Portfolio trackers that all investors should use
A good tracker saves time and prevents sloppy mistakes (missing fees, false balances, bad cost base). Start with a simple app and then layer the defi-aware tool.
Browse the curated picks here: Portfolio Tracker Directory. For discovering a wider range of tools, including transactions, analysis, security, and more, Discover the hub.
Coinstat – Multi-ecking Sync, defi wallet, performance, P&L view. Powerful mobile app. A good all-around to start.
delta – Clean UX, multi-asset (stock/crypto). Perfect for beginners who need a single portfolio view.
Zerion – Negative tracking of EVM/L2S. Swap and NFT views. A solid mobile experience.
Zapper – Cross-chain defi dashboard (position, LP, debt); powerful for power users and farmers.
Debank – A summary of wallet-centric debt with protocol location and approval. Suitable for security reviews.
Rotki (Open Source, Self-introduction) – Privacy on the Machine – First Accounting and Portfolio Tracking – Great for security-conscious users.
Koinly/Cointracker (Tax + Tracking) – Accurate lot tracking, tax reports, and exchange synchronization – Use mid-year to avoid April’s confusion.
Kubera – Network Tracker (Crypto + Tradfi + Properties) for multi-asset households.
Pro tips: Tracking Fee and Funds In addition to balance. “Green” charts can hide charge bleeding when traded on advanced routes. Ours Useful tip guide Cover your execution tactics and maintain more profits.
How AI Bots Change Crypto Trading
Automation compresses the time from signal to action. Use a bot Run an existing plan– I will not exchange it.
Replacement Bot
- Binance Trading Bot – Grid, DCA, Rebalance, TWAP. Low cost; Region-dependent features.
- OKX Trading Bot – Grid/DCA/Arbitrage/Signal Bots using PRO UI.
- Bibit Bot – Grid/DCA and copy trading options.
Third-Party Strategic Platforms
- Pionex – Built-in grid/DCA/Leverage grid. Running 24/7 without external API.
- 3commas – Multi-exchangebot, smart trade terminals, copy strategy.
- coinrule – No code rules (if -then -then -thin) across exchanges.
- bitsgap – Grid/Smart Order/Arbitrage Scanner with Portfolio View.
- Kryll – Visual builders and social strategies.
GuardRails (non-negotiable): Create Read, IP Whitelist API Key (No withdrawal permission) Set Maximum loss per botand pause bots around major events. Keep the hot wap Manual Kill Switch All strategies. Check out the curated overview of automation options Trading Bot Directory.
Free or Paid Tools: Which is worth it?
Can’t skip for free (or freemium)
- Defilama – TVL, fees, revenue dashboard.
- Sand Dunes – Community Dashboard. Create a custom SQL query.
- Token Terminal (free tier) – Basics of the protocol (fees, revenue, p/s).
- Coinglass/laevitas (Flee slices) – Funding, OI, liquidation heat map.
- TradingView – Charts, alerts (free tiers are fine to start).
- Cryptopanic – News Aggregator. Custom filters.
- CoinMarketCal/Coindar – Event calendar.
Payments that can earn a keep (select 1-2 instead of all)
- GlassNode / Cryptoquant – Chain flow, supply dynamics, exchange balance.
- Nansen – Smart Manny Wallet Labels and Flow Maps (defi/nft).
- Messari Pro – Screeners, research, and chart overlays.
- Kaiko / Amberdata (Enterprise) – Order Books and Derivative Data Feeds.
When to pay: If the tool is driven directly Sizing the position, Risk Limitationsor Faster exitsubscriptions often pay for themselves. Otherwise, stick to and upgrade to free/freemium only after the tool can point to an improved decision.
Community Tools for Research and Alerts
Community Surface Edge – If filtered well.
Signal Source
- Project Blog and GitHub Release – Follow the reports of your holdings. Real shipping beats social chatter.
- Disagreement/Telegraph – Official server for status and patch notes. Enable Only mention To reduce noise.
- X/Twitter List – Create a list by theme (L2S, DEFI, AI, games) to separate signals from the main feed.
caveat
- Whale Alert – Large transfers. Watch Exchange Inflow/Outflow.
- Defilama Alert – TVL/price spikes (set up via dashboard).
- TradingView – Price/Indicator Alerts pushed to mobile/desktop.
- Unlock tokens – Track your discharge schedule. Do not buy in front of the cliff.
Cross check
- Always check Contract address Official domain from project documents – never via search ads.
- Pair pre-acting Defillama/Dune/Token terminal data with community claims.
Our Skims for practical implementation habits combined with these tools Useful tip guide.
Conclusion
Great tools do not replace discipline amplification that. Start with a clean portfolio tracker, add one or two chain dashboards and automate small run slices with guarded bots. Centralize your alerts to act Less, better signaland continue to lock everything into written plans. Continue exploring new picks at Discover the hub Upgrade only if the tool clearly improves your decisions and speed.
The post-top crypto tool that saves time and maximizes profits was first introduced in Crypto Adventure.