How to Use the CoinMarketCap Portfolio | CoinMarketCap (2024)

The CoinMarketCap Portfolio lets you store all of the information about your crypto holdings in one place.

What Is the CMC Portfolio?

The CoinMarketCap portfolio is the one place to track all of your crypto holdings.

If you have some crypto investments, you probably bought them from a few sources: perhaps you bought BTC from Coinbase, bought BNB from Binance, and then maybe bought many other coins or tokens from different exchanges.

It is always hard to keep track of all the coins or tokens you have when they are all over the place, or you just simply cannot remember how much you own and where you put them!

Losing control on your crypto investments could potentially lead to an unexpected loss or missing the best timing to sell your cryptocurrencies. Therefore, a good tool to help you tidy up this mess is very important.

CoinMarketCap users on their laptops can now create multiple portfolios for tracking different coins!

CoinMarketCap created the Portfolio tool that allows you to input your crypto investment records, similar to providing you a nice bookkeeping tool to keep all your investments in one place — but better, as we use only CMC data and methodology to help you analyze your investment value, profit and loss!

Although we allow you to input all the transaction details on the portfolio feature, remember that we DO NOT collect any of your funds, so you are not transferring any money to CoinMarketCap. We are just keeping these records and doing analysis for you. Don’t worry, we won’t touch your funds at all!

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How to Use the CMC Portfolio

Before using Portfolio on our site, as we need to know what data belongs to you, you’ll need to have a CMC account and log in. If you don’t yet have an account with us, simply go to the sign up page and follow the instructions to create a new account. If you already have a CMC account, please go to the login page and enter your email and password.

Once you’re logged in, find “Portfolio” on the navigation bar. You can start creating your portfolio by clicking “Create your Portfolio.”

From here, select one coin or token that you want to add to your portfolio first:

Steps for Creating a CMC Portfolio

Step One: Add a “buy” transaction or a “transfer in” transaction

There must be an input of funds when you started your investment. If you bought some crypto as the first step, enter a “buy” transaction from this modal. You can enter the quantity of coins you bought, price per coin when you bought it, date and time of purchasing, fee associated with the transaction and a note to this transaction.

We auto-populate the price as of the timing you entered this modal, but you can still change the price accordingly. The ability to add notes could also be a very strong tool to use, as you can note down which exchange you purchased the crypto from, so in the future you want to sell you’d know where to go to!

You can also input a “transfer in” transaction from the “Transfer” tab, which indicates funds transferred in as gifts from your friend or family, salary from your boss or for any other reasons. Same here, enter the amount you received, and you can also change receiving time, fees, and any notes that would help you remember this transaction!

Just a quick recap of what the three tabs mean:

1. Buy: any transaction indicating you are buying a certain amount of assets.

2. Sell: any transaction indicating you are selling a certain amount of assets.

3. Transfer: transferring in some assets or transferring out your assets for some reasons. This action won’t involve any inception value that you need to input.

Step Two: Navigate to the main portfolio page

Now you have completed the first step of creating your own portfolio! You will be led to the Portfolio main page now. Let’s assume we added a buy-in of 0.01 BTC at the price of $51,000 and purchased on Feb. 17, 2021.

Here you can see:

  1. Your current balance, charts and summary:

The current balance is using your current asset holding amount X current price to calculate. It also shows you the 24h change and 24h change %. Along with the current balance, you can also view a line chart showing the balance value changes over time, and we provide a few timeframes that you could use.

If you also want to check out the composition of your investments across different coins, check the “Allocation” tab on this summary section.

Let’s assume that I also bought some Ethereum at US$593 on Dec. 2, 2020. Now, my balance is composed of 79.24% of Bitcoin and 20.76% of Ethereum. These values also use the current price, so if the price of BTC goes higher, it might take a higher percentage too!

Hint! When you add any new transaction, or edit any existing transaction, both the line chart and allocation chart will need some time to recalculate the historical balance for you. Please bear with us and give our system a little bit of time to work out the new result for you!

You can also check the summary stats of your investment from the “Statistics” tab. Here, we show you the total profit/loss of your crypto assets along with the P&L % (profit and loss percentage) from inception of your purchase. You can also find the best performer and the worst performer amongst your assets and see their individual P&L + P&L %.

Curious about what this icon is doing?

‍This is the privacy mode in which you can hide the most important values such as total balance or individual asset holdings. When you click again on the icon, it unlocks the privacy mode and shows you all the data available.

Your asset holding list:

On the right hand side of this page, you’ll find a list of all coins/ tokens that you’ve added in this portfolio with some data.

