Creating 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:

  1. Blockfolio

  2. CoinGecko

  3. Coinigy

  4. CoinMarketCap

  5. Coin Market Manager

  6. Coinstats

  7. CoinTracking

  8. CryptoCompare

  9. Delta

  10. HedgeGuard

  11. Kubera

  12. Lumina

  13. Lunch Money

  14. Shrimpy

  15. Zerion

 

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

 

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

 

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