1. Use a Cryptocurrency Portfolio Tracker
- Portfolio trackers allow you to monitor all your holdings in one place, even across different exchanges. Many also offer analytics tools to help visualize your gains, losses, and overall portfolio performance.
- Popular options include:
- CoinTracking – Offers detailed reports, including tax calculations.
- Blockfolio (now FTX) – Focused on mobile tracking with alerts and news updates.
- Delta – Supports various types of investments and connects to multiple exchanges.
- CryptoCompare – Allows you to track prices, create watchlists, and see advanced metrics.
2. Connect API Keys from Exchanges
- Some trackers let you link your accounts directly using API keys from exchanges, which helps keep your portfolio updated in real-time.
- This saves time by syncing your trades and balances automatically, but keep in mind API security considerations (never give permission to withdraw funds).
3. Use Exchange’s Built-in Tracking
- If you’re primarily trading on a single platform, many exchanges like Binance, Coinbase, and Kraken have built-in portfolio views that let you see your balance, transaction history, and performance in one place.
4. Mobile and Desktop Wallet Apps
- Wallets often provide real-time updates on your balance. Many hardware and software wallets, such as Ledger Live, Exodus, and Trust Wallet, have built-in tracking and portfolio views.
- This is especially helpful if you prefer self-custody over exchange storage.
5. Spreadsheet Tracking (Google Sheets/Excel)
- Custom spreadsheets let you input data and create charts or custom metrics to analyze your investments.
- Platforms like Google Sheets have integrations with cryptocurrency APIs, so you can pull real-time price data.
6. Set Up Price Alerts
- Price alert apps or platforms like Crypto Pro or CoinGecko allow you to set custom alerts for price changes. This way, you can be notified instantly when prices reach certain levels, helping you take action quickly.
7. Blockchain Explorers for Transparency
- If you hold crypto in private wallets, you can track these holdings directly on the blockchain using explorers like Etherscan for Ethereum, Blockchain.com for Bitcoin, or others for specific chains. This won’t give a portfolio overview, but it provides real-time, accurate data.
8. Review Performance Regularly
- Consider setting a time each week or month to review your portfolio’s performance and rebalance if necessary. This can help you stay aligned with your strategy and long-term goals.
