Crypto Portfolio Tracker — Real-Time Value and P&L

What does Crypto Portfolio Tracker do?

Crypto Portfolio Tracker calculates the real-time USD value of any crypto portfolio and generates a comprehensive suite of portfolio analytics — including 7-day P&L, Sharpe ratio, Herfindahl concentration index, portfolio beta to BTC, diversification score, rebalancing signals, drawdown resilience, and tax loss harvesting opportunity flags. You provide a list of {coin, amount} pairs; the Actor fetches live and historical prices from DefiLlama and returns per-asset breakdowns alongside a full portfolio health summary with actionable recommendations. Supports 40+ tokens including BTC, ETH, SOL, DeFi tokens, memecoins, and stablecoins. No API key required.

Why use Crypto Portfolio Tracker?

• Instant portfolio valuation with P&L: Provide your holdings once and immediately get total_portfolio_value_usd, total_pnl_7d_usd, and total_pnl_7d_pct alongside per-asset allocation percentages — no spreadsheet maintenance required.
• Professional-grade risk metrics: The Actor computes an annualized Sharpe ratio (rf=5%), Herfindahl-Hirschman Index, portfolio beta to BTC, portfolio volatility (7d), and maximum drawdown — the same quantitative risk tools used by professional fund managers, available in a single API call.
• Rebalancing and concentration signals: Receive automatic rebalancing_signal_v2 alerts (rebalance_now / consider_rebalancing / balanced) and a concentration_risk classification that detects when a single asset has grown beyond 20% of portfolio weight — helping you maintain optimal portfolio allocation.
• Market cycle positioning: The market_cycle_positioning field classifies your portfolio as overexposed_bull_assets, defensive_positioning, or cycle_neutral based on your actual holdings — a fast sanity check for crypto bull and bear market preparedness.
• Actionable recommendations built in: Each run generates a plain-English recommended_actions list covering rebalancing priorities, correlation risks, stablecoin buffer gaps, and tax loss harvesting opportunities — turning raw analytics into concrete next steps.

How to use Crypto Portfolio Tracker

1. Go to the Apify Store and find Crypto Portfolio Tracker.
2. Click Try for free to open the Actor in Apify Console.
3. In the input editor, provide your holdings as a JSON array: [{"coin": "BTC", "amount": 0.5}, {"coin": "ETH", "amount": 10}, {"coin": "SOL", "amount": 100}]. Use ticker symbols (BTC, ETH, SOL, etc.) — see the full supported coin list below.
4. Click Start and wait approximately 20–40 seconds while the Actor fetches current and 7-day historical prices in parallel.
5. Results appear in the Dataset: per-asset records appear first (sorted by USD value, with position_health_score for each), followed by the portfolio summary record with all aggregate analytics.
6. Export to JSON, CSV, or integrate via Apify API for automated portfolio monitoring.

Input

Field	Type	Default	Description
holdings	array	[{"coin":"BTC","amount":1},{"coin":"ETH","amount":10},{"coin":"SOL","amount":50}]	List of holdings. Each object: {"coin": "TICKER", "amount": number}. Supported tickers: BTC, ETH, SOL, BNB, AVAX, MATIC, ADA, DOT, LINK, XRP, LTC, DOGE, SHIB, PEPE, BONK, WIF, UNI, AAVE, CRV, MKR, PENDLE, MORPHO, ARB, OP, SUI, APT, FET, RNDR, TAO, WLD, INJ, TIA, ATOM, NEAR, ALGO, USDT, USDC, DAI, WBTC, STETH.

Output

[
  {
    "rank": 1,
    "coin": "BTC",
    "amount": 0.5,
    "current_price": 59840.00,
    "value_usd": 29920.00,
    "change_7d_pct": 8.42,
    "pnl_7d_usd": 2330.15,
    "allocation_pct": 58.34,
    "position_health_score": 82,
    "fetched_at": "2026-09-02T09:15:00.000Z"
  },
  {
    "type": "summary",
    "total_portfolio_value_usd": 51280.50,
    "total_pnl_7d_usd": 3890.22,
    "total_pnl_7d_pct": 8.22,
    "asset_count": 4,
    "portfolio_sharpe_ratio": 1.24,
    "max_drawdown_pct": -4.12,
    "diversification_score": 41.66,
    "portfolio_beta": 1.18,
    "herfindahl_index": 3605.2,
    "portfolio_volatility_7d_pct": 6.82,
    "stablecoin_allocation_pct": 9.75,
    "top3_concentration_pct": 92.4,
    "concentration_risk": "overweight",
    "correlation_risk_signal": "high_correlation",
    "drawdown_resilience": "resilient",
    "rebalancing_signal_v2": "consider_rebalancing",
    "market_cycle_positioning": "cycle_neutral",
    "tax_loss_harvesting_opportunity": "none",
    "portfolio_health": "good",
    "best_performer": "SOL",
    "worst_performer": "ETH",
    "recommended_actions": ["Consider trimming overweight positions to reduce drift from target allocation."],
    "fetched_at": "2026-09-02T09:15:00.000Z"
  }
]

