Updated HodlCue Editorial Team

How to choose a crypto portfolio tracker

Compare trackers on what the free plan leaves out, what the paid plan costs, how many venues they read, who runs them and who regulates the venues holding your coins.

Decide whether you need a tracker or a tax tool

A portfolio tracker does a single job: read the balances you hold across exchanges and wallets and show them in one place. A tax tool does a second job on top of that, turning the same history into a report you can file. Several tools cover both jobs, and Blockpit, CoinTracker, koinx and cryptotaxcalculator each list tracker and tax work, so your choice comes down to how deep you want the tax side to run. coingecko takes a different route, pairing tracking with charting instead, which suits a reader who wants a market view first and a return calculation later.

That distinction shapes everything after it. If you only buy and hold and never file, tracking with charting is enough and the entry tier will do. If you sell, move coins between wallets or spend from them, tax work stops being optional, and the free plan limits matter more than the price tag.

Read the free plan limits before the price

Every tool in this group has a free plan, so you can test before you pay. Blockpit, CoinTracker, coingecko, koinx and cryptotaxcalculator all offer one, and the differences sit in what the free tier holds back. The pattern is consistent. Blockpit and koinx both give you free portfolio tracking and keep the tax report for a paid plan, so either covers watching balances at no cost and stops short at the point of filing. CoinTracker follows the same shape, with portfolio tracking on the free plan and no downloadable tax forms. cryptotaxcalculator also offers a free plan, and its tool type lists tax work first, which points to a tax-led product rather than a pure tracker.

koinx is explicit about the tax side, listing the jurisdictions it covers as US, GB and DE, so a reader in one of those markets can confirm coverage before signing up. The practical test is cheap: connect the wallets you already use, watch the balances sync, and see whether the missing feature is one you need this year.

Compare paid plan pricing in the right currency

Two of these tools publish a starting price for their paid tiers. Blockpit's paid plan is priced at €3.99, and coingecko Premium at $5. The currency matters before the figure does, because Blockpit quotes in euros while coingecko quotes in US dollars, so convert before treating them as rivals on cost.

Entry prices across the group run €3.99 to €219.24, which shows how wide the gap is between the cheapest and the dearest option on the list. A tracker with a tracker and tax combination is likely to price at the higher end, because the tax calculation is the expensive part to run. Pay for the tax tier only if you will use the report.

Count the venues each tool can read

A tracker earns its keep by reading the places you already hold coins, so the integration count is the clearest single number to compare. cryptotaxcalculator connects to 3,500 venues, the largest figure among these tools, and a reader with a long exchange list has good reason to start there. CoinTracker reads 632, and koinx reads 800.

Across the whole group the count runs 8 to 3,500, and that spread is why an integration list deserves a close read rather than a glance. Venue size feeds the count too: Bybit P2P alone lists 396 coins, so an account there adds a large block of rows to import. A tracker that reads fewer venues may still cover everything you use, so check your own list of exchanges before deciding.

Check how you get help

Support matters most when a balance refuses to sync, which is exactly when a reader cannot fix the problem alone. coingecko answers through a help centre alone, and Bybit P2P offers a help centre as well. CoinTracker adds email and live chat to its help centre, while koinx lists email, chat, phone and a help centre, the widest set in the group.

If you expect to need help close to a tax filing date, a tracker that lists phone support is worth a higher tier, because a stuck import is a problem with a deadline attached.

Look at the company behind the data

A tracker sees your entire balance history, so check who runs it and where. koinx is operated by Simplify Infotech Private Limited and is headquartered in IN, while CoinTracker is headquartered in US. The legal entity and the base country tell you which company you are dealing with if a dispute ever comes up.

The venue holding your coins is a separate question, and there the regulator and the licence matter more than the tracker. Bybit P2P is a custodial venue operated by Bybit EU GmbH, headquartered in AT, and it publishes proof of reserves. It is listed under the Austrian Financial Market Authority (FMA) with licence MiCA CASP 529900B4G0EGK7Z9KT45, and under the Commission de Surveillance du Secteur Financier (CSSF) with licence MiCA CASP 984500F14CA4571AAC11. Where a tracker runs and where your coins sit are two different risk questions, and licences plus published reserves answer the second one.

Weigh the track record, then use the rankings

Newer tools move quickly and older ones have a longer record of data behind them, so check how long each has been running. Catax has been going since 2016, CoinTracker since 2017 and cryptotaxcalculator since 2018, while koinx is newer at 2022 and Bybit P2P dates from 2018. A shorter history is not a disqualifier, but it is a reason to export your own data now rather than later.

Set the age beside the fees, the free plan limits, the integration counts and the regulation, then work through the Portfolio trackers list and read the Blockpit, CoinTracker, koinx, coingecko, cryptotaxcalculator, Catax and Bybit P2P pages for the detail on each one.

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