You already spend enough time researching and trading cryptocurrencies, so when it comes to tracking your CoinTracking portfolio balances you shouldn’t be spending any more time than you have to.
Tracking your cryptocurrency portfolio balances across investments and exchanges in real-time is key to making more informed trading decisions and ensuring a well-balanced portfolio. That’s why CoinTracking has a number of resources to help both new investors and seasoned traders track, assess, and manage their portfolios.
Here are few ways to continue checking on your investments, because we already know you do this daily anyways.
The Current Balance Page is the best way to see your portfolio balance in real-time for all investments you own. Here you’ll find your total holdings of each cryptocurrency and your portfolio’s current value in you account FIAT and BTC. There’s even a current average market price feature that can give you more informed snapshot of your holdings.
The Daily Balance Page adds, calculates, and shows the value for your trades on a specific day you choose — either today or a date in the past. The Daily CoinTracking Balance page shows:
Sum of your traded cryptocurrencies to date.
The value of your cryptocurrencies.
The total value (profit/loss) of your entire portfolio.
Balance by Exchange
To check on your CoinTracking balances grouped by exchange or trade-group, you can use the Balance by Exchange Page. This resource will help you see all your cryptocurrencies, the amount owned, and the value grouped by a specific exchange or trade-group. You can see trade-groups on the Enter Coins page by switching the table view to Extended.
Balance by Currency
The Balance by Currency Page has even more features that can help you get a better look of your portfolio. The Balance by Currency page provides details for all your cryptocurrencies, including transactions, amounts, values, and volume. It also groups your transactions by day, week, month, or year. You can even use a filter on this page to disable transaction types such as “deposits” and “withdrawals” or exclude exchanges and groups.
The Trading Fees Page can be a helpful tool to flag specific trades that include a fee. The page also highlights the calculated fee value of the trade, as well as the current fee value.
Double Entry List
The Double Entry List Page is where you can see transactions, deposits, withdrawals and fees according to whether they were a debit or credit at the time of the trade. Using the search filter, you can view individual types of debits and credits, such as fees or sales.
It’s always important to have the most features and tools available when reviewing your transactions and portfolio holdings. These CoinTracking resources will help you more thoroughly monitor and track your trading, letting you spend more time focused on the next trade and less time on reviewing your last.
Beyond balances, CoinTracking can help with you:
Support for DeFi trades (e.g., Uniswap)
Get you gains calculated automatically.
12 accounting methods (e.g., FIFO, LIFO, HMRC, ACB).
Generating compliant tax reports in your country.
If you need personalized help reviewing your transactions or preparing your US tax returns, check out our CoinTracking Full Service. CT Full Service is provided by a team of crypto tax professionals led by Sharon Yip, an expert CPA. Follow our weekly AMAs on Twitter where Sharon Yip answers your crypto tax questions.
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Disclaimer: All the information provided above is for informational purposes only and should not be considered as professional investment, legal, or tax advice. You should conduct your own research or consult with a professional financial advisor when investing.
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