This article will discuss how you can manage multiple crypto portfolios for a single exchange account. If you are looking to learn how to link multiple exchanges to Shrimpy Pro, please refer to this help article here.
You can also follow along in this video to learn more about creating multiple crypto portfolios with Shrimpy Pro.
Multi-portfolio is a feature in Shrimpy Pro that allows you to manage multiple portfolios for a single exchange account. That means if you currently only have 1 Binance exchange account linked, you can break that one exchange account into multiple portfolios and manage each one separately.
By default, every exchange account you link will have a default portfolio. This is where the funds you deposit to your exchange account will show up, it will also be the place where we will initially remove funds when you take funds out of Shrimpy Pro.
You do not need to create multiple portfolios if you don't want. You can always use Shrimpy Pro with a single portfolio. That one portfolio would be the default portfolio.
Creating a second portfolio
At the top of the dashboard, you will see text that says "Manage Portfolios". Click this button to open the "Manage Portfolios" dialog. This is where you will create your portfolios and transfer funds between those portfolios.
Select the big button that says "+ Create Portfolio". This will create a new portfolio and label it by default (this name can be changed).
After clicking the "Create Portfolio" button, you will see the new portfolio populate in the dialog. It currently has $0. In order to fund this portfolio, we will need to transfer money into the account. Let's do this by clicking on "Portfolio 1".
The following page will show the assets held within the selected portfolio and a dropdown selector for the destination portfolio. You can then select which assets and how much you want to transfer to your other portfolios. The amount you enter is the number of the asset that is moved when you select the “Transfer” button.
Note: As a safety measure, the destination portfolio is, by default, the same portfolio you’ve selected. You are essentially required to choose a destination for every transfer, this is to prevent accidentally transferring funds to the incorrect portfolio and adding funds to an active automation.
You can now close out of this dialog and start managing your individual portfolios.
Changing the Dashboard view
Your Dashboard can show either an aggregated view of all of your portfolios combined into a single performance graph and asset display, or an individual portfolio view. To choose between them, simply select “Show All” or the portfolio you wish to show on the Dashboard. These can be found under the “Manage Portfolios” button.
Have questions, comments or concerns? Feel free to reach out to us via the blue "Support" button found in the bottom left corner of your Dashboard, or send an email to Support@Shrimpy.io.