Skip to main content
Note: This feature is currently in development and will be available soon.
Keeping track of your assets and their performance can be a hassle. With BaiBai, you can easily manage your portfolio and track your assets across multiple exchanges and wallets.

​
Overview

Create multiple portfolios to organize your assets by exchange, wallet - or combine them all in one place.

​
Portfolio Management

All your connected exchange accounts and wallets are automatically accessible in your portfolio. You can easily view your assets, and the distribution of your investments. In addition, you can add manual entries to your portfolio such as bank accounts or other investments to track assets that are not connected to BaiBai. Each asset position in your portfolio can have meta tags such as “owner”, “country”, “IBAN” and others of your choice. This allows you to assign assets to an owner to keep track of your assets across multiple users (i.e. your family members or clients).
As your assets can be in various currencies, you can set multiple target currencies to display your portfolio in the currencies of your choice.

​
Portfolio Snapshot

Asset that are connected via an exchange or wallet are updated in real-time, so you always have the latest information at your fingertips. Unfortunatly, manual entries such as bank accounts need to be updated manually from time to time. With the portfolio snapshot feature, you can easily see the performance of your assets over time, including the total value of your portfolio, the distribution of your assets, and the performance of your investments. As an example, you could create a portfolio snapshot every month after you have updated your manually managed assets to see how they have performed over time.
You can compare snapshots to see how your portfolio has changed over time.