Portfolio is your home in the Caleb & Brown Portal. Here we surface information relevant to your crypto holdings, and help you understand your crypto journey.

In this article, we'll walk through each of the features within the page, and give a brief explainer of their function.

There are 6 elements or components within your Portfolio page.

My balance is your all-in-one chart that represents your total holdings within this account.

Your crypto will allow you to toggle between your portfolio, watchlist and trending assets.

Create your very own referral code by clicking 'Create Code'. Once you have accepted the Terms & Conditions, you can instantly copy and share your code. Here you will also see the total amount you have earned from your referrals. Click '>' to visit the 'Refer & Earn' page for more details on your referrals and rewards.

Your summary contains a high-level view of your trading journey. You can adjust the date range of your summary to Today, Monthly, Quarterly, Annual and All Time. It includes:

Your recent transactions will show your last 4 transactions. Clicking 'View' will take you to the 'Transactions' page where you can review the details of the transaction in greater detail.

'News' contains the latest publications from Caleb & Brown as well as other publishers. Click on any article to open and read it in more detail.

Whenever you're ready, you can click below to get started with your registration.

If you have any questions or need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.

You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website