The Crypto Portfolio Tracking Customer Journey

  • You are currently overwhelmed by the number of different tools currently available for portfolio tracking
  • You are indecisive on how to choose the right tool for you
  • You are wondering what the best tools in the market are and how can you trust people

The Journey

How do you come to the conclusion that you need a crypto portfolio tracking app? Here are a few realizations that you might feel familiar with:

  1. You have at least 2 wallets and 2 exchanges
  2. You have no clue how much money you have in your entire portfolio
  3. You are holding and trading more than 5 different cryptocurrencies
  4. You have received a bunch of airdrops
  5. You worry about the amount of taxes you need to pay but you have 0 clues about the tax laws in your country regarding cryptocurrency
Crypto Portfolio Tracking Customer Journey

Research Portfolio Tracking Tools

DYOR. That’s something everyone will tell you in every crypto blog, Twitter account or sub-Reddit. There’s a lot of truth in that. So here are some quick tips for you to start your research process:

  • Visit trustworthy crypto sites. Make sure that they have a decent UI/UX. Design is just a great filter to see if someone cares about their platform
  • Go to different news sites. They will give you a perspective of the different features a tool might have. Take the information with a grain of salt as some of these “reviews” can be biased.
  • Don’t get frustrated. You’ll quickly realize that you might end up a little bit more confused than before.

Compare Portfolio Tracking Tools

So currently you feel annoyed and confused and very skeptical about the information you’ve gathered thus far. You’ve come to the conclusion that you must take this matter under your own hands so you do your own analysis to compare the pros and cons of the current offering in the market. You focus on the following:

  • Price & Market Information
  • Personal Data Representation
  • Information Input
  • Alert
  • UI/UX Design
  • Pricing
  • Support

Ask Friends and Family for References

You probably have that one cousin or friend who got into crypto early and it’s some sort of modern Nostradamus. She/he is the one who told you which coins you should buy in 2017, what the best wallet is and which exchange offered the best fees. She/he probably had you in his best interest.

Download the Apps and Test them Out

So you’ve come a long way already:

  1. You’ve done your research
  2. You’ve compared the different tools
  3. You’ve asked your family and friends

Sign Up and Install

You’ve made your choice and the best has won. Now you’re ready to become part of that tribe. You’ll download the app and join the Telegram group. You’ll follow them on Twitter and refer your cousin and friend. You’ll know exactly the value of your portfolio now after you’ve imported all your transactions, manually or through addresses or API connections. You’ll read the blog posts and check the updates. Everything is going great.


Selecting a portfolio tracking tool shouldn’t be such an excruciating task. Obviously, this might be a little bit exaggerated. Do take into consideration those steps that make the most sense to you. Pick those suggestions that resonate with your overall selection process and if you feel like Accointing is the one for you, we would be more than happy to have you on board. sign up with us here and start tracking today.



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