What tools do you use to manage your portfolio?

[crabby]

Hi Everyone!

I hope you're having a great day. I was recently rethinking the tools I use to help manage my portfolio. In an effort to rethink my strategy I wrote up a brief article that covers some tracking apps, trading bots, terminals, and portfolio management solutions.

Would anyone be willing to share what tools, applications, or programs they use to help manage their portfolio? What features are the most important for you? What features do you wish existed in some trading tools?

The Secrets to Managing Your Binance US Portfolio Using Trading Bots


I can't wait to discuss!

[Yatsan]

I am using Berminal and Blockfolio.

Blockfolio is excellent for funds management, and I think the best app for me with regards to this topic. And the second for me is the Berminal, this is a new application that I downloaded, but it is all in one application on portfolio management. It has a management UI like blockfolio and also has a news section that is updating every minute, and I think that is one of his great features. And yes, those two applications are the best for me.

[rizkyalhabsy]

i just using Blockfolio since 2017 when bull market come, basically that appilaction just a signal alert for me or something like that , not much to do , since for make a action we still need login to our exchange account.About bots,i never use any bots for trading or my portfolio.

[thisnewcoin]

I haven't found any other better tool than blockfolio for managing my personal crypto portfolio. It is that easy to use and manage, anyone can take this service. Therefore Blockfolio updates data quicker than CMC app. In Coinmarketcap app, you can add and manage your portfoilo, but the Blockfolio is still the best option!

[dothebeats]

Blockfolio for crypto assets, and your traditional Excel sheets plus pen and paper for traditional assets. I'm not moving much money nowadays so I don't really need a lot of these new tools and managers to keep track of my assets. I only deposit once a month and allocate my money to some of my assets and business while my crypto assets sit still on their respective wallets. The last time I tended to blockfolio was 3 months ago when I bought a few alts due to my target price being reached. After that, I went inactive on crypto trading and focused full-time on real life businesses.

Blockfolio's UI and functionalities are IMO what makes it great. It's not over the top, but it surely gets your work and tracking done.

[Hippocrypto]

I haven't found any other better tool than blockfolio for managing my personal crypto portfolio. It is that easy to use and manage, anyone can take this service. Therefore Blockfolio updates data quicker than CMC app. In Coinmarketcap app, you can add and manage your portfoilo, but the Blockfolio is still the best option!

I've also been using blockfolio since 2017 until present, and it went so good instead of seeking other tool which was more complex. Though other people recommended other apps to do the same purpose, but I am still satisfied with the current one. This is simple and easy to get real-time updates from different exchanges, and average pricing can be determined through optional settings.

[GreatArkansas]

(...), and your traditional Excel sheets plus pen and paper for traditional assets.

Me too, I am using Microsft Excel for my trading especially using their web version of Spreadsheet using google drive so I can access it anywhere and in any devices.

It's kinda old school for me even there are already some tools to manage some portfolio now but for me, it's still useful, you can customized it based on what you needs and totally free to use. Beside, I'm just a small trader.

[leowonderful]

I use a Google Sheet to keep track of my investments and portfolio because I travel pretty often and I like the flexibility that Google Sheets offers, though I do prefer Excel when I'm at home.

I also use the Android app called Bitcoin Ticker Widget for alerts and updates based on the percentage of price change in the last 24 hours. The app allows customizeability in how often it refreshes data on pricing, and I typically set it to around 5 minutes even though this does burn a bit of my battery as I track a number of different coins with the app.

[BitMaxz]

Not only Blockfolio can be used to manage your portfolio there are many tools that you can use.

Sample Binance if you want to track all of your trading history, fees or you can use for tax report you can use the https://cointracking.info/
I posted this last month so much better to read it from here https://bitcointalk.org/index.php?topic=5219318.msg53659862#msg53659862
It includes the guide how to import all of your trading history from Binance as example.

Another tool and alternative for Blockfolio for mobile is Crypto Market Cap - Crypto Tracker Mobile
You don't need to put your API just add your coin and config them manually under their portfolio page. They are many features like alert, News, ICO list and many other features. And it's free.

Another alternative for Blockfolio is Delta which is also a great app for tracking Bitcoin and other Crypto. It's also free so you can test it right now.

If you have any of these tools you can manage your trading portfolio to track profit, fees and you can use it for tax reports that mostly required for some countries.

[peter0425]

i am using Google sheet but now i am considering trying "eToro" because it keeps on popping in my wall and seems like a good option to lessen my Job,does anyone here using this service?wanna hear some thoughts before i proceed.

