So you leaned hard into crypto, huh?
Don’t get us wrong, that’s awesome! Investing in cryptocurrency is a wise choice.
You're in great company, considering crypto is going mainstream with an explosion of financial services providers, banks, and other institutions getting on board with cryptocurrency and blockchain.
But now, you’ve got a challenge.
Chances are you’ve got a bunch of cryptocurrency accounts, wallets, and probably even individual BTC and ETH bitcoins floating around on several different apps and websites. It’s hard to keep track of everything and understand how they impact your net worth and overall financial health.
If that’s the case, then we’re glad you found us, because you need a cryptocurrency dashboard.
What Is a Cryptocurrency Dashboard?
You’ve probably heard of financial dashboards — platforms where you can get a complete overview of all the financial accounts and assets you’ve added to it.
A cryptocurrency dashboard is quite similar.
A crypto dashboard is a digital platform that lives on a website or an app (either desktop or mobile). Its primary function is to track your cryptocurrency accounts and coins and monitor their historical prices and current values so that you can manage both your crypto assets and related financial plans accordingly. The dashboard integrates with cryptocurrency exchanges or trackers like CoinMarketCap through an API or other tool to update your crypto assets in real-time.
Why Do I Need a Cryptocurrency Dashboard?
Investors who actively engage with more than three different cryptocurrencies are encouraged to use a crypto tracker to manage their assets.
Use Your Cryptocurrency Assets Toward Your Financial Goals
The ultimate goal for crypto dashboards (and most other wealth dashboards) is to give an overview of all your assets and how they play together.
Because when you have this information in one place, you can see how your assets and accounts impact your overall financial health and net worth. And this up-to-the-moment financial data is what gives you the insight you need to generate the most accurate reports, forecasts, and plans for moving toward your financial goals.
Know The Value of your Cryptocurrency Wallet
Not dissimilar to fiat currency, the value of cryptocurrency is constantly changing — nights, weekends, and holidays included.
The more crypto accounts and coins you add to your portfolio, the harder it can become to keep up with the value of each investment. Excel or Google Sheets isn’t going to cut it.
A crypto dashboard is essential for data visualization. You can observe changes in your portfolio and understand how much value you have with a glance.
Keep Crypto Diversification Manageable
Portfolio diversification is one of the golden rules of investing — and it’s no different whether you’re focused on traditional or digital assets like cryptocurrencies.
Diversification is the practice of building a balanced portfolio of different asset types so that it has a built-in buffer when unpredictable (but normal) fluctuations impact each different asset class.
When you can understand and manage your different crypto accounts and coins with an effective dashboard, you can diversify your portfolio even further without fear of losing track of its value or impact on your overall net worth and goals.
Stay on the Cutting Edge of Investment Opportunities
As we’ve covered recently, Bitcoin is still on a generally upward trajectory. And this continued growth in value has helped Bitcoin, Ethereum, and other cryptocurrencies become more widely accepted across financial services providers, banks, and other financial institutions.
When using a crypto dashboard that accurately displays the value of your assets in real-time, you’ll always have a good idea of your buying power so you can invest as needed when a cutting-edge opportunity becomes available.
How to Build a Cryptocurrency Dashboard
There are two leading methods for creating a crypto dashboard.
The traditional process is the first, which we’ll show you now. If you’re more inclined to use a tech-first, all-in-one solution, keep reading for that walkthrough in the next section.
The Old Way: Code Your Crypto Dashboard
Before we get started, we’ll let you in on a little secret — there’s a better way to build a crypto dashboard than to do it manually.
However, we’ll save that for the next section. If you’re truly committed to controlling and customizing every single aspect of your crypto dashboard, here’s what you need to know to do just that.
1. Set Crypto Goals
Since you’re creating a dashboard from scratch, you can build the dashboard that you want.
So, before you get too far, it’s important to define what you want — aka your goals.
You can start by thinking about your goals for your crypto assets: perhaps you want to maximize the return on your crypto investments while remaining under a specific level of risk.
In addition, you may consider the big financial goals in which your cryptocurrency investments will play a part: an upcoming house purchase, a far-off retirement, or even a vacation.
This step is where the coolest aspect of building your cryptocurrency portfolio comes to light: kyou get to decide what metrics you want to track and choose and integrate the tools that’ll help track them — and leave out the ones that don’t.
2. Make a List of Your Crypto Assets and Accounts
To effectively build a tool for tracking your crypto assets and accounts, it’ll be helpful to know precisely what assets and accounts you have.
This stage is like packing up to move house — first, you want to carefully review the docs, assets, and accounts you have, then clean out anything that no longer fits your goals, and finally add to your list the items you want to monitor and manage with your dashboard.
