Track cash in your portfolio

Last updated May 21, 2026

Cash tracking helps you include uninvested money and manual cash activity in your portfolio view.

What cash tracking does

When cash tracking is enabled for an account, Bitease tracks cash that is held in that account but is not invested yet. This helps you see the full account picture: invested assets plus available cash.

Cash tracking is most commonly useful for broker accounts and crypto exchange accounts where funds can remain in cash between trades.

When to use cash tracking

  • Use it when you want deposits, withdrawals, dividend cash, or FX conversions reflected in the account history.
  • Use it when your account has uninvested cash that should appear in the portfolio overview.
  • Leave it off when you only want to track asset positions and buy or sell transactions.

Cash snapshots vs cash transactions

A cash snapshot sets the cash balance for one currency as of a selected date. A cash transaction records a cash activity such as a deposit, withdrawal, dividend, or FX conversion.

How cash appears in your overview

Cash can appear in account rows, category totals, allocation, and total portfolio value. If a cash currency cannot be converted into your portfolio currency, cash reporting may be partial.

When cash tracking is unavailable

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