Tracking your cryptocurrency portfolio balances across investments and exchanges in real-time

Here’s How To View Your CoinTracking Balances

You already spend enough time researching and trading cryptocurrencies, so when it comes to tracking portfolio balances you shouldn’t be spending any more time than you have to.

Tracking your cryptocurrency portfolio balances across investments and exchanges in real-time is key to making more informed trading decisions and ensuring a well-balanced portfolio. That’s why CoinTracking has a number of resources to help both new investors and seasoned traders track, assess, and manage their portfolios.

Here are few ways to continue checking on your investments, because we already know you do this daily anyways.

Current Balance

The Current Balance Page is the best way to see your portfolio balance in real-time for all investments you own. Here you’ll find your total holdings of each cryptocurrency and your portfolio’s current value in you account FIAT and BTC. There’s even a current average market price feature that can give you more informed snapshot of your holdings.

Daily Balance

The Daily Balance Page adds, calculates, and shows the value for your trades on a specific day you choose -- either today or a date in the past. The Daily Balance page shows:

  • Sum of your traded cryptocurrencies to date.
  • The value of your cryptocurrencies.
  • The total value (profit/loss) of your entire portfolio.

Balance by Exchange

To check on your balances grouped by exchange or trade-group, you can use the Balance by Exchange Page. This resource will help you see all your cryptocurrencies, the amount owned, and the value grouped by a specific exchange or trade-group. You can see trade-groups on the Enter Coins page by switching the table view to Extended.

Balance by Currency

The Balance by Currency Page has even more features that can help you get a better look of your portfolio. The Balance by Currency page provides details for all your cryptocurrencies, including transactions, amounts, values, and volume. It also groups your transactions by day, week, month, or year. You can even use a filter on this page to disable transaction types such as “deposits” and “withdrawals” or exclude exchanges and groups.  

Trading Fees

The Trading Fees Page can be a helpful tool to flag specific trades that include a fee. The page also highlights the calculated fee value of the trade, as well as the current fee value.

Double Entry List

The Double Entry List Page is where you can see transactions, deposits, withdrawals and fees according to whether they were a debit or credit at the time of the trade. Using the search filter, you can view individual types of debits and credits, such as fees or sales.

It’s always important to have the most features and tools available when reviewing your transactions and portfolio holdings. These CoinTracking resources will help you more thoroughly monitor and track your trading, letting you spend more time focused on the next trade and less time on reviewing your last.


realized and unrealized gains

Calculate Your Realized and Unrealized Gains Like A Pro

Whether you’re new to cryptocurrency or are a seasoned trader, knowing how your portfolio is performing at any given time is always top of mind.

That’s why having access to a real-time snapshot of Realized & Unrealized Gains is an effective performance tool when measuring your cryptocurrency portfolio’s current and potential value --- letting you confidently adjust holdings to more accurately pursue your individual investment strategy.

Calculating Realized & Unrealized Gains

To better understand how Realized & Unrealized Gains are calculated we must consider how Profits and Losses are measured in the first place. This can be determined by taking the value of your portfolio and subtract from it the cost you initially invested. The difference between these numbers results in your gain, or in the the case of a negative value, your loss.

So when it comes to Realized & Unrealized Gain, the difference between the two is what you’ve already sold versus the possible gain at that exact moment.

Realized Gain/Loss

For example, if you buy 1 ETH for $1000 USD and sell it for $3000 USD your Realized Gain would be $2000 USD. $3000 USD (Sale price) – $1000 USD (Purchase price) = $2000 USD (Realized Gain)

Unrealized Gain/Loss

But when it comes to Unrealized Gain, the calculation is based on the value of your holdings that haven’t be sold yet. This looks this: Current market price – Purchase price = Unrealized Gain

For example:

If your purchase price for BTC was $3000 USD and the current value of BTC is actually $8000 but you haven’t sold it yet, your Unrealized Gain would be $5000 USD for 1 BTC.

8,000 USD (Current market price) – 3,000 USD (Purchase price) = 5,000 USD (Unrealized gain)

Using the Unrealized & Realized Gains Page

To better understand the performance of your portfolio and trades, CoinTracking offers a number of ways to stay informed on the Realized and Unrealized Gains Page.

