Calculate your cryptocurrency portfolio total value, gains, and allocation.
| Symbol | Quantity | Buy Price | Current Price |
|---|---|---|---|
| $ | $ | ||
| $ | $ | ||
| $ | $ |
Cost basis: $32,500
72.3% ROI
| BTC (0.5) | $30,000 | 71.4% gain |
| ETH (5) | $17,500 | 75.0% gain |
| SOL (50) | $8,500 | 70.0% gain |
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Portfolio Value = Sum of (Current Price × Quantity) for all holdings
Total Gain = Current Value − Total Cost Basis
Multiply each coin quantity by current price, then sum all values. Add any staked or earned rewards. Subtract your total cost basis for profit/loss.
Most financial advisors recommend 1-5% for conservative investors, up to 10-20% for risk-tolerant investors. Never invest more than you can lose.
Total P&L = Current Value - Total Amount Invested. Track cost basis for each purchase. Use crypto tax software like Koinly or CoinTracker.
Diversify within crypto (BTC, ETH, altcoins) to reduce single-asset risk. Also diversify across traditional assets — stocks, bonds, real estate.
Monthly or quarterly. If one coin grows to 50%+ of portfolio, consider trimming. Set target allocations and rebalance when they drift by 5%+.
Calculations are for educational purposes only. Consult a qualified financial advisor for personalized advice.