Crypto Portfolio Management Tools: The Complete List
In this article, you will find the complete list of cryptocurrency portfolio management tools that can help build your digital assets.
What is a Cryptocurrency Portfolio?
In investment and finance, a portfolio is defined as a grouping of financial assets which includes stocks, bonds, fiat currencies, cash equivalents, and commodities, among others.
A crypto portfolio can be defined similarly, but with a notable difference in the kind of investments held. Instead of traditional assets, your cryptocurrency portfolio consists of the diverse digital currencies that you hold, invest in, and trade on your chosen cryptocurrency trading platforms.
Essentially, your cryptocurrency portfolio is like a basket of cryptocurrencies that you have.
Why do you need Crypto Portfolio Management Softwares or Tools?
The end goal of cryptocurrency investors and bitcoin traders is to build their portfolio by growing the value of their investments.
To build a portfolio, a crypto trader must consider the following: asset allocation, risk tolerance, trading style, and individual’s time horizon.
One’s cryptocurrency portfolio can never be exactly the same as another. The choice of digital assets may depend on many factors such as the technology behind the token, the platform behind the development of the coin, and more. Even your own tolerance for crypto price volatility can affect the way that you build your portfolio.
To effectively keep track of your cryptocurrency holdings and the performance of your trades, you will need tools or software for crypto portfolio management.
Since cryptocurrency prices are usually volatile or changing frequently, it could be impossible to manually update your portfolio with the real-time value of your digital assets.
Also, those who frequently trade and those who use crypto trading bots or advanced crypto trading software with scaled orders can fail to keep track of their current crypto holdings without the help of reliable crypto portfolio management tools.
What are Crypto Portfolio Management Tools?
Crypto trading technology is a fast-evolving industry with new developments constantly being introduced to the community. Even cryptocurrency portfolio management tools and software companies frequently give us new features that help resolve traders’ problems.
Here are some of the common uses of crypto portfolio management tools:
-Convenient tracking of cryptocurrency investments or trading digital currencies using only a single application;
-Monitoring of asset allocation and trade orders;
-Comparison of coin performance; and
-Real-time portfolio updates that include crypto price movements and balances.
The Complete List of Crypto Portfolio Management Tools Available
Altrady Makes Crypto Trading Easy - Comprehensive Portfolio Manager to Keep Track of All Your Holdings
Altrady is a cryptocurrency trading platform that can be integrated to multiple crypto exchanges including Binance, Binance US, Bittrex, BitMEX, Coinbase Pro, HitBTC, Huobi, OKEx, Kraken, KuCoin, and Poloniex.
As an all-in-one crypto trading software, Altrady features a comprehensive portfolio manager that has a beautiful portfolio dashboard that can let you examine all your digital assets across different exchanges. It automatically reflects the movement of your trades by showing accurate values for your crypto assets in different exchange wallets and in custom time frames.
Altrady’s crypto portfolio manager gives you a detailed presentation of all your cryptocurrency holdings with information that is organized according to asset distribution per exchange and currency.
One of the nicest things about Altrady’s portfolio manager is its organized presentation of data. You can choose to view information through a line chart for USD/BTC portfolio value, pie chart for currency distribution and exchange distribution, and stacked chart to compare a specific coin volume against the total assets.
Track Your Crypto Portfolio
With CoinStats, you can keep track of your cryptocurrency portfolio in a single place. It supports more than 8,000 digital currencies and 300 crypto exchanges.
To enjoy the full benefits of CoinStats, you can sync your exchange account or crypto wallet. This will let you automatically monitor your cryptocurrencies' movement and receive personalized crypto news alerts so that you can always be updated on the latest trends.
CoinStats is available on iOS, Android, Web, MacOS, Telegram Bot, and Apple Watch.
