A crypto portfolio tracker lets you view all your crypto holdings on a single screen, making it easier to monitor real-time balances and manage how your investments are distributed across the crypto ecosystem.
While Bitcoin launched the space in 2009, thousands of crypto assets now aim to decentralize different areas of finance. Some investors buy bitcoin and hold it long term with minimal oversight, but active traders rely on portfolio trackers to maintain a clear, up-to-date view of their investments at all times.
How do portfolio trackers work?
Portfolio trackers monitor the trades you make across multiple exchanges. You could track everything manually with a spreadsheet, but portfolio trackers automate this process and provide more in-depth insights into your trading history.
The best crypto portfolio trackers focus on automation and personalization. Automatic trade tracking and performance analysis save time, while personalized dashboards make it easy to find the information that matters most. Many trackers integrate directly with exchanges to import trades and display your holdings through clear charts and summaries. Since not all crypto transactions occur on exchanges, some manual entry may still be required.
Are portfolio trackers safe?
Crypto portfolio trackers can be as safe as you make them.
While many apps integrate with exchanges or non-custodial crypto wallets, you can limit their access to your funds. Although some users grant full account permissions, this is not required—and generally not recommended. Using view-only access allows the app to see your balances without enabling withdrawals or trades, reducing the risk of loss in the event of a security breach.
Because cryptocurrency emphasizes self-custody, granting third-party apps control over your funds often defeats the purpose. View-only access strikes a better balance between convenience and security.
Do crypto exchanges work with portfolio trackers?
Yes, many exchanges support portfolio trackers through API integrations.
These connections allow trackers to pull account data directly from exchanges, and some even let users trade from within the app. However, allowing trading or withdrawal permissions increases security risk. A safer approach is to connect exchange accounts using APIs restricted to read-only access—a setting typically configured on the exchange itself.
Some trackers also support wallet integrations. As with exchanges, you should avoid granting access to private keys. View-only wallet connections work well for long-term holders who want to track portfolio growth without exposing funds to unnecessary risk.
