Wallet Brief / Guide
Get to know your portfolio\u2019s three numbers.
Price is the loudest number, but three quieter ones tell you more: balance, cost basis and allocation.
- Balance — what you actually hold, across every wallet.
- Cost basis — what you paid; the anchor for judging gains.
- Allocation — how concentrated your risk really is.
- Recheck all three on a schedule, not on every price tick.