Portfolios
Track everything you hold in one place. Build portfolios from wallets, exchanges, CSV imports, or manual entry — and your agent grounds its answers in them.
The Portfolios page at blockmind.app/elite/portfolios is where everything you hold comes together: a multi-portfolio overview at the top, with drill-down into any single portfolio for its holdings and detail.
Portfolios aren't just a tracking view. They're the context your agent works from — every answer, brief, and monitoring pass starts with what you actually hold.
Ways to build a portfolio
| Method | Best for |
|---|---|
| Connect a wallet | On-chain holdings — paste any public address or connect a wallet |
| Connect an exchange | Balances held on an exchange, via read-only API keys |
| CSV import | Bringing history over from another tracker or a spreadsheet |
| Manual entry | Positions you want to track by hand, or assets held elsewhere |
The step-by-step mechanics for each — supported chains, supported exchanges, CSV format — live in Connect your portfolio. Connections are read-only, always: BlockMind can see positions but can never move funds.
Wallet-linked vs manual portfolios
The two kinds behave differently, and it helps to know which you're looking at:
- Wallet-linked portfolios mirror the chain. Holdings come from what the address actually holds, so you can't freely edit wallet-derived positions — the chain is the source of truth. If a balance looks stale, re-scan the wallet to refresh it.
- Manual portfolios are yours to shape. Add, edit, and remove positions freely — useful for tracking a strategy on paper or holdings BlockMind can't see directly.
Exchange-connected portfolios sit closer to the wallet-linked model: balances reflect what the exchange reports.
Spam and dust filtering
Wallets attract junk — airdropped spam tokens and dust balances that would otherwise clutter your holdings and distort your portfolio value. BlockMind filters suspicious tokens by default.
If something you actually hold got caught by the filter, the suspicious-tokens toggle reveals everything that's been filtered. If a legitimate token is missing entirely, a re-scan of the wallet is the first thing to try.
Privacy
Portfolios are private by default. Your holdings live in your account and your agent's workspace — they're not shared with other users. See Trust & security for the full picture of what's stored and how connections stay read-only.
How your agent uses your portfolios
Your portfolios are the grounding layer for almost everything the agent does:
- Answers in chat. "Why is my portfolio down today?" is answered against your live holdings, not a generic market summary.
- Morning Brief. The "what matters to you" section is built from your positions. See Morning Brief.
- Monitoring. The agent's background passes scan your portfolio for large moves and flag them. See Monitoring & alerts.
- Analysis on demand. Ask for a full portfolio review — allocation, concentration, risk — via Portfolio analysis.
What your agent does with this data is research, not financial advice — it will never tell you what to buy or sell, and it can never touch your funds.
Limits on the free plan
On the free plan, portfolios and watchlists count toward a combined limit of 5 collections. See Limits for the complete table.
Related
Monitoring & alerts
Your agent checks the market every few hours — portfolio moves, tracked assets, market-wide risks — and alerts you in plain language when it matters.
Watchlists
Watchlists on the Elite dashboard track your theses, not just prices — entry targets, near-target states, target alerts, and an agent that helps curate them.