Best Web-Based Crypto Portfolio Management Software of 2024

Find and compare the best Web-Based Crypto Portfolio Management software in 2024

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

  • 1
    Zapper Reviews
    All your DeFi assets, liabilities and information can be managed from one interface. Open finance offers unique opportunities. Zapper is the central hub for Decentralized Finance, also known as DeFi. Our mission is to increase DeFi's GDP by simplifying the complex access to unique opportunities for retail investors, fund managers, and builders all over the globe. Take a look at all your DeFi assets and liabilities. You can invest in unique opportunities across the ever-expanding list of DeFi platforms. You save time and gas. You can easily rebalance between DeFi platforms, or create your own opportunities. Connect to battle-tested brands that your users use daily in DeFi and leverage them. Analyze user behavior to determine & prioritize which integrations to implement next. Integrate integrations seamlessly into your websites, emails, or apps.
  • 2
    Live Coin Watch Reviews
    The first web-based real-time cryptocurrency price tracking app. Live updates from the exchanges allow you to monitor your portfolio 24/7. Our team set out to create the best web app to track our bitcoin and altcoin gains. You will be bombarded with advertisements from competitors advertising products that update every five minutes. Live Coin Watch prices change every few seconds. The market capitalization of a cryptocurrency is what determines its rank. This is calculated by multiplying the volume weighted average price of the cryptocurrency by its circulating supply. To be ranked, a coin/token must trade on at least two exchanges and three markets. Prices are pulled directly form exchanges. The volume weighted average global market pairs traded on spot markets with fees is used to calculate the price of a cryptocurrency. This means that the volume of a cryptocurrency is directly related to its influence on the global average price.
  • 3
    TradeStation Reviews
    Our award-winning trading technology allows you to trade equities commission-free*. Access to over 2,000 commission-free* ETFs and all the tools you need for exploring your trading ideas. We offer a variety of education opportunities and tools to help you leverage your options. Futures contracts can be traded on indices and gold, Euro, crude oils, bonds, and many more. Futures Options traders will find our FuturesPlus platform to be very useful. Get your share of today’s top-rated companies before they hit the stock market. You can choose from over 2,000 Mutual Funds to simplify and diversify your investment portfolio. Trader novices and seasoned professionals alike can access the entire suite of powerful trading technology, online brokerage, and trading education under one roof. The most advanced trading technology available that offers power, reliability, mobility, and security. For both new and experienced traders, market insights, education, as well as resources.
  • 4
    DEX Screener Reviews
    DEX Screener offers DeFi analytics. It allows users monitor activity on decentralized cryptocurrency trading across multiple blockchain networks. DEX Screener is easy to use thanks to its simple interface. Users can monitor the price, volume of trading, and on-chain transactions for various tokens with DEX Screener and use this data to make informed investment decisions. DEX Screener, with its millions of users is a trusted platform for crypto traders and investors. DEX Screener can be a valuable resource for anyone who wants to maximize their investment, whether you're an experienced trader or are just getting started.
  • 5
    Moonwatch Reviews
    Keep track of crypto changes between visits We prioritize the user experience by syncing all data between visits and providing accurate insights into price changes. This feature is crucial for making informed decisions in the volatile crypto market. It ensures users are always updated. Visit to see coin charts, search history and exchange tickers. Notifications of price changes.
