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Author Topic: [Guide] Portfolio Management  (Read 88 times)
kirreev070
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August 08, 2018, 03:19:35 PM
Merited by leetcoiner (2)
 #1

In this thread, I would like to describe the sites and programs that will help you in portfolio management or simply tracking the crypto currency, that you are interested in. I will give you an example of several options for portfolio management, which in my opinion are the best for this. In the thread there will be both examples of management through various online platforms and mobile applications.


The sites.
https://www.cryptocompare.com
This is the first site, that I used to manage my portfolio. You can register through your Facebook, Gmail account or just email.


Next step, you need to create a portfolio. To do this, you need to specify it’s name, select the currency in which the site will display your balance and choose the type of portfolio: private or public (I like this,  because you can see the investment portfolio of other users or popular investors, but if you have a link). Also I want to note, that you can make several portfolios


The next window will show your created portfolio. Here you will need to add coins that you have. You can do this in two ways: basic (enter all the values yourself) or through your accounts. In the example, I chose the basic one. You need to choose the coin that you have, enter the quantity and price by which you bought the coin.


Also I want to note, that the site gives you choice of price for one token or the price for the total amount.



In this way, you created your portfolio.


Also, if you buy or sell your tokens, you can update the information. To do this, you need to select the "Edit or Delete" item and enter information about buying or selling by analogy with the first add of token.



From the advantages of this site, I want to note that there is a section of risk analysis.


https://altpocket.io
I had to switch https://www.cryptocompare.com, because there was no import of data from the Bittrex exchange, on which I used to trade actively.
As on the previous site, you also need to register here, but there's no way to create an account via Facebook or via Gmail.


After registration, you will also need to create a portfolio. To do this, select "Main Portfolio" in the "Portfolios" section and start creating in this window.
At the moment, you can add your own crypto-currencies using 4 different ways: Add the transaction yourself, import the data from the stock exchange (currently available: Coinbase, Binance, Bittrex, Poloniex), add assets from the farm mining, make ICO investments. For example, I chose to add the transaction myself.


In this way you get a portfolio on this platform.


In order to add other crypto currencies, you need to go to the "Transactions" section and add other transactions, in order to make the adjustments in the existing crypto currency you need, in the coin which you want to adjust the information, select "edit details" , and in order to delete select "delete". You can also watch crypto currencies in which you want to invest.



On the main page of this site you can add widgets and look at the portfolio and other things you need. But in my opinion it’s useless section.


Mobile applications.
At the moment I think mobile applications are the most popular and the best for portfolio management, as they are always at hand and intuitively more understandable. The first application I used was Blockfolio. It is available both on the iOS device and on Android.


The application looks pretty good, in order to add a coin, you need to select the "Add Coin" item and find the desired crypto currency. Then you need to choose the exchange where you bought it, set a rate at the time of purchase and the quantity of coins you bought.


In the same way, you can add other crypto-currencies that you have.
To make changes to the existing crypto currency, you need to select the crypto currency into which you want to make changes, select    "Add Transaction" and make the necessary changes, approximately the same as with the purchase. And in order to remove it, select the Recycle Bin icon and confirm the deletion.


In each of the coins you can watch the schedule, the orders on the chosen stock exchange, put a notice of the price and see what your profit or slaughter is.


Also, a general schedule of your portfolio is available for different time intervals. In the example, a period of one year is selected.


Now I do not use this application because I need to make all the data myself and the application very often understates the value of your portfolio and does not show truthful information.


The application I'm using at the moment is called Delta. The design of the application is more pleasant. Here I will not show the general graph, outwardly and functional they are somewhat similar to Blockfolio and I use it at this moment.

In order to add a coin, you need to click on the icon  . Crypto currencies can be added in three different ways: find yourself, import your stock account (at present, there are 11 exchanges: Binance, Bitfinex, Bittrex, Coinbace, Cryptopia, Coinbase PRO, HitBTC, Huobi, KuCoin, Kraken, Poloniex) and import your wallet available Bitcoin, BitcoinCash, Dash, Dogecoin, Ethereum, Litecoin, NEO). In the example I chose to find myself.


To make changes to the existing crypto currency, you need to select the crypto currency into which you want to make changes, go to the transaction section and select the item "Add a new transaction" and make a new operation.


As in the Blockfolio, you can see the graph of the crypto currency, put a notice of the price and see what your profit or slaughter is.


As well as in Blockfolio, there is a general schedule of the portfolio for different time intervals.


I stopped on this program, as it has many different options for adding a crypto currency, has the ability to manage several portfolios (via subscription), has a desktop version of the program that is connected with the mobile application. The desktop version is available in Windows, MacOS and Linux.



I would also like to mention TabTrader. The program is not an application for managing a portfolio, but is designed to display prices at a given time(per 5 sec).In fact it’s a terminal, if you have an Android device, you can trade through it, using the API keys. TabTrader is easy to use, so I recommend it.



This thread was created for evaluation purposes.
If you use other sites or programs to manage your portfolio, I will be glad to see them here. Also share your opinion about the sites and programs that I showed in this thread.

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August 09, 2018, 01:06:01 PM
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Interesting, but maybe need to add some more sites and apps. For example, CoinTracking also good site and this project have usable apps too for Android & IOS.

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August 09, 2018, 02:25:04 PM
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Also, one suggestion - BitScreener.
It's a crypto tracker in real time, it's avaiable for iOS, it's on web and in Google store.
https://bitscreener.com/
They support 10 languages. You can manage different portfolios, set alerts and read news related to cryptocurrencies. Although I'm not sure about the number of portfolios and how many different alerts since I payed for premium membership few months ago.
I personally like it more than Blockfolio, but many people don't share my opinion.

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August 09, 2018, 07:19:28 PM
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Cointracking does almost all of this automatically if you let it sync your trades. I can definitly recommend it, it is very easy to use and the user interface is easy to understand.

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