How to Use HoldVault
A short, plain-English tour. HoldVault is a private crypto portfolio dashboard — all your data stays in your browser.
1 · Load your holdings
You can start in three ways:
- Manual entry — for small portfolios, type symbol, quantity, currency, cost, and (optionally) location, target price, and purchase date.
- Excel upload — download the template, fill it in, and drop it back in. Column order: Symbol, Quantity, Currency, Cost, Location, Target Price, Purchase Date.
- Google Sheets — paste a public-view link and HoldVault imports the first sheet.
2 · Watch live prices come in
Prices are fetched from Coinbase, Binance, and Kraken. Gain/loss, market value, and P&L signals recompute automatically.
3 · Change display currency
Use the currency switcher in the header to view every value in your preferred currency. Non-USD costs are converted at today's live FX rate and marked "converted at today's rate".
4 · Add locations to track wallets separately
Same coin across multiple exchanges? Add a Location per row (e.g. "Coinbase", "Ledger Nano"). Filter chips let you slice the dashboard by asset or location.
5 · Export or print
Use Export → PDF or Excel from the header. PDF uses the browser's print dialog (choose "Save as PDF"). Excel exports the currently visible filtered rows.
Privacy
No wallet connection. No sign-up. No server storage. All your holdings, snapshots, and preferences live in your browser's localStorage. If you clear browser data, the app resets.