The Best Crypto Portfolio Manager for Traders in 2023

Managing your assets in the rapidly growing crypto market can be challenging due to the continuous emergence of new coins, projects, and blockchain networks. Fortunately, you can now leverage Moralis Money’s crypto portfolio manager to seamlessly track and manage your portfolio across blockchain networks. Buy, swap, sell, and track your cryptocurrencies directly via Moralis Money for free!

Updated 10th July 2023 at 18:49

Today’s article will explore Moralis Money’s crypto portfolio manager and why this is the best alternative for traders. In addition to the crypto portfolio manager, we’ll dive deeper into Moralis Money’s Token Explorer, Token Alerts, and Token Shield features. To top things off, we’ll explore some other alternatives and provide a section explaining the intricacies of crypto portfolio managers overall.  

Nevertheless, let’s kick things off by exploring the best crypto portfolio manager for traders: Moralis Money! 

Moralis Money: The Best Crypto Portfolio Manager in 2023 

With Moralis Money, you can track both your fungible and non-fungible tokens across multiple blockchain networks, including Ethereum, BNB Chain, Polygon, etc. Not only can you track your own portfolio, but you can also effortlessly monitor any other crypto wallet. All you have to do is input an address to seamlessly see all its holdings.

Nevertheless, let’s take a closer look at how this works and explore one of the best wallet trackers available!  

You can launch Moralis Money’s crypto portfolio manager by clicking on your profile at the top right, followed by ”My Wallet”: 

User interface for the best crypto portfolio manager in 2023: Moralis Money

Doing so takes you to the following page with a ”Tokens” and an ”NFTs” tab: 

Crypto Tokens and NFTs page

On the ”Tokens” tab, you can view all your fungible tokens: 

crypto portfolio page showing assets

And on the ”NFTs” page, you’ll be able to view all the NFTs in your wallet displayed in a neat table:

NFT page showing portfolio of a user's non-fungible tokens

You can also easily view the total value of your entire portfolio: 

Cryptocurrency portfolio balance page

Also, you can explore the holdings of another wallet by inputting its address in the field at the top: 

wallet address search page

Lastly, you can get detailed information and real-time updates for tokens. Simply click one, and you’ll be taken to its token page. On each token page, you can find the current price, alpha metrics, graphs, security information, and much more. Also, you can seamlessly connect your wallet and load up or sell assets directly via the Moralis Money platform: 

token page to analyze assets

Furthermore, when using Moralis Money, you get so much more than a portfolio tracker. As such, let’s explore some additional key features!

More Than Just A Crypto Portfolio Manager – Exploring Key Features 

Moralis Money’s crypto portfolio manager is a great, simple, and straightforward feature; however, there’s much more to the platform. As such, let’s explore Moralis Money further and look at some other key features! 

Banner and Title: Use Moralis Money Crypto Portfolio Manager

Moralis Money is an industry-leading on-chain indicator. The platform leverages blockchain data in real-time to give true market alpha. So, when using Moralis Money, you can find the most undervalued crypto before everyone else to boost your return on investment. 

Moralis Money has three core features: 

  • Token Explorer: The Token Explorer feature is equipped with 15+ unique metrics. You can pick and choose between these to set up your own search queries and target precisely the coins you’re looking for. As such, with Token Explorer, it has never been easier to find new crypto projects before everyone else. 
  • Token Alerts: With Token Alerts, you can effortlessly set up email notifications to monitor both individual tokens and the entire market. In doing so, you’ll get alerted whenever something important happens on-chain, meaning you can find new promising opportunities even when you aren’t actively trading. 
  • Token Shield: Token Shield provides a comprehensive and straightforward security evaluation for all tokens. As such, with this feature, you can now efficiently and effectively dodge rug pulls and exit scams. 

Also, did you know that you can maximize the value of these features with the Moralis Money Pro plan? Doing so provides loads of benefits, such as narrower timeframes for all search parameters, access to premium education, and access to a private Discord server!

So, why exactly do you need the three features above? Well, they are designed to help you overcome three common trading challenges: FOMO, lack of time, and scams! As such, it’s more than just a portfolio manager for cryptocurrency, it is the best crypto portfolio manager, as it goes beyond tracking!