Data fields

Field	Description
coin	Ticker symbol (e.g. BTC, ETH, SOL)
amount	Number of units held
current_price	Live price in USD at time of run
value_usd	Current value of this position in USD
change_7d_pct	7-day price change percentage
pnl_7d_usd	7-day profit/loss in USD for this position
allocation_pct	This asset's percentage of total portfolio value
position_health_score	0–100 composite per-position health score (PnL + allocation balance + risk-adjusted performance + relative strength)
total_portfolio_value_usd	Total current portfolio value in USD
total_pnl_7d_usd	Total 7-day profit/loss across all positions in USD
total_pnl_7d_pct	Total 7-day portfolio return percentage
portfolio_sharpe_ratio	Annualized Sharpe ratio using 7d window and 5% risk-free rate
max_drawdown_pct	Worst single-asset 7d drawdown weighted into portfolio (negative)
diversification_score	0–100 diversification score; penalizes overweight concentration
portfolio_beta	Weighted average portfolio beta relative to BTC 7d return
herfindahl_index	HHI concentration index (>2500 = highly concentrated; <1500 = diversified)
portfolio_volatility_7d_pct	Weighted portfolio volatility using 7d returns as proxy
stablecoin_allocation_pct	Percentage of portfolio in stablecoins (USDT, USDC, DAI, etc.)
top3_concentration_pct	Combined allocation percentage of the three largest holdings
concentration_risk	overweight, moderately_concentrated, or well_diversified
correlation_risk_signal	high_correlation, mixed, or well_diversified relative to BTC direction
drawdown_resilience	resilient (<20% weighted dd), moderate (20–30%), or fragile (>30% or any asset >50% loss)
rebalancing_signal_v2	rebalance_now (>2x target), consider_rebalancing (>1.5x), or balanced
market_cycle_positioning	overexposed_bull_assets, defensive_positioning, or cycle_neutral
tax_loss_harvesting_opportunity	harvest_now (>10% portfolio losses), minor_opportunity (2–10%), or none
portfolio_health	excellent, good, needs_attention, or critical
recommended_actions	Plain-English list of actionable portfolio improvement suggestions

Cost estimation

This Actor uses Pay-Per-Event (PPE) pricing at $0.005 flat per run, regardless of the number of assets tracked.

Scenario	Runs	Total Cost
Weekly portfolio review (1 run/week)	4	$0.02/month
Daily monitoring (1 run/day)	30	$0.15/month
4x daily for active management	120	$0.60/month

FAQ

Q: Can I track wallets or does it only accept manual holdings? A: The Actor accepts manually specified {coin, amount} pairs. It does not connect to blockchain wallets or exchange accounts. For on-chain wallet tracking, pair this Actor with a wallet analytics tool.

Q: What does the Sharpe ratio measure here? A: The Sharpe ratio is computed using your portfolio's 7-day return annualized over 52 weeks, minus a 5% risk-free rate, divided by annualized portfolio volatility derived from the individual 7d returns. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent for a crypto portfolio.

Q: My coin isn't in the supported list. What happens? A: The Actor attempts to fetch prices for unsupported tickers using DefiLlama's dynamic lookup. Results for unlisted coins may be incomplete or missing. Contact us to request additions to the official supported coin list.

Disclaimer: Portfolio values and P&L figures are calculated using live and historical market data and are provided for informational purposes only. This tool does not provide financial, tax, or investment advice. Tax loss harvesting signals are approximate estimates and should be reviewed with a qualified tax professional. Past portfolio performance is not indicative of future results.

Keywords: crypto portfolio tracker, cryptocurrency portfolio analytics, portfolio P&L calculator, crypto holdings tracker, portfolio Sharpe ratio, rebalancing signal, portfolio beta BTC, crypto diversification score, tax loss harvesting crypto, DefiLlama portfolio

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• DeFi Yield APY Scanner — LP and lending yields to discover rebalancing destinations for portfolio holdings
• Crypto Correlation Matrix — Asset correlations to complement the portfolio diversification score in this actor
• Smart Money Wallet Tracker — Institutional wallet benchmarks to compare your portfolio allocations against

Feedback

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