Best Crypto Portfolio Management Software for Poloniex - Page 2

Find and compare the best Crypto Portfolio Management software for Poloniex in 2026

Use the comparison tool below to compare the top Crypto Portfolio Management software for Poloniex on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    Shrimpy Reviews

    Shrimpy

    Shrimpy

    $19 per month
    Streamline your portfolio management by using automated trading strategies. By linking Shrimpy to all your cryptocurrency exchange accounts, you can implement trading tactics that enhance performance while minimizing long-term risks. Effortlessly replicate the strategies of top crypto traders on the premier social trading platform designed for straightforward portfolio management. Regardless of your level of expertise in cryptocurrency, Shrimpy offers tools to help you develop a robust portfolio strategy, assess performance, and keep an eye on market trends. From its inception, Shrimpy has prioritized your security, ensuring that every API key is encrypted and stored using FIPS 140-2 compliant hardware security modules (HSMs) to safeguard the confidentiality and integrity of your exchange API keys. Shrimpy only requires access to read data and execute trades, meaning that your assets remain safe and cannot be withdrawn from the exchange. To further enhance security, we highly recommend that all users enable our Two-Factor Authentication (2FA) service, which adds an extra layer of protection to your account access. With these features, you can trade with confidence and focus on growing your investments.
  • 2
    Kubera Reviews

    Kubera

    Kubera

    $12 per month
    Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.
  • 3
    Holderlab Reviews

    Holderlab

    Holderlab.io

    $7.99 per month
    HolderLab elevates your Bitcoin and cryptocurrency portfolio management to new heights. By providing tools such as portfolio optimization, correlation analysis, and a trading bot designed for rebalancing strategies, users can effectively manage their crypto assets. Additionally, the platform allows for backtesting trading strategies and exploring social portfolios, all essential components for a successful crypto investment. With the capability to analyze between 5,000 and 50,000 portfolios, HolderLab seeks to identify the most optimal cryptocurrency combinations. Users can discover the ideal allocation of their crypto investments using an efficient frontier tool, which enhances decision-making. You also have the flexibility to develop a personalized rebalancing approach, whether through a set calendar period or by utilizing deviation thresholds, and even combine both methods for greater effectiveness. Furthermore, HolderLab boasts one of the largest databases of Bitcoin and cryptocurrencies for trading, allowing for comprehensive market insights. By using HolderLab, investors can save over 336 hours each year that would otherwise be spent on manual asset rebalancing, streamlining their investment process significantly. This efficiency not only maximizes potential returns but also allows users to focus on other important aspects of their financial strategy.
  • 4
    EveryTrade Reviews

    EveryTrade

    EveryTrade

    $1,199 per year
    Organizing your transactions into distinct portfolios or categories is crucial for efficient management. By systematically recording your transactions over time, you will find it simpler to produce any necessary documentation upon request. Furthermore, you should evaluate your business and trading activities by analyzing your gains and losses while benchmarking against the market. Utilizing a data manager allows you to oversee your transactions effectively, with all imported data easily accessible and modifiable within a transactions table. You have the flexibility to assign, unassign, delete, filter, or edit transactions based on your requirements. Maintaining detailed records of your transactions is vital for generating consolidated reports that streamline the assignment process in the general ledger. This simplification can significantly ease your accountant's workload when it comes to preparing your taxes. Importing your data is straightforward; simply download CSV files from your preferred cryptocurrency exchange and upload them to EveryTrade. Additionally, this organized approach not only enhances your financial oversight but also supports better decision-making in your trading strategies.
  • 5
    rotki Reviews

    rotki

    rotki

    €10.05 per month
    Rotki serves as a privacy-centric, open-source tool for portfolio tracking, accounting, and analytics. Its source code is accessible for review, modification, and improvement, ensuring transparency and community involvement. Designed as a local-first application, Rotki emphasizes user privacy by keeping your financial data encrypted on your device, rather than sharing it with external entities. This tool enables users to track a wide range of crypto assets from various sources, including blockchains, DeFi protocols, and supported exchanges. You can view a comprehensive overview of your assets and liabilities, along with your exposure to each asset expressed as a percentage of your overall net worth. Additionally, users can track the evolution of their total net worth over time through graphical representations. Free-tier users can access data for the past two weeks only. The platform supports connections to numerous centralized exchanges, allowing users to monitor current balances, historical trades, deposits, and withdrawals effectively. Furthermore, Rotki provides an overview of all DeFi holdings across different protocols, along with detailed historical activity and profit-loss calculations, making it a robust choice for crypto investors. This multifaceted tool aims to empower users with insights into their financial decisions while maintaining strict adherence to privacy standards.
  • 6
    Unspent Reviews

