Splitting your portfolio holdings across multiple exchanges helps you reduce the risk of keeping all eggs in one basket, while it provides all the benefits the different crypto exchanges have to offer. However, with each new exchange account it gets increasingly difficult to track your overall portfolio balances and performance without the help of a crypto portfolio manager that is suitable for your needs.

Traders with registration in multiple crypto exchanges already know the hassle of having to switch tabs, deal with expired sessions and generally keeping up with different exchange interfaces. 

Furthermore, keeping track of your holdings across all exchange accounts, third-party wallets and cold storage proves to be difficult especially for active traders or fund managers.

CryptoView – The best Crypto Portfolio Manager

CryptoView is a cryptocurrency portfolio manager and trading platform which offers an all-in-one solution for novice and advanced traders. With the help of API connections CryptoView synchronizes balance data and trading history from all connected exchanges and offers a single portfolio balance overview.

Balance and Sub-accounts

Along with the regular exchange balance the platform also supports exchange sub-accounts such as: Margin, Lending, Swap, Futures etc. The Balance widget offers numerous features such as dust filter, cold storage manual entries, spreadsheets exports and even portfolio sharing for those managing funds or clients’ accounts.

Monitoring Portfolio Analytics

Portfolio Analytics, another core feature of the platform, generates a comparative performance histogram while keeping a detailed record of your portfolio holdings for each day. In addition there are asset distribution ratio charts and spreadsheets exports for those who prefer to work with raw data.

Features for Fund Managers

As an industry leading crypto portfolio manager, CryptoView also offers several features suitable for both professional fund managers and amateur traders who manage exchange accounts for clients, partners or friends.

– Multi-Portfolio Management

The platform allows for setting and managing up to five individual portfolios, each having its own separate exchanges, wallets, alerts and analytics. There is also an option to plot and compare all five portfolios in the performance histogram.

– Portfolio Sharing

In addition, CryptoView has a portfolio sharing option that allows fund managers to give access to a specific portfolio for monitoring purposes. The client receives a link that provides a “View only” access to the balance and analytics of the specific portfolio.

– Performance Reports by Email

Last but not least, there is a reporting service that can be set to automatically send email reports with the total balance of each portfolio so that you don’t have to login and check on your holdings all the time.

Other core features of CryptoView include robust trading capabilities, advanced trading orders, TradingView™ multi-charting, multi-screens, news aggregator, crypto events calendar CoinMarketCal and many other cryptocurrency tools and useful integrations.

In conclusion, CryptoView is an all-in one crypto portfolio manager suitable for all cryptocurrency investors, traders and fund managers who need to manage and monitor their holding while working on a highly customizable single secured interface. 

For more detailed information please read our Full Review article. 

Check out the 30-days free trial and find out more about CryptoView’s Referral and Affiliate program.

Next level Cryptocurrency Portfolio Manager

Taking advantage of the booming crypto-trading industry comes at a cost, as traders need to deal with the complexity of managing multiple exchange accounts. This activity becomes even more difficult with the dynamics of the market and the constant quest for opportunities. Trading on different exchange interfaces, tracking separate portfolio balances or keeping an eye on the crypto news portals proves to be difficult and time consuming. A cryptocurrency portfolio manager solves this problem by aggregating all information in a single secured interface.

CryptoView platform

Despite the obstacles, CryptoView provides an all-in-one solution that brings the process of crypto portfolio management to a whole new level. The platform is easily the best cryptocurrency portfolio manager currently available on the market, suitable for novice, experienced traders and even professional fund managers.  

In its core, CryptoView is a multi-exchange trading and portfolio management platform equipped with a handful of useful integrations such as various cryptocurrency trading tools, portfolio analytics, a multi-source news aggregator, crypto events calendar and an outstanding interface allowing endless customizations. CryptoView is not just a cryptocurrency portfolio tracker but a fully functional trading platform allowing you to trade on all major cryptocurrency exchanges.

How it works?

Which exchanges are supported?

Here is a growing list of supported exchanges: Binance, Bitfinex, Bittumb, Bitmex, Bitstamp, Bittrex, Cexio, Coinbase, CoinbasePro, CoinEx, HitBtc, Huobi, Kraken.For more detailed information visit our Supported Exchanges section.

How to get started with CryptoView?

– Sign Up for 30-days free trial

The signup process takes just a few clicks and does not require any personal information or verification. All users receive a 30-days free trial with all available CryptoView features.  The free trial allows users to get a feeling for the service and decide if it is the right cryptocurrency portfolio manager for them.

– Connect your Exchanges and Wallets

After successful registration and email verification, users can login and start by connecting their crypto exchange accounts to CryptoView via API keys generated from their exchange accounts. CryptoView provides a step-by-step guide for API key generation for each supported exchange. Once you connect your exchanges or wallets, CryptoView will instantly begin to track and record data for your aggregated portfolio.

– Cryptocurrency Portfolio tracker

The cryptocurrency portfolio tracker provides a detailed list of current asset balances aggregated from all connected exchanges and wallets of the user. Moreover the table provides additional information such as current rates, prices changes for 12h,24h, 7d, 30d and a 7days trend sparkline for each currency. 

CryptoView also separates each exchange balance by the sub-accounts of the specific exchange – (ex. Trade, Margin, Futures, Funding).   