Here, you can see the current price of that asset, 24h price change %, your holding total current value in your currency and in the original currency, and the profit and loss of each asset with the P&L %. There are also some actions you can take. You can add new transactions from the “+” icon on the right, or click on the “...” to view transaction details or remove the whole asset from your portfolio.

By clicking on the coin name, it would bring you to our coin detail page where you could take a good look at the coin details, or by clicking on the other data items also brings you to the transaction detail page.

Want to add a new asset or new transaction record? Simply click on the “+ Add New” button and follow the same steps mentioned above!

Asset transaction details:

Clicking on the line of one asset, e.g. Bitcoin in my case, will bring you to a page showing the transaction details.

Here, you’ll see the balance of Bitcoin based on the current price, 24h % change and the total P&L, or you can see a list of transactions you’ve inputted for Bitcoin. This page also allows you to edit transaction details, or remove any unwanted transactions.

You can also use the privacy mode here by clicking on the eye icon!

Do you get our CoinMarketCap apps on your iOS phone or Android phone too? Good news for you! You can now view exactly the same data on both platforms when you sign in the same account! You can not only monitor and manage your investments from our webpage, you could also do the same from the mobile app! Data will be fully synced across the platform, so don’t worry that you’ll miss anything when you are on the go.

How to Create Multiple Portfolios

You can create multiple portfolios on the CoinMarketCap desktop site and mobile app.

Once you navigate to the portfolio page, you will see a box with your portfolios in it. Click "create portfolio" to add a new portfolio to your account — it's that easy.

Portfolio vs Watchlist

You probably know that we not only provide our Portfolio feature, but also another feature called Watchlist. They sound similar, and you may wonder why we bothered to separate these two features.

The concepts of Portfolio and Watchlist, from CoinMarketCap’s point of view, are totally different. Portfolio helps you to manage and monitor all your invested assets in one place, while Watchlist provides you somewhere to “bookmark” assets that caught your eye.

You can “watch” as many assets as you want, but you might not actually purchase any of these assets. Watchlist gives you a good summary of lists of assets you can keep tracking, and you can even make your Watchlist public and share it with your friends. If you want to learn more about Watchlist, please click HERE!

Enjoy using our Portfolio and enjoy earning more profits on your crypto!

This article contains links to third-party websites or other content for information purposes only (“Third-Party Sites”). The Third-Party Sites are not under the control of CoinMarketCap, and CoinMarketCap is not responsible for the content of any Third-Party Site, including without limitation any link contained in a Third-Party Site, or any changes or updates to a Third-Party Site. CoinMarketCap is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsem*nt, approval or recommendation by CoinMarketCap of the site or any association with its operators. This article is intended to be used and must be used for informational purposes only. It is important to do your own research and analysis before making any material decisions related to any of the products or services described. This article is not intended as, and shall not be construed as, financial advice. The views and opinions expressed in this article are the author’s [company’s] own and do not necessarily reflect those of CoinMarketCap.

How to Use the CoinMarketCap Portfolio | CoinMarketCap (2024)

FAQs

How do I use CoinMarketCap portfolio? ›

You can create multiple portfolios on the CoinMarketCap desktop site and mobile app. Once you navigate to the portfolio page, you will see a box with your portfolios in it. Click "create portfolio" to add a new portfolio to your account — it's that easy.

How do I withdraw from CoinMarketCap assets? ›

On the main screen, tap [Send]. Step 2: Select the token you want to send, such as USDT. Step 3: Select the network you want to process. Please choose the network carefully and make sure that the selected network is the same as the network of the platform you are withdrawing funds to.

How do I copy a portfolio in CoinMarketCap? ›

Duplicate Portfolio
  1. Go to the portfolio you'd like to rename.
  2. Tap on the '•••'
  3. Hit 'Duplicate Portfolio'

Is CoinMarketCap portfolio safe? ›

Is CoinMarketCap Safe? Yes, CoinMarketCap is safe. As there is no buying or selling of crypto, no bank details are taken or stored so there is limited risk of your wallet being hacked or personal data being stolen.

How do you use a cryptocurrency portfolio? ›

7 ways to diversify your crypto portfolio
  1. Buy the market leaders. ...
  2. Focus on cryptocurrencies with different use cases. ...
  3. Invest in smart contract blockchain networks. ...
  4. Divide your portfolio into Bitcoin, Ethereum, and everything else. ...
  5. Check out cryptocurrency stocks. ...
  6. Invest in smaller crypto tokens with greater growth potential.
Jun 29, 2022

How do I withdraw money from my crypto portfolio? ›

At a Glance: To withdraw money from Crypto.com, open the app, link a bank account (if you haven't already), hit the Withdraw button towards the bottom of the screen, choose Fiat and select your preferred currency, enter how much you want to take out, and hit the Withdraw button.

