The Crypto Portfolio Tracking Customer Journey

This article is for you if:

  • 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

  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

We understand you quite well. That was us a few years back. So we did the research and we realized that this is the journey most of our users go through (ourselves included):

Crypto Portfolio Tracking Customer Journey

Research Portfolio Tracking Tools

  • 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

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

If you’d like to get a full detailed benchmark report about the different crypto portfolio tracking tools available, click here.

Ask Friends and Family for References

However, it is still important to have several references. In crypto, whether it’s a token, wallet or exchange, everyone will have a say on things, but it’s up to you to make a conscious and thoughtful decision. Your portfolio tracking tool shouldn’t be any different. Who knows, maybe you’ll be the one now teaching your family and friends how to properly track their portfolio and get insights out of it.

Download the Apps and Test them Out

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

but now it’s the moment of truth. You’ll have to try the different tools and A/B test them. Analyze which one is the right fit for you. Which of the tools has the best UX for you? Which tool has your favorite wallets and exchanges? Which ones have all the features that you’d like to have? Which ones consider things you hadn’t thought of before? Feel free to try ours here. If you have any questions, please reach out on Telegram here.

Sign Up and Install

Suddenly you realize that you need more features and there are some wallets and exchanges that you’ll need to add. Make sure that you have great customer support. Go to their website and send an email, try their chatbot. Is it a human or a computer? What’s their response rate? Make sure that your portfolio tracking tool is one with which you’d like to stay in a long term relationship. If you found it already, I hope you’re very happy. If you’re looking for something new or are uncertain yet, we invite you to go to and learn more about us.


Connecting Crypto: Track, Manage, and Report all Your Crypto Platforms in One Place.