Custom Columns & Formulas
What custom columns are
Live columns (symbol, units, price, P&L…) come from the blockchain and your holdings table. Custom columns let you annotate rows with your own values or derive new ones from a formula.
Adding a column
- Click + Add column above the grid.
- Give it a name (e.g. “Target”).
- Pick a data type — Number, Text, Checkbox, or Formula.
- For a formula, type an expression starting with
=. Autocomplete suggests functions and column variables as you type.
Data types
- Number — editable numeric cell.
- Text — free-form text.
- Checkbox — yes/no flag stored as text.
- Formula — computed, read-only cell.
Formula reference
| Function | Description | Example |
|---|---|---|
| SUM(a, b, …) | Adds all values. | =SUM(units, total_cost_usd) |
| AVERAGE(a, b, …) | Mean of values. | =AVERAGE(change_24h, unrealized_pnl_percent) |
| MIN(a, b, …) | Smallest value. | =MIN(current_value_usd, total_cost_usd) |
| MAX(a, b, …) | Largest value. | =MAX(current_value_usd, total_cost_usd) |
| ABS(a) | Absolute value. | =ABS(unrealized_pnl_usd) |
| ROUND(a, n) | Round to n decimals. | =ROUND(unrealized_pnl_percent, 2) |
| IF(cond, a, b) | Conditional value. | =IF(unrealized_pnl_usd > 0, "Profit", "Loss") |
| AND(a, b) | Both true. | =IF(AND(units > 0, change_24h > 0), "Up", "—") |
| OR(a, b) | Either true. | =OR(change_24h > 0, unrealized_pnl_usd > 0) |
| CONCAT(a, b, …) | Join strings. | =CONCAT(symbol, " — ", name) |
| UPPER(text) | Uppercase. | =UPPER(name) |
| LOWER(text) | Lowercase. | =LOWER(symbol) |
| PNL(units, avg_cost, price) | Unrealized P&L in USD. | =PNL(units, avg_cost_basis, current_price) |
| PNLPCT(avg_cost, price) | Unrealized P&L %. | =PNLPCT(avg_cost_basis, current_price) |
| VALUE(units, price) | Current USD value. | =VALUE(units, current_price) |
Reference any live column by its field name. The autocomplete dropdown in the Add Column modal lists every available variable.
Common examples
# My target profit =VALUE(units, 100000) - total_cost_usd # Profit/Loss label =IF(unrealized_pnl_usd > 0, "Profit", "Loss") # % of portfolio (using a helper column "portfolio_total") =current_value_usd / portfolio_total * 100
Last updated: April 2026