Crypto Portfolio Trackers

Portfolio trackers don’t let you buy and sell cryptocurrencies, but they enable you to view your holdings, keep account of profits/losses, analyze price charts, set price alerts, and much more. Some portfolio management tracking tools even allow you to calculate taxes and generate tax-friendly reports.

Think of it as a centralized data hub for all of your cryptocurrency financial concerns.

Typical portfolio trackers connect to cryptocurrency exchanges via the API. That means you’ll need to generate read-only API keys to punch into your portfolio tracker. They can also connect to cryptocurrency wallets by inspecting the public addresses on the blockchain.

Users are likely to keep their portfolios in a smattering of different wallets & exchanges. With a cryptocurrency portfolio tracker, you can unify your data in one place.

Cointracker

Cointracker is a relatively new tool on the market founded by a group of ex-Googlers. Its backers consist of some very prominent names in the start-up world: Y-Combinator, Alexis Ohanian, Balaji Srinivasan, and Zach Perret, to name a few.

The tool is used by over 100,000 people to track their portfolios across a myriad of cryptocurrency wallets, Defi tools, and centralized exchanges.

Unlike most portfolio tracking applications, CoinTracker also doubles up as a tax reporting tool.

Features:

• Supports over 300 exchanges(only about~ 40 via direct integration, the rest via CSV uploads)
• Tracks over 2,500 cryptocurrencies
• Jurisdiction specific tax report generation with turbo-tax integration
• Error reconciliation
• Supports margin trading
• Fee tracking

Pricing

Cointracker is one of the priciest apps on this list. The pricing is tiered based on the number of transactions. The free tier is particularly restrictive and only allows 25 transactions total. Hobbyist allows 200 and costs $69 per year. Premium allows 3000 and costs $229.

Desktop/Mobile?

There is a CoinTracker mobile app, but it is significantly less polished than the desktop version. The average rating for these mobile applications is 3.5/5.

Delta

Based out of Belgium, Delta has a reputation for being one of the leading cryptocurrency portfolio trackers in the market. Delta was acquired by multi-investment platform eToro in 2019. To date, Delta says it has seen 1.5 million downloads and has “hundreds of thousands” of active monthly users.

Features:

• Supports 300 exchanges
• Provides pricing data for over 7,000 cryptocurrencies
• Track multiple portfolios
• ICO Tracking
• Receive token updates directly from Token creators via Delta Direct

Pricing

The free version is quite useful compared to some of the other free options out there. Free tier users are limited to a single portfolio, two exchange connections, and two wallet connections.

The paid version costs $8.49/month and allows an unlimited amount of portfolios, exchange connections, and wallets.

Ease of Use:

Easy to use. Well polished onboarding and user experience.

Mobile/Desktop:

Delta is strictly a mobile application and does not offer a desktop version to its clients.

Blockfolio

Like Delta, Blockfolio is a mobile-only portfolio tracker. The team is based out of California and boasts over 5 million app/play store downloads.

Features:

• 8,000 cryptocurrencies tracked
• 300+ exchanges supported
• Integrations with messaging apps like Telegram and Slack
• Get token updates directly from team leaders
• Price change alerts
• Market news updates

Pricing:

Blockfolio is completely free

Ease of Use:

Easy to use. Well polished onboarding and user experience.

Desktop/Mobile:

Blockfolio is mobile-only with apps on Google and App store.

CoinTracking

Founded in 2012, CoinTracking is one of the older portfolio trackers on the market. Like CoinTracker, its main value proposition is to help cryptocurrency investors get their finances ready for tax season.

The company serves over 750 CPAs & and corporate clients and has a user base of around ~570,000.

Features:

• 11 Years of Historical Data
• Coin Trends for 7309 Coins
• Trade analysis
• Gain/loss analysis & reporting
• Interactive charts for trades and coins
• Profit / loss & Audit reports
• Realized and unrealized gain
• Taxes and tracking for mining income
• Jurisdictional-specific tax report generation — (FIFO, LIFO, AVCO…)

Pricing

Like CoinTracker, CoinTracking limits its pricing based on the number of transactions.

Under 200 transcations is free. 3,500 is $10/month. 100,000 is $25/month. Unlimited costs $50/month.

Ease of Use:

CoinTracking is slightly tricky to use and is more suitable for more accounting-savvy, power-users. Although it is a powerful tool, the UI is a little bit dated. CoinTracking is geared towards power users and may not be easy for a beginner to pick up.

Mobile/Desktop:

CoinTracking offers both mobile and desktop support. The mobile apps are available for both the App Store and the Google Play store.

