For long-term holders
A private portfolio board for long-term holders
If you hold for years, you check rarely, and the check should cost nothing: no account and no wallet popup. The Portfolio template starts with a net worth total, watch-only EVM and Solana wallets, a manual portfolio for coins on an exchange and a watchlist. The board is saved only on the device you build it on.
What slows long-term holders down?
- You check twice a year, and every tracker still wants a fresh login and an API key before it shows you a number.
- Your coins are split between a hardware wallet, a Solana wallet and an exchange, and nothing adds them up.
- Some trackers price a token with no real market at its last trade, and your net worth jumps by money you could never sell for.
Which widgets fit long-term holders?
Net worth
A total that counts only values backed by a verified market quote, marked ≈ because it is still an estimate.
Portfolio
Watch-only EVM and Solana wallets from public addresses, plus a manual mode for coins you keep on an exchange.
Watchlist
Prices for what you hold, sortable by market cap or 24h move.
Price chart
30D candles, for a view longer than today's noise.
Solana yields
Sanctum and Marinade liquid staking APYs, if you hold SOL and wonder what staking would have earned. Past yield, not a promise.
Ethereum pulse
For ETH holders it shows the protocol staking APR, Lido's 7-day stETH APR and whether ETH supply is growing or shrinking at the 7-day pace.
Prefer a template? Start from Portfolio.
Terms worth knowing
Frequently asked questions
Where is my portfolio data stored?
On the machine you check from: in the browser's own storage on the web, in a SQLite file in the desktop app. With no Cashboard account, there is no server-side list of your addresses to lose.
Does Cashboard need my seed phrase?
Never. Public addresses are all it reads. If anything claiming to be Cashboard asks for your 12 or 24 words, close the tab.
Last reviewed . Market data in Cashboard comes from the providers named on each widget and may be delayed. Nothing here is financial advice.
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