Lesson Progress
0% Complete

Crypto Portfolio Tracking Tools

The first type of crypto portfolio management tool is a crypto portfolio tracker.

Crypto portfolio trackers are sometimes called crypto management software or crypto tracking software or something similar. They may have slightly different names, but they all do similar things. Some may offer additional features and options, but they all provide the basics of tracking your crypto buys and sells, as well as gains and losses.

Don’t confuse a wallet with a portfolio tracker. A wallet actually holds the keys to one or many cryptocoins. A Portfolio Tracker can keep track of the quantities you hold of each and every cryptocoin you own. Some more advanced portfolio trackers may allow trading inside their software, but that subject is more advanced. In this lesson I will keep it simple so that everyone will learn. More advanced topics will be covered in other courses.

Bitcoin Trading

A crypto portfolio tracker enables individuals to monitor the performance of their digital cryptocurrency holdings; mainly the gains and losses and decide whether to hold, sell or buy more. This allows the investor to see the big picture of their portfolio and make decisions that align with their investment strategy and risk. You’ll learn more about crypto investment strategies and risk tolerance in the lesson called ‘What is Your Risk Tolerance’.

How to Choose a Crypto Portfolio Tracker

There are at least 20 different portfolio tracking tools currently available on the internet. I couldn’t find a comprehensive list of all of them, but I believe I found most of them. I’ll organize the popular tools into three categories and give a description of each so you can decide which sounds most useful to your situation. Some of the tools listed will have both a mobile and web version. I’ll be sure to tell you in the description.

Be sure to finish both chapters before choosing a crypto portfolio tracker. You’ll learn why it is critical to pick the right one from the beginning. It can be very painful and time consuming to switch once you’ve started with one.

Later in this course I’ll show you how to setup the mobile and online portfolios tracker that I use and recommend. Keep in mind you may want to use more than one tool. Why this is so will become clear by the end of this course.

  1. Free Online portfolio trackers
  2. Paid Online portfolio trackers
  3. Mobile app portfolio trackers

Free Online Portfolio Trackers


Coinmarketcap.com is one of the most popular websites for looking-up crypto projects and prices. Their portfolio tracker tool is one of their newest additions and it allows you to track of your profits, losses and portfolio valuation easily and online. It’s available online as well as mobile. I use this platform often to lookup cryptocurrencies and exchanges that carry them.

CoinMarketCap’s mission is to make crypto discoverable and efficient globally by empowering retail users with unbiased, high quality and accurate information for drawing their own informed conclusions.

CoinMarktCap has a great tutorial video that explains how to setup a portfolio.


CoinGecko.com is a competitor to CoinMarketCap but in my opinion offers more features and benefits including a free and powerful crypto portfolio tracker. It has a free and paid premium version. I really like this platform. It offers great resources.

“CoinGecko mission’s to democratize the access of crypto data and empower users with actionable insights. We also deep dive into the crypto space to deliver valuable insights to our users through our cryptocurrency reports, as well as our publications, newsletter and more.

Paid Online Portfolio Trackers


Cointracking.info is the oldest crypto portfolio tracker. It was founded in 2012 and in 2013 it was the world’s first crypto tax reporting tool as well as portfolio manager. You’ll learn more about the tax reporting aspects in the next chapter. Cointracking.info tracks the highest number of cryptocurrencies than any portfolio manager, more than 12,000 coins and assets.

One of the nice features about this tool is that it allows easy tracking of ALL types of crypto assets and income. It offers tracking of interest, staking, business income in crypto, as well as capital gains. It’s very powerful and as an accountant one of the features I like is how it tracks each transaction using a double entry system. Each transaction is calculated in the local fiat currency (USD) for tax purposes. Additionally it has powerful search features which really helps when looking for one particular transaction.


Cointracker.io started in 2018 and has grown immensely. They offer both crypto portfolio tracking and tax calculations. On the portfolio tracking side it features support for over 300 exchanges and 8,000 cryptocurrencies, which is less than Cointracking.info but more than enough for most people’s needs. The user interface is clean and modern, which is nice, and it also offers tracking of multiple types of crypto income. Below is a great demo video of its main features.

Mobile Portfolio Trackers

The mobile portfolio tracker apps discussed below are available on both apple and android devices.

App Store
Google Store

FTX (Formerly Blockfolio)

FTX app. There are so many mobile portfolio managers available on both iPhone and Android devices it can be difficult to choose a good one. An excellent place to start is with the most popular apps. Blockfolio was by far the most popular portfolio tracker, that’s why FTX bought them in 2020. FTX’s motivation behind the purchase was to expand crypto trading and it now offers trading ability inside the mobile app. While this seems very convenient, I’ve found that convenience comes with a high price and sometimes unexpected issues. However, FTX advertises zero trade fees. Might be worth trying.

In addition to providing portfolio support for over 8,000 cryptocoins, FTX-Blockfolio also offers a general news aggregator and specific news on coins you track. Here’s a great video to help you learn the basics.


Delta app. Delta is a popular alternative to FTX-Blockfolio partially because the user interface is excellent. One of the impressive features of this app is it tracks multiple assets including crypto, stocks, futures and currencies. I appreciate that it does not offer crypto or stock trading. It focuses on one thing, portfolio management! Just like the other popular apps, Delta supports over 300 crypto exchanges and over 8,000 cryptocoins and offers a news aggregator.

The Delta crypto portfolio manager will provide the total portfolio balance and total profit or total loss in the last 24 hours or from when you started trading. You can see crypto trends through Delta’s personalized portfolio graph that reflects how the assets have grown or decreased over time.

Delta has a free and premium version. If you manually enter your transactions (that’s what I’ve done in the past) then the free version works great. In the video it will show you how to setup a crypto exchange so your trades automatically populate into the app.


Coinstats app. The coinstats portfolio tracker is available on desktop, mobile, and the iphone watch. This is another very popular app. It supports over 8,000 cryptocoins just like the last two mobile apps. Coinstats offers advanced features like in app crypto trading. For people just getting started in crypto, I usually recommend trading from a major exchange like Coinbase rather than an app. Once you get more comfortable with the process then the convenience of trading in your portfolio tracker may be enticing.

One of the features I like about this app is the way gains and loss can be calculated for a specific time period. I also like the curated news for this app better than the news presented on FTX. I’m not sure why the news articles are different but they are.

End Chapter

I hope you enjoyed the content shared in this chapter. If you got something positive from the information, please share your feedback and add a comment. Your input will help us create even better courses in the future.