# Sonar

> Portfolio intelligence for crypto and stock investors. Social and market context, mapped to your actual holdings. Track crypto, stocks and ETFs in one portfolio. Connect wallets, exchanges and brokerages to see net worth, performance and the social data behind each holding.

Sonar (https://sonarfolio.com) is a web app for tracking crypto, stocks and ETFs in one portfolio, made by LunarCrush, Inc. It is read-only: wallets are added by public address on 56 blockchains, and on paid plans 3,327 brokerages, banks and crypto exchanges connect through Plaid. It never asks for private keys, seed phrases, exchange API keys or passwords, and it can't trade or move money. Social data (mentions, engagement, sentiment, top creators), onchain data, alerts and the API, MCP connector and CLI cover only the assets a person holds. People can also ask Claude, ChatGPT or Cursor about their portfolio through the MCP connector.

The public site is in 9 languages (English, Français, Italiano, Deutsch, Español, Português, 한국어, 日本語, 中文); English has no URL prefix, the others use /fr, /it, /de, /es, /pt, /ko, /ja, /zh. Every guide, landing page and blog post below has a Markdown copy at its URL plus ".md" (for example https://sonarfolio.com/guides/asset-allocation-crypto-and-stocks.md), and https://sonarfolio.com/llms-full.txt has all of them in one file.

For information only. Nothing here is investment, tax or legal advice, or a recommendation to buy or sell any asset. Data may be delayed or incomplete; we flag it when we know.

## Plans

- **Free** (free, no card and no time limit): The basics: your stocks and coins in one place. 10 holdings; Live prices and performance; Add by hand or import a CSV; 1 wallet, synced daily; 100 API credits to start.
- **Starter** ($7 a month, or $72 a year): Social data and your own alerts on what you hold. Everything in Free; 30 holdings; 3 connected accounts; Synced every 6 hours; Brokerages and exchanges; Social data on holdings; Manual alerts; Market data in AI tools; 500 API requests a day; Extra accounts $1/month.
- **Standard** ($11 a month, or $120 a year): AI alerts, onchain data and your portfolio in AI tools. Everything in Starter; Up to 100 holdings; 5 connected accounts; Onchain data on your coins; AI and manual alerts; Your portfolio in AI tools; 1,000 API requests a day.
- **Premium** ($20 a month, or $192 a year): Unlimited holdings, more accounts and separate portfolios. Everything in Standard; Unlimited holdings; 10 connected accounts; 3 portfolios; 2,000 API requests a day.
- [Pricing and FAQ](https://sonarfolio.com/pricing)

## Product

- [Home](https://sonarfolio.com/): Track crypto, stocks and ETFs in one portfolio. Connect wallets, exchanges and brokerages to see net worth, performance and the social data behind each holding.
- [Pricing](https://sonarfolio.com/pricing): Plans, a feature comparison table and answers about billing, limits and data.
- [Live demo](https://sonarfolio.com/demo): Explore a sample crypto and stock portfolio priced live: net worth, performance, allocation, holdings and recent transactions. No account needed.
- [Supported blockchains, brokerages and assets](https://sonarfolio.com/integrations): Wallets on 56 blockchains, 3,327 brokerages, banks and crypto exchanges, and thousands of coins and stocks in one read-only portfolio.
- [Security](https://sonarfolio.com/security): How Sonar protects your portfolio: read-only access, encrypted credentials, data isolated per user, and nothing sold.
- [Help and support](https://sonarfolio.com/support): Answers about adding holdings, connections, plans, billing, AI tools and security, and a form to reach the Sonar team.
- [Apps](https://sonarfolio.com/apps): Sonar apps for iPhone, iPad, Mac and Android are on the way. Track your crypto and stock portfolio on the web today; your account carries over.
- [Blog](https://sonarfolio.com/blog): How to track crypto, stocks and your net worth in one place with Sonar: connected accounts, alerts, social and onchain data, and AI tools, explained.

## Developers

- [Developers](https://sonarfolio.com/developers): Use Sonar from Claude, ChatGPT, Cursor or your own code: a read-only MCP connector, REST API and command-line tool for the stocks and coins you hold.
- [Connect your AI assistant](https://sonarfolio.com/developers#mcp): Ask Claude, ChatGPT, Claude Code or Cursor about your holdings, or add a position by chat. Server URL: https://sonarfolio.com/api/mcp. Claude and ChatGPT connect with just the URL and sign in with OAuth; other clients can send an API key as a bearer token. Read-only, held assets only; add_position is the one tool that writes.
- [REST API](https://sonarfolio.com/developers#api): JSON over HTTPS with a bearer key. Each endpoint has a matching MCP tool and CLI command. Base URL: https://sonarfolio.com/api/v1, header `Authorization: Bearer YOUR_KEY`.
- [Command line](https://sonarfolio.com/developers#cli): The same data in your terminal and scripts, with the same key. Install with `npm install -g sonarfolio`.