[fullhdpixel]

I am just managing within my excel sheet. Yes, I am not holding big amount of altcoins hence just a google sheet for anywhere access and MS excel sheet for local desktop access is fine for me. But, I need to check price fluctuations time to time for that I do visit few exchanges frequently. I am visiting exchanges anyway hence it will not be a big thing to check the prices of my portfolio.

I guess it is possible to manage my cryptos to manage without any specialized tool because I am just holding few coins which will be good in long term. It means I guess I have enough time to cash them out rather than watching them daily so that will not be missing any possible peak price levels.

[Hilsgort_T]

I don't use such tools, because most often I need to pay money for this, and I'm not ready to pay money for that convenience, because I don't need the robot to do all the transactions for me. Although I know people who use this and they are happy with the results. This is not necessary, but sometimes it is convenient for some people.

[20kevin20]

I'm actually surprised to see nobody mentioned Delta before BitMaxz. I think it's the app which boomed the most during the 2017-2018 period.

I'm using a combination of Delta and Excel. Delta for mobile and quick-checking my short term portfolios, Excel for managing my funds, trading and having an evidence of all my portfolios.

I used Blockfolio until Delta launched. I love Delta's UI but sometimes they show wrong prices. IIRC though, I think Blockfolio had this price issue too back when I used it. Delta also has some algorithm that calculates whether your transactions have been good investments (or trades) or not, but I've never used it correctly to know how accurate it is. It also has a live book order function which might come in help for those seeking to do trading.

[nelson4lov]

I utilize the services of some tools to ease my day to day trading workflow. These tools doesn't really mean I win all trades but they ensure that my trading workflow is efficient and seamless. Here's a list of tools I use :

1. Binance Exchange – It's one of the top exchange (If not the best) at the moment. So I use their exchange as they have majority of my favorite coins listed. They also have some of the lowest fees in the industry.

2. Tabtrader – You missed it on your list. It's a trading apps that simplifies the trading workflow. It cuts out the need to have a different technical analysis tool since it has one built in with tools like indicators, Support/Resistance lines etc. Using tabtrader, users can connect and trade from more than one exchange account from one place – faster throughput abd trade execution time. I'm not shilling. I've been a user for years.

3. The good ol Blockfolio app – does what it says. A simple to use portfolio management app.

[The Cryptovator]

Although I am quite away from trading now, but I hadn't used any kind of tolls or bots to manage my portfolio. Not sure if that's the reason I am on loss lately. But I believe only myself for manage my portfolio. Most of trade I have done on Binance and rest of trades on Bittrex. I just see my trade history to calculate profits/loss occasionally. Since I am not big/full day trader thats why I believe any tolls isn't appropriate for me at the moments. To be honest I didn't bother to know about any kind of tolls or bots for trading so I am not much experienced about their functions and strategy of management.

[nicolas1979]

That's amazing, we surrender with bot to manage our portfolio. For me using notepad is very easy and I can improve my strategy to make good plan, without any complicated bot just use my brain and journal. I'm not reject technology but for me portfolio is sensitive material and must take by our self. If bot help you just use it but I hope you also can accept people like me who not use it, thank you.

[bhabygrim]

I am still using the blockfolio and delta app on my mobile phone.
Those are the only portfolio apps that I am using ever since I started trading.
I don't really have a crypto portfolio on my laptop or desktop but if you would suggest some maybe I would give it a try.

[Yamifoud]

Though I'm not going to trade every day but may this Blockfolio and DELTA apps could help us to track by our coins in the market. And somehow we need to update this app/s to sync the current market movement and its price. However, we shouldn't be confident enough with these apps and much better if we actually look into the site where we use to trade our coin/s and to find out the recent status of its price.

[bearexin]

The title of the article you have linked in your post is showing like trading bots for managing portfolio. It will be possible? What are the tasks those trading bots will be doing? Like it will be intimating us about some target levels or stoploss levels? I guess most commonly used crypto portfolio apps and software are already doing that but it is the first time you are calling such software as a bot.

I agree every software can be termed as bot but we are having some conventional terms in this trading community whereas trading bot is something which will be capable of making trades on its own decision. Simply, a bot is automated thing to be used on behalf of a human whereas a software is for doing just notification things.

[sujonali1819]

Recently I am not using any portfolio app or service. But previously I used blockfolio, Delta android app and crypto compare for tracking my portfolio. Now a days there are many ways to track/manage portfolio. Most of the price tracker site are now providing the portfolio service too. But my love for Delta App.