This step will help you figure out what historical data sets and metrics you want to be able to view. It will also let you know where to find data sources and what tools and APIs you need to grab crypto data and import it to your dashboard.
3. Build a Dashboard to Track Crypto Changes (Tutorial and HTML Required)
The main downfall of manually creating your crypto dashboard is the build.
For guidance to help you do this — or help anyone you bring on board to handle this part — start with this tutorial for building your own Ethereum dashboard. Or here’s how you can use HTML and CSS to integrate CoinMarketCap’s free crypto tracking widget into your custom dashboard website.
If neither of these covers what you want to do with your crypto tracker, look for similar tutorials, web design platforms like Bootstrap or WordPress, or templates on the internet to help you create the dash you desire. You can also search Github for open source platforms like Tooljet you can use to code your dashboard.
4. Build Another Dashboard to Track the Other, Non-Cryptocurrency Assets in Your Portfolio
And here is part two of the above issue.
Now you have a dashboard for monitoring and managing your cryptocurrency investments. How will you integrate them into your portfolio so they can be tracked alongside the rest of your assets and get a full view of your net worth, goal progression, and so on?
To track everything, you need to build yet another digital dashboard for tracking additional accounts and assets. You can either switch between the two or find a way to integrate them (which will likely require using an API or widget) to see everything in the same place.
For more information on how to build a dashboard for tracking your non-crypto accounts and assets, we wrote the guide on it: How to Build a Bulletproof Financial Dashboard.
Now you see why there’s a demand for an easier way.
The Easier Way: Create Your Crypto Dashboard with Kubera
While it might not come with all the customization capabilities of building out your crypto dashboard, using a modern, pre-built solution has its perks.
Save time and money, enjoy increased portfolio oversight and accuracy, and preserve your sanity when it comes to creating your crypto dashboard with a ready-made application.
Here’s how to set up Kubera to create a crypto dashboard that meets your modern needs.
1. Connect Crypto Accounts and Add Assets to Kubera
Kubera makes it easy to connect your crypto accounts thanks to our custom-built infrastructure that works with various financial aggregators. No need to mess around with coding and APIs!
Kubera’s aggregators enable you to connect to most major cryptocurrency accounts (see the latest list of financial accounts here). You can add your accounts in just a few clicks and then watch them update in real-time on your Kubera dashboard. Then you can use Kubera’s flexible, spreadsheet-like fields to enter individual cryptocurrency coins and their values and see how they affect your wealth and net worth.
In addition, add tickers for leading individual stocks or cryptocurrencies to your Kubera dashboard to make educated purchasing or selling decisions when they matter most.
In addition, you can even enter all your non-crypto accounts and assets to make sure you’re tracking your entire portfolio from a single source of truth.
2. Set Your Preferred Currency to Automatically View the Value of Your Crypto Dashboard
Kubera also supports most global currencies, so you can view your assets and overall net worth in USD or whatever currency you prefer.
It’s easy to do. You just enter your investments in their native currency and choose your preferred currency. Kubera will automatically show you your portfolio's real-time value, including the crypto wallets and exchange accounts.
3. Automatically Find the Return on Your Crypto Assets
In addition to providing a complete view of your personal balance sheet and cryptocurrency dashboard, Kubera goes a step further to automatically show you the return on all your investments using internal rate of return (IRR), a version of ROI that adds holding time and cash flow into the equation for improved accuracy.
All you need to do to take advantage of this feature is make sure your assets have their purchase price, value, and cash flow attached. Kubera will add the holding time of various assets to automatically calculate IRR — in your preferred currency, of course!
4. Now You’re Tracking Your Crypto and Net Worth in Real-Time from Kubera’s Dashboard!
Kubera lets you track cryptocurrency alongside your other assets like bank accounts, traditional investments, and personal property.
Thanks to beautifully-designed charts and analysis features, Kubera is one of the only crypto dashboards that empowers you to view and analyze your entire net worth, historical data, investment performance, and asset allocation.
In addition to charts, Kubera’s recap features crunches your data in order to display a detailed look at asset and entire portfolio performance on a daily, weekly, monthly, quarterly, and yearly basis.
Use Kubera to be sure you’re always on track to meet your goals.
With Kubera, you can enjoy real-time tracking of Ethereum, BSC, Polygon, Arbitrum, Optimism, Terra, Avalanche, Solana, Cosmos, and more.
Start tracking your cryptocurrency accounts and financial goals right now when you sign up for an affordable Kubera subscription today.
Even if you work with a financial advisor, wealth manager, or another investment pro — you can still use Kubera! Just introduce your service provider to our white-label solution, and you’ll be able to enjoy all the benefits of Kubera when they start using our platform as part of their employee portal.