Most investors start with a few coins and simple notes in a notebook or just in their head. Over time, dozens of assets, multiple exchanges, staking positions, and deposits appear - and suddenly you no longer understand how much you actually invested in crypto or what your total return is.
A crypto portfolio is an organized list of your crypto assets with data on quantity, entry price, total value, and performance. Without it, it is hard to make informed decisions: when to accumulate, when to take profit, and where risk is too concentrated.
What a Crypto Portfolio Includes
A typical crypto portfolio can include:
- core assets (BTC, ETH, and other blue chips);
- altcoins from different sectors (L1, L2, DeFi, NFT infrastructure);
- stablecoins held as "cash" or for yield strategies;
- staking positions or liquidity pool allocations;
- deposits on centralized exchanges or DeFi protocols.
Managing a crypto portfolio means more than keeping a coin list. You also need trade history, average entry price, current value, and performance across each asset and the total portfolio.
Why You Should Track a Crypto Portfolio
There are several key reasons why proper crypto investment tracking is critical:
- you see your real returns, not gut feeling;
- you can evaluate risk and concentration across assets;
- you have a foundation for planning exit targets and strategy;
- you simplify preparation for tax reporting (where applicable);
- it becomes easier to decide where to allocate capital and where to reduce exposure.
How Portfolios Are Usually Tracked - and the Problem
The most common approach is spreadsheets (Excel or Google Sheets), exchange screenshots, and manual notes. It works while the number of trades is small, but then problems appear:
- formula and copy/paste errors;
- difficult tracking of buy/sell history;
- spreadsheets do not show a unified view across all exchanges and wallets;
- updating prices and balances takes too much time.
Spreadsheets vs. a Crypto Portfolio Tracker
Spreadsheets are flexible, but they require constant manual work. A specialized crypto portfolio tracker handles routine calculations and visualization so you can focus on decisions.
Compared to spreadsheets, a tracker like Bithamst helps you:
- keep all portfolios, exchanges, and assets in one place;
- automatically calculate average price, return, and PnL;
- see portfolio structure by assets, sectors, and currencies;
- set alerts for targets and portfolio changes.
How Bithamst Helps You Manage a Crypto Portfolio
In Bithamst, you create one or more portfolios and add trades. After that, the platform:
- calculates balance and average entry price for each asset;
- shows current return in fiat and percentage terms;
- visualizes portfolio structure and value dynamics;
- provides tools to plan exit targets and alerts.