Top 5 Crypto Portfolio Management Tools Compared (2025)

Tracking your crypto portfolio and staying tax-compliant can be complex, especially when you are juggling multiple wallets, exchanges, and DeFi protocols. That is why crypto portfolio management tools are essential for serious investors and casual users alike. 

In this article, we break down the top 5 leading crypto portfolio tools based on features, tax reporting, integrations, and ease of use.

portfolio management software solution that enables users to track their entire crypto portfolio in real time while generating accurate tax reports based on their local jurisdiction. 

1. Blockstats: All-in-One Crypto Tracker & Tax Tool

Website: blockstats.app 

Blockstats offers powerful and intuitive portfolio management software for tracking your entire crypto portfolio in real time while automatically generating accurate tax reports based on your local jurisdiction. It supports both EVM and non-EVM chains and leverages AI-driven insights to provide users with a comprehensive view of their investments.

Key Features: 

• Real-time tracking of crypto transactions and portfolio performance

• CEX integration, multi-chain, and DeFi support 

• Tax reports for several jurisdictions 

• Wallet & exchange integrations (API & CSV) 

• Performance dashboard with exchange-wise, token-wise, and year-wise P&L insights & staking rewards allocation

• Advanced analytics powered by AI (deposits, withdrawals, token unlocks, bubbles view) 

Pros: 

• Strong focus on automation and accuracy 

• Ideal for both investors and tax professionals 

• Excellent UI/UX with in-depth insights 

Cons: 

• Still expanding integrations compared to older tools 

Pricing: Free Beta Version

 

2. Koinly: Best for Streamlined Crypto Tax Filing 

Website: koinly.io 

Koinly is a leading crypto portfolio management software that makes it easy to calculate your capital gains, income, and generate tax reports you can file with the IRS, HMRC, ATO, and others. 

Key Features: 

• Over 750+ integrations with wallets, exchanges & DeFi platforms 

• Detailed audit trail and exportable tax forms 

• Supports international tax compliance 

Pros: 

• Exceptionally clean tax reports 

• Supports various accounting methods (FIFO, LIFO, etc.)

• Trusted globally for tax filings 

• Great for CPAs and accountants 

Cons: 

• Limited mobile app availability

• Less focus on real-time portfolio tracking 

Pricing: https://koinly.io/pricing/

 

3. CoinTracker: Best for Passive Investors with Simple Portfolios 

Website: cointracker.io 

CoinTracker provides an easy-to-use crypto portfolio management software interface with integrated tax filings. It is ideal for users who want a simple interface to monitor profits and file taxes without too much manual work. 

Key Features: 

• Portfolio tracker and tax calculator 

• Syncs with multiple wallets and exchanges 

• Integrates with TurboTax & TaxAct 

• Realized and unrealized gain tracking 

Pros: 

• Easy for beginners 

• Strong integration with US tax tools 

• Clean reports 

Cons: 

• Struggles with complex DeFi/NFT setups 

• Expensive for users with many transactions 

Pricing: https://www.cointracker.io/plans

 

4. CryptoTaxCalculator: Best for Advanced Traders and DeFi Users 

Website: cryptotaxcalculator.io 

CryptoTaxCalculator is designed for crypto-native users, including traders, miners, and DeFi investors. This crypto portfolio management tool handles high-volume, high-complexity crypto activities with precision.

Key Features: 

• Handles DeFi, NFTs, DEXs, yield farming, airdrops 

• Accurate cost-basis and reconciliation 

• International tax coverage 

• Smart matching engine for transaction history

• Support for various accounting methods 

Pros: 

• Handles complex activity with ease 

• Supports nuanced tax rules globally 

• Transparent audit-friendly reports 

Cons: 

• UI is more data-heavy than user-friendly 

• Primarily focused on tax reporting; limited portfolio analytics

Pricing: https://cryptotaxcalculator.io/in/pricing/personal/

 

5. CoinStats: Best for Multi-Asset Portfolio Tracking 

Website: coinstats.app 

CoinStats is a user-friendly crypto portfolio management tool that supports crypto, fiat, and even stocks, making it great for users who want to consolidate all financial data in one dashboard.

Key Features: 

• Syncs with 150+ wallets and exchanges 

• Real-time portfolio tracking and alerts 

• DeFi and NFT integration 

• Built-in analytics & news feeds 

Pros: 

• Mobile app for on-the-go portfolio management

• Beginner-friendly dashboard 

• Combines financial assets in one view 

Cons: 

• Tax features are limited compared to others 

• The free version has fewer integrations 

Pricing: https://coinstats.app/pricing/

Pro Tips for Choosing the Right Tool

• Assess Your Needs: Determine whether you need comprehensive portfolio management, tax reporting, or both.

• Consider Integrations: Your crypto portfolio management software should support the exchanges and wallets you use.

• Evaluate User Experience: A user-friendly interface can significantly enhance your portfolio management experience.

• Check for Compliance: If tax reporting is crucial, choose a tool that complies with your country's regulations.

Take Control of Your Crypto Portfolio Today

As your crypto investments grow, choosing the right crypto portfolio management tool becomes a necessity, not an option. Whether you need real-time analytics, tax reports, or multi-wallet tracking, the ideal crypto portfolio management software can make the process seamless. Selecting the right crypto portfolio management tool can streamline your investment tracking and tax reporting processes.

Start with a tool that aligns with your strategy, minimizes errors, and helps you stay compliant—Blockstats is built for just that.