A real-time cryptocurrency and stock portfolio tracker that helps you monitor multiple accounts across different owners. Track Bitcoin, Ethereum, Solana, stocks, and more with live price updates.
- Real-Time Price Updates - Live cryptocurrency prices from CoinGecko API and stock prices from Yahoo Finance
- Multi-Asset Support - Track both cryptocurrencies and stocks in one place
- Multi-Owner Support - Track portfolios for multiple people in one place
- Inline Editing - Quickly update amounts and details without re-adding accounts
- Optional Local Storage - Choose whether to save data locally (disabled by default for privacy)
- Purchase Tracking - Record purchase price, date, and notes for each holding
- Gain/Loss Calculation - Automatically calculates profit/loss when purchase price is provided
- Export/Import CSV - Backup your portfolio or share with others
- Beautiful UI - Modern glassmorphism design with smooth animations
- Responsive Design - Works perfectly on desktop, tablet, and mobile
- Bitcoin (BTC), Ethereum (ETH), Cardano (ADA), Solana (SOL), XRP
- Dogecoin (DOGE), Polkadot (DOT), Avalanche (AVAX), Chainlink (LINK), Polygon (MATIC)
- Algorand (ALGO), Stellar (XLM), Hedera (HBAR), VeChain (VET), IOTA
- Quant (QNT), XDC Network, Sui (SUI), Flare (FLR), Pendle, and many more
- XRP-related: XRPZ, XRPC, XRPI, PRXRF, XRPT, XXRP
- Precious Metals: WPM (Wheaton Precious Metals), GLD (SPDR Gold), IAU (iShares Gold), PHYS (Sprott Physical Gold), FNV (Franco-Nevada)
- Enter the Owner Name (e.g., "Alice", "Bob")
- Select Asset Type (Cryptocurrency or Stock)
- Select the Asset from the dropdown
- Enter the Amount you hold
- (Optional) Enter Purchase Price per Unit to track gains/losses
- (Optional) Select Purchase Date
- (Optional) Add Notes (e.g., "Coinbase Wallet", "Long-term hold")
- Click Add Account
- Click the blue Edit button (pencil icon) on any account
- Update amount, purchase price, date, or notes
- Click the green Check button to save or X to cancel
- By default, data is not saved between sessions for privacy
- Check the "Save locally" checkbox in the header to enable persistence
- When enabled, your portfolio saves automatically to your browser
- Uncheck to clear saved data
- Click Export CSV to download your portfolio
- File saves to your Downloads folder with today's date
- Includes all fields: amounts, prices, purchase info, and notes
- Open in Excel, Google Sheets, or any spreadsheet software
- Click Import CSV
- Select a previously exported CSV file
- Accounts will replace your current portfolio
Follow the deployment guide in the repository to host your own instance.
- Download the
index.htmlfile - Double-click to open in your browser
- That's it! No installation needed.
- Download the
index.htmlfile - Upload to any web hosting service
- Access via your domain
- Local storage is optional and disabled by default for maximum privacy
- No server or database - your portfolio data never leaves your device
- No account required - completely anonymous
- Enable "Save locally" to persist data between sessions
- Each person who accesses the site has their own separate data
- To backup data, use the Export CSV feature regularly
- React 18 - UI framework
- Tailwind CSS - Styling
- CoinGecko API - Live cryptocurrency prices
- Yahoo Finance API - Live stock prices
- LocalStorage API - Optional client-side data persistence
- Chrome 90+
- Firefox 88+
- Safari 14+
- Edge 90+
- Cryptocurrency prices from CoinGecko's free public API (no API key required)
- Stock prices from Yahoo Finance via CORS proxy
- Rate limit: approximately 50 requests per minute
- Prices update automatically every 60 seconds
Exported CSV files contain the following columns:
Owner,Type,Asset,Amount,Current Price,Value,Purchase Price,Total Cost,Purchase Date,Notes
Alice,crypto,BTC,0.5,50000.00,25000.00,45000.00,22500.00,2024-01-15,Coinbase Wallet
Bob,stock,GLD,100,185.50,18550.00,180.00,18000.00,2024-03-01,Long-term hold
| Column | Description |
|---|---|
| Owner | Name of the account holder |
| Type | crypto or stock |
| Asset | Asset symbol (BTC, ETH, GLD, etc.) |
| Amount | Quantity held |
| Current Price | Live market price |
| Value | Current total value (Amount × Price) |
| Purchase Price | (Optional) Price paid per unit |
| Total Cost | (Optional) Total purchase cost |
| Purchase Date | (Optional) Date of purchase |
| Notes | (Optional) Any additional notes |
Contributions are welcome! Here are some ways you can help:
- Report bugs
- Suggest new features
- Submit pull requests
- Improve documentation
- Star this repository
- Historical price charts
- Multi-currency support (EUR, GBP, etc.)
- Dark/Light mode toggle
- Portfolio performance analytics over time
- Price alerts and notifications
This tool is for tracking purposes only.
- Not financial advice
- Cryptocurrency prices are volatile
- Always verify amounts with your exchange/wallet
- Keep CSV backups of your portfolio data
- Not responsible for losses or data loss
MIT License - feel free to use this project however you'd like.
If you encounter any issues:
- Check that you're using a modern browser
- Clear your browser cache and reload
- Export your data as CSV backup before troubleshooting
- Open an issue in this repository
Made for crypto and stock enthusiasts
Star this repo if you find it useful!