Does CoinMarketCap have a wallet? ›

No, CoinMarketCap does not have a wallet. It is purely a price-tracking platform for crypto assets.

How do I cash out my crypto balance? ›

How to submit a USD withdrawal request?
  1. Go to “Fiat Wallet” from Super App Menu Button or the Accounts Menu. ...
  2. Tap on your USD balance and Withdraw USD.
  3. Tap Add Bank Account or select the preferred bank account if it has already been added. ...
  4. Review the USD withdrawal details and tap confirm to have it processed.

Can I sell coins on CoinMarketCap? ›

CoinMarketCap reports on the trading activities of thousands of markets but does not directly sell any cryptocurrency. The best way to find where to buy is by looking on the markets section for the cryptocurrency. For example, to find where to buy Bitcoin, you can look at the markets section for Bitcoin.

Can I download data from CoinMarketCap? ›

Download CoinMarketCap Data to Excel & CSV Files

Unlike screen scrapers, our no-code platform exports data directly from CoinMarketCap's Official API so you can download extracted data seamlessly. This means no breaking code, getting blocked, overpriced proxies or incorrect data.

How do I copy an e portfolio? ›

Copy ePortfolio

Access your ePortfolio. 2. Under PORTFOLIO TOOLS select "Make A Copy."

How do I copy data from CoinMarketCap to Excel? ›

To pull the data into Excel, we use a web query. Under the Data tab in the ribbon, select Get Data > From Other Sources > From Web. Next, we need to input the URL we want to use and setup our API key as a header item to authenticate with CoinMarketCap. Make sure the Advanced radio button is selected.

What is the best way to track crypto portfolio? ›

The 7 Best Cryptocurrency Portfolio Trackers - Expert Review 2023
  1. Quick look.
  2. CoinStats.
  3. CoinLedger.
  4. Delta.
  5. CryptoCompare.
  6. CoinMarketCap.
  7. Crypto Pro.
  8. Kubera.

Is CoinMarketCap portfolio free? ›

Use Our Free Crypto Portfolio Tracker. CoinMarketCap.

Can CoinMarketCap be wrong? ›

Yes, it is accurate in a sense because CoinMarketCap is the world's most-referenced price-tracking website for cryptoassets, and is used by tens of millions of people to great effect. However, it is also well-known for being notoriously inaccurate.

What mistake do most crypto traders make? ›

Top 5 Cryptocurrency Trading Mistakes Every Rookie Investor Should Avoid
  1. FOMO, Following the Herd and Buying High. This is the big one, and it's one that far too many newbie traders make. ...
  2. Panic Selling. ...
  3. Making Too Many Trades. ...
  4. Keeping Holdings on Exchanges. ...
  5. Making An Investment All At Once.
Oct 4, 2022

How much of my portfolio should be in crypto? ›

We'll get straight to our recommendation. We call it our 5% golden rule: At Betterment, we recommend investing 5% or less of your investable assets (your investable cash, stocks, bonds, mutual funds, exchange-traded funds, etc.) in crypto.

What does a good crypto portfolio look like? ›

A well-balanced portfolio will contain a good blend of large-cap projects, inclusive of Bitcoin, Ethereum, and BNB. Exposure to newly launched and small-cap projects might be considered too for maximum upside potential.

How do crypto millionaires cash out? ›

To cash out Bitcoin, you'll first sell it using your preferred crypto exchange, a payment platform, or Bitcoin ATM. From there, you'll withdraw funds to your bank account.

Can I withdraw money from my portfolio? ›

You can only withdraw cash from your brokerage account. If you want to withdraw more than you have available as cash, you'll need to sell stocks or other investments first. Keep in mind that after you sell stocks, you must wait for the trade to settle before you can withdraw money from your brokerage account.

Why can't i withdraw from crypto? ›

If you've recently purchased crypto via card or ACH, your crypto may be subject to a holding period. During a holding period, you cannot withdraw from your cash (GBP, EUR, or USD) account, send funds to your Private Key Wallet, or send to an external wallet.

Can you trade using CoinMarketCap? ›

No, you can not trade on CoinMarketCap. CoinMarketCap reports on the trading activities of thousands of markets but does not directly sell any cryptocurrency.

Can I connect my wallet to CoinMarketCap? ›

To add tokens to your MetaMask wallet from a CoinMarketCap token page, look for the “Contracts” box and the little fox icon next to it. Click on the fox, and MetaMask will open and ask you to confirm you want to add the token to your wallet. Click yes, and you're ready to go.