Some of the information and tools you have access to include:

  • Check your Realized and Unrealized Gains for each coin and currency.
  • Check your Realized and Unrealized Gains for each transaction.
  • Check the cost basis and the cost for all transactions.
  • Use the Gains Calculator.
  • Search and sort your entries.
  • Export all entries as CSV, Excel or PDF.
  • Open additional transaction data by clicking on the '+' icon.
  • Change the settings to view different aspects of your portfolio (more below).

Realized and Unrealized Gains Page Settings

Along with allowing you to perform the above actions, the Realized and Unrealized Gains Page lets you adjust the following settings to customize the data you may want to calculate for your portfolio.

  • Prices. Decide how your coins will be converted into your account currency: Counterpart, Transaction, or Best (recommended).
  • Method. Switch between calculation methods, such as First-In First-Out, Last-In First-Out, Highest-Cost First-Out, etc.
  • Cost basis. Adjust the method for the cost basis calculation. (CoinTracking recommends Average of unsold Assets as Cost Basis. Only use it if all your purchases and sales are entered correctly.)
  • Currency. Display all values in your account currency or BTC.
  • Currency filter. Select between digital currencies (BTH, ETH, etc.) commodities (Gold, Silver, etc.) or all currencies and commodities together. (CoinTracking recommends you use only digital currencies.)
  • Filter all entries by type, exchange, group and date. Filter your trades by any of these criteria.
  • Add deposits and withdrawals into the calculation. Include all deposits and withdrawals into a calculation if this button is enabled. If the button is disabled, you will see a calculation based on all gains and costs basis from trades only. (CoinTracking recommends you disable this setting.)
  • Group all purchases by day. Enable grouping purchases by day, which is helpful if time zones were not recorded correctly during import. Disabling allows you to calculate the trades by chosen method, rather than day. (We recommend this).

Whether you’re an active day trader or a casual investor, having more tools to measure your cryptocurrency portfolio like the Realized and Unrealized Gains page will will have you spending less time manually calculating Gains/Losses and instead letting you concentrate on continuing to make winning trades.


how to get the most out of cryptocurrency stats

Getting The Most Out of CoinTracking's Trade Statistics

One of the most important and gratifying parts of tracking your cryptocurrency portfolio is the ability to visualize trade data and statistics all in one place. Not only can you make more informed investment decisions going forward, you can better adjust holdings to match your trading strategy.

CoinTracking currently has three resources that provide easy ways to better manage your trade data and review portfolio performance:

  1. Trade Statistics
  2. Trade List
  3. Trade Prices

Here’s how to get the most out of the user-friendly features of each page.

Trade Statistics

The Trade Statistics page features interactive charts that help you quickly and easily see analysis of your cryptocurrency trades. You can also set specific criteria about trades – such as currency and time range.

The data visually populates on graphs, showing a detailed overview of your cryptocurrency portfolio. You can review the following:  

  • Total value of all currencies.
  • Value of specific currencies.
  • Amount of each currency.
  • Current value of each currency.
  • Trading volume.

Trade List

The CoinTracking Trade List let’s you see all your transactions in one place. You can use this interactive table to see the following information about each of your transactions:

  • Buy price
  • Currency
  • Sell price
  • Sell currency
  • Exchange
  • Trade Group
  • Comment
  • Trade date

There’s also a simple way to search your trades using each of these categories. If you click the “+” icon next to a specific trade you’ll open up the trade’s extended view, which shows the calculated trading price, the date the trade was added on and the Trade ID. If you want to filter and sort the list by these additional data, you can click on the full view button on top and select columns with the Manage Columns button.  

The Trade List table page also lets you download all your cryptocurrency portfolio trade data to print or export as a PDF, CSV, or Excel file.

Trade Prices

The Trade Prices Table lets you see the current converted price of all your trades in Bitcoin and FIAT currency. Similar to the Trade List, this page highlights the Type, Buy Price, Currency, Sell Price, Sell Currency, and Exchange for each trade. But the Trade Price Table takes this info a step further by helping you understand the estimated converted value of all the trades as well.

The most important feature of the Trade Prices Table is that it allows you to see the Spread for every trade in percentages. You can sort the table by Spread, showing which trades have the highest spread and which ones have the lowest.

Like the Trade List, you can also sort this data by many other criteria such as Currency, Exchange, or Trade Date. You can also download the information by printing it or exporting it as a PDF, CSV or Excel file.

Whether you’re a new trader or a seasoned pro, visualizing and tracking all your trade data with tables and charts will help you get the most out CoinTracking to grow your cryptocurrency portfolio.