Complete SuperCrypto user guide

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This website has 19 planning tools plus a personal dashboard. No account is required. Records stay in this browser and website address; another device or browser has a separate workspace. Use a JSON backup to move records.

Saving, imports and report freshness

Wait for Saved on this device before leaving. Failed record saves keep the previous committed records and preserve form inputs for retry or draft backup. A new historical CSV selection clears the previous prices; only the latest selected file is used. Invalid or duplicate-date historical data must be corrected before calculating. CSV imports require separate mapped columns and finite amounts; rejected rows are listed before merging. When records, report options, filters or prices change, prepare a fresh export. Choose the report month to open a monthly note; a resumed draft retains its original month. Discard or Reset returns to the current saved note.

Getting started, Quick Add and data checks

Dashboard includes an optional checklist per portfolio. Dismiss or reopen it any time; sample records never complete real setup. The backup step reflects the latest device-wide JSON download. Quick Add saves deposits, withdrawals and daily total valuations to Daily Investment Tracker without changing holdings. Choose one portfolio. A zero total valuation is allowed; deposits/withdrawals must be positive. Existing daily reviews must be edited in the full tracker. Quick Add has Resume/Discard drafts. Trading Journal remains the place to record trades. Advisory checks show missing holding prices, possible duplicates within each ledger and entries over ten times the median among at least five entries of the same type and portfolio. Review opens the original tool; Dismiss hides a warning until restored. Checks are not exhaustive and do not block exports or alter records.

Monthly investment review

Open Monthly review from Dashboard or mobile More. The current portfolio is selected; All portfolios lists separate dated valuations. Choose a month for deposits, withdrawals, net contributions, income, fees, goals and closed journal P/L. Tracker and journal amounts are separate ledgers and are never added to create a return. Values use the first/last saved observations inside the selected month, with actual dates and coverage; they are not automatically opening/closing balances. A change requires at least two observations, and is not profit. Missing data stays unavailable. Sample counts are disclosed. Save personal notes per portfolio/month; the note month follows the report selector, or the original month when you resume a draft; use the report selector to open another saved month. Only saved notes appear in reports. PDF, Excel, CSV and device sharing include summaries, activity, goal progress, valuation coverage, closed journal entries and notes. Privacy must be off to export. Notes are in full JSON backups and recovery copies; merge keeps existing notes and adds missing portfolio/month combinations. Clearing a saved note removes its current text; earlier backups can retain it.

Personal reminders and mobile access

Settings → Personal reminders includes optional personal reminders per portfolio. Enable daily investment review or weekly manual-price review, adjust intervals from 1 to 365 days and the local time. They are off until enabled. Mark reviewed starts the next interval; Tomorrow snoozes until the next local day after the chosen time. They display only on open pages; nothing runs while the website is closed, and manual-price reminders never fetch prices. Existing backup reminders remain separate. Reminder settings, dismissed checklists and warnings are included in backups. Mobile bottom navigation opens Dashboard, Tracker, Charts or More, including Settings and Monthly review. Keyboard focus, skip link, larger controls, chart tables and system reduced-motion support improve accessibility. The desktop header Settings gear remains after the moon icon.

Sample workspace and chart dashboard

Use Sample data on the homepage or dashboard to load fictional examples into a separate Sample portfolio. It includes manual holdings, journal trades, imported transactions, daily reviews and category values, contribution goals, snapshots and saved Rebalancing/Stress/Trade examples. Loading again opens existing examples without duplicating or overwriting edits. Sample labels persist when records are edited or moved. Clear sample data shows a count and warning and moves all sample-origin records, including edited examples and associated drafts, to the 30-day recycle bin. Real records, including new records you manually added to the sample portfolio, remain. Settings also offers Clear sample data on every page. Earlier backups and recovery copies may still contain samples. The empty sample portfolio can remain for any real records you added. Sample portfolios do not take automatic timeline snapshots; their example snapshots are fictional. Manual snapshots or spot plans based on sample holdings keep sample labels. The empty sample portfolio may remain after clearing. No API requests are made by sample loading or clearing. Dashboard now has 12 customizable cards, including daily investment value, current-month contribution goals and monthly closed-trade P/L. All portfolios keeps tracker daily values separate. Holdings, Journal and CSV Importer have selectable charts using their current filters; Rebalancing and Stress Tester show current-versus-scenario charts after calculation. Charts support PDF, Excel, CSV and private file sharing. Sample data is fictional and can be included in All portfolios totals, which are labelled accordingly.

