User Manual
Everything you need to know about Crypto Broker — from first setup to advanced automation.
Dashboard
The Dashboard is the main overview screen. It displays a grid of interactive charts that give you a real-time snapshot of your portfolio and market activity.
Available charts
Portfolio Total
Historical line chart of your total portfolio value over 1W / 1M / 1Y / 5Y. A new data point is recorded each time you sync.
Portfolio Allocation
Donut chart showing how your holdings are distributed across assets.
Capital by Exchange
Bar chart showing your total deployed capital per exchange.
Order Coverage
Bar chart showing the ratio of open orders to current holdings for each asset — useful for monitoring DCA ladder fill progress.
24h Price Change
Colour-coded heatmap tiles. Green = positive, red = negative; intensity reflects magnitude. Tap or click any tile to see a per-exchange breakdown of the 24 h movement for that asset.
24h P&L by Coin
Horizontal bar chart showing estimated 24 h profit/loss in USD per asset based on your holdings and the weighted-average price change.
Order Price Ladder
Visual representation of your open orders relative to the current price, grouped by asset.
Exit Strategy
Scatter chart mapping open orders to estimated unrealised P&L at each exit price.
Cost Basis vs Price
Scatter chart comparing your average purchase price against the current market price for each asset.
Exchange Comparison
Radar chart comparing exchange metrics (balance, order count, fill rate).
Market Depth
Live order-book depth chart for a selected trading pair.
Buy vs Sell Volume
Volume bar chart comparing buy and sell order sizes.
Customising the dashboard layout
Charts can be dragged and reordered. Drag a chart onto the left or right half of another chart to display them side-by-side in a two-column layout. Drag into the gap between rows to make it full-width again. The layout is saved automatically between sessions.
Click the expand icon on any chart card to open it in a larger popover with more detail and higher resolution labels.
24h Price Change drill-down
Tapping a tile in the 24h Price Change heatmap opens a per-exchange breakdown for that coin. Each row shows the exchange logo, name, a gradient gauge bar, and the exact percentage change reported by that exchange. The weighted average across all your holdings of that coin is shown at the top. Use the ← back arrow at the top-left to return to the full heatmap overview.
Need help with something not covered here? Contact support.