If you’re actively engaging with just three different types of crypto in your portfolio — or plan to in the future — then you’re in the right place.
Today, people who manage portfolios with three or more different crypto coins are encouraged to use a tracker to help them supervise their investments.
Especially now that crypto is going mainstream, pretty much everyone who’s interested in this booming alternative asset is going to need some kind of tracker sooner or later.
Sound like it’s time to do some shopping?
Agreed.
Come with us as we explore the ins and outs of crypto portfolio trackers, such as:
- 4 leading reasons having the right tracker is critical for investors like yourself
- 8 must-have features to put on your tracker shopping list
- 7 of the best crypto portfolio trackers for investors with diverse portfolios
- Our recommendations on the best all-around crypto portfolio tracker
4 Reasons Having the Right Crypto Portfolio Tracker is Key for Investors
Wondering why the conventional wisdom dictates that active investors use a tracker for their portfolios?
Here are a bunch of reasons why having a great financial tracker is vital.
Help Set and Meet Financial Goals
One of the essential features of a crypto portfolio tracker is that it organizes your scattered information into a single place where it’s easy to look at.
By doing so, trackers make your financial information easier to understand and absorb. And when you’re able to better understand where your financial holdings are, where they’re going, and how they interact; you’ll be in a better place to create and stick to well-informed financial goals.
Always Understand the Value of your Crypto Holdings
The cryptocurrency market is an active one. The value of each coin fluctuates, sometimes wildly, every minute of every day. If you have several coins to keep an eye on, good luck flicking through a bunch of different crypto exchanges to add up the value of your holdings before they change and you have to start all over.
If you want to get a good picture of the value of all your different crypto coins before a major trade, a robust tracker can enable you to do so at a glance.
Stay Aware of Market Changes and Opportunities
Thanks in part to their comparative youth in the market, crypto assets are often volatile. Anyone who followed Bitcoin (BTC), Dogecoin (DOGE), and Elon Musk throughout spring 2021 could tell you that.
And these wild swings, as well as other developments in the industry such as banks and other businesses hopping on the crypto bandwagon, can open up opportunities for investors who are looking to make a move. However, that’s something you can’t do when you don’t have an accurate view of your buying power. Get that kind of view fast, quick, and in a hurry with a powerful crypto portfolio tracker.
Keep Your Portfolio Diversified
Diversification is a widely-respected rule among investors, and it’s no surprise why. Well-diversified portfolios are generally protected from significant losses when markets experience their typical ups and downs and typically generate higher returns than poorly diversified portfolios.
Good crypto portfolio trackers empower investors to branch out and pursue diversification without getting overwhelmed or losing track of all their various coins.
8 Features to Look for in Your Cryptocurrency Portfolio Tracker
When shopping for a cryptocurrency portfolio tracker that fits into your lifestyle and supports your investment style, there are a handful of overarching features we recommend prioritizing.
Ease of Use
While it’s often dismissed or overlooked by technology creators in the financial space, ease of use is very important for your tracking tech.
Think about it — you might need to use this tool several times a week, if not every day! If you groan every time you open it up and it takes you several minutes just to do or find what you’re looking for, are you going to be as diligent as you should be in keeping your portfolio at the top of its game?
Supports Your Desired Crypto Wallets, Currencies, Exchanges, etc.
Here’s a more obvious one. You of course want your crypto tracker to support the assets and accounts you want to connect!
In an age when easy integration almost feels like a given, it’s easy to be surprised when a financial tool doesn’t monitor the very thing you expect it to. But this happens more often than you think, especially with all the regulations that govern the wealth space. So be sure to dive into the documentation on any tool in which you’re interested to make sure it can support the portfolio you have today, as well as the direction in which you want to grow it.
Availability Across Devices
Today’s portfolio tech needs to be ready for anything, including that month-long trip to Portugal where you only plan to bring carry-on luggage.
If you can manage your life from your phone or your tablet, you should be able to manage your portfolio the same way. Make sure the tool you go with isn’t just tied to your computer but can also function seamlessly across all the devices you do.
Analytics
The adage “what gets measured gets managed” isn’t often applied to the wealth world, but it makes perfect sense here. When you understand how your assets are performing, you can make more informed decisions about how to improve your overall financial health. The issue is, not all crypto portfolio trackers give you this kind of performance report. So if it’s important for you to understand your portfolio and actively move toward your financial goals, find a tool that provides analytical insights.