  • 6
    Crypkit Reviews
    Crypkit's mission to provide all the tools and data required to oversee, account for and report on your crypto business is to help you. Keep a complete view of your portfolio. Keep track of your assets in real-time. To make informed investment decisions, you must always have the complete picture. You can enjoy a superior asset tracking experience through the connection of exchanges, blockchain addresses, and DeFi protocols. Monitor your mining and staking rewards. All in one place. Crypkit, a powerful platform that allows you to monitor and manage all of your crypto assets and transactions, is available from one place. Fully automated with DeFi support. This is the ideal solution for advanced portfolio tracking.
  • 7
    Ledgible Reviews
    Top Pick
    The Ledgible Platform is a cryptocurrency tax & accounting solution designed specifically with professionals in mind. We make crypto, Ledgible. Financial institutions, corporations, and accounting firms use the Ledgible platform globally for crypto tax, crypto accounting, and crypto audit for billions of dollars of crypto assets. For clients seeking traditional financial verification, reporting, and assurance, Ledgible provides the tools they need to confidently embrace cryptocurrency in their work. Ledgible offers three products - Ledgible Crypto Tax Pro, Ledgible Accounting, and Ledgible Crypto Consumer Tax. Our crypto tax product suite was designed from the ground up as a professional-grade solution for tax and accounting professionals. As such, we're the only solution partnered and integrated with all professional tax software solutions. Our institutional accounting arm also develops custom solutions for institutions seeking to integrate cryptocurrency into their systems.
  • 8
    HaasOnline Reviews
    Top Pick
    HaasOnline is a platform for advanced crypto trading bots. Traders can develop, backtest, paper trade, and deploy trade bots on over three dozen exchanges like FTX, Bybit, and Binance. Replicate historically proven trading strategies like scalping, grid trading, dollar cost averaging, or arbitrage. Create trade bots line-by-line with our IDE-based editor or use the visual drag and drop designer without having to write a single line of code.
  • 9
    ECOS Reviews
    Top Pick
    ECOS is a cryptocurrency investment platform that offers a cryptocurrency wallet, cryptocurrency exchange, crypto mining, crypto portfolio management tools and crypto savings accounts. ECOS Portfolio allows you to invest in digital asset portfolios. ECOS provides portfolios with different indicators of risk/return. A portfolio can be selected by anyone, regardless of their experience. You can get real mining power with no extra effort. Purchase a crypto cloud mining contract. This is where you rent mining facilities for the desired time to earn bitcoin. The miner company provides the physical availability and software, as well as electricity, placement, and maintenance on a turnkey base.
  • 10
    ZenLedger Reviews
    Top Pick
    Track your crypto trades and see your profits. You can quickly generate the crypto tax forms and financial reports you need. ZenLedger is compatible with all major exchanges including Binance, Coinbase, crypto including Bitcoin, Ethereum, Litecoin, and fiat currencies. ZenLedger will produce P&L statements for you and your tax professional, regardless of whether you are a day trader, miner, or Hodler. ZenLedger imports all transactions and prepares your documents. This includes the Capital Gains Reports and Income Reports as well as the Donation Reports and Closing Reports. ZenLedger can also connect you with a crypto tax professional (Tax attorney, CPA, and/or Enrolled Agent) to help you get your taxes done quickly, efficiently, and with the best tax strategies. All fully prepared plans include the 1040 and all schedules. All packages are subject to time limits.
  • 11
    TokenTax Reviews
    Top Pick