CryptoCompare

Cryptocompare works a bit differently than the portfolio trackers we’ve already covered. Although it supports just as many exchanges as the others, it does not connect your direct exchange account.

Users have to create a portfolio on Crypcompare and input coins manually to keep track of its price. Therefore it is not as good for portfolio tracking. However, it offers more options compared to its peers in terms of portfolio discovery and creation.

Features:

• View and share portfolios across multiple users.
• Tracks 50k trading pairs across 170+ exchanges
• Robust API for historical data

Pricing

Cryptocompare is free and only charges for its API product.

Ease of Use:

Not easy to use for tracking because you have to manually input coins and their acquisition costs. But it is easy to use to explore other peoples’ portfolios.

Desktop/Mobile:

Cryptcompare has a mobile app for the Google Play store and the Apple App Store. However, the mobile version is not as polished as the desktop version.

CryptoWatch

Cryptowatch self-describes as a popular charting & trading terminal for cryptocurrency traders. Kraken owns CryptoWatch.

Compared to portfolio trackers like Delta and Blockfolio, CryptoWatch supports much fewer exchanges and costs more.

But CryptoWatch has the added benefit of enabling users to trade in its interface across exchange accounts directly.

Features:

• Unify portfolio data under one place
• 12 exchanges supported
• price and volume alerts across nine exchanges
• analyze crypto prices via charting tools
• trade on eight exchanges
• No support for wallets or DeFi applications.

Pricing:

The free trial is 14 days. After that, it is $10/month.

Ease of Use:

Medium. Clear user-interface but takes a bit of time to explore and learn all of the product features available.

Desktop/Mobile:

There is a CryptoWatch app on both the Apple and Google stores. The Google store app, for some reason, costs $1.99 while the Apple Store app is free.

Crypto Portfolio Managers

Crypto portfolio managers have the distinct ability to execute trades.

Rather than active trading, portfolio management tools help users create, obtain, and maintain their desired portfolio. Portfolio managers aim to automate as much of the boring stuff as possible, like portfolio rebalancing, and dollar-cost averaging.

HodlBot

HodlBot is a portfolio management tool that helps users diversify their cryptocurrency portfolios, and automate their trading strategies.

With HodlBot, you can create any custom portfolio or index. Then the tool automatically executes the trades required to get your portfolio to that allocation.

To get started, all you need is a cryptocurrency exchange account. HodlBot connects to the cryptocurrency exchanges you are already using.

When the market fluctuates, portfolio allocations will drift away from targets. To maintain its course, HodlBot automatically rebalances your portfolio by selling out-performing assets in favor of purchasing under-performing ones.

You can customize the rebalancing process by choosing between threshold rebalancing (rebalance when assets are out of their position), or periodic rebalancing (rebalance every X days).

You can additionally blacklist coins you want to avoid in your indices/portfolios and have a one-click option to trade your portfolio into stablecoins during a market crash.

Features:

• Well-researched cryptocurrency market indices.
• Eight different exchange integrations
• Backtesting tool with accurate and detailed historical data
• Advanced portfolio customization options
• Automated rebalancing with customizable time intervals
• Supports dollar-cost averaging
• Portfolio tracker

Price: 7-day free trial. Paid subscriptions start at $3/month.

Ease of Use:

Easy to use. User-friendly interface and handheld onboarding process.

Desktop/Mobile:

Optimized for the desktop experience. Mobile responsive website.

CoinBundle

Bundles let you invest in dozens of cryptocurrencies with one click. The only downside is that you don’t get to be able to customize the bundles yourself. Coinbundle supports 19 cryptocurrencies to date.

Features:

• Manage and track your cryptocurrency portfolio in one place
• One-click invest across popular preset cryptocurrency bundles
• Buy cryptocurrency via debit/credit card
• Funds secured by Kingdom Financial

Pricing:

Coinbundle doesn’t charge users a fee but takes a small fee based on top of trading.

Ease of Use:

Easy to use. User-friendly interface designed for novice users.

Desktop/Mobile:

Desktop and mobile apps available.

EmberFund

EmberFund is a non-custodial portfolio management tool for cryptocurrency investors.

Again like CoinBundle, you can’t create your custom portfolio. However, you can choose between curated ones. So far, there are five portfolios and ten cryptocurrencies supported.

Features:

• Non-custodial blockchain model
• Invest across five different cryptocurrency funds
• Automatic rebalancing

Pricing:

EmberFund charges 1.5% fees on USD transactions involving buying, selling, and rebalancing.

Ease of Use:

Medium difficulty. Lengthy onboarding and verification process. After onboarding, the user experience becomes a lot more enjoyable.

Desktop/Mobile:

Mobile app only on both the App Store and Google Store.