Security and Privacy
A lot of financial tools out there want to attract users with the promise of a free tier. But the problem is, apps that claim to be free have to make money somewhere.
For wealth management tools, that place is often from your data. They’ll either sell it (after aggregating it, usually) to advertisers or use it themselves to upsell you or target you with their own ads.
Data is just one angle from which to think about your security and privacy. Portfolio trackers often have access to your financial information and in some cases login credentials, so you want them to be prepared to protect that information in every way possible. If a financial app isn’t transparent about its security and privacy efforts, keep lookin’.
Flexibility
Many wealth management tools take themselves a little too seriously. It’s time to admit that the consumer is knowledgeable and should have the power to customize their financial apps to their liking, as much as possible. If you like to take a more hands-on role in your financial management journey, look for an app that offers flexibility.
Customer Support
Need help with any of the above features? Better hope your crypto portfolio tracker has actual humans available to provide customer support! Sometimes this feature only comes with more expensive tiers, so before you commit to a tool try to get in touch with their team to see what you can expect if you need help.
Bonus Unique Features: Price Alerts, News Feeds, Tax Support, etc.
With all the essential features taken care of, you can start thinking about some of the more unique capabilities you might enjoy in a crypto portfolio tracker.
Maybe you really like to stay up on the latest crypto news — there are several apps that have a news feed! If you’re worried about how to handle tax season, track down an app that specifically mentions how it’ll help you manage taxes when the time comes.
In the next section we’re going to introduce you to some of the best and most popular crypto trackers, pointing out their unique features so you can get a head start on shopping.
7 of The Best Crypto Portfolio Trackers on the Market
So you wanna use your crypto investments to meet your financial goals, take advantage of cutting-edge opportunities, and more?
Then it’s time to pick your player to track your crypto portfolio.
Here are some of our faves.
Kubera: The Best All-In-One Crypto Portfolio Tracker for Diverse Investors
First up is Kubera, a personal balance sheet and wealth tracker for crypto and more.
Our app is powered by custom architecture that enables the Kubera dashboard to connect to bank accounts, brokerages, exchanges, and other institutions all over the world (see the living list here!). Account-based assets update automatically. For assets that aren’t account based, it’s quick to add all their details to Kubera’s easy-to-use interface.
Kubera is the most complete tool for managing a portfolio full of Fiat currencies, real estate investments, physical goods, DeFi assets, and of course the above-mentioned BTC, DOGE, and other crypto like Ethereum (ETH) and beyond!
On top of our integrations with leading financial aggregators, we also work with leading asset experts (like EstiBot, Zillow, and more) so you can always see the real-time value of your real estate, vehicle, and even domain investments in Kubera. You can also add traditional stock and crypto tickers to your dashboard to monitor the performance of individual stocks and crypto coins that don’t update automatically for any reason.
Wondering now how to calculate ROI on your investments? To find internal rate of return (IRR is a more detailed version of ROI), Kubera takes original cost, current value, cash flow, and holding time into account. Then, it automatically compares that IRR against popular indices and tickers to help you determine if you’re happy with your asset performance.
Ready for an analytical overview of it all?
Then you’ll love one of our newer features: recap. With recap, Kubera crunches massive amounts of data to give you a visible summary of how your assets are doing on a daily, weekly, monthly, quarterly, and yearly basis. Stay tuned as we continue to flesh out this screen to give you even more insights into portfolio performance!
You don’t have to be the most active crypto investor in the world to use Kubera, you just have to have a desire to finally make your portfolio work for you instead of the other way around. Kubera is available on iOS and Android and prioritizes security, privacy, and support for our family of users. See how Kubera’s crypto portfolio tracker can serve you by taking Kubera for a test drive or signing up for an affordable subscription today.
Have a financial advisor or wealth manager you enjoy working with? Let them know about Kubera’s white-label solution, which they can use to offer a more modern experience to their tech-savvy clients — including you!
Coinbase: For Those Just Getting Started With Their Crypto Portfolios
Coinbase is a great tracker for investors with crypto portfolios, specifically.
Several features make Coinbase an ideal fit for crypto investors who are just learning the ropes. The simple, clean design makes it easy to use; there is no shortage of helpful documentation from the company; and the platform even has an educational program from which users can earn crypto just for taking classes to learn about different coins!
