1.  TaiFu™ Portfolio Manager Overview

Click here to access the TaiFu™ Portfolio Manager.

Click here & learn how to use the TaiFu™ Portfolio Manager to create a crypto index portfolio.

The TaiFu™ Portfolio Manager is designed by cryptocurrency traders (Tai Zen, Leon Fu Dot Com™, and David Fong, aka the TaiFu™ team) to help cryptocurrency traders and investors REDUCE the time, effort, frustration, headache, nasty math errors, etc. of managing a 7, 8, and 9 figure crypto portfolio.  The TaiFu™ Portfolio Manager does this by providing market data that a “real world” trader and investor would need to make an accurate BUY, SELL, HOLD or STAY OUT decision.

#1 – TaiFu™ Trading Clock – The TaiFu™  team was frustrated because each trading website or exchange used a different time zone on their site which makes it extremely difficult to a) compare & correlate market data among different websites and b) identify critical trading patterns & periods of high volatility throughout the trading day.

Therefore, the TaiFu™ team created the TaiFu™ Trading Clock to help traders and investors have one consistent, “universal” clock so your brain does not have to constantly try and figure out the time zones while analyzing market data.

#2 – Portfolio & Index Window – The top portion of the TaiFu™ Portfolio Manager contains the “broad market” data which gives you a spectacular, strategic, bird’s eye view so you can quickly get a “big picture”, check the “pulse & health“,  and clearly see the overall, long term trend & direction of the cryptocurrency market.

#3 – Components Window – The bottom portion of the TaiFu™ Portfolio Manager allows you to see a finer resolution, tactical view of the cryptocurrency market by focusing on the individual components of broad market indexes as well as each coin in your own portfolio.

#4 – List of TaiFu™ Indexes & Portfolios – The left side  contains a list of the TaiFu™ Indexes & public portfolios with a corresponding price chart on the right side.  The list of TaiFu™ Indexes serves as a powerful benchmark so you can measure your  portfolio’s performance against the market performance.   Likewise, the list of public portfolios allows you to compare your portfolio against other traders, investors and crypto influencers.

#5 – List of TaiFu™ Indexes & Portfolio Components – The list on the left allows you to see the individual components (cryptos) in each index and public portfolio for research, analysis and to see which portfolio you may like to follow or copy based on the coin selection and performance.

2.  How To Signup & Create A New TaiFu™ Portfolio Manager Account

Click here to access the TaiFu™ Portfolio Manager.

Click here & learn how to use the TaiFu™ Portfolio Manager to create a crypto index portfolio.

Step #1 – Click the Sign Up button at the top left side of the page.

Step #2 – Enter the Username you would like to use.  Duplicate usernames are NOT allowed.  If you type in a username and see the message, “Username not available! Please use a different Username.” then create a different username.

Step #3 – Enter your personal Email.  We highly recommend using an encrypted email such as Proton Mail or Tutanota email for personal privacy reasons.

Step #4 – Create a new Password using letters, numerals, and special characters.  We do NOT recommend creating a “human created” password from your head.  Instead, we highly recommend using “software created” password using a password manager such as Bitwarden to create all your passwords for computer security reasons.

Step #5 – Re-enter your password a 2nd time to Confirm your password.

Step #6 – You can choose to add a Profile Picture for your account.  If you prefer to remain private, please do not upload a profile picture.

Step #7 – Click on the blue SIGN UP button to complete your sign up and see the following message:  “We received your registration. Please check your email to activate your TaiFu™ Portfolio Manager account.”

Step #8 – Look in your Email Inbox and open the email from “Cryptocurrency Market Support”

Step #9 – Click on the blue hyperlink that says here to confirm your email.

Step #10 – Your signup process is complete when you see the message, “Congratulations, your TaiFu™ Portfolio Manager account has been activated!” Afterwards, click on the Login button to login to your account and follow the instructions below to create your new portfolio!

3.  How To Create A New Crypto Portfolio In The TaiFu™ Portfolio Manager

Click here to access the TaiFu™ Portfolio Manager.

Click here & learn how to use the TaiFu™ Portfolio Manager to create a crypto index portfolio.

Click on the button underneath the list of TaiFu™ Indexes that says, “Click Here To Add A New Index Or Portfolio” to get started.

Step #1 – Enter the Name of your portfolio.  We do not recommend using your real name for privacy reasons.

Step #2 – If you want other traders & investors to see your personal portfolio, then place a check mark in the box that says, “Make my portfolio public”.  If you want to keep your portfolio private so no one can see it, do not make your portfolio public.

Step #3 – Click the button that says, “Click Here To Add A New Trade”.

Step #4 – Insert the date you acquired the cryptocurrency.  The default Transaction Date will show today’s date.

Step #5 – Insert the Symbol or name of your cryptocurrency and select your desired coin from the drop down menu.

Step #6 – Select the correct Type of transaction.  Your 1st transaction MUST be a BUY transaction. At the moment, the TaiFu™ Portfolio Manager will not allow you to create a SELL transaction first because SELL SHORT transaction can not be recorded at the moment.

Step #7 – Insert the Quantity of cryptocurrencies.

Step #8 – Insert the price in which you acquired the coin on the Transaction Date.  The Cost Basis is an accounting/tax related term which means the price which you initially acquired the coin.  The TaiFu ™ Portfolio Manager will automatically insert the Daily Closing Price of your coin based on the Transaction Date you entered in case you do not remember the price you originally acquired the coin.

Step #9 – At the moment, the TaiFu™ Portfolio Manager will NOT allow you to create a SELL SHORT transaction so this box will be grayed out and inactive if you are entering a BUY transaction. You can only enter the Exit Price for a SELL transaction type at the moment.

Step #10 – The Value in USD will be automatically calculated by the TaiFu™ Portfolio Manager.  You do NOT have to type in any number.

Step #11 – The Estimated Tax Category is automatically calculated by the TaiFu™ Portfolio Manager to educate users about taxes in western countries like the USA.  You do not have to do anything.  NOTICE:  This is  estimate if for educational & illustrative purposes only & NOT to be taken as tax advice.  No one on the TaiFu™ team is a licensed accountant or tax attorney!

Step #12 – Insert any important Comments you have about this transaction.

Step #13 – Click “Save Changes” to save the transaction to your portfolio.

Step #14 – Click on the Trash icon if to delete the transaction from your portfolio.

If you see any errors or have any issues please let us know in the comments below.  Thank you.

Click here to access the TaiFu™ Portfolio Manager.

Click here & learn how to use the TaiFu™ Portfolio Manager to create a crypto index portfolio.