{"id":10,"date":"2025-11-22T01:13:04","date_gmt":"2025-11-22T01:13:04","guid":{"rendered":"https:\/\/www.btcedgefund.com\/?page_id=10"},"modified":"2025-11-23T05:50:22","modified_gmt":"2025-11-23T05:50:22","slug":"portfolios","status":"publish","type":"page","link":"https:\/\/www.btcedgefund.com\/index.php\/portfolios\/","title":{"rendered":"Portfolios"},"content":{"rendered":"\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n  <meta charset=\"UTF-8\">\n  <title>Bitcoin Multi-Wallet Portfolio Tracker<\/title>\n  <style>\n    body {\n      font-family: Arial, sans-serif;\n      background-color: #f5f5f5;\n      margin: 0;\n      padding: 20px;\n      color: #222;\n    }\n    .container {\n      max-width: 1200px;\n      margin: 0 auto;\n      background-color: #ffffff;\n      padding: 20px;\n      border-radius: 8px;\n      border: 1px solid #ddd;\n    }\n    h1, h2 {\n      margin-top: 0;\n      color: #1a1a1a;\n    }\n    .section {\n      margin-bottom: 32px;\n    }\n    .section-description {\n      font-size: 0.9rem;\n      color: #555;\n      margin-bottom: 10px;\n    }\n    table {\n      width: 100%;\n      border-collapse: collapse;\n      margin-top: 10px;\n      font-size: 0.9rem;\n    }\n    th, td {\n      border: 1px solid #ccc;\n      padding: 6px 8px;\n      text-align: left;\n      vertical-align: top;\n    }\n    th {\n      background-color: #f0f0f0;\n      font-weight: bold;\n    }\n    .small-note {\n      font-size: 0.8rem;\n      color: #777;\n      margin-top: 6px;\n    }\n\n    \/* Email-safe-ish button look (pure HTML) *\/\n    .btn-wrapper {\n      margin: 20px 0;\n    }\n    .btn {\n      display: inline-block;\n      padding: 10px 16px;\n      background-color: #0077cc;\n      color: #ffffff !important;\n      text-decoration: none;\n      border-radius: 4px;\n      font-size: 0.9rem;\n    }\n\n    @media (max-width: 768px) {\n      body {\n        padding: 10px;\n      }\n      .container {\n        padding: 12px;\n      }\n      table {\n        font-size: 0.85rem;\n      }\n    }\n  <\/style>\n<\/head>\n<body>\n  <div class=\"container\">\n    <h1>Bitcoin Multi-Wallet Portfolio Tracker<\/h1>\n    <p class=\"section-description\">\n      Use this page to track contributions from friends, your BTC purchases,\n      and how those sats are allocated across different wallets.\n      You can copy and paste this HTML into a website or email editor.\n    <\/p>\n\n    <!-- Optional call-to-action \/ note -->\n    <div class=\"btn-wrapper\">\n      <a href=\"#\" class=\"btn\">Add New Contribution<\/a>\n    <\/div>\n\n    <!-- 1) Contributions Log -->\n    <div class=\"section\" id=\"contributions-log\">\n      <h2>1. Contributions Log<\/h2>\n      <p class=\"section-description\">\n        Log every time a friend gives you cash to buy Bitcoin. Each row is\n        one transaction (one contribution and its corresponding BTC purchase).\n      <\/p>\n      <table>\n        <thead>\n          <tr>\n            <th>Friend Name<\/th>\n            <th>Date Received<\/th>\n            <th>USD Amount Received<\/th>\n            <th>BTC Purchase Date<\/th>\n            <th>BTC Price at Purchase (USD\/BTC)<\/th>\n            <th>BTC Purchased<\/th>\n            <th>Wallet ID<\/th>\n            <th>Notes<\/th>\n          <\/tr>\n        <\/thead>\n        <tbody>\n          <!-- Example row (you can remove or duplicate as needed) -->\n          <tr>\n            <td>John Doe<\/td>\n            <td>2025-11-21<\/td>\n            <td>$250.00<\/td>\n            <td>2025-11-22<\/td>\n            <td>$80,000<\/td>\n            <td>0.003125<\/td>\n            <td>W01<\/td>\n            <td>Holiday contribution<\/td>\n          <\/tr>\n        <\/tbody>\n      <\/table>\n      <div class=\"small-note\">\n        Tip: Add more rows as contributions come in. Keep the <strong>Wallet ID<\/strong> consistent with the Wallet Registry below.\n      <\/div>\n    <\/div>\n\n    <!-- 2) Wallet Registry -->\n    <div class=\"section\" id=\"wallet-registry\">\n      <h2>2. Wallet Registry<\/h2>\n      <p class=\"section-description\">\n        List every wallet or account you use to hold Bitcoin.\n        Each wallet gets a unique <strong>Wallet ID<\/strong>\n        (referenced from the Contributions Log and Allocation Summary).\n      <\/p>\n      <table>\n        <thead>\n          <tr>\n            <th>Wallet ID<\/th>\n            <th>Wallet Name \/ Label<\/th>\n            <th>Wallet Type (Cold \/ Hot \/ Exchange)<\/th>\n            <th>Custodian (You \/ Shared \/ Multisig)<\/th>\n            <th>Public Address<\/th>\n            <th>Notes<\/th>\n          <\/tr>\n        <\/thead>\n        <tbody>\n          <!