In addition to a simple-yet-clear dashboard that enables users to track their portfolio, Coinbase is also a cryptocurrency exchange with a wallet, meaning you can also invest in a wide variety of coins from right inside the app. Here we’ll note that not every crypto portfolio tracker is also an exchange, but you’ll notice as you go through this list that it’s decently common among the more robust options.
Coinbase Pro is an additional Coinbase product directed at crypto traders. The platform provides functionality for buying, selling, and trading digital assets; monitoring your trade history; watching the market; managing several portfolios; and beyond.
FTX (Formerly Blockfolio): Providing a Suite of Crypto Trading and Tracking Tools
Formerly Blockfolio, FTX is a trading and tracking app with a robust suite of features that make crypto and digital assets accessible from several angles.
The FTX exchange offers a platform for buying, selling, and trading digital assets including NFTs, DeFi, and cryptocurrencies like Bitcoin, Ethereum, Dogecoin, and more. Then there’s the FTX Card that investors can use to spend their crypto. FTX Pay is technology that plugs into a website or app to enable it to accept crypto-based payments. FTX Signal connects subscribers directly to token teams to get the latest news on their favorite projects. There’s even a portal from which to create your own NFTs.
Whereas Blockfolio was laser-focused on portfolio tracking, FTX’s suite of products and services has expanded to provide security, privacy, and ease of use to get more people into the crypto world. Because of this, we’d recommend the tool for investors who are really ready to go all-in on digital assets and will make the most of the platform’s capabilities.
Accointing: For Simplifying Taxes as Well as Handling Crypto Portfolios
Next up we have Accointing with one of the most interesting spins we’ve seen among crypto portfolio trackers — it helps you file your taxes!
When it comes to tracking crypto, Accointing lets you get an overview of your portfolio, create alerts, and keep an eye on both the overall market and specific coins in which you’re interested. But in addition, Accointing also makes it quite simple to create reports customized to your location and the information in your portfolio that you can use to file taxes more easily.
Accointing sounds like a pretty complete option for investors who are heavy into crypto and like to take a DIY approach to tax season.
Delta: Crypto Portfolio Tracking for the Analytics-Obsessed Investor
What started as a pretty standard entry among crypto portfolio trackers has morphed a bit to become a standout for crypto analytics nerds.
With Delta, investors can view analytics pertaining to different coins’ price movements over time, their own trade history, each asset’s source, the asset location, their most used exchanges, and more.
Users can even analyze their favorite coins in more depth with direct links to coin websites, whitepapers, social media platforms, and beyond.
And if you’re a true crypto analytics fanatic, don’t worry — paying users can access even more metrics and analytics features.
Coin Market Manager: A Binance Partner with Deep Analytics Features
Coin Market Manager is a crypto portfolio tracker built for active traders.
On top of its tracking and trading features, Coin Market Manager has made a name for itself with journaling and analytics features that help users become stronger traders.
Automatically, Coin Market Manager generates reports that break down trading history and performance. The insights generated through these reports help traders understand which strategies are working for them and where they can improve.
Coin Market Manager is also an official partner with Binance, providing detailed portfolio tracking and analytics features specifically for Binance users.
While Coin Market Manager has the institution-grade security you’d expect from such a built-out tracking and trading tool, there are some trade-offs when it comes to functionality. Coin Market Manager isn’t available via mobile app nor does it connect with the same breadth of exchanges as many other portfolio managers.
CoinStats: Track and Trade Across Major Exchanges Accounts, from One Account
CoinStats is a crypto portfolio tracker that, like others on this list, is well-prepared to give the user a detailed overview of all their crypto assets from one dashboard.
Where CoinStats stands out is in its ability to track thousands of crypto transactions under one roof. With one CoinStats account, you can trade across multiple exchanges including Binance, Coinbase, Kraken, Bittrex, and more. It also tracks noncustodial wallets such as MetaMask, Ledger, Bitcoin Wallet, and beyond.
With CoinStats, you can even purchase crypto directly, and identify the best prices for any coins you want to offload before selling them.
Sign Up for The Crypto Portfolio Tracker With Every Feature You Need — Kubera
You may not already be actively managing three or more different types of crypto, but if you take our advice to keep diversifying your portfolio you very well could be quite soon!
For the investor with assets as well-traveled as they are, there really is only one tracker for crypto and beyond — Kubera.
Kubera was built by modern investors for modern inventors to help you monitor and manage a successful crypto+ portfolio without asset limitations, annoying ads, scary privacy concerns, or pushy salespeople.
Subscribe today and see if it’s a fit for your modern portfolio.