    TokenTax

    TokenTax

    $65 per tax year
    12 Ratings
    TokenTax is a cryptocurrency tax calculator that connects with every crypto exchange. We can import your data from any country and reconcile it to your trading history. You can easily track your capital gains, losses, and tax liabilities for each virtual currency transaction. Our Tax Loss Harvesting tool can help you save money. For your TurboTax return, you can generate tax forms such as the Form 8949. Need help filing? Our team of cryptocurrency tax filers can help you complete your return. Connect major exchanges such as Binance, Coinbase, and BitMEX via automatic API import or upload a trade history spreadsheet from any exchange. Our platform is custom-built to handle all aspects of digital asset taxes. This includes capital gains calculation and automatic tax form generation. TokenTax uses crypto trading history to automatically populate Form 8949, which is used to report capital gains. It can be included with your tax return, or you can import it into TurboTax.
  • 12
    Accointing by Glassnode Reviews
    Top Pick
    Set up alerts and analyze your portfolio to get real-time insight. Get a market overview and track coins in your watchlist. Just a few clicks and you can file your crypto taxes! Accointing offers an intuitive dashboard that is available on both mobile and desktop. It allows you to track your transactions and performance in real-time, with an amazing user experience. We make it easy to connect your wallets and exchanges via API or CSV. The platform supports over 300 exchanges and wallets via mobile or desktop. Your tax report is available in just 5 clicks and can be customized to your country. To find out more, select your country. Review the performance of the crypto market and research the most popular tokens. Add them to your watchlist.
  • 13
    Claritus Reviews
    Claritus, a technology-driven private wealth management service, allows you to track, understand and take control your wealth from one place. Claritus believes that you should be able to see your assets and investments clearly and easily without needing a master's degree in finance. We understand that privacy and security are very important to you. That is why we adhere to the highest standards in data security and encryption. Claritus allows you to know that your data is only for your eyes with Claritus. Claritus allows you to access, track, and take full control of your portfolio from one interface. Claritus is your beacon of light in a confusing sea of apps, services and spreadsheets. It's easier than ever to get real-time data from over 17,000 global financial institutions, brokerages and other financial organizations. To automatically keep track your portfolio.
  • 14
    MyEtherWallet (MEW) Reviews
    Top Pick
    MEW (MyEtherWallet) is an open-source, client-side interface that generates Ethereum wallets and more. MEW offers a client-side interface that allows you to interact with the Ethereum blockchain. Our open-source platform is easy to use and allows you to create wallets, interact smart contracts, among other things. Create your own Ethereum wallet. You will be given a public address (0x ...)) and you can choose a method of access and recovery. Perfect for the cryptocurrency power user or those that are cryptocurious. MEW makes it easy to access the Ethereum blockchain. We are a group of crypto-enthusiasts who want to make it easy, secure, and intuitive to manage your ERC20 and ETH tokens. With new earning opportunities, integrations and side chain being added constantly, the future knows no bounds with MEW.
  • 15
    CoinTracking Reviews
    CoinTracking analyzes all your trades and generates real time reports on profit and losses, the value of coins, realized and unrealized gain, tax reports, and many other information. You'll always have a complete view of the prices for all 9041 coins and assets. CoinTracking allows you to track all transactions in real time, regardless of whether you are just starting investing in digital currencies. Are you new to CoinTracking In 16 videos, our tutorials will explain all functions and settings for CoinTracking. Interactive charts for trading and coins. Profit/loss & Audit reports. Realized and unrealized gain. All transactions on one page. Easy import from 70+ exchanges. Automated import via APIs Direct sync with blockchain Export in Excel, PDF and CSV. Capital Gains, Income, Mining, etc. 12 Tax methods (FIFO, LIFO, AVCO...). This document is for accountants and tax offices. All countries can be adjusted.
  • 16
    CoinSmart Reviews

    CoinSmart

    CoinSmart

    0.20% for single trade
    4 Ratings
    Our mission is to make cryptocurrency available to everyone. Coinsmart is the easiest cryptocurrency trading platform. You can quickly and easily buy and sell bitcoins and other digital currencies on your desktop or mobile device. CoinSmart allows you to buy and sell Litecoin Cash, Bitcoin Cash and Stellar. We are constantly adding digital currencies. Register now to get verified in a matter of minutes. You can access your funds immediately after you make a deposit. No pairing or tethering required. Once you are verified, you can begin buying and selling digital currencies. We listened to you! We have eliminated long wait times for deposits, withdrawals, and account verification at CoinSmart. Get the best crypto trading app and experience how easy it is to trade bitcoin and other coins using our mobile app.
  • 17
    Wealthica Reviews

