CoinMarketCap's free portfolio tracker follows coins you enter by hand, wallets on 26 networks and Binance or OKX accounts, but not your stocks. For a crypto-only swap, CoinGecko and Delta are close. AllInvestView is our pick when Bitcoin has to sit next to your ETFs, with every gain on one tax report.
Who it suits: Cryptocurrency investors who want comprehensive crypto market data and basic portfolio tracking.
AllInvestView tracks the coins you follow on CoinMarketCap, with prices that update every few minutes. Your stocks, ETFs and bonds sit beside them, and a Coinbase, Kraken or Binance account syncs read-only.
CoinGecko is the like-for-like swap: several free portfolios that sync between web and app, with profit and loss from your own transactions. Premium adds wallet tracking for up to 100 addresses.
Delta covers the stocks CoinMarketCap can't. It syncs with more than 200 exchanges, brokers and wallets, Coinbase and Robinhood among them, so coins and shares land in one mobile app.
Koinly picks up where CoinMarketCap stops at tax time. It imports exchange and wallet history and works out the gain on every disposal. Tracking is free, and downloading the tax reports needs a paid plan.
Kubera tracks DeFi, staking and lending as live positions and can show your whole net worth in Bitcoin. Banks and brokerages sit on the same balance sheet as the wallets.
Ghostfolio is open source and can run on your own server, which suits crypto holders who'd rather not hand a company their wallet list. It tracks stocks, ETFs and crypto together.
| Platform | Key Features | Pricing |
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Free crypto portfolio tracking, Tracks 9,500+ cryptocurrencies, Price alerts, Exchange and DeFi data, Mobile app | Free |
AllInvestView
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Automatic portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Free and comprehensive, Tracks 13,000+ coins, Exchange trust scores, DeFi and NFT tracking, No account required | Free, Premium API plans available |
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Beautiful mobile interface, Multi-asset support (stocks, crypto, ETFs), Automatic exchange syncing, Free Basic plan for up to 10 assets, Dark mode | Free Basic (10 assets); PRO and PRO+ subscriptions |
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Comprehensive crypto tax reports, Supports 400+ exchanges, DeFi and NFT support, Multiple country tax formats, Portfolio tracking included | Free tracking, Tax reports from $49/year |
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Bank and brokerage aggregation, Live crypto and DeFi positions, Property valuation and multi-currency net worth | Essentials: $250/year USD. Black: $2,500/year USD |
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Open source under AGPLv3, so the calculation engine is auditable, Self-hosted option keeps the data on your own hardware, Anonymous accounts by security token, with no email address required, Free hosted tier with no cap on transactions or accounts | Free self-hosted, free hosted Basic tier, hosted Premium $48/year |
Portfolio tracking, analysis and tax reports
The coins you follow on CoinMarketCap fit here, with live prices and your own buy and sell history. AllInvestView then works out what each position really returned over any period, next to every stock, fund and bond you own in one base currency. Each crypto sale is matched to its lots on the tax report you use for shares, and options and property have their place when the portfolio grows past coins.
Our take: Choose CoinMarketCap if you only invest in crypto and want comprehensive market data for thousands of coins. Choose AllInvestView if you have a diversified portfolio across stocks, bonds, crypto, and other assets.
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountYour exchanges hold the full trade record, whatever CoinMarketCap synced or you typed in. Download the trade history as CSV from each exchange you've used, then drop the files into Magic Import, which asks you to check any row it cannot match. Coinbase, Kraken and Binance accounts can also connect read-only.
Open the magic importAllInvestView supports cryptocurrency tracking alongside your entire portfolio. For deep crypto market data and DeFi analytics, CoinMarketCap offers more specialized coverage.
Yes, many investors use CoinMarketCap for crypto market research and AllInvestView for unified portfolio tracking across all asset classes.
Yes. It needs a free CoinMarketCap account and has no paid tier for tracking. You can log buys, sells and transfers, paste wallet addresses and connect Binance or OKX. It doesn't hold stocks or funds, so anyone who owns both needs a second tool or a multi-asset tracker.
They're close. Both are free, run several portfolios and calculate profit from your own transactions. CoinMarketCap reads wallets on 26 networks and syncs Binance and OKX directly, while CoinGecko puts tracking of up to 100 wallets in its Premium plan. Neither tracks stocks.
Go back to the source. Download the trade history from each exchange you trade on, and note the public addresses of your wallets. Load those files into the new tracker instead of retyping the CoinMarketCap entries, so prices and fees match what really happened.