Crypto Portfolio Tracker: Allocation, Rebalancing & Risk Metrics
Managing a multi-asset crypto portfolio requires more than tracking individual coin prices. Effective portfolio management means understanding your allocation percentages, monitoring concentration risk, rebalancing when positions drift too far from targets, and measuring risk-adjusted returns rather than just absolute gains. As of 2026, the typical active crypto investor holds 5 to 15 different tokens across multiple chains and protocols.
Portfolio allocation in crypto typically follows a barbell or tiered strategy. A conservative allocation might hold 50-60% in BTC, 20-30% in ETH, and 10-20% in selected altcoins. More aggressive portfolios might reduce BTC to 30-40% and increase altcoin exposure. The key metric is not just total return but risk-adjusted return, often measured by the Sharpe ratio or Sortino ratio, which accounts for the volatility required to achieve those returns.
This portfolio tool calculates your total portfolio value, individual position returns, allocation percentages, and overall performance. Input your holdings across multiple cryptocurrencies to see which positions are overweight or underweight relative to your targets, identify rebalancing opportunities, and track your portfolio's total profit or loss in one unified view.
Key Data & Statistics
| Metric | Value |
|---|---|
| Recommended Min. Diversification | 3-5 assets |
| Common BTC Allocation | 40-60% of portfolio |
| Common ETH Allocation | 20-30% of portfolio |
| Common Altcoin Allocation | 10-30% of portfolio |
| Rebalancing Frequency (typical) | Monthly or quarterly |
| Drift Threshold for Rebalancing | 5-10% from target |
| Crypto Sharpe Ratio (BTC, 3yr) | ~1.2 - 1.8 |
| Crypto vs S&P 500 Correlation | 0.4 - 0.6 (moderate) |
Profit/Loss Examples
| Scenario | Buy Price | Sell Price | Investment | P/L | ROI |
|---|---|---|---|---|---|
| Conservative Portfolio | 60% BTC, 30% ETH, 10% SOL | Current value | $50,000 | +$18,500 | +37% |
| Balanced Portfolio | 40% BTC, 25% ETH, 35% alts | Current value | $30,000 | +$15,600 | +52% |
| Aggressive Portfolio | 20% BTC, 20% ETH, 60% alts | Current value | $20,000 | +$14,800 | +74% |
| BTC-Only Portfolio | 100% BTC | Current value | $40,000 | +$12,000 | +30% |
| Rebalanced vs Unbalanced | Quarterly rebal | 12-month result | $25,000 | +$11,250 vs +$9,500 | +45% vs +38% |
Crypto Profit/Loss Calculator
Profit/Loss
Investment Summary
Who Uses This Calculator?
Allocation drift monitoring
Track how your actual allocation percentages shift as different tokens move in price. A 50/30/20 BTC/ETH/ALT portfolio can drift to 60/20/20 after a BTC-dominant rally, increasing concentration risk.
Rebalancing execution planning
Calculate exactly how much of each token to buy or sell to return your portfolio to target allocations, minimizing the number of trades and associated fees and tax events.
Risk-adjusted return analysis
Compare your portfolio's Sharpe ratio against a simple BTC-only benchmark to determine whether your diversification into altcoins is actually improving your risk-adjusted returns or just adding volatility.
New position sizing
Determine how much capital to allocate to a new token based on your existing portfolio composition, risk tolerance, and target allocation percentages without overconcentrating in any single asset.
Frequently Asked Questions
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Investment Disclaimer
This calculator is for educational and informational purposes only and does not constitute financial, tax, or investment advice. Cryptocurrency investments carry significant risk, including the potential for total loss of capital. Past performance is not indicative of future results. Always consult a qualified financial advisor before making investment decisions.