-- Example rows -->\n          <tr>\n            <td>W01<\/td>\n            <td>Ledger Nano X \u2013 Cold Storage<\/td>\n            <td>Cold Wallet<\/td>\n            <td>You<\/td>\n            <td>bc1qexampleaddress123&#8230;<\/td>\n            <td>Main long-term storage<\/td>\n          <\/tr>\n          <tr>\n            <td>W02<\/td>\n            <td>Kraken Account<\/td>\n            <td>Exchange<\/td>\n            <td>You<\/td>\n            <td>External (exchange internal)<\/td>\n            <td>Used for buying BTC before sending to cold storage<\/td>\n          <\/tr>\n        <\/tbody>\n      <\/table>\n    <\/div>\n\n    <!-- 3) Allocation Summary -->\n    <div class=\"section\" id=\"allocation-summary\">\n      <h2>3. Allocation Summary (per Friend &#038; Wallet)<\/h2>\n      <p class=\"section-description\">\n        Show how much BTC each friend has allocated in each wallet.\n        Use this to keep track of who owns what portion of each wallet\u2019s BTC.\n      <\/p>\n      <table>\n        <thead>\n          <tr>\n            <th>Friend Name<\/th>\n            <th>Wallet ID<\/th>\n            <th>Total BTC Allocated<\/th>\n            <th>Current BTC Value (USD)<\/th>\n            <th>Notes<\/th>\n          <\/tr>\n        <\/thead>\n        <tbody>\n          <!-- Example rows -->\n          <tr>\n            <td>John Doe<\/td>\n            <td>W01<\/td>\n            <td>0.005000<\/td>\n            <td>$400.00<\/td>\n            <td>Cold storage allocation<\/td>\n          <\/tr>\n          <tr>\n            <td>Jane Smith<\/td>\n            <td>W02<\/td>\n            <td>0.001500<\/td>\n            <td>$120.00<\/td>\n            <td>Still on exchange \u2013 pending transfer<\/td>\n          <\/tr>\n        <\/tbody>\n      <\/table>\n      <div class=\"small-note\">\n        You can update the <strong>Current BTC Value<\/strong> by multiplying BTC\n        allocated \u00d7 current market price of BTC.\n      <\/div>\n    <\/div>\n\n    <!-- 4) Portfolio Overview -->\n    <div class=\"section\" id=\"portfolio-overview\">\n      <h2>4. Portfolio Overview (per Friend)<\/h2>\n      <p class=\"section-description\">\n        High-level summary of each friend\u2019s total contributions, BTC holdings,\n        and estimated portfolio value.\n      <\/p>\n      <table>\n        <thead>\n          <tr>\n            <th>Friend Name<\/th>\n            <th>Total USD Contributed<\/th>\n            <th>Total BTC Purchased<\/th>\n            <th>Total BTC Allocated<\/th>\n            <th>Estimated Portfolio Value (USD)<\/th>\n            <th>Average BTC Cost Basis (USD\/BTC)<\/th>\n            <th>Notes<\/th>\n          <\/tr>\n        <\/thead>\n        <tbody>\n          <!-- Example row -->\n          <tr>\n            <td>John Doe<\/td>\n            <td>$500.00<\/td>\n            <td>0.006250<\/td>\n            <td>0.006250<\/td>\n            <td>$500.00<\/td>\n            <td>$80,000<\/td>\n            <td>All sats in W01<\/td>\n          <\/tr>\n        <\/tbody>\n      <\/table>\n      <div class=\"small-note\">\n        You can calculate the <strong>Average Cost Basis<\/strong> by dividing total USD contributed by total BTC purchased.\n      <\/div>\n    <\/div>\n\n    <hr style=\"margin-top: 32px; margin-bottom: 8px; border: none; border-top: 1px solid #ddd;\">\n\n    <p class=\"small-note\">\n      Note: This HTML is for record-keeping and visualization only.\n      Always back up your actual wallets and private keys securely.\n    <\/p>\n  <\/div>\n<\/body>\n<\/html>\n","protected":false},"excerpt":{"rendered":"<p>Bitcoin Multi-Wallet Portfolio Tracker Bitcoin Multi-Wallet Portfolio Tracker Use this page to track contributions from friends, your BTC purchases, and how those sats are allocated across different wallets. You can copy and paste this HTML into a website or email editor. Add New Contribution 1. Contributions Log Log every time a friend gives you cash [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-10","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/pages\/10","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":2,"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"predecessor-version":[{"id":17,"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/pages\/10\/revisions\/17"}],"wp:attachment":[{"href":"https:\/\/www.btcedgefund.com\/index.php\/wp-json\/wp\/v2\/media?parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}