    Unspent

    Unspent

    €40 per year
    Discover efficient cryptocurrency portfolio management tools and insights that make investing in digital assets straightforward! Unspent seamlessly imports your portfolio and DeFi transactions from various wallets and exchanges, providing you with resources and knowledge that help you save both time and money. Trusted by countless investors for tracking their crypto holdings, you can easily view your portfolio's overall value, individual cryptocurrency balances, and their respective shares within your total investment. The Open Finance activity dashboard includes platforms like Uniswap, Compound, Aave, and TokenSets, with more integrations on the horizon. You can monitor average purchase prices for each cryptocurrency, as well as track both realized and unrealized profits. Additionally, gain insights into your portfolio's distribution across various market capitalizations, view performance histograms, and analyze asset correlations. Receive timely email notifications when specific cryptocurrencies reach designated price points. Unspent is designed to be user-friendly for beginners while offering advanced features for seasoned investors. Simply create an account, link your exchanges and wallets, and watch as Unspent manages the data for you, allowing you to focus on your investment strategy. With its robust functionality and ease of use, Unspent is the ultimate tool for anyone looking to navigate the cryptocurrency market effectively.
  • 7
    Lumina Reviews
    Navigate the complex world of digital assets with confidence using the most all-encompassing financial platform designed specifically for the crypto space. Lumina has earned the trust of top investment funds, corporations, and professionals seeking a solution that meets institutional standards. With Lumina, you can visualize and gain insights into your digital asset portfolio seamlessly. No matter if you possess BTC, ETH, or any other type of digital asset, Lumina is your ultimate source of reliable information. Experience the convenience of having your entire portfolio displayed in a single location. Monitor historical performance, current holdings, and your total cost basis effortlessly. Stay informed with the latest news and insights pertinent to your investments through both the web interface and the Lumina mobile application. Additionally, Lumina automatically reconciles all exchange transactions, including transfers among exchanges, wallets, and custody solutions. For trades executed offline or through OTC venues, Lumina simplifies the process by aggregating unresolved activities, making resolution straightforward. This ensures that you can focus on making informed decisions without the hassle of complicated reconciliations.
  • 8
    Cryptoyote Reviews
    Cryptoyote is an AI-driven auto trading platform designed specifically for cryptocurrency investors. Utilizing advanced artificial intelligence algorithms, it forecasts price movements in key cryptocurrency markets. This technology enables the analysis of alternative data and employs machine learning techniques to produce trading signals effectively. By leveraging deep learning, the platform extracts valuable insights from various sources, including financial news, social media platforms like Twitter, Google, Telegram, as well as contributions from traders, blogs, and transaction data. More than just a tool for technical analysis, Cryptoyote also offers fundamental analysis, arbitrage scanning, sentiment evaluation, and a multitude of capabilities that allow for the development of sophisticated financial models driven by artificial intelligence. In addition, it delivers comprehensive services such as AI-driven analyses, portfolio and volume tracking, statistical insights, news updates, and crypto exchange information to enhance your cryptocurrency trading experience. Over a span of 75 days, the performance of the Cryptoyote AI Bot resulted in a total of 2,122 trades, showcasing its efficiency and potential in the trading arena. This blend of technology and market intelligence makes Cryptoyote an invaluable resource for traders seeking to optimize their investment strategies.
  • 9
    CryptoCompare Reviews
    CryptoCompare serves as a leading source for transparent and succinct information, delivering an unparalleled range and depth of data that connects the cryptocurrency realm with traditional financial markets. As a worldwide provider of cryptocurrency market data, it equips both institutional and retail investors with access to real-time, high-quality, and dependable market and pricing information covering over 5,300 coins and more than 240,000 currency pairs. By collecting and examining tick data from well-known exchanges, and effectively merging various datasets related to cryptocurrency prices, CryptoCompare offers a thorough and integrated perspective on the market. On a detailed level, the platform generates an array of resources, including cryptocurrency trade data, order book information, blockchain insights, historical data, social media statistics, analytical reports, and a diverse set of cryptocurrency indices, ensuring that users have access to an extensive suite of tools for their investment needs. This extensive dataset not only aids in informed decision-making but also enhances the overall understanding of market trends and dynamics.
  • 10
    Lukka Reviews
    Link your accounts to view your trades and balances all in one convenient location, enabling you to make informed decisions about your investment portfolio instantly. You can connect through an API or easily upload historical data from various exchanges, wallets, OTC desks, or other transaction data sources. With just one screen, access all your accounts, integrate your APIs, and upload data swiftly. Your portfolio can be analyzed by asset, account, or exchange, with valuations reflecting their USD Fair Market Value, even if you encounter discrepancies across 30 different exchanges. Gather, examine, and oversee your data to ensure that your balances and, more crucially, your tax obligations are accurately managed. Additionally, you can add multiple users, controlling their access, permissions, and capabilities on an individual basis. Sub-accounts can be created within Lukka to facilitate the management of separate entities, business lines, or client information. Furthermore, the platform includes features designed to streamline and automate business processes related to cryptocurrency assets, enhancing efficiency across your operations. This comprehensive approach allows for a more organized handling of your digital assets, ensuring that all aspects of your financial management are covered.
