Crypto tracking:
Your crypto next to the rest of your money

Crypto tracking puts your bitcoin and other coins next to your stocks, funds and property, so you see their real share of your money.

Connect an exchange account, or add coins held in a wallet by hand. PortfolioPilot counts them in your net worth and asset allocation as Cryptocurrencies. There is no wallet or on-chain sync. Included in the Free plan.

Feature basics

Which plan you need
Crypto in your net worth. Included in the Free plan
Exchanges
Connected accounts such as Coinbase
Wallets
Added by hand, no on-chain sync

How does crypto show up?

Illustrative holdings.

portfoliopilot.com/track/networth

PortfolioPilot crypto tracking demo. Illustrative holdings.

The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.

How it works

How crypto tracking works in PortfolioPilot

Three steps from your accounts to the answer.

Step 1

Connect an exchange

Search for it in the Securities tile.

Step 2

Add wallets by hand

Enter coins and amounts.

Step 3

See the share

Crypto shows in net worth and allocation.

What is covered

How is crypto tracked?

Two ways in.

Exchanges

Exchange accounts connect like brokerages.

Wallets

Add coins held in a wallet by hand.

Allocation

Counted as Cryptocurrencies in your mix.

Not covered

On-chain wallet sync and staking rewards by themselves.

Related net worth tracking features

See your crypto with everything else

Add your accounts and see it for your own situation.

Bank-level security. Learn more
Questions

Questions about crypto tracking

Short answers here, with a link to the full help center article where one exists.

How does PortfolioPilot handle crypto?

See the Help Center. Read more in the Help Center →

Is it a crypto portfolio tracker?

It tracks crypto next to the rest of your money. Read more in the Help Center →

How do I add crypto in a wallet?

By hand. Read more in the Help Center →

Is it free?

Yes.