Daily Investment Tracker

Open Daily tracker from the header, dashboard sidebar or tool directory. It supports manually entered crypto, stocks, funds and gold in USD, without live market or currency requests. Choose one portfolio for additions; All portfolios offers a combined record view. Today shows a selected day’s deposits, withdrawals, net contributions, purchases, sales, income and fees. Record external deposits/withdrawals separately from purchases/sales using existing investment cash. For purchases/sales, enter asset type/name, quantity, unit, USD price and total fees; gold can use grams or troy ounces. Fees entered on a trade already count in fee totals, so use Additional fee only for separate charges. Income entries require the source asset and gross USD amount. This diary never changes holdings, imported transactions or automatic snapshots and does not calculate quantities owned, available cash, realized gains or taxes. End-of-day reviews store a manually entered total portfolio value including investment cash, plus notes; missing days remain blank. The review day selector changes the overview, while Add entry for this day and Open daily review load the appropriate form. Calendar opens the selected day’s overview. History searches asset names, types, portfolio names and notes, with activity/date filters and pagination. Edit preserves record identity; a review date or goal month cannot change during editing. Use a new record for another date/month. Forms support Resume/Discard, Reset and stale-edit protection. Deleted entries, reviews and goals use the 30-day recycle bin. Goals measure gross deposits per portfolio per month; withdrawals are shown separately and purchases/income do not increase progress. Reports export the selected month or all saved tracker history within the portfolio scope, including complete activity, reviews and goals, independently of History filters. PDF, Excel, CSV and device file sharing use the existing privacy guard. Full JSON backups, storage counts and three recovery copies include tracker records. Unlike automatic timeline snapshots, diary history does not expire after 12 months; it stays until deleted. No exchange accounts, live prices, automatic imports or currency conversion are connected.

Investment charts and category values

Charts uses one selected portfolio and a 7/30/90-day, one-year or custom period. Investment value plots saved daily observations at their actual dates; missing days are not filled or connected. Deposits/withdrawals and income/fees are grouped by month using entries within the selected dates. Contribution goals show complete months touched by the period, including the full month’s gross deposits; withdrawals do not reduce goal progress. Category allocation uses the latest complete breakdown within the period and labels its date. In End-of-day review choose Category breakdown and enter current Crypto, Stocks, Funds, Gold and Investment cash values; enter zero for categories you do not hold. All five values are required and their sum becomes the total. One total value remains available, and older reviews remain valid without invented category data. Tap chart marks or open View chart data for exact amounts. Dense bar charts show the latest 24 groups; tables and PDF/Excel/CSV exports include every matching row. PNG saves the visible chart with its portfolio, period and explanatory note. Chart export and sharing require privacy off. Value changes include cash flows and are not investment returns. Charts use only saved records, with no API calls.

Spot trade impact preview

Open Trade Planner and use Preview a purchase or sale above the existing risk calculator. Select one portfolio, enter Buy or Sell, the exact asset ID, quantity, execution price and total USD fees. Optionally enter assumed cash; it is a planning assumption, not a wallet balance. Preview shows quantities, average cost, cash change, affordability shortfall and allocation before and after. Sales cannot exceed current holdings. Both sides value the traded asset at the assumed execution price; other holdings use existing manual or cached prices with source/time labels. Unpriced holdings and cash are excluded from crypto allocation. A blank cash input means affordability is unknown. Fees are paid in USD cash; purchase fees enter average cost and sales use average cost for estimated realized P/L, not tax lots. Save as plan never edits holdings or imported transactions. PDF, Excel, CSV and Share export use the reviewed preview; changed inputs, holdings or prices require another preview. Saved-plan exports retain the original baseline, while Review spot inputs loads the inputs for a new preview against current holdings. Spot forms also support Resume draft or Discard. The original leveraged/risk calculator remains available below; spot impact does not support leverage or shorts.

