ChainsFlow

Portfolio field notes

Understand the numbers before you trust the dashboard.

Practical, product-specific guides to connecting centralized exchanges safely and interpreting portfolio performance without misleading shortcuts.

Portfolio fundamentals

6 min read · 2026-07-26

How to create safer read-only exchange API keys

The permissions to enable, the dangerous permissions to avoid, and what changes across Binance, Bybit, Kraken and OKX.

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7 min read · 2026-07-26

Portfolio P&L is not the same as a 24-hour market change

Why current holdings, deposits, withdrawals and historical coverage must be separated before calling a number profit or return.

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5 min read · 2026-07-26

How Keycloak identity owns a crypto portfolio

How a verified Keycloak subject becomes the local user ID for quotas, subscriptions and portfolio ownership.

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Exchange-specific guides

6 min read · 2026-07-26

Binance portfolio tracker: balances, permissions and P&L

Connect Binance Spot and Funding with a dedicated read-only API key and understand exactly which balances and performance data appear in the portfolio.

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6 min read · 2026-07-26

Bybit portfolio tracker for a Unified Trading account

Track a Bybit Unified portfolio with a read-only key while keeping wallet balance, locked assets and account limitations clear.

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6 min read · 2026-07-26

Kraken portfolio tracker with minimal API permissions

Connect Kraken using Query Funds and Query Ledger Entries, normalize its asset codes and understand how ledger coverage affects P&L.

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6 min read · 2026-07-26

OKX portfolio tracker: Read key, passphrase and Trading balance

Connect an OKX Trading account with Read permission, API key, secret and passphrase without enabling Trade or Withdraw.

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Explore exchanges, features and tools