Track cryptocurrency portfolio with cost basis, unrealized P&L, allocation pie chart, and performance metrics dashboard.
This tracker turns cryptocurrency holdings into a portfolio snapshot. For each asset, it uses the amount held, acquisition cost, and current price to calculate cost basis, present value, and unrealized profit or loss. It also shows how much each asset contributes to total portfolio value through an allocation chart and summarizes performance across the portfolio. The common surprise is that unrealized profit is only a comparison with the entered cost basis. It is not sale proceeds, cash income, or a tax calculation.
A concrete input and expected output from the current implementation.
Input
BTC: 0.10 units, average purchase price $40,000, current price $50,000 ETH: 1.00 unit, average purchase price $2,000, current price $2,500
Expected output
Total cost basis: $6,000. Current portfolio value: $7,500. Unrealized P&L: +$1,500, or +25.00%. Allocation by current value: BTC 66.67%; ETH 33.33%.
BTC contributes $4,000 of cost and $5,000 of current value; ETH contributes $2,000 and $2,500. The $1,500 gain divided by the $6,000 cost basis is 25%, while the allocation percentages divide each asset's current value by $7,500.
For a holding expressed through quantity and prices, cost basis is quantity multiplied by average purchase price, while current value is quantity multiplied by current price. Unrealized P&L is current value minus cost basis. Positive results indicate appreciation relative to the entered acquisition cost; negative results indicate depreciation.
The dashboard adds the cost bases and current values of all holdings. Overall return is the combined unrealized P&L divided by combined cost basis. The allocation pie chart compares assets by current monetary value, so two coins with very different unit prices are not compared merely by the number of tokens held.
No. Its unrealized P&L compares current portfolio value with the entered cost basis. A taxable result generally requires details about an actual disposal, the units disposed of, allowable costs, fees, and the applicable jurisdiction's rules. Use transaction records and qualified tax guidance rather than treating the dashboard total as a tax figure.
Allocation is based on each holding's current monetary value. If Bitcoin rises while Ether remains unchanged, Bitcoin becomes a larger percentage of the portfolio even though neither quantity changed. The percentages should total approximately 100%, with a small possible difference caused by displayed rounding.
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