In a world driven by technology, managing your cryptocurrency portfolio doesn’t have to be a pain in the butt. Don’t be that crypto trader storing funds across several blockchains and using different wallets for different purposes. Otherwise known as portfolio trackers, crypto portfolio management tools help you organize and measure your profits and loss across multiple crypto exchanges and wallets.
Whether a one-time or a professional cryptocurrency investor, you can make informed decisions on your crypto holdings and manage your crypto investment portfolios efficiently. That’s not all. You can analyze the performance of different coins in your portfolio, identify potential gains, and optimize investments for huge returns. At the same time, you stay on top of emerging trends in the cryptocurrency market.
Interestingly, some crypto portfolio management software also offers virtual crypto portfolio trackers. They allow you to make trades in real time with no money. If you want to showcase your skills via a transparent portfolio, or you want to learn from other more established traders, that’s for you. Which crypto management software should you get? That’s normal. There are a ton of them.
Below is a list of the top 5 software tools to manage your cryptocurrency portfolio. Let’s get into it.
Top 5 Software Tools to Manage your Crypto Portfolio
CoinTracking
Since 2013, CoinTracking has attracted more than 1.2 million customers worldwide, over 25,000 corporate clients, and a portfolio value of over $41.5 billion. Here is a crypto portfolio management tool that lets you trade and generate real-time reports on profit and loss.
You can also import your crypto trades from over 110,000 exchanges by CSV or API. It lets you manage your portfolio, automatically calculate gains, generate tax reports, and comply with crypto tax rules. CoinTracking also provides full support for investors and traders when the need arises. It is available on the web and as a mobile app for Android and iOS.
CoinTracker offers a free plan to track daily portfolio updates and portfolio allocation. To get access to more functions and the ability to connect more portfolios, you will need to upgrade to other paid versions. The Pro plan is $11 per month, the Expert for $17 per month, and the Unlimited version for $55.
Features
- Personal analysis
- Coin charts and trends
- Professional help
- Trade imports
- Tax declaration
- Security and encryption
CryptoWatch
Here is another portfolio management software suitable for day traders. For example, if you buy BTC with credit card, you’d be able to keep tab of the cryptocurrencies, execute trades, and conduct technical analysis. Cryptowatch also includes charts, watchlists, and price alerts.Â
The software lets you customize the dashboard to your taste while you trade on more than eight exchanges. Cryptowatch also comes as a web, mobile, and desktop app. The platform also works on Windows, iOS, macOS, Android, and Linux. Cryptowatch has a free plan.
You can trade, track your portfolio, view charts, and chat with users. The platform uses a credit-based system for its more advanced features. If you wish to code automated features, use the zapier tool or custom APIs. Cryptowatch is excellent for experienced traders with a flare for technical analysis who need a feature-packed platform to trade crypto.
It is also open to beginners looking to familiarize themselves with charting software. Cryptowatch offers a free plan and $15 to subscribe to the premium account.
Features
- Set price, volume, and technical analysis on your charts.
- Trade for free on multiple exchanges from one terminal
- Chat with other traders in the trollbox
- View your trade history, orders, open positions, and more on the Portfolio page.
- View your balances across multiple exchanges in real-time on the Portfolio page.
Delta
If you want on-the-go crypto portfolio management software, you’ve got Delta. This crypto management tool does not play down functionality for aesthetics or compromise mobile compatibility features. With its iOS and Android app, Delta’s design is top-notch.
No doubt, Delta is blockfolio’s competitor. With over 1 million app installs, 1 million global users, and support for 3000 crypto assets,, it helps to track your trading fees and offer ICO support services. This lets you add your preferred coins.
The tracker app lets ICO and token launching teams help to keep app users abreast of upcoming token and ICO launches. Delta Direct is also the home for relevant investment information, where potential investors can be educated.
Delta has a free plan, where you get to use some of the app’s basic features. More so, there is also the Pro version with a 7-day free trial and an $80 per year cost afterward.
Features
- Multiple crypto portfolio tracking capability
- Over 7,000 supported cryptocurrencies
- Personalized notifications and watchlists
- Companion desktop version for windows, Mac, and Linux OS.
- Simple setup for connecting wallets and exchanges
Coinigy
Coinigy is a trusted source of data for traders and investors. With a simple, neat, and user-friendly interface, traders can access all other exchanges on one platform. The multiple and order types allow you to choose your best combination. At the same time, you enjoy unlimited trading and other additional features.
Coinigy offers digital portfolios, trading view charting, a crypto screener, real-time price and volume alerts, and smart portfolio monitoring. Traders can also stay in control of their portfolios while they stay ahead of the competition. With coinigy, you can also import the transaction data with API or wallet addresses.
The dashboard contains tabs for asset distribution, top gainers and losers, and line/bar charts. Furthermore, with over 5,066 currencies and 20,545 markets, the portfolio management tool supports more than 45 exchanges, including Binance, coinbase, Kucoin, and Bitfinex.
New users can also subscribe to Copy trading signals for Bitmex and Binance. There is a 24 hours live chat support and an opportunity for beginner crypto investors to learn more. Coinigy operates a free plan, alongside a Pro version for $18.66 per month when purchased annually, and an API developer Pro plan which goes for $99.99 per month.
 Features
- Connect with 45+ Exchanges
- Wallet Portfolio Monitoring
- No Hidden Fees
- Mobile Application and Plugins
- Third-Party Integrations
Shrimpy
Here is an automated portfolio management platform that lets you track, and manage, your portfolio. You can connect shrimpy to over 17 cryptocurrency exchanges and 12 decentralized wallets. You can organize your entire crypto portfolio in one place, keep a tab on the market, and execute trades with token swaps.
Similarly, shrimpy allows you to utilize several automated rebalancing strategies that make your portfolio more efficient. A comprehensive set of market data enables users to compare strategies against historical price action. If you are a DeFi investor, then you’d enjoy shrimpy. You’d get to connect a DeFi wallet and also execute trades via liquidity pools.
Once you pick your account type, link it through your API keys. Give the bot access to your account, and shrimpy can start automating your portfolio management. Allocating the percentage of each asset you would like to own becomes easy.
Shrimpy automatically rebalances your portfolio to fit those percentages. This is possible across multiple linked exchange accounts, with different assets in each custom portfolio you make.
You can create custom indexes or copy indexes from famous investing firms like Binance Labs. Shrimpy basic offer costs $15 per month. Its professional or Enterprise plans will be the best to activate better features. They cost $63 and $299, respectively.
Features
- Easy to use
- Free plan
- Portfolio management
- Security
- Social trading
It is crucial to say there are tons of cryptocurrency portfolio management software in the market. However, the above listed can be trusted to get you started on managing and tracking your portfolio. Suppose you are a Crypto trader, private investor, professional investor, or financial advisor.
In that case, this crypto Portfolio Management Software provides you with real-time data about your current portfolio and the markets, so you can make more informed decisions.
When considering the crypto portfolio software to invest in, check out for the following: staking/mining support, Token support, cost, exchange integration, security, and reporting analysis. Free tools for managing cryptocurrencies are tremendous but often need more professional feature Reporting options.
Author’s Bio
Ale Oluwatobi Emmanuel is a freelance SEO content writer for SaaS and web 3 brands. With several published by-lines in notable tech websites, he’s passionate about tech, and the innovations that come with it. In his leisure, he listens to music and plays classical piano. Reach Ale via [email protected]
