Trying to Make Sense of Your Crypto Portfolio?
With so many different blockchains, coins, tokens and wallets, it’s overwhelming to try to track all of your investments using a spreadsheet or notebook.
Fortunately a few apps and websites have been developed to do precisely this.
So far, there isn’t one app that does everything right: taxes, price alerts, auto-filling your transaction history, and valuing NFTs.
Sometimes key features are hidden behind monthly paywalls but the FREE versions we’re looking at here are great for tracking your crypto portfolio and giving you an up-to-date snapshot of where things stand.
Key Takeaways
- CoinGecko and CoinMarketCap both let you track the prices of your assets and can alert you to changes
- CoinTracker helps you do crypto taxes; more advanced features aren’t free
- dApp Radar also shows you the floor value of your NFTs
- CoinTracker and dApp Radar will auto-populate transactions from your wallet address
1st Choice
CoinGecko
If you’re already using CoinGecko to monitor crypto prices and trends, adding their portfolio tracking feature makes it a one-stop tool. With a user-friendly setup and comprehensive features, it’s designed to simplify portfolio management.
To start, create a CoinGecko account, and then add cryptocurrencies manually, recording details like purchase date and amount. CoinGecko’s interface provides a clear snapshot of your portfolio’s performance in real time, as values update with market changes.
Like other manual tracking tools, CoinGecko doesn’t sync directly with wallets or exchanges, so you control the data you enter. But it’s loaded with handy features to make tracking easy.
In the Portfolio section, you can view all holdings, see gains or losses, and create multiple portfolios for various strategies. Additional features like watchlists, price alerts, and a dark mode option make it a solid choice for both beginner and seasoned investors.
Features:
- Manage multiple portfolios
- Set up watchlists and create custom price alerts
- Real-time updates across desktop and mobile
- Dark mode option for night-time browsing
Note:
- Transactions must be input manually
- Doesn’t track taxes
- NFTs are not supported for portfolio tracking
CoinGecko
CoinGecko’s portfolio tracker is our go-to for managing crypto
It combines simplicity with powerful tracking features, all in one place. We like how it keeps everything organized and up-to-date across devices, making it easy to check different portfolios and performance at a glance.
2
CoinMarketCap
If already looking at CoinMarketCap (CMC) to keep up with the market, why not take advantage of its portfolio tracking feature?
While not the most automated option, CMC offers a straightforward setup with plenty of helpful tools.
To get started, create an account, then add whichever cryptocurrencies you want by entering details on purchase or transfer dates. As you add more assets, you can monitor your portfolio’s real-time value as prices fluctuate.
Pretty standard. Very useful.
Since CMC doesn’t link directly to your wallet or exchange accounts, all data is entered manually, providing full control but requiring hands-on management.
In the Portfolio section, you can view all your holdings, see summaries of gains or losses, and create multiple portfolios for different strategies. The platform also offers watch lists, price alerts, and an interface that syncs between desktop and mobile, making it easy to keep track of your investments anytime.
Features:
- Create and track multiple portfolios
- Set to “private” mode for added security in public spaces
- Use CoinMarketCap’s alerts for optimized buying and selling decisions
- Syncs with both desktop and mobile app
Note:
- All transactions are input manually
- No tax tracking features
- NFTs are not currently supported
CoinMarketCap (CMC) provides information on NFTs, including statistics on high-priced collections and individual sales. However, CMC’s portfolio tracking feature does not currently support the management or tracking of NFTs.
CoinMarketCap
CoinMarketCap offers price alerts and the ability to create multiple portfolios, but you’ll have to manually add in your transactions and keep up with them one by one if you want your portfolio to reflect the current reality.
Profit, Loss and Tax Calculator
CoinTracker
What sets CoinTracker apart is that it’s not just a free portfolio tracker, it’s a comprehensive tax tool.
It takes more work to set up because you need to connect it to your wallet addresses to get real-time specific data, but this allows you to generate tax reports.
When you sign up, you need to add in the country you’re located in so that taxes can be calculated accurately. Then you can add your various crypto wallets via a dropdown menu and sync up as many wallets as you have by inputting the public address. It is also possible to add in excel spreadsheets, assets in cold wallets and assets in hot wallets.
The Dashboard features charts and graphs, a list of all your assets as well as your losses/gains to date. It also shows you your most recent transactions and calculations for the last year of taxes. The Portfolio tabs shows your performance-to-date and returns on your assets as well as the diversity of your investments.
Another nice aspect of the taxes feature is a tab that calculates how much losses you can harvest for your next tax statement. The interface is cleaner than CoinMarketCap (and just about anything else out there).
It’s also available as an app.
Bottom line:
CoinTracker is one of the most comprehensive trackers in the industry. And trust us, you are going to need help when it comes to filing taxes that involve buying, selling and trading cryptocurrencies.
Features:
- Auto-populate portfolio using your public wallet addresses
- Clean user interface
- Available on desktop and mobile
- Calculates and tracks taxes as well as potential losses than can be harvested (with the paid Pro version)
- Ability to add your accountant to the portfolio
- Tracks NFTs (but does not calculate their value)
- Daily notifications about changes in portfolio
Limitations:
- Can’t create multiple portfolios
- Doesn’t track NFT values
- Need to pay for details of individual cryptocurrency performance over time
- No specific price alerts
CoinTracker
CoinTracker is the most trusted place to monitor your cryptocurrency portfolio and calculate your taxes.
Easily track your portfolio in one place, view your return on investment, your unified transaction history, crypto balances, and much more. CoinTracker supports all the top exchanges, wallets, and over 2,500 cryptocurrencies.
CoinTracker is not intended as a place for information and entertainment – it’s a very well designed and useful tool.
Bonus content:
DappRadar
DappRadar is the CoinMarketCap or CoinGecko for dApps and NFT marketplaces.
After inputting your public wallet addresses, the site populates your portfolio with your tokens and your NFTs. Currently, the valuation tool simply lists the floor as the value of the individual NFTs.
It also lists the individual tokens and graphs of their value.
Features:
- Autopopulate portfolio using your public wallet address
- Tracks NFTs and shows floor value
- Tracks individual tokens within your wallets
Limitations:
- Can’t create multiple portfolios
- Doesn’t track or estimate actual NFT value
- Can integrate with your hot wallet, opening up the potential for accidentally selling tokens
- No specific price alerts
DappRadar
The World’s Dapp Store
Takeaways
There is no one perfect portfolio app, they all have their own unique benefits and flaws.
CoinGecko and CoinMarketCap offer price alerts and the ability to create multiple portfolios, but you’ll have to manually add in your transactions and keep up with them one by one if you want your portfolio to reflect the current reality.
Many people don’t mind entering the data manually and a tool that shows hypothetical scenarios, partial portfolios and general market information can be super valuable when it relates to your particular holdings and interests.
CoinTracker is more specific to taxes. It has a nice and clean user interface (no news etc.), several features for tracking the value of your coins and adds tax capabilities. More advanced options are hidden behind a paywall and there is no option for price alerts or NFT valuation.
Finally, dApp Radar is the only one of these popular apps that provides a floor value for your NFTs but does not estimate their actual value based on the market.
