum, Base, Arbitrum, Optimism, BNB Chain, Polygon and many more. Choose **All EVM chains** to scan every supported network at once * Sync stays **read-only** for every chain: address only, never private keys or seed phrases * The number of synced wallets depends on your plan, from 1 on trial up to 20 on Elite. See [Pricing](/thecontentforge-docs/reference/pricing.md). ### Manual holdings Not everything lives in a wallet you want to sync. Add manual holdings with an amount and optional cost basis, and they sit alongside synced balances in the same totals. ### Import transaction history Bring in your transaction history so cost basis and P\&L reflect what you actually paid. Imported transactions are **auto-classified** (buy, sell, transfer and so on), and you can **re-classify any entry manually** whenever the automatic label isn't quite right. Cleaner history means more accurate cost basis and profit and loss. ### Export to CSV Export your **holdings** and **transactions** to CSV at any time for your own records, tax prep, or a spreadsheet of your choosing. Your data stays yours. ### Portfolio intelligence An AI panel that answers questions grounded only in your own holdings, so you can ask how your portfolio is positioned without your data leaving your workspace. ### Dust hiding Small leftover balances (dust) are hidden by default so the view reflects your real positions. You can reveal them at any time. ### Refresh * Balances **auto-refresh daily** * A **manual sync** button refreshes on demand when you want current numbers right now ### Privacy Your portfolio is private to your workspace. Holdings are not shared with other users, are not published anywhere, and never leave your workspace. They are used for exactly one thing: grounding your own AI answers, so that "how is my portfolio exposed to this?" can get a real answer. ### How to use it 1. Paste your wallet address (read-only) and sync 2. Add manual holdings for anything held elsewhere 3. Check P\&L against cost basis rather than reacting to headline price moves 4. Ask portfolio-aware questions in [Explain This](/thecontentforge-docs/investor-intel/explain-this.md), like how a narrative or event touches what you hold ### A note on what this is Portfolio shows you what you hold and how it has performed. It does not score your portfolio, grade your decisions, or tell you what to buy, sell, or rebalance. What you do with your assets is your call, made outside this product. ### Related * [My Watchlist](/thecontentforge-docs/investor-intel/watchlist.md) - track assets you do not hold * [Wallet Watch](/thecontentforge-docs/investor-intel/wallet-watch.md) - analyze wallets that are not yours * [Alerts](/thecontentforge-docs/investor-intel/alerts.md) - watch for moves in assets you hold --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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