How do you trade on CoinMarketCap? ›

To complete your first purchase, you will need to select the coin you wish to buy on the exchange. Exchanges have a “Trade” section and within this you will need to choose a coin, such as BTC, ETH or another. Cryptoassets are traded in pairs. The largest coins will have pairs that match the main government currencies.

How do I cash out 100k crypto? ›

Use an exchange to sell crypto

One of the easiest ways to cash out your cryptocurrency or Bitcoin is to use a centralized exchange such as Coinbase. Coinbase has an easy-to-use “buy/sell” button and you can choose which cryptocurrency you want to sell and the amount.

How do I transfer crypto to my bank account? ›

Walkthrough: How Do I Transfer Bitcoin to My Bank Account?
  1. First, transfer your Bitcoin. ...
  2. Sell your bitcoin. ...
  3. Check that all looks good and confirm the transaction.
  4. Select the bank account you wish to receive the money.
  5. Another option is to sell on an exchange at your desired price.
Jun 25, 2020

Can you withdraw cash from a crypto account? ›

A Bitcoin ATM (BTM) works like a normal ATM – except that instead of withdrawing cash from your bank account, you withdraw cash from your cryptocurrency wallet. What is this? BTMs are a faster way to access your cryptocurrency balance than using an exchange, and they offer anonymity and privacy.

How do I transfer money from CoinMarketCap to my bank account? ›

You follow the same process as when you want to withdraw money from Crypto.com:
  1. Open your Crypto.com app.
  2. Link the bank account you wish to withdraw money to.
  3. Click on "Transfer."
  4. Select "Withdraw" in the pop-up.
  5. Select "Fiat" in the following pop-up to withdraw in fiat.
  6. Select "Withdraw Fiat to your bank account."

How do I spend CoinMarketCap diamonds? ›

How to Spend CoinMarketCap Diamonds. Once you have accumulated some CoinMarketCap Diamonds, you will be able to spend them in the future at our CoinMarketCap Diamonds rewards store on items like CoinMarketCap merch, NFTs and more.

Does CoinMarketCap charge fees? ›

Transaction fees are flexible in nature and can vary based on how busy the blockchain is. A user who wants to expedite a transaction can choose to do so by paying a higher transaction fee. Miners, or people who are paid to verify transactions, will then typically prioritize the transaction.

How do I get API from CoinMarketCap? ›

You can sign up at pro.coinmarketcap.com - This is our live production environment with the latest market data. Select the free Basic plan if it meets your needs or upgrade to a paid tier. Copy your API Key. Once you sign up you'll land on your Developer Portal account dashboard.

How do I get sandbox from CoinMarketCap? ›

CoinMarketCap users can watch informational videos about The Sandbox, and then complete a short quiz. If they get the answers correct, they will be rewarded with The Sandbox (SAND). This CoinMarketCap Earn campaign has a reward pool of ~$400,000 in SAND, which is equal to 10,000,000 SAND tokens.

What is the difference between portfolio and ePortfolio? ›

Why ePortfolios? Portfolios, electronic or paper, are spaces where one can collect artifacts and curate work. An ePortfolio allows for a digitalized collection of artifacts geared towards a certain purpose and a particular audience.

What steps must you take to ensure effective use of e portfolios? ›

  1. Determine the ePortfolio's purpose and audience. Provide a picture of competence (or of the assessment) using examples.
  2. Collect work. ...
  3. Select key pieces as evidence. ...
  4. Reflect on, or self-assess, the learning process and the selected pieces. ...
  5. Connect and share with others.
Aug 11, 2020

What is the best ePortfolio platform? ›

FolioSpaces is the world's most popular free ePortfolio platform. * Use it to create your own Personal Learning Space. Students, teachers, career professionals and others find electronic portfolios are the best way to: showcase achievement.

How do I use CoinMarketCap in Excel? ›

Connecting Excel to the Coinmarketcap API

This will open a From Web setup box. In the HTTP request header parameters(optional) second box enter your API Key and press OK. Excel will connect to the API and open up the Power Query window. The data is returned in JSON format and we must now extract the data.