Overcome FOMO, Scams, and Lack of Time 

When it comes to trading cryptocurrency, 99% of people generally struggle with one of the following challenges: 

  1. The Fear of Missing Out (FOMO): In a fast-growing market, major opportunities come and go daily. This is excellent; however, it also induces FOMO, as traders feel they are missing significant opportunities. As a result, they trade emotionally, buying tokens based on hype, only to see them plummet shortly after.

    One way of avoiding FOMO is to leverage a tool like Moralis Money Token Explorer. Since you’ll be able to find the next 1000x crypto or 100x meme coin before everyone else, you don’t have to FOMO into opportunities.
  2. Lack of Time: Crypto never sleeps, and opportunities come and go in the blink of an eye. Without proper tools, it becomes difficult for traders to capitalize on all major opportunities, so many of them struggle to succeed unless they go full-time in crypto.

    Fortunately, this is where Moralis Money’s Token Alerts feature enters the equation. Simply set up alerts to save time and get notified whenever new opportunities arise, even when you aren’t actively trading.
  3. Cryptocurrency Scams: Since there is much money to be made in the crypto industry, it has unfortunately attracted many scammers and bad-faith actors. Consequently, it’s pretty common with cryptocurrency scams.

    A way to easily dodge scams is to leverage a feature like Token Shield. With this feature, you get security evaluations for all coins and can avoid potential scams with ease. 
graphic illustration - fomo, scams, and lack of time

If you’d like to learn more about using Token Explorer, Token Alerts, and Token Shield, check out our guide on three crypto trading tips every trader must know! 

Exploring Other Useful Crypto Portfolio Managers 

Moralis Money provides an easy-to-use, straightforward crypto portfolio manager with additional industry-leading features to help you find new crypto coins. However, many portfolio managers and crypto trading tools offer other unique features you might find interesting. As such, let’s take this section to explore some other useful crypto portfolio managers! 

We’ll divide the crypto portfolio managers into the following three categories based on unique features: 

  1. Tax Tools
  2. Advanced Portfolio Analytics
  3. Multiple Asset Classes

Let’s kickstart things by looking closely at some crypto portfolio managers featuring tax tools! 

Tax Tools 

There are multiple crypto portfolio managers that can help you with taxes, and we won’t be able to cover them all. As such, we’ll focus on Koinly and CoinLedger. 

Koinly 

Koinly is a prominent crypto portfolio manager that can help users keep track of their finances. It’s a platform that works well for both experienced and novice traders. Furthermore, Koinly allows users to track prices, monitor their holdings, and analyze their portfolio performance. Users can leverage Koinly to generate in-depth tax reports appertaining to their assets and trades. 

CoinLedger 

CoinLedger features an intuitive, easy-to-use dashboard. The platform supports multiple exchanges and blockchains, meaning users don’t have to import assets and transactions manually. CoinLedger also allows users to generate tax reports with the click of a button and helps them identify tax-loss harvesting opportunities. 

CoinLedger in white letters on blue background

Advanced Portfolio Analytics 

While tools like Koinly and CoinLedger are great for taxes, other crypto portfolio managers and crypto monitoring tools can help you with more advanced analytics. Two great examples are Delta and CoinStats. 

Delta 

Delta is a prominent crypto portfolio manager platform with hundreds of thousands of users worldwide. With Delta, users get a clear overview of all their assets, including cryptocurrencies and NFTs. Moreover, the platform provides market overviews and detailed trade analyses regarding asset splits, asset locations, asset sources, etc. 

CoinStats 

CoinStats is a premium portfolio tracker that can give users personalized news, analytics, and the power to manage assets on mobile and desktop. The platform supports multiple wallets and exchanges. Furthermore, CoinStats features heat maps regarding loss and profit-making entities and an analytics section with top exchanges, total fees, withdrawals, etc. 

CoinStats logo

Multiple Asset Classes 

If you’re an experienced trader in traditional finance, you might be looking for a crypto portfolio manager that features multiple asset classes. There are various platforms allowing you to track all your assets in one place, including crypto, stocks, etc. A great example is Kubera.

