.png)
Erica StanfordCreating a Sustainable Portfolio with Management Companies
Because investing in digital assets is relatively new to a mainstream audience, taking the time to learn them carefully counts as not just an option, it is a prerequisite to building a sustainable portfolio.
If you are ready to build and diversify, here is a list of the most interesting crypto portfolio management companies:
Blockfolio
Founded in 2014
Blockfolio HQ is based in Marina Del Ray, California
The most popular Portfolio Management tool on the market with 6m+ active users
Owned by Sam Bankman-Fried, who also owns FTX.com and SushiSwap
Blockfolio was acquired for $150m in August 2020
Mobile-only platform, with no desktop suite to make use of
More than 10,000 cryptocurrencies can be tracked through the tool
Users can connect their Blockfolio account to their crypto exchange accounts with certain providers thanks to an API key. This allows all trading moves to be logged directly in the portfolio manager. There are currently 15 different exchanges that offer this functionality
Blockfolio offers an impressive communication tool called Signal, which allows the development teams from over 300 cryptocurrency projects to publish news and updates directly to the people who hold those coins. The updates often get sent here before they go to mainstream social media sites, giving Signal users actionable information in advance
The site was hacked once, but as no cryptocurrency is held here, all the hackers managed to do was send nasty messages to users through the app. Those affected were given a $10 apology
Best of all, it’s free!
CoinGecko
CoinGecko was founded in 2014 by TM Lee (CEO) and Bobby Ong (COO)
HQ office in Singapore
Available on iOS and Android
Gives a 360-degree overview of cryptocurrencies
Comes with 3 different subscriptions (free, premium for $4.16 per month, and premium+ for $8.32 per month)
CoinGecko is CoinMarketCap’s main rival, being arguably the second-most referenced price-tracking website for crypto
Register an account on the website or app and start tracking your portfolio today
Coinigy
Based in Milwaukee, United States
Founded by Robert Borden and William Kehl in 2014
Claims to offer a ‘Cloud-Based Platform’ that offers ‘Superior 99.9% Uptime from our Google Data Centers’
Coinigy can access 75 technical indicators and trade directly from the chart
Access to real-time API data as well as historical information
Secured with strong encryption technology
Comes with 3 subscriptions (Starter for free, Pro Trader for $18.66 per month, and API Developer Pro for $99.99 per month)
Available on iOS and Android
Able to connect your account with many apps and third-party integrations
Coinigy integrates directly with Google Sheets, allowing the tool to interact with users Bitcoin & Cryptocurrency balances
Also available on Firefox and Chrome (as a browser add-on)
As a more data-intensive tool, this app is aimed more at day traders and institutions
CoinMarketCap
Founded by Brandon Chez in May 2013
HQ office in Dover, Delaware, United States
At the end of June 2021, CoinMarketCap introduced a new Ethereum Swap feature thanks to a partnership with Uniswap. Simply visit the Ethereum coin page and notice the new ‘Swap’ feature in the bottom-right corner. Connect to your smart browser wallet, such as MetaMask, to do swaps with other ERC-20 tokens
Claims to be the world's most-referenced price-tracking website for crypto assets, which is about right, as it has the best SEO and will generally be the first website you see when researching any cryptocurrency
In April 2020, CoinMarketCap was acquired by Binance Capital Mgmt. There is officially no ownership relationship between CoinMarketCap and Binance.com, though the reality is that Binance now owns CMC, paying $400m for the service
Available as a website or as a mobile app
Products include a Blockchain explorer, crypto API, crypto indices, and more
Free of charge, with an excellent portfolio management tool for those who register an account
Coin Market Manager
The co-founders are Simeon Gabriel Howard, David Kanzen, and Gary Lee
Based in London, England
Founded in 2018
Claims to be the ‘World’s Most Popular Automated Journaling & Analytics Tool for Crypto Traders’, though this is hard to qualify and substantiate
CMM supports a wide variety of exchanges and assets for connection and tracking
Affiliate programs available, with up to 20% commission offered for referring friends
The app is focused on growing your BTC stack
Keep a tab on your ICO investments and live exchange positions in the same place
Offers an automated crypto trading journal that allows traders to enhance their learning process and prevent repeating past mistakes - see Journal feature
One of their products is an open interest market scanner that offers actionable and immediate information that covers many points connected to crypto trading (especially day trading)
Coin Market Manager supports 6 exchanges, including Bybit, Bitmex, Bittrex, Deribit, Coinbase, and Binance.
Comes with different types of plans: Basic (free), Pro ($49.99/month), and Enterprise ($59.99/month)
Coinstats
Founded in 2017
Narek Gevorgyan is the owner
The CoinStats HQ can be found in Yerevan, Armenia
More than 500,000 exchange accounts connected so far and growing every day
Has over one million users
CoinStats can be managed on all gadgets
Access all of the data from your exchange accounts in one easy-to-use platform
Affiliate programs are available for those who wish to refer friends
The base version of CoinStats is free after that, they charge $3.49/month for Pro and $13.99 for Premium (which gives you unlimited connections)
CoinStats provides an easy way to track real-time crypto prices, news updates, and project developments
CoinTracking
The Founder is Dariusz Kachel
CoinTracking is based in Munich, Germany
Founded in 2012, the platform eventually went online 2014 to become the world's first cryptocurrency tax reporting tool. Of course, it offers a portfolio management tool as well, though not as the primary feature
Offers many different services such as personal analysis, trade imports, tax declaration, coin charts and trends, and much more
Users are able to track their transactions in real-time
Comes with 4 different types of pricing (free, Pro for $10.99 per month, Expert for $16.99 per month, and Unlimited for $54.99 per month)
Provides exclusive third-party benefits for premium users
Offers partnerships with many advisers, tax consultants, and corporations.
