How to use profit and loss for analysis and decision-making on new orders

The profit and loss (P&L) feature allows you to evaluate the performance of your crypto portfolio. Here’s how to make the most of it:

• Total balance: monitor whether your portfolio is in profit or loss and by how much. The data includes realised gains/losses and unrealised gains/losses, net of fees.
• Cryptocurrency analysis: identify which cryptocurrencies contribute the most to gains or losses. Use the chart to assess your diversification level.
• Portfolio distribution: examine how your capital is distributed among fiat, crypto, and stablecoins to understand risk exposure.
• Strategy performance: evaluate the results of your buy/sell strategies (spot, moneyboxes, and smart trades).

Accessing the profit and loss feature

• From the app:
  1. Log into your account.
  2. Scroll on the homepage to the “Analytics” section.
  3. Click on the P&L banner.
  4. Use the section menu to navigate.
• From the web:
  1. Log into your account.
  2. Scroll on the homepage to the “Analytics” section.
  3. Click on the banners to view profits and losses or the overall diversification of your portfolio.

Feature details

• Profits and losses:
  • Unrealised: the difference between the purchase price and the current value of your cryptocurrencies. Considered realised only when converted to euros.
  • Realised: actual profits or losses from sale/conversion transactions.
• Breakdown by strategies:
  • View unrealised profits distributed among spot, moneyboxes, and smart trades.
• Volume analysis:
  • Track volumes by monitoring deposits, withdrawals, and transactions. Customise the view by month and transaction type.
• Crypto allocation:
  • A percentage chart shows how cryptocurrencies are distributed in your portfolio.
• Transactions:
  • Summarises the total transaction volumes to assess whether an upgrade or joining a club to save on fees is necessary.
• Balance distribution:
  • Displays how your capital is allocated among different strategies. Each segment represents a strategy, aiding in diversification and risk analysis.
• Portfolio diversification:
  • A chart shows the distribution between euros, cryptocurrencies, and stablecoins to assess portfolio stability and volatility.

Key definitions

• Unrealised gain/loss: profit or loss calculated as the difference between the purchase price and the current value. Example: You buy 0.5 BTC for 15,000 EUR, now worth 17,500 EUR, resulting in an unrealised gain of 2,500 EUR.
• Realised gain/loss: actual profit after selling/conversion. Example: You sell 0.5 BTC for 17,500 EUR, resulting in a realised gain of 2,500 EUR.
• Purchase price: the cost incurred to buy cryptocurrencies, considering only those bought through the platform.
• Average price: calculated using the LIFO method, accounting for the latest purchases or deposits.

Additional notes

The P&L feature is available on Young Platform base (web and app). If you also use Young Platform Pro, Pro wallets with the same cryptos available on the base are included in P&L calculations. . Cryptos available only on Pro are considered in all P&L analyses, data, and charts. Limit orders on Young Platform Pro affect the charts only when executed.