Kubera 

Kubera is a crypto portfolio manager designed for multiple asset classes, including stocks, cryptocurrencies, and NFTs. What’s more, users can both automatically and manually import assets. Kubera can also help users find the highest performers across their entire portfolio on a daily, monthly, and yearly basis. 

Kubera logo

What is a Crypto Portfolio Manager? 

The cryptocurrency industry is growing rapidly, and new tokens, coins, and blockchain networks are popping up frequently. Consequently, as you diversify your holdings across asset classes, blockchain networks, and exchanges, it becomes increasingly difficult to manage them. To solve this challenge, investors and traders are leveraging crypto portfolio managers. 

illustrative image showing the metamask crypto portfolio manager app

A crypto portfolio manager is a digital platform like an application or website. They often provide a complete solution for monitoring, analyzing, and even optimizing your crypto holdings. As such, through a crypto portfolio manager, you can more easily keep track of your finances across networks, blockchains, and exchanges. 

Crypto portfolio managers connect with your crypto wallet, giving you control and an overview of all your digital assets. Furthermore, some even integrate with prominent exchanges where investors can trade digital assets, including fungible tokens and NFTs.

In sum, a crypto portfolio manager is a platform where users can track and manage their assets across exchanges, networks, and wallets using real-time data and intuitive user interfaces. So, by leveraging the best crypto portfolio manager for your needs, you get valuable insight into how your assets are performing! 

However, how do you select the best crypto portfolio manager? Well, let’s explore what makes a portfolio manager the #1 choice! 

What Makes A Crypto Portfolio Manager the #1 Choice? 

To determine the best crypto portfolio manager, you have to consider your needs. For instance, if you want assistance with your taxes, then Koinly or CoinLedger might be the option for you. However, suppose you’re instead looking for a crypto portfolio tracker with all the essential features, along with prominent tools for finding new coins. In that case, Moralis Money might be right for you. 

Nevertheless, here are three factors to consider when trying to find the best crypto portfolio manager: 

  • Comprehensive Coverage: To be considered the best crypto portfolio manager, the platform should cover a wide range of tokens and blockchain networks. 
  • Niche Features: Most crypto portfolio managers provide the necessary functionality to track and monitor your holdings. As such, consider the niche features making the crypto portfolio manager stand out. And make sure that these features are tailored to your needs as a crypto trader.
  • Easy-to-Use: Another vital aspect is intuitiveness. Find a platform featuring an easy-to-use interface you can seamlessly navigate and manage. 

Based on the three factors above, Moralis Money stands out as the best crypto portfolio manager for traders. Moralis Money provides all the necessary functionality to monitor and track your wallet holdings. 

What’s more, in addition to this, you also get access to an abundance of features that can help you become a better cryptocurrency trader. Some prominent examples are the Token Explorer, Token Alerts, and Token Shield features. 

Summary: Best Crypto Portfolio Manager 

In today’s article, we explored the best crypto portfolio manager: Moralis Money. With Moralis Money, you can easily track and manage your portfolio via an intuitive user interface across multiple blockchain networks. In addition to the portfolio manager, we also explored Token Explorer, Token Alerts, and Token Shield, three key features of Moralis Money – the ultimate blockchain analytics tool. 

From there, we dove into three categories of alternative crypto portfolio managers based on unique features: 

  1. Tax Tools
  2. Advanced Portfolio Analytics
  3. Multiple Asset Classes

To top things off, we explored the ins and outs of crypto portfolio managers. In doing so, you learned that they are platforms enabling you to track and fully manage your assets across blockchain networks, wallets, and exchanges. 

Also, remember that you can maximize the value of Moralis Money by subscribing to the Moralis Money Pro plan. This will give you access to narrower timeframes for all search parameters, Token Alerts, premium education, and much more! 

free vs paid crypto portfolio manager table chart

So, take this opportunity and subscribe to our seven-day trial today by simply going to our pricing page

seven-free day trial for crypto portfolio manager pro

You can also experience the potential of one of the best blockchain analytics tools here using the widget below. Apply one of Moralis Money’s premade filters or create a custom search query from scratch: 

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WRITTEN BY David Olsson
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