## Guides

- [How to track asset allocation across crypto and stocks](https://sonarfolio.com/guides/asset-allocation-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](https://sonarfolio.com/guides/export-transactions-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.
- [How to calculate your net worth (and track it over time)](https://sonarfolio.com/guides/how-to-calculate-net-worth): 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 calculate your portfolio return (TWR vs MWR)](https://sonarfolio.com/guides/how-to-calculate-portfolio-return): Simple, time-weighted and money-weighted returns explained with worked examples, so deposits and withdrawals stop distorting how your portfolio did.
- [Is it safe to connect your brokerage or exchange to an app?](https://sonarfolio.com/guides/is-it-safe-to-connect-brokerage-or-exchange): 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 read social sentiment for stocks and crypto](https://sonarfolio.com/guides/social-sentiment-stocks-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 crypto and stocks in one place](https://sonarfolio.com/guides/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.
- [How to track a crypto wallet by address, safely](https://sonarfolio.com/guides/track-crypto-wallet-by-address): 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.
- [How to use Claude or ChatGPT with your portfolio (MCP)](https://sonarfolio.com/guides/use-chatgpt-claude-with-your-portfolio): Give Claude or ChatGPT live, read-only access to your holdings through an MCP connector. Setup, prompts that work, and what to keep private.
- [What is cost basis, and how do you track it across exchanges?](https://sonarfolio.com/guides/what-is-cost-basis): 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.

## Use cases and comparisons

- [An investment portfolio tracker for all your accounts](https://sonarfolio.com/investment-portfolio-tracker): Track every investment in one portfolio app. Stocks, ETFs, funds, crypto and cash from wallets, exchanges and brokerages, with returns, allocation and net worth.
- [A crypto portfolio tracker that only reads](https://sonarfolio.com/crypto-portfolio-tracker): A crypto portfolio tracker that reads wallets on more than 50 networks and connects exchanges through Plaid, read-only. Every coin, its P&L and your allocation.
- [A stock portfolio tracker for every account you own](https://sonarfolio.com/stock-portfolio-tracker): A stock portfolio tracker for stocks, ETFs and funds. Connect US brokerages read-only or import a CSV, then see performance, dividends and allocation.
- [One portfolio tracker for crypto and stocks](https://sonarfolio.com/crypto-and-stock-portfolio-tracker): Track crypto and stocks together. Wallets, crypto exchanges, US brokerages and CSV imports in one portfolio, with net worth, P&L and allocation by class.
- [A net worth tracker for everything you invest in](https://sonarfolio.com/net-worth-tracker): A net worth tracker for your investments. Stocks, ETFs, funds, crypto and brokerage cash in one total, recorded daily, shown in your own currency.
- [An ETF portfolio tracker for every account that holds your funds](https://sonarfolio.com/etf-portfolio-tracker): An ETF portfolio tracker for index funds across all your brokerage accounts. Time-weighted returns, an S&P 500 comparison, dividends and allocation.
- [An AI portfolio tracker your assistant can read](https://sonarfolio.com/ai-portfolio-tracker): An AI portfolio tracker with a read-only MCP connector for Claude, ChatGPT and Cursor, plus a REST API and CLI. Ask about your stocks and crypto in plain words.
- [A free portfolio tracker for stocks and crypto](https://sonarfolio.com/free-portfolio-tracker): Sonar's Free plan tracks up to 10 stocks, ETFs and coins with live prices, performance and allocation, CSV import and one connected wallet. No card, no time limit.
- [Coinbase portfolio tracking, read-only](https://sonarfolio.com/coinbase-portfolio-tracker): Track Coinbase next to wallets, other exchanges and stocks. Connect through Plaid on paid plans, or import a CSV. No API keys, nothing that can trade.
- [Kraken portfolio tracking that can only look](https://sonarfolio.com/kraken-portfolio-tracker): Track Kraken next to wallets, other exchanges and stocks. Connect through Plaid on paid plans, or import a CSV. No API keys, nothing that can trade.
- [Track any crypto wallet by its public address](https://sonarfolio.com/crypto-wallet-tracker): A crypto wallet tracker that reads a public address on more than 50 networks, including Ethereum, Solana, Bitcoin, XRP Ledger and Cardano. No seed phrase.
- [Track an Ethereum wallet by its address or ENS name](https://sonarfolio.com/ethereum-wallet-tracker): Track an Ethereum wallet by address or ENS name. ETH and ERC-20 tokens on Ethereum, Base, Arbitrum, Optimism, Polygon and 21 more networks, read-only.
- [Track a Solana wallet by its public address](https://sonarfolio.com/solana-wallet-tracker): Track a Solana wallet by its public address. SOL and SPL tokens, Token-2022 included, valued live next to your other wallets, exchanges and stocks. Read-only.
- [Track a Bitcoin wallet by its public address](https://sonarfolio.com/bitcoin-wallet-tracker): Track a Bitcoin wallet by its public address. Legacy, SegWit and Taproot addresses, balance and history, valued with your other crypto and your stocks.
- [A brokerage portfolio tracker for all your accounts](https://sonarfolio.com/brokerage-portfolio-tracker): Connect US brokerage accounts read-only through Plaid and see stocks, ETFs and funds together, with trades, dividends and cost basis synced every 6 hours.
- [Import your portfolio from a CSV](https://sonarfolio.com/import-portfolio-csv): Import holdings or full transaction histories from a CSV. Presets for Koinly, CoinTracker, Delta and Kubera, any broker's export, or rows pasted from a sheet.
- [A CoinStats alternative that tracks your stocks too](https://sonarfolio.com/coinstats-alternative): Looking for a CoinStats alternative? Sonar tracks coins, stocks and ETFs in one portfolio, with social data on what you hold and read-only connections.
- [A Delta alternative for crypto and stock investors](https://sonarfolio.com/delta-alternative): Comparing Delta by eToro with Sonar: one portfolio for crypto, stocks and ETFs, social data on what you hold, read-only connections and AI access.
- [A Kubera alternative for your investment portfolio](https://sonarfolio.com/kubera-alternative): Kubera tracks everything you own and owe from $250 a year. Sonar tracks crypto, stocks and ETFs with a free plan and paid plans from $7 a month.
- [An Empower alternative for crypto and stock investors](https://sonarfolio.com/empower-alternative): Empower (formerly Personal Capital) is a free money dashboard. Sonar is built for investors who hold crypto and stocks and want market context on each one.
- [A getquin alternative with social data on every holding](https://sonarfolio.com/getquin-alternative): Comparing getquin and Sonar: dividends and community versus social data on every holding, onchain activity for coins and AI access to your portfolio.
- [A Sharesight alternative for crypto and stock portfolios](https://sonarfolio.com/sharesight-alternative): Sharesight is built for dividends and tax reports. Sonar tracks crypto, stocks and ETFs with social data on each holding. It has no tax reports.
- [A CoinTracker alternative for tracking crypto and stocks](https://sonarfolio.com/cointracker-alternative): CoinTracker is crypto tax software. Sonar is a portfolio tracker for crypto and stocks, with social data on what you hold. Sonar has no tax forms.
- [A Yahoo Finance portfolio alternative with crypto built in](https://sonarfolio.com/yahoo-finance-portfolio-alternative): Outgrowing Yahoo Finance portfolios? Sonar tracks stocks, ETFs and crypto wallets in one portfolio, with social data on each holding and AI access.
- [A Monarch alternative built around your investments](https://sonarfolio.com/monarch-alternative): Monarch is a budgeting and money app with investment tracking. Sonar is an investment tracker for crypto and stocks, with a free plan and social data on holdings.
- [A Snowball Analytics alternative for crypto and stock portfolios](https://sonarfolio.com/snowball-analytics-alternative): Snowball Analytics is built for dividend investors. Sonar tracks crypto, stocks and ETFs together, with self-custody wallets and social data on every holding.
- [A Ghostfolio alternative that syncs your accounts for you](https://sonarfolio.com/ghostfolio-alternative): Ghostfolio is open source wealth software you can host yourself. Sonar is a hosted tracker that syncs wallets, exchanges and brokerages, with social data on holdings.
- [Portfolio trackers compared](https://sonarfolio.com/portfolio-tracker-comparison): Compare portfolio trackers for stocks and crypto: Kubera, Delta, Sharesight, getquin, Empower, Monarch, CoinStats, Snowball and more, with sourced facts.

