Fast identity check
Portfolio has partnered with NetVerify to bring you a fast, once-off ID verification experience. If you've ever set up accounts on services like AirBnB or InstaCart, you're probably already familiar with NetVerify — Just scan your ID and face using the camera in your phone or computer, and you're done.
The minimum deposit amount for new and existing portfolios is just $20, which you can pay using Visa, MasterCard, Bitcoin, Ether, or USDC. Other methods such as bank deposits and Paypal are currently under development and will be added to Portfolio's payment screen as soon as possible.
To withdrawal some funds from one of your portfolios, we offer an easy cash withdrawal process in which you can provide your bank details and save them for next time. For regular users, it usually takes around 2-3 days to receive the funds in your bank. Pro subscribers enjoy an instant (same day) withdrawal service. Alternatively, you can make withdrawals to Bitcoin or USDC which are processed immediately and rarely take more than one hour to reach your private wallet.
Premade '1-click' portfolios
New to Crypto? Not sure what coins to put in your portfolio? At Portfolio We offer a range of pre-made, '1-click' portfolios such as 'top 3 coins', 'top 5 coins', 'developer's choice' and so on. Simply choose the portfolio you want, add some funds and you're ready to start tracking your earnings. Each '1-click' portfolio includes a selected basket of coins and preset percentage allocations, as well as a rebalancing or investment strategy to optimize your returns.
To set up a customized portfolio of cryptos, just click 'add new' from the Portfolios screen; Give the portfolio a name; Choose as many coins as you like; Set a percentage to each coin, and add some funds. You can also choose a rebalancing/investment strategy to suit your portfolio, or you can skip this step. Free subscribers get 25 different coins to choose from. Pro Subscribers get the top 50.
Portfolio monitors and connects to over 20 different cryptocurrency exchanges simultaneously. It automatically buys and trades the coins in your portfolio with the crypto exchanges that provide the cheapest prices. You don't need to signup with any of these exchanges yourself. All you need is one single account on Portfolio. Exchange Bot does the rest.
After assigning target percentages to each of the coins in your portfolio, auto-rebalancing triggers the necessary trades on exchanges to keep your target percentages consistent. By automatically applying a buy-low/sell-high methodology, you can repeatedly capture the short-term gains of your best-performing assets, and distribute them amongst the other assets in the your portfolio. *Data shows that auto-rebalancing crypto portfolios typically leads to better performance.
Secure private keys
Most people dislike the idea of managing (and potentially losing) their own private keys. That's why Portfolio manage all wallets, private keys, and assets for you. To enhance our security, we also use trusted 3rd party custodial services. Besides the added convenience and security, letting Portfolio manage your wallets and keys allows us to provide you with all the other cool features in the app, such as the exchange bot and automated rebalancing.
Want to brag or commiserate about the performance of one of your portfolios? You can share your portfolio's performance via social media channels such as Facebook, Twitter, and Telegram. The image we generate for the post or message you send to your friends includes the name of your portfolio, the coins it contains, and the PnL (Profit and Loss) percentage achieved by your portfolio over time.
Payments via chat
Send friends and businesses payments directy from within the chat screen. With the funds being deducted from the balance of one of your portfolios, all necessary trades and rebalances are seamlessly handled in the background for you and the recipient. The recipient of the payment receives the new funds directly into one of his or her existing portfolios.