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When bitcoin blew past $60,000 per coin in early 2021, it became clear that this asset class is likely here to stay. Even major investment banks like J.P. Morgan, among other large investment banks and advisors, gave the nod to cryptocurrency.
Most people probably limit their cryptocurrency to a single crypto exchange — such as eToro or BlockFi — and use the platform’s integrated wallet. Others prefer the added security of cold storage, using a hardware wallet to take their digital assets completely offline.
If you use two or more crypto exchanges or wallets, you may want the convenience of a centralized dashboard where you can view all of your cryptocurrency portfolios at once.
Keep reading to learn about the best options for tracking digital assets, from bitcoin to dogecoin, in one place regardless of how many crypto wallets you own.
What are Cryptocurrency Portfolio Trackers?
As the name implies, crypto portfolio tracker apps help you monitor all of your crypto portfolios and balances in real time, with one centralized app.
Once you’re logged in and have all of your crypto portfolios, APIs and accounts added, your portfolio tracker will automatically update and show your digital currency balances in one place.
Similar to apps like Mint, Personal Capital or Quicken for your traditional bank and investment accounts, crypto portfolio trackers save you a ton of time when you have multiple crypto portfolio balances to check. If you’re a serious crypto trader, you likely have multiple crypto exchange accounts, a hardware wallet (or two) and perhaps a paper wallet sitting in a fireproof safe for good measure.
Using a crypto portfolio tracker, you can see the holdings of all of your portfolios with just a tap on your phone or click on your computer. That’s a convenient and fun way to track your crypto assets and a major time saver too.
Is Crypto Trading Taxable?
What to Look for in a Crypto Portfolio Tracker
When picking a portfolio tracker, consider the cost and features. These are the most important details to check for typical crypto investors and traders:
- Cost: Cost is a major factor, as you probably don’t want to spend much to track the crypto market unless you have a large balance. Fortunately, many of portfolio tracker options are completely free.
- Security: Security is critical with your crypto portfolios. Lost cryptocurrency is generally not recoverable, so only hand over your public keys, view-only API access or other limited account access. Look for trackers that offer two-factor authentication and other mobile-first security features.
- Supported accounts: A crypto portfolio tracker isn’t useful if it doesn’t cover all of your different exchanges. Make sure your cryptocurrency exchange or wallet is covered before signing up.
- Ease of use: Some apps are easier to use than others. Depending on your level of tech-savvy, you may want a simpler, mobile-only app or a more complex one.
- Additional features: Some apps show you portfolio gains over specific periods. Some offer insights into taxes, support fiat currencies, of provide crypto news feeds and crypto prices from multiple exchanges. Some just help you track your portfolio. If you have any specific needs or wants, make sure those are covered too.
5 Best Crypto Portfolio Trackers
Okay, here’s the fun part you’ve been waiting for. The best crypto portfolio trackers for 2023 and beyond!
Best for Taxes: CoinTracker
CoinTracker works on the web and mobile, and it includes free cryptocurrency tracking. Paid subscriptions give you the ability to view your performance over specific time periods, break down results by currency, take advantage of tax-loss harvesting and more.
If you want to generate the tax reports needed to file your annual tax return, you can buy an annual package to generate everything you need. The tax prep package is an additional cost to the portfolio assistant, which is not ideal. But the free portfolio tracker may be useful for you anyway.
I use CoinTracker myself on both the web and my Android phone to check in on my cryptocurrency portfolio balance every day. I like that I can quickly see my total balance, total crypto asset gains, 24-hour performance and balance by cryptocurrencies all in one place with a clean and easy-to-understand interface.
Best Free Plan from a Premium App: Koinly
When chatting about the crypto market recently, my friend said I had to check out Koinly. While it has paid plans that range from $49 to $179 per tax year, the free plan is excellent for tracking your crypto portfolios and transactions across wallets and accounts.
With the Koinly’s Free Forever Plan, you get support for unlimited wallets and exchange accounts, and up to 10,000 transactions. You can track portfolios and price history for more than 6,000 cryptocurrencies. There are also smart features to help you match transfers and fix errors in your history.
If you upgrade to a paid plan, you can track additional transactions and generate tax forms, notably Form 8949 Schedule D and exports to apps like TurboTax. The free plan does almost everything but the tax stuff, so it’s a good choice if you want robust tracking features. The big downside is that there’s no mobile app available as of this writing.
If you’re willing to put down some coin for a premium crypto tracker, Coin Market Manager is a top choice to consider. The free version includes basic portfolio features. The pro version gives you in-depth trade tracking and analysis that’s perfect for serious crypto enthusiasts.
You can view real-time balances, real-time profit and loss data and all digital currency positions from a huge number of supported wallets and exchanges such as ByBit, Binance, BitMEX, Deribit and BITTREX — all in one place.
The history view charts and account analytics give you powerful insights into your cryptocurrency portfolio and history. These are beyond what you’ll see with most competitors. Of course, this comes with a price tag (after a seven-day trial).
The Pro version costs $49 per month when paid monthly, or save $100 per year by paying for a full year upfront. The enterprise version, which most people won’t need, costs $59.99 per month when paid monthly or save $120 when paying for a full year at a time.
Best for Frequent Traders: CoinStats
CoinStats is a popular crypto portfolio tracker app among regular crypto traders, and it’s easy to see why. CoinStats website claims it has managed hundreds of millions of transactions and has well over a million users worldwide.
In addition to all of the trading features one expects to see from a major player in the crypto market, but its API connection allows you to add wallets from multiple exchanges including Finance, Ethereum, MetaMask, Trust and more. CoinStats also allows you to fund trades with fiat currencies.
The free version of CoinStats only offers limited features, but frequent traders can level up to the Pro account for $3.49 per month (paid annually) or $4.99 per month, without a 12-month commitment.
Best for All of Your Money: Lunch Money
If you want to track all of your bank, investment and cryptocurrencies in one place, there are a couple of apps available. My favorite of the lot is Lunch Money. While this cryptocurrency portfolio tracker charges a fee of $10 per month or $100 per year (currently $70 for your first year), you get access to tracking for all of your financial assets.
In my account, I connected to my Coinbase and Coinbase Pro accounts easily — but had a little more trouble with my hardware wallet. Crypto connections come through a partnership with Zabo, while bank and investment data comes from Plaid.
You don’t get the most in-depth analysis, but new features are added regularly, and I expect investment and cryptocurrency analysis will be on the roadmap. If you’re willing to pay a modest fee to track all of your money and crypto in one place with an easy-to-use interface, Lunch Money is a great choice.
Don’t Lose Track of Your Valuable Cryptocurrency Assets
Crypto is a relatively new and highly volatile investment marketplace. If you’re investing in cryptocurrency, it’s a good idea to have a centralized hub where you can view all of your crypto holdings with just a few clicks.
That’s what portfolio trackers are all about.
With all of your cryptocurrencies available to view and analyze in a central dashboard, you can better understand where you stand. You can get useful reports to prepare your taxes, monitor crypto prices and crypto news — and you can analyze your performance to make decisions about your next trade or investment idea.
But that’s all nearly impossible when you have dozens of wallets with different cryptocurrency exchanges. For serious crypto traders and investors, a crypto tracking app is a must.