Portfolio timeline

Open Dashboard and scroll to Portfolio timeline, or use its customizable card. One automatic snapshot per portfolio keeps the first observed value each local day while the site is used, once at least one holding has an available or manual current price. Select one portfolio and press Save snapshot for another observation at any time. No capture runs while the site is closed; unavailable days are not filled later. The chart shows the latest 60 observations at their recorded times, and the paginated table retains the full 12 months. View sources shows the original allocation values, price sources and quote times; manual prices have no recorded quote time and cached quotes can be stale. All portfolios lists separate observations and never sums portfolios captured at different times. Values exclude unpriced holdings and are not cash-flow-adjusted returns: trades, deposits, transfers, edits and market prices can all change them. PDF, Excel, CSV and Share export include all retained snapshots in the chosen scope and their allocation/source details. Full JSON backups and daily recovery copies include snapshots. Merge skips duplicate snapshot IDs; Replace restores validated history. Snapshots older than 12 calendar months are removed when the site is used, including after restoring old backups. Original portfolio names are kept even if a portfolio is renamed or deleted. Timeline observations are different from the three daily recovery copies. These features use existing saved prices and make no additional API requests.

Dashboard and portfolios

Open Dashboard to see value, cost, P/L, allocation, saved plans, journal statistics, watchlist, recent imports, reminders and backup status. Choose a portfolio in the top selector, or All portfolios for a combined overview. Existing records belong to Default portfolio. Choose one portfolio before adding records. Use Manage portfolios to name portfolios and set review dates. Hide or reorder cards with Customize dashboard. Missing prices are excluded from known-value totals; manual prices override market quotes.

Saving with IndexedDB

Changes to saved records are written to IndexedDB. Watch the Saving / Saved indicator. Calculation results can be exported immediately; saved plans, holdings, imports and journal entries remain after closing the browser once their save completes. Unfinished calculator, journal and holding forms save separately as drafts after a short typing pause. Watch the draft status as well as the main save indicator. Existing localStorage records migrate automatically and are retained unchanged as the original source. If storage is blocked, full or damaged, saving pauses and a message explains how to export or recover. Close older website tabs when upgrading; reload a stale tab before editing.

Appearance and Settings

The Settings gear is immediately after the moon icon in the header on every page. Choose Follow device, Light or Dark. New visitors follow their device; existing saved preferences are preserved. The header moon toggles light/dark directly. Appearance is saved with the workspace.

Privacy mode

Use Hide figures in the header to hide your financial inputs, results, dashboard details, saved records, search details and recycle-bin content. Settings and navigation remain usable. Public market quotes are not personal balances. The preference is saved on this device and applied before saved financial content is shown on a new page. Show figures turns privacy mode off. PDF, Excel, CSV, JSON backups, copying financial results, printing and sharing financial files require privacy mode to be off. Enabling privacy clears prepared reports; after revealing figures, prepare a fresh report. A report already downloaded or handed to another application cannot be recalled. The public social-sharing frame still shares the tool URL. Browser print styling also hides the marked financial content while privacy mode is on. This is visual privacy for screen sharing, not a password, encryption or protection against someone who can inspect browser data. Restoring a backup does not turn off an already active privacy mode. If saving the setting fails, the message explains that the choice applies only to the current page.

Shared CSV import profiles

Open CSV Transaction Importer and choose a CSV file. Map the date, asset, type, quantity and USD price columns; optionally map fee, external ID and notes. Review asset aliases and choose UTC or this browser’s local timezone for timestamps without an offset. Enter a profile name and Save current settings as new. Profiles are shared across all portfolios on this browser. For another file, select a profile and click Apply to this CSV; profiles never apply automatically or select a destination portfolio. Headings are matched without case sensitivity and surrounding spaces, so reordered columns are supported. Missing, blank or ambiguous mapped headings block applying/saving a profile. Review every mapping before Review import, then confirm the merge. Changing mappings, aliases, timezone or source files invalidates the earlier preview. The local-timezone option uses the importing browser’s timezone; check displayed UTC dates after moving devices. Update selected profile edits its name/settings; Delete profile moves it to the 30-day recycle bin. Profiles store settings, not uploaded transaction files, and are included in full JSON backups. Duplicate profile IDs or names are skipped during backup merge.

