Topic: Proper Portfolio Tracker (Read 188 times)

I suppose you can also try this[1] (Portfolio Performance). The program was made to support multiple investments assets but also it has the ability to track any cryptocurrency that you may seem fit. If you do end up using it and are having trouble just post in the thread and I'll try to support you as much as I can.

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[1]https://bitcointalksearch.org/topic/m.59003367

Thank you for the detailed information you provided regarding the Coinstats hack.
So far, I have also been careful when there are several Dapps websites or portfolio websites that require wallet connections.
It's better to avoid connecting your wallet because you risk a wallet drain or even a case like the Coinstats you described.

I only use the portfolio tracking feature with only the address only and it is safer, but some gaps in the delivery of fake coins or NFTs can also occur to trap the owner of the address into trying to enter the website to sell it.

Yes indeed, thank you very much. Instead of a spreadsheet I think a small app, accessible from my mobile, would be a good option.

Every listed app above is blown with lots of features and advertisement if you do not pay for the features you don't need.

Again thank you very much. Seems to be the solution I'll go with.

I'm not in any way a fan of having to connect all these third-party apps to your wallets and possibly have a security breach now or later. you can do this by yourself by configuring as little as an excel sheet on your local computer and track your investment by recording the amount you bought any of your holdings, and the quantity. After configuring the sheets with the formulars I would show you below, then you only need get the recent price of the crypto currency to update your investment status, good thing is that you may necessarily not need to get the recent price by yourself since there are free Apis that can be connected to the sheet to update the prices for you as soon as the sheet is opened.
for example https://api.diadata.org/v1/assetQuotation/Bitcoin/0x0000000000000000000000000000000000000000

Simply create an excel sheet that would look like this

S/N	Quantity	Cost Price($)	Price at Purchase($)	Current Price($)	Profit($)	Loss($)	Net Profit($)
1	0.01	605	60500	67500	75.2	0	50.2
2	0.01	695	69500	67500	0	20

Now to get the profits, you Use a conditional operator(eg the if statement) to check whether the CURRENT PRICE is greater than the PRICE AT PURCHASE. If its lower, return a zero to the field, then if yes, calculate with the formular below:

firstly we would get the % increase in price from 60500 to 67500, which is 7000/60500 * 100 = 11.57%
Then we proceed to get this same increase in relation to the cost price which is 11.57/100 * 650 = $75.2, now your profits for this transaction is $75.2

For the second record we had a loss, so we calculate the % decline in price from 69500 to 67500 = 2000/69500 * 100 = 2.88%
Again you proceed to get the same decline in relation to the cost price = 2.88/100 * 69500 = $20, now your loss for this transaction is $20

For the net profit, you can sum you can remove the total losses from the profits and use a green color to display the result if profits are more than losses and a red color for the latter.

Then you can enhance your customization to knowing the worth of your investment currently by getting the total of the cost price and adding the net profits to it or removing from it where necessary.

Good thing is that all these calculations need only be done once for the first row, and you would drag down the formulars to other similar rows to update the calculations.

you can also upgrade to doing it online by uploading the sheet to your drive and access it from anywhere or creating your simple site where you can implement same algorithm.

Thank you very much for the info. I would never ever connect my wallet to a third party app. What I want is an app into which I can manually add the amount I bought with timestamp, buying price.
It might be a good feature for lazy people, but I can't see a reason why one would really hook up his account to a third party app.

Also, the combination I have wouldn't allow me to do it, since I keep mine in a cold wallet.

That application is fairly popular. But as reminder, just be careful with it's wallet feature. Few months ago, 1590 CoinStats wallet was hacked[1-2].

[1] https://beincrypto.com/coinstats-security-breach-crypto-wallets-hacked/
[2] https://coinstats.app/blog/security-incident-report/

I see. I don't have experience with crypto portfolio trackers because I don't experiment much with altcoins and generally don't give too much importance to losses/profits of my bitcoin, but I know that these trackers can also automate the whole process. You won't have to manually input amounts and values you bought, you can just export and import the data from each individual exchange, as long as it's supported by the tracing software.

Thank you very much. I don't have sMerits, othrewise I would have given one.

Of course I'm using a hardware wallet as cold wallet which is integrated into Sparrow - sorry for the confusion. And yes, I can see it every time I open Sparrow, but for this I need to open my notebook, use a password and have the wallet sync with a node.


That's what I'm already doing. But the one I currently use is Coinmarketcap, and it is not very comfortable to see the loss or win. I was wondering if there are better tools.

It's like the Crypto Profit Calculator, and almost all Portfolio Trackers have it.
There will actually be many options for tracker applications that are quite complete and as suggested by @OmegaStarScream use delta.app.

I also found a fairly complete tracker portfolio, which is coinstats.app with the support of many chains and especially Bitcoin.
It's quite easy to use and available for all, Android, iOS, Web

https://coinstats.app/

This sentence of yours is a bit confusing to me. Are you using Sparrow wallet as a cold wallet or are you using it as your watch-only wallet with an imported master public key from your cold wallet? If it's the latter, then you can already keep track of your bitcoin every time you open Sparrow wallet and view your balance. Connect it to your own node to not affect your privacy negatively.

To check the profits and losses, you can just insert the amount of BTC you bought and at what price into any portfolio tracker if you don't want to manually do the calculations.

Bluewallet is mostly for you to watch your holdings across multiple addresses/wallets. It doesn't tell you how much you gained or lost. As for the privacy aspect, then it's open source, so I wouldn't really worry much (although I have never checked the code myself before).

Delta tracker[2] on the other hand, is not open source, is more advanced, and probably has every feature you can think of.

[1] https://github.com/BlueWallet/BlueWallet
[2] https://delta.app/en

Yes, I would like to track my holdings. At the same time, it would be good if it could tell me how much loss or profit I made. I'm happy to add it manually in order to avoid adding my public key. I'm running a node, but still unsure how much of privacy I would loose when adding my public key to Bluewallet.

I'm guessing you only want to track your Bitcoin holdings? If so, you can use Bluewallet (available on mobile). Just import your master public key, and it'll automatically show your holdings whenever you receive funds (in any address in that wallet).

Some more advanced options that support both altcoins and exchanges is: Delta tracker.

Hello,

I'm sorry if this questions has been asked before, but I wasn't able to find something in the forum.

I'm using Sparrow Wallet with a cold wallet to HODL the coins I'm buying from time to time. Whenever I transfer coins to my wallet I also add the amount into the Coinmarketcap's portfolio option. Unfortunately it doesn't give much information and even rounds off to a few digits and it is designed for Bitcoin and altcoins. How do you trace your wallet in such a combination? Is there a better option/tool than Coinmarketcaps app?