Welcome to our knowledge base

Note: The portfolio card is only available on mobile (IOS/Android) at this time.

What is the Portfolio Performance Card?

We’ve introduced a portfolio card that allows you to download a snapshot of your portfolio’s performance over the past week, month, year and more. This is an easy way to view your portfolio performance while maintaining privacy as no dollar amounts are displayed, just percentage change.

What types of cards can I download?

There are two options available to download.

• Facts: Includes the percentage change over the selected timeframe and 3 coins from your top movers.
• Feelings: Includes everything from the Facts card and a fun message that changes when you refresh.

How Does It Work?

1. Visit Your Portfolio Page: Open the Newton app and navigate to your portfolio performance page.

   

2. Generate Your Card: Click the button in the top right corner.

   

3. Customize: Choose between the feelings or facts version.

1. Download Your Card: Save the image for easy tracking of your crypto journey.

   

Frequently Asked Questions

Why can’t I see my card?

If you’ve never owned any crypto on Newton, you will not be able to access the component (because there’s nothing to see!).

If you have owned crypto but do not currently have any holdings, you will see a partial card; the “Top Movers” section will not be shown (because you have no coins to move!)

Can I edit the information displayed on the portfolio card?

No, the Portfolio Performance Card automatically generates based on your current holdings and historical performance.

Is my personal information displayed?

No, the card only shows portfolio performance trends and allocations. No account details or balances are included.

Can I generate a card if I only hold one asset?

Yes! The card will reflect your holdings and show the relevant performance metrics.

Discover your Portfolio Performance Card today in the Newton app!

For any further assistance, contact Newton Support.