## Blog

- [Brokerage accounts, connected and read-only](https://sonarfolio.com/blog/brokerages): Connect your brokerage accounts through Plaid. Holdings, trades and dividends sync on their own, and nothing can be traded or moved.
- [Ask Claude or ChatGPT about your portfolio](https://sonarfolio.com/blog/ai-tools): Connect Sonar to Claude or ChatGPT and ask about your holdings in plain language, through a read-only MCP connector, REST API or CLI.
- [Alerts that tell you when something major happens](https://sonarfolio.com/blog/alerts): Sonar watches every asset you hold and emails you about unusual moves, plus custom alerts at the levels you set.
- [Onchain activity for the coins you hold](https://sonarfolio.com/blog/onchain): Holders, concentration, network activity and large transfers, shown next to price for every coin in your portfolio.
- [See what the market is saying about what you own](https://sonarfolio.com/blog/social-data): Mentions, engagement, sentiment and the creators driving the conversation, next to every holding.
- [Connect wallets and exchanges without giving up control](https://sonarfolio.com/blog/wallets-exchanges): Add a wallet by its public address and connect an exchange through Plaid, read-only. Holdings sync on their own.
- [Every stock and coin you own, in one place](https://sonarfolio.com/blog/one-portfolio): Add holdings by hand or from a CSV and see net worth, performance and allocation across everything you own.

## Optional

- [Privacy policy](https://sonarfolio.com/privacy): What is collected, which vendors process it, and how to delete it.
- [Terms of Service](https://sonarfolio.com/terms)
- [Français home page](https://sonarfolio.com/fr)
- [Italiano home page](https://sonarfolio.com/it)
- [Deutsch home page](https://sonarfolio.com/de)
- [Español home page](https://sonarfolio.com/es)
- [Português home page](https://sonarfolio.com/pt)
- [한국어 home page](https://sonarfolio.com/ko)
- [日本語 home page](https://sonarfolio.com/ja)
- [中文 home page](https://sonarfolio.com/zh)