Furthermore there are a handful of balance filtering tools such as adjustable dust filter, a search and a balance filter by exchange.  For those who require raw data there are XLS and CSV export options.   

Finally, you can manually add entries to the balance sheet in order to represent cold storage holdings or other currency holdings that are not directly connected to CryptoView.

– Portfolio analytics

CryptoView creates a detailed data snapshot of all user’s balances on a daily basis by recording the currency amounts and current exchange rates for the specific day. This data is transformed into a histogram that shows the overall performance of the portfolio. If the user has more than one portfolio, there is an option for plotting all portfolio charts in the histogram and be able to compare performance between different portfolios.  

In addition, there are a few more pie charts representing the current holdings distribution between exchanges currencies and portfolios. There is also a CSV export option.

– Multi-Charting

CryptoView has incorporated TradingView™ charts – a leader in real-time charting. With more than 85 technical indicators, 75 drawing tools and various other charting tools, TradingView offers great performance and reliability for novice and professional traders. 

Furthermore, CryptoView users can swap between 27 different multi-chart layouts, and monitor up to 9 charts per screen. This chart layout customization combined with side-widgets, folding trading panels and other personalizations make CrytoView the best crypto portfolio manager for traders, technical analysts and fund managers.  

In combination with the multi-charting there is also a multi-screen feature that creates up to 5 screen templates and allows the users to save and switch between different screen configurations. If the user works on multiple monitors, this option could be used to set each monitor’s layout configuration with just a single click.

– Trading

Except for being a great cryptocurrency portfolio manager with balance monitoring and portfolio analytics, the platform also offers a competitive trading functionality.

CryptoView is backed by the full range of essential trading features traders need. Each trading panel has an order book, market depth, last trades and a trading history tab . On top of that there are more advanced features such as “Stop-limit” and “Stop-market” orders which protect the trader from losses caused by sudden price changes. 

Another novelty from CryptoView is the “fill indicator” which, before an order is released, shows what percentage of that order will execute immediately, based on the current orderbook. 

In addition, there is an advanced Alerts widget, letting you set multiple alerts based on fixed price triggers or percentage change of the price of any trading pair. Alerts can be set to notify by email or SMS.

– News and Calendar

CryptoView’s News and Calendar widget is all you need to stay in touch with what’s new in the crypto industry. 

The news aggregators lets you choose from 20+ well known news sources and create a personalized crypto news feed built right into the platform’s site widget. Also there is a crypto events calendar provided by CoinMarketCal showing all upcoming events in the community.

– Fund Managers

Last but not least, CryptoView has some powerful features made especially for fund managers and generally users who manage more than one portfolio.

The multi-portfolio feature allows users to create up-to five separate portfolios, each independent from the others and switch between them with just one click.

Also, each portfolio can be shared with a special link for monitoring purposes. For example you can provide a “view only” link to your clients so that they can keep track of the portfolio holdings and performance. The shared view includes a full list and balance of all holdings and an overall performance histogram.  

Is CryptoView safe?

Above all CryptoView does not manage withdrawal or transfer of funds.  Such high-risk operations can be performed only from the exchange interface. This way user’s funds remain safe in the exchange wallet. API key permissions required by CryptoView include access to user’s personal data (balance, trading history, ect) permission and optionally a permission for trading. 

The platform incorporates enterprise-grade security level including cloud-based architecture, SSL-encrypted connections, strong API key encryption, DoS protection, 2FA (Two Factor Authentication) as well as all industry general safety standards.  
Moreover, CryptoView has the option to freeze accounts and provide safety for user’s accounts and personal information. A 24/7 customer support ensures an enhanced customer`s experience.  For more information visit our Security Section.

30 Days Free Trial, Free Plan & Premium plan?

Each new user has a 30-days free trial with full access to all platform features. After the free trial expires the user can stay on the Free Plan or choose to purchase a Premium plan and regain full access. Check the table below to review what features are available in each plan.

CryptoView Premium subscription plan costs between $13 and $19 per month depending on the selected package. For those getting the one year package there is a 30% discount.  

CryptoView does not charge any additional trading fees. You only pay the regular exchange fees associated with each specific exchange. Also, there are no trading volume limits or any other setbacks along the way. 

Referral – get a free subscription by referring us!

For each friend you refer, who signs up, goes through the 30-days free trial and purchases any subscription plan, you will be credited with 2 free months subscription. You are given a referral link that you can share in social media or send it to selected few by email.

Affiliate – monetize your audience!

The affiliate program is suitable for those who wish to monetize their crypto-related audience. If you are a blogger, influencer or someone working in the digital marketing field you can join the Affiliate program and earn $20 in Bitcoin for each referred user who goes through the free trial and purchases any subscription plan. The platform also generates a 90-days affiliate cookie to increase the chances of successful conversion.

In the end …

CryptoView is an all-in-one, high-end cryptocurrency portfolio manager suitable for those who need to simplify the process of managing multiple exchange accounts and get all essential crypto trading tools in one place. It is an easy-to-comprehend platform suitable for novice, advanced traders and everyone in between.  
   

Check out the 30-days free trial now and enhance your trading experience with the best cryptocurrency portfolio manager!