Portfolio Tracking

Portfolio tracking is the practice of recording and monitoring everything an investor owns, what it is worth and how it has performed over time. For a crypto holder whose assets are spread across several exchanges, wallets and blockchains, a tracker brings them into one view, usually by connecting read-only exchange keys or by watching public wallet addresses, so no funds can be moved. Trackers typically show current value, gains and losses, allocation by asset and history, and many also prepare records of each trade for calculating capital gains tax. Investors use the results to check their portfolio allocation and decide when rebalancing is needed. Risks include inaccurate prices for illiquid tokens, missed transactions on unsupported chains and privacy exposure, since a tracker that links addresses to a person reveals their wealth. Security guides advise never giving a tracker withdrawal permissions or a seed phrase. Also see portfolio.