Best Portfolio Trackers For Cryptocurrency And Stocks (2024)

Keeping track of your investment portfolio can be daunting and time consuming. And this is especially true if you invest in multiple asset classes like cryptocurrency and stocks.

There are numerous independent stock and cryptocurrency portfolio trackers. However, if you don’t want to manage multiple accounts and prefer tracking your entire portfolio from a central dashboard, these solutions don’t work.

Thankfully, there are several cryptocurrency and stock portfolio trackers that let you monitor your entire portfolio’s performance.

Kubera states it’s the “world’s most modern portfolio tracker,” and it’s sleek design and ease-of-use certainly help support this claim.

With Kubera, you can track the value of all of your assets in a central dashboard, including asset classes like:

As for the portfolio tracker itself, it’s essentially a souped-up Excel spreadsheet. You can track your entire portfolio’s growth in a clean table format that breaks out holdings by asset class or view historical performance in chart format.

In terms of security, Kubera states it doesn’t have access to any of your personal login information or credentials. Rather, Kubera uses partners like Plaid to securely connect to your various accounts, which is the same process most leading Fintech companies use.

Kubera costs $15 per month or $150 if you pay annually. There’s also a 14-day free trial for you to play around with this modern portfolio tracker.

Empower (formerly known as Personal Capital) is one of the most popular portfolio trackers and wealth management tools on the market. And with tools like a retirement planner calculator and fee analyzer for your 401k, it’s also more robust than a simple net worth tracking spreadsheet.

Empower users can now track their cryptocurrency holdings as part of their net worth. But you can't actually connect your cryptocurrency wallet or exchange account to your Empower account. Rather, you manually enter the quantity of cryptocurrencies you hold (like Bitcoin or Ethereum) and Empower updates prices using public data.

This manual entry requirement makes this less useful for active cryptocurrency traders. But if cryptocurrency is a smaller and more stable part of your investment portfolio, Empower gets the job done.

One advantage of using Empoweras your crypto and stock portfolio tracker is that it’s free. Empower tries to funnel free users to the wealth management side of the business, but you’re not obligated to use its advisors.

For security, Empower uses a variety of security protocols, has multi-factor authentication, and keeps your data private. In short, if you want a free and secure portfolio tracker for your regular investments and cryptocurrencies, Empower is a good fit.

Lunch Money is similar to other personal finance management apps like Mint and You Need A Budget. And with its net worth chart, you get a quick snapshot of all your assets and liabilities, which covers assets like regular investments, cryptocurrency, and cash.

You can enter this information manually through an Excel spreadsheet upload or connect your financial accounts. Lunch Money also supports manual tracking for over 1,000 cryptocurrencies, so it’s a comprehensive solution if you invest in a variety of lesser-known altcoins and stablecoins.

That’s just the portfolio tracking side of Lunch Money. From there, you can create your own budget, automatically tag transactions into different categories, and monitor your spending patterns over time.

Lunch Money uses AES-256 encryption and Plaid like leading portfolio trackers. Unfortunately, there isn’t a mobile app, so this isn’t the best portfolio tracker for monitoring your investments while on the go.

Lunch Money costs $10 per month or $100 if you pay annually. Sales can drop annual pricing to around $70, and there’s also a 14-day free trial.

Overall, the portfolio tracker isn’t as sleek as what you get with platforms like Kubera or Claritus. But, if you want to track your spending and create a budget within the same app, Lunch Money is for you.

The Delta app is another popular cryptocurrency and stock portfolio tracker that’s best if you’re just starting out with investing.

With Delta, you get an incredibly sleek and user-friendly app that lets you track asset classes like cryptocurrency, stocks, ETFs, and mutual funds. You can view a clear breakdown of your portfolio’s performance in the app’s main dashboard or dive into different asset classes and specific holdings.

As a free Delta user, you can only connect two cryptocurrency exchanges and two wallets to your account. Delta provides live updates on cryptocurrency prices, but if you’re trading across several exchanges, the free plan has limitations.

The main downside of Delta is that you can’t currently connect brokerage accounts to automatically sync your investing data. However, Delta recently announced brokerage connections are coming soon.

If you want more wallet and exchange connections and advanced portfolio metrics, you have to pay for Delta Pro. This premium plan is on an early backer plan currently and costs $60 to $70 annually for iOS and $70 to $80 annually for Android.

For security, Delta states your wallet keys are only stored on your device and are never sent to Delta servers. At this time, there isn’t information for how users will integrate their regular brokerage accounts with Delta.

Until Delta adds brokerage connections, paying for Pro isn’t worth it. But the free app is still a simple way to track your cryptocurrency holdings and other investments, especially if you’re new to investing and have a smaller portfolio.

The advantage of using a portfolio tracker that supports multiple asset classes is that you don’t have to juggle multiple apps or websites to monitor your portfolio. If you want to centralize your financial information, using a portfolio tracker that supports crypto and more traditional securities makes sense.

However, more specialized portfolio trackers often have more features than platforms that try to support every asset class.

Cult of Money wants to help readers learn more about cryptocurrency and decentralized finance (DeFi) to benefit from this revolutionary technology. To accomplish this goal, our team regularly reviews the best crypto-related products and services on the market to help investors make the right decision.

There are numerous portfolio tracking apps and software on the market. For our reviews, we consider factors like ease-of-use, fees, security, supported cryptocurrencies, and a variety of other factors. There are still other crypto and stock portfolio tracking platforms on the market. But we believe this includes the very best trackers currently available to investors.

A few years ago, the idea of needing a portfolio tracker that also includes cryptocurrency might have been laughable to many people. But cryptocurrency investing is more popular than it’s ever been.

This momentum bodes well for the future of cryptocurrency and DeFi. The next few years should see more companies adopt the technology, including online brokerages, personal finance apps, and even our banks.

For now, use one of the all-in-one portfolio trackers outlined in this list to monitor your entire portfolio. But keep an eye out for what’s around the corner. Cryptocurrency is a dynamic space and new tools are becoming available for investors all the time.