  • 11
    Hashcash Crypto Portfolio Management System Reviews
    HashCash is an international software enterprise that provides innovative solutions in areas such as Blockchain, AI, Big Data, and IoT through its diverse range of platforms, products, and services. Its Blockchain offerings facilitate real-time asset transfers across borders for various applications, including Remittances, Trade Finance, and Payment Processing. Additionally, HashCash operates a US-based digital asset exchange known as PayBito, as well as a digital asset payment processing service called BillBitcoins. The company also delivers exchange solutions, payment processing software, ICO services, and tailored Blockchain development for specific use cases. Through initiatives like Blockchain1o1 programs and its investment division, Satoshi Angels, HashCash drives technological advancements and fosters innovation. By implementing creative digital transformation strategies, HashCash addresses complex challenges faced by clients globally, ensuring they stay ahead in the evolving digital landscape.
  • 12
    TabTrader Reviews
    You can trade from your smartphone anywhere you are online. Place orders at a certain price. You can buy and sell coins at the lowest prices. You can set up price brackets that suit your needs and receive push notifications about important events. You don't need to monitor charts all the time. This will allow you to miss important trade opportunities. Push notifications are instant and don't require mobile data. Switching between accounts and apps is no longer necessary. All your exchange accounts can be managed through one interface. All your exchange accounts can be accessed from one screen. The app connects with wallets using API keys. These keys are either encrypted on the exchange or in the hands of the users. TabTrader has no access to your money as all trading is done directly on the exchange. You can easily create charts, add trend, horizontal, and technical indicators. Forecasts will help you refine your strategy, maximize returns, and minimize losses.
  • 13
    Coast Reviews
    Coast serves as a financial navigation tool that effectively merges digital and traditional assets, allowing users to gain a holistic understanding of their financial environment. By connecting digital asset wallets—such as cryptocurrencies and NFTs—with conventional financial accounts, Coast provides an all-encompassing overview through a single, user-friendly dashboard. The platform is equipped with features like goal-setting, tailored wealth strategies, and access to valuable insights and guidance, which can be utilized across various devices including desktops, laptops, tablets, and smartphones. Coast’s intuitive interface demystifies the challenges of managing diverse asset portfolios, enabling users to make informed financial choices and attain peace of mind as they traverse their financial paths. This innovative solution is tailored for individuals who wish to simplify their financial management and gain greater insight and authority over their monetary futures. With such a comprehensive approach, Coast not only enhances financial clarity but also promotes proactive financial planning for its users.
  • 14
    Cryptograf Reviews
    Begin monitoring your cryptocurrency portfolio in just moments without the need for tedious data entry regarding transactions. You can effortlessly add your coin balances or link your exchanges to observe your crypto assets in real-time. Unlike other portfolio trackers that require you to input your complete transaction history just to determine your crypto's value, you can avoid this inconvenience and start tracking the fiat value of your assets almost immediately after installation. With Cryptograf, you have the flexibility to retrieve price data across more than 25 fiat currencies sourced from numerous cryptocurrency exchanges. Regardless of where your digital assets are kept, you can swiftly obtain precise valuations for your portfolio. Forget about the monotonous task of entering transaction data; simply input your exchange API keys once. Stay informed about the worth of your cryptocurrency holdings in real-time, as Cryptograf's exchange integration continuously updates your latest coin balances while you trade, invest, or withdraw from your preferred exchange, offering a seamless experience for managing your investments. Moreover, this innovative tool streamlines the process, saving you both time and effort.
  • 15
    Fireblocks Reviews
    You can build, manage and scale a profitable digital assets business. Fireblocks is a platform that allows you to store, transfer and issue digital assets across your entire ecosystem. Fireblocks DeFi API & Browser Extension allow you to securely access all DeFi protocols. This includes trading, lending/borrowing and yield farming. Multi-layer technology that combines the best in MPC cryptography and hardware isolation to protect investor and customer funds from cyber attacks, collusion, and human error. The only institution asset transfer network that allows you to move and settle assets 24 hours a day. Maximize your cash flow, reduce counterparty risk and unlock new revenue streams. The only insurance policy that covers assets in storage and transfer, as well as E&O, gives you peace of mind.
  • 16
    CoinCodex Reviews
    CoinCodex is your go-to source for comprehensive cryptocurrency information. With access to charts for over 11,450 different coins, users can easily find vital statistics such as current prices, historical all-time highs, total market capitalization, and trading volumes, among other data. The platform offers highly customizable crypto charts, allowing you to monitor real-time price movements or choose from eight predefined time intervals, which can span from the last 24 hours to the full historical data of a coin. For those requiring even greater accuracy, there's an option to specify a custom date range. Additionally, CoinCodex enables users to analyze the price trends of various cryptocurrencies side by side on a single chart, making it an invaluable tool for traders and investors alike. This level of versatility ensures that you are well-equipped to navigate the ever-evolving cryptocurrency landscape.
MongoDB Logo MongoDB