Where Can I Find a Portfolio Tracker for Stocks & Crypto?

Wed Nov 30 2022

I‍ntroduction

Using a portfolio tracker is a great way of keeping up to date with your finances - the best ones will use open banking to track the status of your investments in order so you can know in seconds how they're all doing without logging into individual platforms or checking valuations.

This is all fully automated, and means that you can track not only cryptocurrencies individually, but also external crypto wallets, crypto prices and other asset classes such as stocks that are held elsewhere.

This is important, not least because your assets will likely be split across multiple exchanges, but also because this makes risk management much more difficult. There are a variety of different portfolio trackers out there, each with its own unique features. It can be tough to decide which one is right for you.

What about NFTs?

One problem is that there have never been more different asset classes to invest in, most recently cryptocurrency and NFTs. There are crypto portfolio tracker apps and stock tracker apps but so far, there hasn't really been much available in the way of a portfolio tracker for stocks & crypto.

Given how important the latter is becoming as part of even a risk-averse portfolio, we thought we'd take a look into what options you have available to you and what factors to consider when making a choice.

Given how fragmented the average crypto portfolio is, some of you may have already given one a try.

The technicalities

Different coins are built on different chains, which therefore require different applications or wallets to manage these, each with their own set of pass keys. And so arose the need for crypto portfolio tracking apps.

The problem is that even these keep your information stonewalled inside one asset class, holding you back from managing your portfolio as a whole.

Portfolio Trackers & Their Utility

A portfolio tracker for stocks & crypto can be a great tool for you to stay on top of your investments. Crypto assets and alternative investments are slowly taking up a larger portion of the average millennial's portfolio than it did a few years ago.

With that, it'll be important to view both traditional and alternative assets holistically so that you can better manage your overall finances.

Given how volatile this asset class is, the value of your holdings is probably experiencing wild swings, meaning crypto takes up a varying proportion of your portfolio, depending on the market.

Crypto Trackers

This is particularly interesting as crypto is less than perfectly correlated with the wider market, and so may do better or worse than your other holdings. It's therefore important to keep an eye on your allocation. Your crypto portfolio may suddenly experience a huge growth spurt, meaning it now makes up a much larger proportion of your portfolio as a whole, and changing your risk exposure.

This highlights the need for stock and crypto portfolio tracking, but also showcases the limitations of only using crypto portfolio tracker apps, which would not highlight this.

Our top 5 picks

With this in mind, we went ahead and discussed five of the best examples of popular crypto portfolio trackers that also check stocks and more, to help you decide which one to choose.

Strabo

As you may have guessed, Strabo is a stock and crypto portfolio tracker, which also manages real estate, pensions, loans and a multitude of different assets.

Users can automatically link their accounts as well as manually input their investments. We're not just a stock and crypto portfolio tracker, but also provide insights on crypto transactions, transaction history, price alerts, customisable goals, risk analytics and much more.

Users can also customise their dashboards to their own unique needs. This allows you to build multiple dashboards for multiple portfolios and for different use cases (i.e. One for you, one for your kid, one for your crypto, etc).

Strabo for Global Investors

Additionally, we provide access to over 10,000 institutions across 12 different countries. So if you're an expat or a global investor in 2 or more countries, then Strabo is the choice for you.

We're obviously biased but given that we built this platform after interviewing hundreds of users with this exact need, we feel Strabo is the best portfolio tracker on the market.

How to use Strabo

We're currently in a closed beta group with exclusive users and plan to publicly launch in the next month or two.

So sign up to our waitlist here and be one of our first early users to test out the application!

Excel & Google Sheets

‍Excel/sheets are the classic go-to tool to keep track of all your financial matters. Its flexibility allows users to organise date whichever they seem fit. While it still requires manual inputs, it has come a long way.

Developers over the years have also built useful plugins to help you better track your finances. You can use these to input the number of units you have and track values in real time. Note, this won't work for your crypto portfolio, so you'll need to use this in tandem with another crypto portfolio tracker. Some of these include:

Plugin Examples:

Plugin Comparisons

For crypto:

For Cryptocurrencies

By installing a few of these plugins, you'll be able to receive live market data on your favourite assets.In addition, google sheets have made recent improvements in this field.

The function

They released a function (=GOOGLEFINANCE) that allows users to automatically pull stock, ETF, and bond prices onto their google sheet. Similarly to the excel plugins, you can get a wealth of data pulled onto your sheet in real time or at least close to it.