How do I connect CoinMarketCap to Google Sheets? ›

Go to https://coinmarketcap.com/api to create a free API key. Click the button that says “GET YOUR API KEY NOW”.
...
  1. Choose your account.
  2. Click advanced.
  3. Allow access if you trust the code I wrote. ...
  4. Boom! ...
  5. Update Column B with Coin tickers you want to follow.
  6. Bonus!
Aug 24, 2021

How do I use API in CoinMarketCap? ›

How to use the CoinMarketCap API
  1. Navigate to the CoinMarketCap API page on RapidAPI. First, head on over to RapidAPI.com and search for the CoinMarketCap API.
  2. Sign up or Login. To begin testing the CoinMarketCap API endpoints, you'll need a RapidAPI account. ...
  3. Select a programming language.
Jul 29, 2020

How do I track my profit and loss crypto? ›

Transaction-to-transaction

To calculate your profits and losses on a transaction-to-transaction basis, you'll need to do two things. Step 1: Calculate the cost price and value of each trade in your local currency. Step 2: Compare the difference of trade and cost value to determine the profit or loss.

How do you analyze crypto before investing? ›

Here are three important data points to review before investing in any cryptocurrency:
  1. Circulating supply. This is the supply of a cryptocurrency that is currently in the market, and what current prices are based on.
  2. Total supply. ...
  3. Maximum supply.
Sep 7, 2022

How often should you check your crypto portfolio? ›

There is no set number of times which you should or should not check your crypto portfolio per day of course, but checking more than a handful of times per day is a sure sign that you are worried about one or more of your trades.

How does portfolio work on CoinMarketCap? ›

The CoinMarketCap portfolio is a place where you can track all of your crypto holdings. If you have purchased crypto investments from multiple sources, you can now see them all in one place, right on CoinMarketCap.

What are the most accurate crypto charts? ›

TradingView. TradingView is by far the most popular charting and technical analysis tool for traders of all markets. In recent years, they have pushed to integrate their tool set with the most popular cryptocurrency exchanges and the results are impressive.

Which is better CoinGecko or CoinMarketCap? ›

If you are primarily interested in prices and market capitalization data, CoinMarketCap may be the best option. However, if you want a wider range of information and data, including developer activity and community growth metrics, CoinGecko may be a better choice.

Is everything on CoinMarketCap legit? ›

While some users report a positive experience using CoinMarketCap, according to many of the 286 customer reviews on trustpilot.com which only averaged 1.4 out of 5 stars, CoinMarketCap is seen as one of the least trustworthy crypto listing services in the industry.

What is better than CoinMarketCap? ›

There are more than 100 alternatives to CoinMarketCap, not only websites but also apps for a variety of platforms, including Android, iPhone, Windows and Mac. The best alternative is Cryptowatch, which is free. Other great sites and apps similar to CoinMarketCap are Coingecko, Good Crypto, wallmine and Cesium.

How to track crypto portfolio for free? ›

List of Top Crypto Portfolio Tracker Apps
  1. Pionex (Recommended)
  2. eToro.
  3. NAGA.
  4. Bitstamp.
  5. CoinSmart.
  6. Crypto.com.
  7. Coinmama.
  8. Blockfolio.
Jan 10, 2023

How do you keep track of crypto gains and losses? ›

To file your crypto taxes with your annual tax return, to do so, you must report crypto disposals, capital gains, and losses on Form 1040, Schedule D, and Form 8949. Moreover, you must report crypto income on Form 1040, Schedule 1, or Form 1040, Schedule C.

What is CoinMarketCap portfolio? ›

The CoinMarketCap portfolio is a place where you can track all of your crypto holdings. If you have purchased crypto investments from multiple sources, you can now see them all in one place, right on CoinMarketCap.

Can you buy diamonds on CoinMarketCap? ›

Go to CoinMarketCap and search for DIAMOND. Tap on the button labeled “Market” near the price chart. In this view, you will see a complete list of places you can purchase DIAMOND as well as the currencies you can use to obtain it. Under “Pairs” you'll see the shorthand for DIAMOND, DIAMOND, plus a second currency.

What is the benefit of CoinMarketCap? ›

CoinMarketCap is the world's most-referenced price-tracking website for cryptoassets in the rapidly growing cryptocurrency space. Its mission is to make crypto discoverable and efficient globally by empowering retail users with unbiased, high quality and accurate information for drawing their own informed conclusions.

How do I withdraw money from my coin wallet to my bank account? ›

From a web browser, select your cash balance under Assets. On the Cash out tab, enter the amount you want to cash out and then click Continue. Choose your cash out destination and then click Continue. Click Cash out now to complete your transfer.

How do I transfer coins from crypto to bank account? ›

How to submit a USD withdrawal request?
  1. Go to “Fiat Wallet” from Super App Menu Button or the Accounts Menu. ...
  2. Tap on your USD balance and Withdraw USD.
  3. Tap Add Bank Account or select the preferred bank account if it has already been added. ...
  4. Review the USD withdrawal details and tap confirm to have it processed.

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