Simplify the Way You Manage Your Portfolio by Automating Your Trading Strategy
Shrimpy is a social trading platform for cryptocurrencies with user-friendly crypto portfolio management tools. There are a total of 120,000 trades being done on the platform per day and since its establishment already had a total volume of over 500 million trades. Among the crypto exchanges supported are KuCoin, Binance, Gemini, Bitstamp, Bitfinex, and more.
Shrimpy has an advanced feature called Universal Exchange Interface which provides a seamless way of viewing one’s portfolio without any interruption at all. It also allows backtesting of crypto portfolios with up to five years of historical data collected from your crypto exchanges. Other functionalities include building custom portfolios and rebalancing.
The Best Crypto Tracker for Your Bitcoin and Other Crypto. Everywhere.
Delta is a cryptocurrency portfolio tracking application that supports more than 300 exchanges including Coinbase, Kraken, Bit-Z, HitBTC, Binance, Bitstamps, Gemini, Bithumb, and more. With the Delta app, you can efficiently keep track of your Bitcoin, Ethereum, and Litecoin holdings plus more than 7,000 altcoins.
The Delta crypto portfolio manager can help you have a clear overview of your total portfolio balance and total profit or total loss in the last 24 hours or from the beginning of your trading journey. You can see crypto investment trends through Delta’s personalized portfolio graph that reflects how your assets have grown or decreased throughout the investment period.
Delta also features market overview, market watchlist, and custom notifications. Its detailed trading analysis includes a segregated overview for asset split, asset source, asset location, and investment status.
The World’s Most Popular Bitcoin & Cryptocurrency Portfolio Tracker. 100% Free.
Blockfolio is among the most popular cryptocurrency portfolio management tools that are used by millions of crypto traders worldwide. It claims to have more than 6 million users with support for more than 500 cryptocurrency exchanges and over 10,000 digital currencies.
One of the best things about Blockfolio is that users don’t have to spend a single cent just to enjoy their features. The team behind Blockfolio is committed to the free distribution and public accessibility of crypto market data. Anyone can download the Blockfolio app on iOS or Android.
With Blockfolio, you can be constantly updated on the global average crypto pricing while having an overview of your market watchlists and portfolios.
CryptoCompare is the Perfect Place to Learn About Cryptocurrencies
CryptoCompare was established in 2014 by Charles Hayter and Vlad Cealicu as a global crypto market data provider that aims to help institutional and retail investors reliable market information on thousands of digital currencies. It takes pride in its robust technology that is able to provide real-time data on more than 5,300 digital coins and over 240,0000 crypto pairs.
It offers a comprehensive overview of crypto markets that include trade data, order book data, historical data, and social data, among others. With the accessible data provided by CryptoCompare, crypto traders can effectively execute their crypto investment portfolios.
First-time visitors to their website may be overwhelmed by the abundance of charts, but further examination can prove that these charts can be of significant value for the effective management of portfolios and planning of trading strategies.
A Social Cryptocurrency Tracker
Altpocket has a mission to unite cryptocurrency traders under one platform by simplifying trading for everyone and by designing a platform that can be used by both advanced and beginner crypto traders. This application allows users to keep track of their digital assets and enables them to discuss crypto markets and strategies in their community.
WIth Altpocket, traders can automatically sync their crypto exchange account to have a consolidated view of their digital assets from across multiple wallets. Apart from tracking your crypto investments, you can also share your portfolio with friends, family, and the entire community to get their help and opinion on certain matters about trading. Altpocket can also send you notifications about your favorite trader’s move so that you can decide whether or not to follow their trading action.
This app can be downloaded to both Android and iOS so that you can manage your assets wherever you are.
Your Cryptocurrencies in a Snap
Bitsnapp helps you view all your digital assets in a snap or in as easy as one, two, three. This cryptocurrency portfolio tool is used by more than 10,000 traders and investors. It supports at least 1,500 digital currencies and has more than 25 API integrations.
Bitsnap lets you connect multiple crypto exchanges and different blockchain wallets so you can conveniently track all your assets using a single application. It has a well-designed user interface so that you can easily understand what is happening to your digital assets in relation to the current movement of crypto markets.