Mobile app available for iOS or Android devices
Reportedly tracks $24.7 billion worth of assets across all portfolios and handles 25 million API, CSV, and Blockchain imports per month
CryptoCompare
Started in London in 2014
The founders are Charles Hayter and Vlad Cealicu
CryptoCompare’s main office is in Danbury, UK
They produce cryptocurrency trade data, order book data, blockchain, and historical data, social data, reports, and a suite of cryptocurrency indices for their users
Forged excellent partnerships with VanEck, Refinitiv, Quandl, BT Radianz
Developers can get a free API key or interesting data widgets to connect CryptoCompare to their product or solution
The website features news and reviews about many different cryptocurrencies and exchanges
CryptoCompare’s portfolio management tool is completely free to use
Delta
Founded in October 2017
HQ office in Ghent, Belgium
Delta is completely free since being acquired by eToro, with them paying the costs to ensure Delta doesn’t need to charge for its data and tools
Available on Android and iOS devices
Supports multi-asset tracking for stocks, ETFs, indices, Forex, mutual funds, bonds, futures, options, and of course, cryptocurrency!
Used in 115 countries, with over 2.5 million app downloads worldwide
Provides historical data from any coin or exchange, with data available in a minute, hour, and daily increments
Deservedly won the Webby 2018 Judges Award for Best Mobile User Interface
eToro acquired Delta for the bargain price of $5m in November 2019
HedgeGuard
Founded in 2006 in France
HedgeGuard has since opened offices in London and Beirut
The CEO is Imad Warde
Manage your entire crypto-portfolio in one place
Offers front-to-back and highly configurable investment management software and powerful analytics
Offers a highly-responsive team of customer support experts to answer users’ specific needs
Supports additional services including middle-office outsourcing and virtual desktop infrastructure (VDI)
Best for buy-side community, crypto hedge funds, Asset Managers, Crypto Fund Administrators and also Banks
Tracking features include: Bonds, Stocks, Commodity Futures, Data Import/Export, Fund Management, Investor Accounting and Reporting, Modelling, and Simulation
Connected to all major crypto players (crypto exchanges, crypto custodians, crypto market data providers, lenders, liquidity providers, and market makers... )
Kubera
Founded by Rohit Nadhani in 2018, along with friends and Engineers Manoj Marathayil and Umesh Gopinath
Based in Palo Alto, California, US
Kubera offers interested users a 14-day free trial
Monthly subscription: $15
Annual subscription: $150
Supports nearly every global currency - crypto and fiat
Supports DeFi assets on multiple chains like Ethereum, BSC, and Polygon
Supports all major stock exchanges in the US, Canada, UK, Europe, Asia, Australia, and NZ
Easy-to-use and spreadsheet-like interface
Track assets in your portfolio, in one central dashboard
Track investment accounts in real-time
Sync multiple accounts with different currencies and investment types
Affiliate program available (both the recommender and the new user will get $15 credit each)
Lumina
Co-founders: Chen Fang, Peter Pong, and Louis de Vallière
Based in San Francisco
Lumina retrieves real-time balance, line item, and resolved transaction data directly for all of the connected exchange accounts
The tool also monitors and updates reference data in real-time
Track historical performance, current positions, and the total cost basis
Able to see your entire portfolio in one place, in a logical and well laid out manner
Supports top brands and all transaction types
Lumina can produce a wide array of comprehensive reports about portfolio activity
The service can build custom reports specific to users’ needs
Another very useful tool, especially for tax reasons, is that users can automate the process of bookkeeping, maintaining a balance of digital assets, and managing tax in real-time
The platform has been designed in collaboration with accountants & auditors
Lunch Money
Founded by Jen Yip, who runs the project completely solo!
Yip is based in Toronto, Canada
Only available in Desktop, with mobile users yet to experience the power of Lunch Money from a handheld device
Offers two types of subscription: monthly ($10/month) and annual ($70 for the first year and $100 after the first year)
Able to show your personal finances and crypto portfolio in one place, giving you a strong indication of your network
Allows you to track over 300 cryptocurrencies manually, without a hitch
Partnered with Zabo to create excellent API keys for crypto wallets
Featured in TradeSanta for the Top Crypto Portfolio Trackers
Provides 14 features such as import transaction, net worth calculator, multi-currency support, etc
Referral program available, earning a 10% discount for each friend you refer, so refer 10 friends and get your Lunch Money account for free!
Shrimpy
Founded by Matthew Wesly and Michael McCarty on Jan 28, 2018
HQ in Santa Clara, California, United States
Another key office in the San Francisco Bay Area, Silicon Valley, West Coast
Comes with 3 different subscription options (starter for $19/month, professional $79/month, and enterprise $299/month)
Affiliate program available (social leader gets $4/month for every follower they have).
Shrimpy allows users to automate their trading strategy through social trading tools, essentially copying the moves of other (more successful) traders
Zerion
Founded in 2016 by Evgeny Yurtaev, Alexey Bashlykov, and Vadim Koleoshkin
Raised $2M in investment funding 2019
Remote-team (no office)
Provides an easy way to search, filter, and evaluate every single DeFi asset on the market
Zerion sources prices from other exchanges and doesn’t charge a commission for doing so
Available on Google Play and the App Store
Zerion provides insight into your lending and liquidity pooling activities in real-time
Users are able to save money using the tool, borrow money thanks to the Compound partnership, manage their portfolio with a Vault, exchange tokens, and much more