Quarterly portfolio review checklist
Use this checklist every quarter (or after a major market move). Educational only — not investment advice.
1. Snapshot (5 min)
- Open read-only portfolio view or export spot + Earn balances.
- Note total value in your base currency and % change since last review.
- Check largest three holdings — are they still intentional?
2. Goals & drift (10 min)
- Compare current allocation to your target (e.g. BTC 40%, ETH 25%, stables 15%).
- Flag any single asset above your max position size.
- Decide: rebalance, hold, or adjust targets — write one sentence why.
3. Yield & risk (10 min)
- List active Earn / staking positions and approximate APY.
- Confirm you understand lock-up and counterparty risk for each.
- Scan yield opportunities only after core allocation is set.
4. Security & exports (5 min)
- 2FA on exchange, no withdrawal whitelist changes you did not make.
- Export trade history CSV for the quarter (tax habit).
- See export guide and tax pack.