Other features of Bitsnapp include crypto news integration into the app, detailed coin market view, portfolio visualization through charts, automatic balance syncing through wallet address tracking, and data security.
Smart Crypto Portfolio Tools & Insights
Unspent is a time-saving application that is equipped with useful tools for crypto portfolio tracking and asset management. It envisions to help crypto traders focus on what matters most so they can make informed trading decisions.
Using the Unspent crypto portfolio tracker is very easy: users will just have to create an account and connect their exchange accounts or wallets. When the connection has been successful, Unspent will automatically update the dashboard to reflect accurate information about one’s portfolio.
Unspent helps traders and investors manage their risks by offering a detailed view of portfolio distribution across market caps, performance histograms, and assets correlation. It presents information such as portfolio value, balance for each digital currency, and the proportion of each currency holding to your overall portfolio.
Other features of Unspent include crypto price alerts through email messages, trading overview including realized and unrealized profits, and an open finance activity dashboard.
Among the exchange supported are Coinbase Pro, Huobi, Binance, Bitstamp, CoinSpot, Bittrex, Kraken, Poloniex, HitBTC, and IDEX. Its supported wallets are for Bitcoin, Ethereum, Litecoin, XRP, Dash, Dogecoin, and more.
Real-Time Insights & Informed Decisions for Your Cryptocurrency Investments
KryptoGraphe is a free cryptocurrency portfolio management application that is available both on the App Store and Google Play. It lets you track your crypto investments without hassle. Although its basic plan is free, you could still opt to pay a premium to get advanced portfolio management solutions.
Among the features of the KryptoGraphe crypto portfolio tracker are FIFO based accounting and portfolio performance insights, wallet synchronization, Top 100 coin watchlist, coin market search, performance growth per exchange or currency, and percentile score based on your relative position in the market.
KryptoGraphe also brings you regular news updates to help you become informed about the latest news happening in the crypto industry that may affect the rise and fall of coin prices.
How to Choose the Best Cryptocurrency Portfolio Management Tool
Choosing the best cryptocurrency portfolio management tool is based on your personal preference. Since you have your own wealth-building goals, trading strategies, and coin watchlists, your choice for a crypto portfolio tracker may be different from another person within the same crypto community.
To help you, here are some basic standards that you can consider when choosing which crypto portfolio management software or tool to use:
Your crypto portfolio management tool has to support all the cryptocurrency exchanges which you have an account with. If you want to take advantage of a crypto portfolio tracker’s automatic data syncing, then it has to be integrated with your crypto exchange account. If not, then you better forget about subscribing to that portfolio management app.
Supported Digital Currencies
Same as with the availability of supported crypto exchanges, you also have to ascertain that your preferred digital currencies are supported by the crypto portfolio tracker that you are eyeing. Always check if the crypto asset management tool connects to all your crypto holdings.
Cryptocurrency Portfolio Management Pricing
Yes, there are free cryptocurrency portfolio management tools out there, and some have really good reviews from their users. But if you decide to pay for a premium subscription for better services, it would always be wise to check for the inclusions in your plan and check what other crypto traders are saying about the platform.
How does the crypto portfolio management dashboard look like? Does it have a user-friendly interface? To help you decide, you should check if there is a seamless layout, and if the widgets are customizable.
The information presented on your dashboard should include all the necessary information to make accurate monitoring, real-time tracking, and effective evaluation of your crypto assets.
Your chosen crypto portfolio management software and tracker tools should have the highest security features such as multiple layers of encryption, two-factor authentication for logging in, and other safety mechanisms in place.
You should also check the reputation of the developers behind the crypto portfolio management platform to give you the confidence that your assets and private information are safe.
There are a lot of platforms that offer a combination of many functional features that go beyond cryptocurrency portfolio tracking and asset management. Take advantage of these advanced functionalities to build your crypto portfolio.
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