Track Your Bundle and Managed Portfolio Performance With More Clarity

Crypto Bundles are one of the easiest ways to invest in crypto: instead of picking individual tokens, you get instant exposure to a whole theme in just a few taps. Simple, smart, and stress-free.

But until now, there’s been one big gap: understanding how your bundle is actually performing.

Sure, you could see a performance chart in the Marketplace—but that only showed a generic, standard case. It didn’t reflect:

• When you personally invested
• Whether you sold part of your bundle along the way
• Or the impact of BORG, since BORG isn’t reallocated during rebalancing

In short: what you saw wasn’t always your reality.

That changes today. 🚀

What’s New

From now on, whenever you hold—or even if you’ve previously held—a bundle, you’ll see two new, crystal-clear metrics right on your Asset screen:

• PnL (Profit & Loss) – so you know exactly how much you’ve gained or lost, both realised and unrealised.
• Performance – with two calculation options, giving you a personalised lens on your investment journey.

No more guesswork. No more one-size-fits-all. Just your real results, tailored to you.

How to Use It

1. Open your bundle in the app
2. On the Asset screen, check the top section for PnL and Performance

PnL (Profit & Loss)

Tap on PnL to dive deeper into:

• Total PnL – your overall result combining realised and unrealised returns
• Realised PnL – profits/losses you’ve already locked in by selling
• Unrealised PnL – the potential gains/losses on what you’re still holding

Performance

Switch between two calculation methods:

• Simple Return – a straightforward measure of how much your bundle has grown compared to what you’ve invested
• MWR (Money-Weighted Return) – a smarter view that adjusts for when you invested or withdrew, showing the true impact of your timing

How We Calculate It

1. Simple Return

Simple Return = (Current Balance + Amount Sold) / Total Invested from the beginning

This gives you an easy snapshot of your bundle’s growth since you started.

2. MWR (Money-Weighted Return)

MWR works like an internal rate of return (IRR). It factors in every deposit and withdrawal as a “cash flow” and calculates the return based on your actual investment timing.

In plain English:

• If you invested before a rally, your MWR looks great 🚀
• If you invested before a dip, your MWR will reflect that 📉

It’s the most accurate way to measure your personal journey, not just the market’s.

👉 With this upgrade, bundles are easier than ever to understand. You’ll always know where you stand—whether you’re holding, selling, or just getting started.

Crypto investing shouldn’t feel like a mystery. And now, with personalised performance tracking, it doesn’t.

Conclusion

This update transforms how you experience Bundles on SwissBorg. By giving you personalised PnL and flexible performance tracking, we’re making crypto investing more transparent, more accurate, and easier to understand. Whether you’re new to Bundles or already diversifying, you’ll now have a clear picture of how your strategy is truly performing, helping you make smarter, more confident decisions.