The Desktop Method

A calm sequence for Smart Crypto Calculator PC work: export, weigh, mark break-even, then write rules you can reopen without us.

01

Export what you actually hold

Pull balances and trade history from the venues you use. Incomplete exports are fine to start; we mark gaps instead of inventing fills.

02

Separate conviction from leftovers

Name which coins you intend to keep on purpose and which arrived by impulse. Allocation math respects that distinction.

03

Set weights and a cash buffer

Target percentages and a cash line sized for fees and the next planned buy — visible in the same worksheet as your holdings.

04

Mark break-even with fees

Each watched position gets a flat price that includes documented trading and network costs, not just the average fill.

05

Write rules for the next desk day

Rebalance bands, sizing caps, and review cadence go on the sheet so a rainy evening alone does not turn into guesswork.

The method exists so portfolio allocation and break-even planning stay on your PC. AutoOrch Digital guides the session; the files remain yours. If you want the full flagship pass, start with the Portfolio Allocation Session.

Ready to sit at the numbers?

Book a portfolio allocation session or ask which consultation fits your holdings.