Complete Guide

How to Track Your Crypto Portfolio

Everything you need to know about tracking your cryptocurrency investments effectively. From setup to advanced analysis.

Why Track Your Portfolio?

Know Your True Performance
Without tracking, you're guessing. See your actual profit/loss, not just price changes.
Make Informed Decisions
Understand which assets perform well and which don't. Data-driven decisions beat emotions.
Tax Compliance
Accurate records make tax season easier. Know your cost basis and capital gains.
Track Your Goals
Set targets and watch your progress. Seeing growth motivates consistent investing.

Step-by-Step Setup Guide

1
Create Your Account

Sign up for free using Google, X (Twitter), or continue as a guest. No credit card required for the 7-day trial.

Pro Tips

  • Use social login for faster access
  • Guest mode lets you try before signing up
2
Add Your First Asset

Click 'Add Transaction' and select the cryptocurrency you want to track. Enter the amount and purchase price.

Pro Tips

  • Start with your largest holdings
  • You can add historical transactions
3
Record Your Transactions

Log each buy, sell, or swap transaction. Include the date, amount, and price for accurate tracking.

Pro Tips

  • Import from CSV for bulk transactions
  • Transaction markers appear on charts automatically
4
Monitor Your Portfolio

View your total value, profit/loss, and asset allocation. Charts update in real-time with market prices.

Pro Tips

  • Check the performance chart for trends
  • Use the asset breakdown for allocation insights
5
Analyze Your Performance

Review your P&L by asset, see your average buy price, and understand your portfolio's performance over time.

Pro Tips

  • Transaction markers show your buy/sell points
  • Export data for tax reporting

Best Practices

Track Consistently
Log transactions as they happen. Backfilling is harder and prone to errors.
Include All Fees
Don't forget to account for transaction fees, network fees, and exchange fees in your cost basis.
Regular Backups
Export your transactions periodically. Having a backup ensures you never lose your data.
Review Regularly
Check your portfolio weekly. Regular reviews help you stay informed and make better decisions.

Common Mistakes to Avoid

Ignoring small transactions

Why it matters: Small amounts add up and affect your cost basis calculations.

Solution: Track every transaction, no matter how small.

Forgetting staking rewards

Why it matters: Staking rewards are taxable income and affect your portfolio value.

Solution: Record staking rewards as income with their value at receipt.

Not tracking swaps

Why it matters: Crypto-to-crypto swaps are taxable events in many jurisdictions.

Solution: Log every swap with both the outgoing and incoming amounts.

Using multiple trackers

Why it matters: Data fragmentation leads to inaccurate totals and missed transactions.

Solution: Consolidate everything into one tracker for a complete picture.

Ready to Start Tracking?

Put this guide into practice with Crypto Portfolio Tracker. Start your free 7-day trial today.