PTPortfolio

Settings

On-chain wallet sync

DeBank covers supported EVM chains. Hyperliquid staking and trading equity are reconciled directly by address.

Pending setup
CredentialsManaged server-side
DeBank value cadence2 wallets daily · full rotation every 6 days
DeBank detail cadenceMonthly · first day
Liquid-token pricesDefiLlama · every 15 minutes
Hyperliquid cadenceEvery 15 minutes
Configured wallets5

Settings are intentionally read-only here. Updating a provider key requires rotating the server environment secret so credentials never enter browser state.

FX rate

1 USD = NT$32.00

Seed FX

ExchangeRate API through a server route, with a cached fallback

Cloud expense ledger

Receipt and statement records share one append-only Supabase ledger. Device storage is a local cache, not a second ledger

Pending setup
StorageDevice cache only
Provider prioritySupabase, then device cache
Write modelAppend-only audit log

Add one Supabase project to enable portfolio snapshots, history, receipt records, and statement imports. Until then, the device cache remains local only

CEX read-only APIs

Add read-only keys only. Trading and withdrawal permissions should stay disabled.

Credentials

Exchange A

Read-only sync

Server-managed

Exchange B

Read-only sync

Server-managed

Exchange C

Read-only sync

Server-managed

Exchange D

Read-only sync

Server-managed

Exchange E

Read-only sync

Server-managed

CSV imports

Bank, Alipay, and WeChat files can feed fiat balance and expense adapters.

Ready

Sign in with owner access to import CSV records

Live source health

Read-only timing and budget telemetry. No balances, addresses, account IDs, or raw provider responses are returned.

Data priority

1. On-chain truth

DeBank address sync replaces static wallet values and aggregates EVM assets across chains.

2. Exchange truth

CEX read-only APIs replace manual exchange totals once keys are configured.

3. Fiat import truth

Bank, Alipay, and WeChat CSVs become the source for cash and expense views.

Security rules

API keys are stored as server-side environment variables and never rendered into browser forms. DeBank keys exposed in screenshots or logs must be rotated before purchasing units.
Settings | Portfolio Tracker