Search saved records

Use Search records in the header on any page. Search saved holdings, plans, journal entries, transactions and daily tracker records by asset, plan name, portfolio name, date, note or external ID. The default scope is the selected portfolio, with an All portfolios option. When the active view already shows All portfolios, Current portfolio also includes all of them. Filter by record type and use Previous/Next for more results. View details reads the saved record; Open in tool selects its original portfolio and locates the record, or loads a saved plan for review. Financial details remain hidden in privacy mode. Drafts are resumed in their forms, and deleted items are found in Settings → Recycle bin. Search uses only records on this device; query text and record IDs are not sent to a search service or placed in public URLs.

Resume unfinished forms

One unfinished draft is kept for each calculator or journal form and each holding form in each portfolio. Return to the same tool and portfolio to choose Resume draft or Discard. The form waits for your choice. Drafts retain edit references, so resuming an edited holding or journal entry does not silently create a new record. A changed or deleted original record must be reviewed before continuing. Successful calculations or record saves clear the completed draft. Reset form discards a draft after confirmation. Select a single portfolio to save drafts; the All portfolios view does not save them. Typed fields are saved; uploaded historical and transaction CSV files are not draft attachments, and must be selected again. Reusable CSV mapping, aliases and timezone settings can be saved as import profiles. Downloaded full JSON backups include saved drafts. Wait for “Draft saved” before closing the browser; a sudden power loss can lose typing that has not finished saving.

Undo and the recycle bin

Deleting a holding, saved plan, journal entry, imported transaction, price target, watchlist asset, import profile or empty portfolio moves it to Settings → Recycle bin. Use Undo deletion immediately or restore an item during the next 30 days. Restore returns it to its original portfolio; a missing portfolio is recreated. Duplicate record IDs, duplicate holdings and duplicate transactions are not overwritten. Review existing records if restoration is blocked. Deleting an empty portfolio also preserves its calculation history, targets and drafts in the same recovery item. Search the bin, inspect saved details, restore individual items or empty it after confirmation. Expired items are removed when the site is next used; no background service runs while it is closed. Full JSON backups include unexpired bin contents; restoring an older backup does not restart the 30-day timer. Permanent deletion from the bin does not erase earlier downloaded backups or daily recovery copies.

Download backups and reminders

Settings → Backup & restore → Download full JSON backup includes every portfolio, holdings, plans, journal, transactions, watchlist, history, drafts, unexpired recycle-bin items, shared import profiles, daily investment tracker entries/reviews/goals, dashboard layout and preferences. Keep this file outside browser storage. Last backup records when a download was started; check that the file exists. The default reminder is seven days, adjustable from 1–365. It appears only while the site is open and there are unbacked-up changes. Remind me tomorrow snoozes it for one day. No background notifications, emails or automatic file downloads are sent.

Restore and daily recovery

Choose a JSON backup up to 50 MB in Settings to validate its format and inspect record counts before confirming. Keep the original file if validation fails. Merge keeps existing records/preferences and adds new IDs, skipping duplicates within each portfolio. Replace restores the complete validated file after confirmation. Three daily recovery copies are kept in this browser. On each day with changes, the first copy preserves the previous saved records, or the first added records for an empty workspace. Later changes that day do not replace that copy. Review a recovery copy before merging or replacing. Clearing site data also erases these copies, so download backups separately. Original pre-migration data can also be downloaded from Settings.

Storage usage

Settings → Storage shows an estimated record payload size, recovery copy size, record counts and browser-reported usage/allowance when supported. Browser usage includes cached pages/assets as well as databases. The values are estimates, not a reading of your total disk capacity. Request storage protection asks the browser to reduce automatic eviction; the browser decides and clearing site data still removes records. The meter does not automatically delete records.

