Guides to tracking your portfolio
Plain answers to the questions people ask when they track crypto, stocks and net worth: how returns and cost basis are calculated, how to follow a wallet safely, and how to keep everything in one view.
How to use Claude or ChatGPT with your portfolio (MCP)
Give Claude or ChatGPT live, read-only access to your holdings through an MCP connector. Setup, prompts that work, and what to keep private.How to read social sentiment for stocks and crypto
What mentions, engagement, sentiment and social dominance measure, how to read them against an asset's own baseline, and where social data misleads.How to track asset allocation across crypto and stocks
Measure how your money is split across stocks, ETFs, crypto and cash, spot concentration and drift, and keep an honest view of diversification.How to export transactions from Coinbase and Kraken to CSV
Step by step exports of your trade and transaction history from Coinbase, Kraken and stock brokers, what a good CSV contains, and how to keep the file clean.Is it safe to connect your brokerage or exchange to an app?
How brokerage and exchange connections work (OAuth, Plaid, API keys), what read-only really means, and a checklist to use before you connect an account.How to track a crypto wallet by address, safely
Track Ethereum, Solana, Bitcoin and other wallets with only the public address. What an address reveals, what never to share, and how to avoid scams.What is cost basis, and how do you track it across exchanges?
Cost basis is what you paid for an investment, fees included. Learn how it is calculated, why transfers break it, and how to keep it right across accounts.How to calculate your portfolio return (TWR vs MWR)
Simple, time-weighted and money-weighted returns explained with worked examples, so deposits and withdrawals stop distorting how your portfolio did.How to calculate your net worth (and track it over time)
Net worth is what you own minus what you owe. Here is how to add it up, value crypto and stocks fairly, and track the number month after month.How to track crypto and stocks in one place
See stocks, ETFs and crypto as one portfolio. List every account, pick how each one connects, and check that totals and history add up.
Put a guide to work
- Crypto and stock portfolio tracker in one placeTrack crypto and stocks together. Wallets, crypto exchanges, US brokerages and CSV imports in one portfolio, with net worth, P&L and allocation by class.
- Net worth tracker for stocks, ETFs and cryptoA net worth tracker for your investments. Stocks, ETFs, funds, crypto and brokerage cash in one total, recorded daily, shown in your own currency.
- Crypto wallet tracker for 50+ networks, read-onlyA crypto wallet tracker that reads a public address on more than 50 networks, including Ethereum, Solana, Bitcoin, XRP Ledger and Cardano. No seed phrase.
- Portfolio tracker comparison: 12 apps side by sideCompare portfolio trackers for stocks and crypto: Kubera, Delta, Sharesight, getquin, Empower, Monarch, CoinStats, Snowball and more, with sourced facts.