Integrated Portfolio

What it means: A portfolio added to CoinIQ by linking a public wallet address through our wallet integration. We currently support major blockchains, including Bitcoin, Ethereum, and Solana.

In plain terms: Connect it once, hit Sync when you want, and your portfolio stays up to date.

Example: Linking your MetaMask or Phantom account so your balance updates every time you hit the Sync button.

• Bonds: Rarely exists for legacy bonds; modern digital platforms use banking APIs (like Plaid).
• Equities: Standard practice through brokerage linking tools.
• Crypto: The "Gold Standard" for tracking due to public ledgers and native API support.

How to use it: Best for active users who want real-time accuracy without the hassle of manual data entry.