Export complete reports

Turn privacy mode off before exporting, sharing, copying financial results or printing. Use PDF, Excel or CSV on tool results, holdings, journal, transactions or dashboard. Current-result reports recalculate current valid inputs; saved-scenario reports preserve the saved snapshot. Reports include inputs, results, details, applicable charts/data, assumptions and timestamps. Record reports offer All, Filtered or Selected within the current portfolio view. Selected rows on every table page are included. Dashboard exports include scoped records even if their cards are hidden. PDF can represent unsupported font characters using Unicode codes; Excel and CSV preserve original text. Report files are not JSON restore backups.

Share reports and tool links

Prepare a report, then Download or Share file. Supported browsers open the device app chooser for WhatsApp, Telegram and other destinations. Otherwise download and attach manually. Files are created locally and sent only to the app you choose. The bordered share frame at the bottom shares the public page URL only. It does not share your records. Instagram copies the URL for pasting.

Market data and reminders

Live API access is disabled in the supplied package. Manual values and CSV workflows work without an API key. When the owner configures permitted free access, all visitors share the existing protected server cache and quota. Settings, IndexedDB, exports and recovery copies require no provider calls. Price targets check verified quotes less than 30 minutes old while the page is open. Stale or unavailable prices pause target checks. These are planning estimates, not executable exchange quotes.

If something goes wrong

Wait for Saved on this device before leaving. Repeated clicks during a save are ignored. If a save fails, your saved records and unfinished inputs are retained; download a JSON backup before leaving. Resolve the storage issue and retry the save. Saves queued behind a failed write must be reviewed and submitted again. Recalculate changed inputs before saving a scenario. A change from another tab pauses stale saves to avoid overwriting records. Keep the same hostname, browser and browser profile to find existing data. Private browsing may remove data when its session ends. Use a downloaded JSON backup for recovery; do not clear site data as a first troubleshooting step.

Safer backups and reports in version 2.9.23

Restore preview validates financial values and saved scenarios before saving. Invalid records are rejected without replacing your workspace. Merge keeps existing records and preferences, and reports added, skipped and conflicting records. Old scenario summaries with incomplete source inputs are labelled unverified: reopen and recalculate them before relying on their figures.

Transaction timestamps use UTC. Daily tracker dates remain local calendar dates. After midnight, untouched date defaults advance; unfinished inputs and chosen filters stay as entered. Review the date before saving a form left open overnight.

CSV and Excel retain numeric losses and tiny quantities. PDF reports support up to 10,000 rows and 2 million text characters; use a smaller selection or CSV/Excel for larger reports. Browser download messages confirm a download was started, not that you saved the file successfully.

Snapshots and plans derived from fictional sample holdings remain sample-origin records, even in a mixed portfolio. Review the sample-clear counts before confirming. Unrelated manually added records remain; cleared examples can be recovered from the recycle bin for 30 days.

When an update is available, save unfinished forms or download a backup, then close all tabs for this website and reopen it online. The update waits for existing tabs to close.

Contextual help and card animations

Hover over a help control or focus it with your keyboard to read its explanation. Tap a question-mark button on mobile to keep help open. Press Escape or tap outside to close it. Tool cards lift gently on mouse hover; reduced-motion settings disable movement. Help does not change your inputs or send data anywhere.

The compact workspace and older records

Use the menu button to collapse the desktop sidebar or open mobile navigation. Markets remains the homepage; Dashboard is a separate destination. Help & guide opens instructions for the current page and returns you to the same inputs when closed.

All 12 original calculators remain available in Tools. Original calculator hash links open the corresponding new tool page. Top 10, gainers, losers and the DeFi shortlist filter only the loaded market list. Coin comparison uses those same quotes; it makes no extra API requests.

Version 13 JSON backups preserve holdings, watchlists, favorites, recent tools, theme and original calculation summaries. On the same origin, existing local-storage records migrate when the new database is first created. On another domain or browser, import the old JSON backup through Settings. Original summaries appear in History from the old website on their calculator pages; they are not reconstructed as new calculated plans.