    Wealthica

    Wealthica

    $11.99 per month
    1 Rating
    All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.
  • 18
    Quadency Reviews
    Quadency is a digital assets portfolio management platform that unites leading exchanges into one easy to use trading engine. Users of all experience levels may access a range of simplified bot strategies including a basic accumulator bot as well as high-frequency trading automations. Crypto traders and investors can access simplified automated bot strategies and a 360 portfolio view with a free account. Users can monitor, trade, and automate digital asset holdings across leading exchanges from their unified and secure Quadency account while accessing advanced portfolio analytics.
  • 19
    Abra Reviews
    Abra is an all-in-one app that allows you to buy, sell, and keep 30 cryptocurrencies, 50 fiat currencies, and the first crypto index (the BIT10). Our vision is a global, open financial system that is accessible to everyone. You can trade, buy, and earn interest on cryptocurrencies. Earn up to 14% interest in USD stablecoins and crypto. You can also trade in over 100 cryptocurrency, all in one place. The easiest and most trusted way for you to invest in cryptocurrency. Abra's 5-star app has been designed to make crypto easy for everyone. We are proud to be the preferred crypto app by nearly 2 million users in 150 countries. You can easily deposit cryptocurrencies, connect to a credit card, and set up bank transfers (where available) to fund your wallet. Abra is a crypto wealth management platform that aims to make it easy for millions of crypto owners to maximize their potential.
  • 20
    Ember Fund Reviews
    A cryptocurrency hedge fund that is accessible to everyone. Ember Fund is fundamentally changing how people invest in cryptocurrency. With just a few clicks, anyone can buy into a managed portfolio containing cryptocurrencies. Our vision is to provide trading insights and technologies previously reserved for institutional investors to anyone with $300 and a smartphone. Ember is fully decentralized/non-custodial meaning our thousands of users from around the world, custody their own assets. The cryptocurrency can only be accessed by the user's mobile device, and not through any other person. This prevents any central point of failure. This is the first cryptocurrency app. Get investment advice from the best minds in crypto. You can easily and securely hold your assets without having to trust anyone. Smart order routing, encryption, and automatic wallet creation are all possible.
  • 21
    BitGo Reviews
    BitGo is the first digital asset company that has been focused exclusively on serving institutional clients since 2013. BitGo provides institutional investors with custody, staking, liquidity and security solutions. Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin. In 2020, BitGo launched BitGo Prime, Portfolio and Tax, providing clients with a full-stack solution for digital assets. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. Most recently, BitGo launched institutional-grade DeFi, NFT and web3 services. BitGo processes approximately 20% of all global Bitcoin transactions, and supports over 700 coins and tokens. BitGo’s customer base includes the world’s largest cryptocurrency exchanges and institutional investors and spans more than 50 countries.
  • 22
    CoinMarketCap Reviews
    CoinMarketCap is the most widely-referenced price-tracking site for cryptoassets in a rapidly growing space. Its mission is make crypto accessible and efficient worldwide by providing accurate, unbiased and reliable information to empower retail users to draw their own informed conclusions. Our platform is easy to use and allows you to keep track of your portfolio valuation, profits, losses, and portfolio value. You can sync your data between your mobile app and desktop to keep track of your crypto assets from any location. Updates 24/7 using price data from the largest exchanges. No cost, top-notch crypto portfolio tracking There are thousands of tokens and coins available. We are very serious about data security and privacy. The professional API for cryptocurrency data authority worldwide has been created just for you. A new suite of powerful, flexible and accurate endpoints for cryptocurrency market data.
  • 23
    CoinTracker Reviews

    CoinTracker

    CoinTracker

    $59 per tax year
    4 Ratings
    It is difficult to accurately track the performance of your crypto assets and calculate taxes. We connect your wallets and exchanges. Connect all your wallets, exchanges, and DeFi platforms directly. We automatically and continuously sync your crypto transactions and balances. Our technology supports fee tracking and margin trading. We also handle traders with millions of transactions. We support more than 300 exchanges and 2500 cryptocurrency. You can easily review your tax summary and download the reports that you need to file taxes. It integrates seamlessly with TurboTax software and your accountant's software. We offer full support in the USA, UK, Canada, Australia, as well as partial support for any other country. CoinTracker is the industry's most trusted cryptocurrency tax software.
  • 24
    KingData Reviews
    KingData's goal is to create a decentralized, open, and interconnected commercial banking system that is unified, transparent, and interconnected. Aggregation multichain and multi-protocol solves the core requirements of users to find, manage and invest [Portfolio] in Web3. It relies on the Web3 data recommendation engine, user behavior data, to help users quickly locate a suitable protocol and manage their portfolio, trading, and investment. KingData offers a set Subgraph API standards (APY and TVL) that promote openness and interconnection. These are the most comprehensive and focused on Web3 financial information in the industry, and can be accessed by industry users for querying and use. A set of access standards will be available for our recommendation system. All protocols products that comply with access standards can be recommended to our various modules, upstream and downstream. - APY TVL Tracker - DeFi Portfolio Tracker - Wallet Tracker - Data Analysis - Robo-Advisor
  • 25
    Arbor Portfolio Manager Reviews

    Arbor Portfolio Manager

    Arbor Financial Systems

    $1,500
    Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.