With these tools and some intermediate excel knowledge, you can definitely build a unique portfolio tracker for stocks & crypto.

What is the best stock & crypto portfolio tracker?

Delta App

Unlike excel/sheets, Delta app is a mobile application that allows you to track both your stocks & crypto portfolio. It is more geared toward crypto, but it does allow you to track many of the most popular US stocks traded on the NYSE.

While it provides great data and updates on crypto, it does lag a little behind when it comes to tracking mutual funds or commodities. Nonetheless, it's a nice mobile native application thats easy to use.

They offer a freemium and subscription option and a solid solution for you to keep track of your portfolio while you're on the go.

Yahoo Finance

Yahoo offers the widest range of data in order to provide an optimal portfolio tracker for stocks & a crypto portfolio. They are a lead player in the finance world, providing world class news and data to users for decades. Although they've perhaps fallen slightly out of fashion in recent years, finance is one of the areas in which they remain a leader. We particularly like the way they display analyses and the filters and "download to .csv" function which makes updating our Excel dashboard much easier. The ios and android app is slightly less functional but still good for being able to check basic details on the go.

I think what sticks out the most from Yahoo Finance is the quality of data that it provides on multiple assets, including crypto.

You can link multiple broker accounts and conduct some good deep dives in to multiple investments.

While it's the definite leader in terms of market data, the ads and promotions does make it a little unenjoyable and distracts you from your key objective: tracking your stocks & crypto portfolio.

Overall, it is a credible resource and a tool that is not going anywhere anytime soon.

Wallmine

‍This tool is geared more for the advanced retail investor. It pulls live data and real time news so you can stay up to date with your investments. There's a lot of visualisations and interactive charts to satisfy your data hunger needs.

It is free to sign up and they state that their tool is used by analysts at some of the worlds biggest banks (Citi, BOA, Credit Suisse).

While the website can use an update, in my opinion, what really matters is whether they're able to provide a portfolio tracker for stocks & a crypto portfolio tracker that helps you track and manage your finances. And this, they do.

A Comparison breakdown

Stocks & Crypto Apps Compared

NFTs - Can You Track These Too?

NFT's are making waves with celebrities, large companies, and athletes all joining in on this wild trend. We as a team are very interested in NFT's and see the massive opportunity they can provide to commoditise online assets, protect ownership, and secure transactions.

While the current wave of NFT is geared more towards art, there is greater utility to be realised with this new technology.

The future

As with all new things, it'll take time for crypto portfolio trackers to start tracking NFT's. But it is something that we are highly considering here at Strabo. Having a comprehensive overview in your crypto portfolio tracker that includes not just coins but future blockchain applications is something we're keenly aware of.

This would mean that you could track your total portfolio balance not just in major exchanges but also more esoteric items, as well as monitor market insights, crypto news and crypto alerts for your holdings in different wallet addresses.

Conclusion: Some Final Thoughts on a Portfolio Tracker for Stocks & Crypto

Overall, a stock and crypto portfolio tracker is a great tool for you to manage your investments. Whichever you choose, ensure that it can cover all of your current assets as well as accommodate future assets you think you may acquire in the future such as real estate or your first NFT.

Although we've put together a list of stock and crypto portfolio tracker apps, we're committed to building the best one ourselves!

We're  focused on building a portfolio tracker to suit all of life needs and look forward to bringing our product to market for you eager investors.

Financial Advice

Usually we would recommend seeking the advice of professionals when in doubt, but in this market there are few people qualified to give advice on digital assets, particularly when it comes to tax reports, capital gains and compiling financial accounts for retail investors, let alone advanced traders.

tax Reporting

Some of the more forward thinking certified tax professionals have extended their wheelhouse to include tax reporting for crypto assets, and they would be able advise more closely on the tax implications of withdrawals to your bank account and matching up the gains and losses from all your investments into one ledger.

This is particularly important given the volatile market we have experienced over the last couple of years.

You can read more about why this might be a good thing for investors over the long run here.

What to do next

So there it is! All that's next is to choose the product that best fits your needs and connect up your holdings. Let us know which is your preferred option and if you're open to trying out something new, you can sign up for the Strabo dashboard at the foot of this page.

Ben Waterman

Written by Ben Waterman

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