Crypto + portfolio tracker

Who is Sharesight’s cryptocurrency portfolio tracker suitable for?

With support for more than 200 global brokers and over 40 leading markets worldwide, Sharesight's portfolio tracker is designed for share market investors who want to track the price and performance of all of their assets in one place – from stocks, ETFs and funds to cryptocurrency, property and brokerage cash accounts.

What are the advantages of Sharesight's portfolio tracker for crypto investors?

With Sharesight, crypto investors can automatically track the price and performance of 8 leading cryptocurrencies alongside the rest of their investments. Investors will benefit from price updates every 5 minutes, with intraday crypto prices (in addition to intraday foreign exchange rates) provided through Open Exchange Rates' API. Other benefits include support for crypto exchange Independent Reserve, plus access to Sharesight's award-winning performance, tax reporting and powerful reports such as Performance, Portfolio Diversity, Contribution Analysis, Multi-Period and Multi-Currency Valuation.

How to keep track of your crypto investments in Sharesight

To keep track of your crypto investments, you will first need to add them to a Sharesight portfolio. If you invest in one of the cryptocurrencies supported by Sharesight, you can simply add trades to your Sharesight portfolio through the manual ‘Add Holding' function. If you are invested in a cryptocurrency that Sharesight does not support, you can also track these trades by adding a Custom Investment to your portfolio.

Note: Crypto investors who trade via Independent Reserve can easily sync their historical and ongoing trades to a Sharesight portfolio using the Trade Confirmation Emails feature.

Which cryptocurrencies are supported by the Sharesight portfolio tracker?

Sharesight supports automatic price updates for the following cryptocurrencies:

• Bitcoin (XBT)
• Ethereum (ETH)
• Ripple (XRP)
• Litecoin (LTC)
• Stellar (XLM)
• Dash (DAS)
• Monero (XMR)
• Bitshare (BTS)

Is tracking my crypto with a portfolio tracker safe?

Sharesight is committed to keeping your data safe, including your cryptocurrency information. All data sent between you and our servers is encrypted using modern, industry standard Transport Layer Security (TLS). Sharesight's servers are located in enterprise-grade data centres that employ numerous physical security measures including 24/7/365 monitoring and surveillance, on-site security staff and regular ongoing security audits. Sharesight is also independently audited on a regular basis to ensure that the IT security of our software meets best practice guidelines. For an additional layer of security, users are encouraged to enable 2-factor authentication.

What's the best way to track crypto trades for tax purposes?

If you are tracking your crypto assets for tax reporting purposes, you may choose to track crypto in the same Sharesight portfolio as the rest of your investments. This is suitable for investors who are primarily tracking shares, with a handful of crypto assets. However, investors who are tracking many different crypto assets may wish to create a separate crypto portfolio for added convenience at tax time.

One report investors (and their accountant) may find useful for crypto taxes is the All Trades Report, which provides a record of every trade in an investor's portfolio, broken down by key values such as price, brokerage, exchange rate, trade type and value. The ability to download this report or share portfolio access with an accountant also makes it easier than ever for crypto investors to prepare their tax return.