Keeping One Portfolio in Sync Across Two Devices

You set the whole thing up on your phone. Six connections, a dozen manual positions, cost basis corrected by hand over an evening you would rather not repeat. Now there is a tablet on the sofa, or a new phone in a box, and the question is how much of that work has to happen twice.

Less than you think, but not none, and the parts that do not travel are exactly the parts you forget until you need them.

What follows my account and what stays on the handset?

The useful distinction is ownership. Some things belong to your account. Others belong to the device, because the operating system owns them rather than the app.

Account-side is your portfolio itself. The read-only connections you authorised, the manual positions you entered, the watchlists you built, the alert rules you configured. This is data the service holds against your sign-in, which is why it is designed to appear when you sign in somewhere else. It is also why an exchange connection does not care which handset it is viewed from: the read-only key lives at the exchange, and any device holding a valid session can read through it. Read-only API keys covers what that key can and cannot do, which is worth knowing before you have two devices reading through the same one.

Device-side is everything the phone itself controls. Widget placement and configuration on the home screen. Notification permissions. Biometric app lock, which is tied to the face or fingerprint enrolled on that specific device and is a local security control rather than an account setting. Whether the app is allowed to refresh in the background. Your appearance and language preference, if the app reads those from the system.

None of that second list is a bug or an omission. A home screen layout is not portable between devices by design, and a biometric lock that followed your account to a stranger's handset would be a serious security failure rather than a convenience. App lock and biometrics covers setting it up, and it is the first thing to redo on any new device.

The practical consequence is that a second device gives you your portfolio immediately and your habits not at all. The numbers arrive. The widget you check without thinking, the alert notifications you rely on, the lock you expect to see when you open the app. Those are ten minutes of setup you have to do again, They are also the reason people report a second device "feeling wrong" for a week.

How do I set up a phone and tablet properly?

The tablet is not a second copy of the phone. It is a different reading surface, and treating it as one improves both.

1. Install and sign in on the tablet. Your portfolio should populate. Do not configure anything yet.
2. Compare totals against the phone. Same number, same connection count, same manual positions. If anything differs, resolve it before building on top of it.
3. Decide where notifications live. Alerts on two devices means the same notification twice, and duplicated notifications are the fastest route to ignoring all of them. Pick the device you carry and turn notifications off on the other at the system level. The app stays fully usable there.
4. Configure widgets separately, for the different job. A tablet on a desk is a glance-at-a-chart surface; a phone is a check-in-a-queue surface. The available widgets are Global, Prices, News, Portfolio and ETH gas, the last of which is iOS only. Crypto widgets covers what each shows.
5. Set the app lock on the tablet. Especially the tablet. A shared household device holding a full view of your holdings is a different risk profile from a phone that never leaves your pocket.

The genuinely useful split, in practice, is reading on the tablet and acting on the phone. Charts and news are better on a larger screen. Alerts and quick checks belong on the device you actually have with you.

What about a laptop?

Be realistic about this one. The web experience is a v0.1 preview covering a few areas, not a second full client. Most of the depth lives on mobile, and that is a deliberate choice rather than a roadmap gap that will close next month.

If your tracking habit is genuinely desktop-first — you sit at a machine all day and check a browser tab rather than a phone — that cuts against this app and you should weigh it before committing. Web versus mobile tracking goes through the trade honestly, including the situations where a desktop-first tool is the better answer.

For everyone else, the laptop is a glance surface and the phone is the product.

How do I move to a new phone without losing anything?

The failure mode here is not losing data. It is discovering something was missing after the old device is already wiped, at which point the fastest recovery path has been thrown in a drawer.

Do the verification before the wipe, not after.

Start by exporting a copy of your portfolio data while you still have a working device. Exporting your data covers getting a file you own, and having one costs you five minutes and removes the entire category of worry. Write down your connection count and your portfolio total to two decimal places on a piece of paper.

Then install on the new device, sign in, and compare against that written figure. A matching total means the account-side data arrived. A missing connection announces itself in the count, and the usual cause is an expired exchange key rather than a failed transfer, which is a two-minute fix at the exchange.

Once the numbers agree, run a proper reconciliation rather than trusting the match. Two devices showing the same total only proves they agree with each other. Auditing your tracker covers checking each connection against the venue itself, which is the only comparison that establishes the number is right rather than merely consistent.

Then rebuild the device-side layer: notifications, widgets, app lock. Restoring on a new phone covers the security-side details, including what to do with the old handset. Sign out of it before it leaves your hands, whether it is going to a family member, a trade-in counter or a drawer.

Only then wipe the old device.

The pattern worth internalising is simple enough to carry: account data travels, device data does not, and verification happens while you still hold both. Do the twenty-minute pass now, on a calm afternoon, rather than on the evening you are trying to activate a new phone before bed.