Track Your Crypto Portfolio

Open-source portfolio tracker with advanced analytics, hardware ticker integration, and AI assistant support.

Everything You Need

From basic portfolio tracking to advanced analytics and external integrations.

📊

Portfolio Overview

Track holdings, allocation breakdown, and real-time profit & loss across all your crypto assets.

📈

Advanced Dashboard

12+ interactive charts — net worth, heatmaps, allocation trends, BTC ratios, trading volume, and more.

💱

Transaction Management

Add, edit, and delete trades with CSV import, full-text search, date range filters, and pagination.

💵

Cash Flow Analysis

Visualize money in and out with detailed cash flow breakdowns and yearly summaries.

🧾

Tax Reports

Calculate capital gains with FIFO, LIFO, HIFO, and LOFO cost basis strategies. Only fiat-to-crypto transactions are considered taxable events.

🔑

API Key System

Generate secure API keys to connect external integrations and hardware devices to your portfolio.

🖥️

Hardware Ticker

Drive e-ink display devices showing live portfolio data, asset prices, and allocation charts.

🤖

AI Assistant (MCP)

10 tools for Claude Desktop, Cursor, and other MCP-compatible AI assistants to query your data.

Powerful Analytics Dashboard

12+ interactive charts designed for both desktop and mobile.

Net Worth

Heatmap

Allocation

Cost vs Value

Composition

Trading Volume

P&L Analysis

BTC Ratio

Alt vs BTC

Opportunities

Cost vs Price

Positions

Integrations

Connect external devices and AI assistants to your portfolio data.

Hardware Ticker Display

Connect a Cardano Ticker or similar e-ink display to show live portfolio data on your desk. The device shows BTC price, portfolio value in multiple currencies, allocation pie chart, and 7‑day performance — all updating automatically via the Ticker API.

Cardano Ticker hardware display showing portfolio data, allocation chart, and 7-day performance

Open-source hardware project: en7angled/CardanoTicker

GET /api/ticker/portfolioGET /api/ticker/portfolio/historyGET /api/ticker/assets

Authenticate with X-API-Key header. Generate keys from Settings.

AI Assistant (MCP)

Use the Portfolio MCP Server to query your data through Claude Desktop, Claude Code, Cursor, or any MCP‑compatible AI assistant. 10 tools cover holdings, transactions, cash flow, tax reports, and price data.

{
  "mcpServers": {
    "portfolio": {
      "command": "python",
      "args": ["-m", "portfolio_mcp.server"],
      "env": {
        "PORTFOLIO_API_URL": "https://your-site.com",
        "PORTFOLIO_API_KEY": "tk_your_api_key"
      }
    }
  }
}

Example prompts

› How's my portfolio doing?
› What are my top holdings?
› Log a buy of 0.5 BTC at $68,000
› What's my tax liability for 2025?

Get Started in Minutes

Create Your Account

Create a Portfolio

Set up your first portfolio from the Overview page. You can manage multiple portfolios.

Add Transactions

Log your buys, sells, deposits, and withdrawals. Import from CSV for bulk entry.

Explore the Dashboard

View 12+ interactive charts tracking performance, allocation, P&L, and market trends.

Set Up Integrations

Generate an API key from Settings to connect your hardware ticker or AI assistant.