Guides · Updated 7 September 2026

The best portfolio tracker for stocks and crypto together in 2026

If your money sits at a broker and on an exchange, the tracker you want is the one that puts both into a single history, in one currency, with a single return figure — and matches the coins you moved between your own accounts so nothing is counted twice. That is what Fortunest is built to do, and it is our pick — with an assistant that reads the combined portfolio rather than the market: it explains any figure on your own numbers, filters the holdings table from a sentence, and adds a position from a sentence or an exchange screenshot when no clean export exists. Delta is the strongest mobile-first alternative; CoinTracking wins on crypto tax alone.

The short answer

• Our pick for one portfolio across both: Fortunest — read-only APIs for Kraken, Binance, Coinbase and Coinmate; CSV for Bitvavo, Crypto.com, CoinTracking, Trezor Suite and Delta; shares through 29 broker exports and 22 brokers on SnapTrade; transfers between your own accounts matched; TWR and IRR across the lot in one currency; and an assistant that reads the whole thing — explaining any figure on your own numbers, filtering the table from a sentence, and adding positions you describe or screenshot. Free, no account; Pro €69 a year, which also opens the same portfolio to Claude Code, Codex and other MCP agents.
• Best on a phone: Delta — “a huge range of stock brokerages, crypto exchanges, and wallets”, connections “strictly read-only”, on iOS, Android, Windows and Mac. Basic is free; PRO caps a portfolio at 40 assets and PRO+ removes that.
• Best for crypto tax: CoinTracking — “over 400 easy imports” by API, CSV and blockchain address, 11 tax methods and reports for the US, UK, Germany, France “and 100+ more countries”. Crypto only: no shares.
• Best if crypto is one slice of a wider net worth: Kubera — blockchains, exchanges and wallets beside thousands of banks and brokerages, private holdings and property, with “multi-currency … through every layer”. $250 a year, no free tier.
• Free and yours: Portfolio Performance and Ghostfolio — a local file with CoinGecko among its price sources, and a self-hosted app tracking “stocks, ETFs or cryptocurrencies”. Both import rather than connect.

Getting both kinds of asset in

Crypto and shares arrive by different roads, and a tracker has to be good at both. On the crypto side Fortunest connects four venues directly with read-only credentials: Kraken with a query-only key, Binance with a read-only key and secret from API management, Coinbase with a read-only CDP key, and Coinmate with only the Account balance and Transaction history permissions ticked. Everything else comes as a file — Bitvavo's transaction history, the Crypto.com App's export (the separate Exchange writes a different file, which is not read), a CoinTracking export, Delta's own CSV, and Trezor Suite's per-account transactions export, which is a wallet rather than a platform with an API key.

On the share side the same portfolio takes 29 broker CSV exports, 22 brokers through SnapTrade sign-in, and direct connections for Interactive Brokers and Trading 212 — 50 supported platforms in all, plus manual entry for anything with a value. You drop a folder of exports, the format is detected per file, and a failed import keeps its filename and reason with a Retry rather than vanishing. The full list is in Every supported platform.

One warning specific to this category: a tracker's export stays a tracker's export. CoinTracking, Delta and Parqet each carry several venues in one file, and every row is filed under the tracker rather than the exchange it names — otherwise one live connection would switch the whole file off. The cost is that no overlap warning appears between such a file and a connection to a venue inside it, so for any period they both cover, keep one.

The test that separates real trackers from tidy ones

Move a bitcoin from Kraken to your Trezor and a naive importer sees two events: a withdrawal that looks like a sale and a deposit that looks like a purchase. The result is a doubled cost basis, a phantom realised gain and a return figure that is simply wrong. This is the single most common way a mixed portfolio goes bad, and it is worth testing before you trust any number.

Fortunest matches transfers between your own accounts so nothing is double-counted. A Trezor Suite export's on-chain received, sent and self transfers, with their network fees, are netted against your exchange withdrawals and deposits; Crypto.com App-to-Exchange moves and lockups are netted out rather than counted as money arriving and then leaving; Coinbase Send and Receive rows import as transfers rather than trades. Where an export starts mid-history and would push a holding negative, an opening balance is assumed and flagged rather than silently invented. None of the other six products describes transfer matching on the pages we read — which is not proof they lack it, but it is the first thing to check with your own history.

One currency, one return, one tax question

Once both halves are in, the arithmetic has to treat them alike. Every position is converted at each day's real exchange rate rather than today's, into whatever display currency you pick, so a coin bought in dollars three years ago is valued in the history at the rate that applied then. Total P/L includes realised gains, and the return comes as both annualized TWR and money-weighted IRR over the whole portfolio. Seven benchmarks on the value chart are fed the same deposits you made; the simulator's own benchmark list adds Bitcoin, Gold and US bonds, so “would I have done better just holding BTC?” is a checkbox rather than a spreadsheet.

Tax is where the two asset classes stop being alike. Fortunest's Pro Taxes tab pairs every sale against the lots it consumed and shows which open lots have passed the holding-period time test — and crypto is inside that test, on the Czech default rulebook, for sales from 15 February 2025. The defaults are a three-year time test, a 100 000 CZK annual small-sale exemption on gross proceeds, a 40 000 000 CZK cap on exempt gains and a flat 15% estimate. Every one of those is a setting, so a regime shaped like the Czech one fits; there are no per-country presets, and it is orientation rather than a filing.

The comparison

Each cell is what the vendor's own pages say, in the vendor's terms, on the date in the footnote. Not described means the page does not mention it; not checked means we did not verify it. A green ✓ marks whichever product leads a row on its own terms.

Cells were checked against the sources below on 7 September 2026; getquin's hosting and Ghostfolio's plan details were checked on 19 August 2026 for our landing-page comparison. Delta's site refused our direct fetch that day, so its cells come from its own pages and help centre as returned by search — treat them as one step further from the source than the rest. Prices are each vendor's list price before promotions and, for Fortunest, before VAT. "Not described" is a statement about those pages on that date, not about the product.

The verdicts

How we compared

We took the trackers people weigh against each other when a broker account and an exchange account have to live in one picture, and read each vendor's own pricing, feature and help pages rather than reviews. Where a page says nothing about a row, the cell says so — "not described" is about the page, not the product; where a site refused our fetch, the footnote says so. We build Fortunest, so we are not neutral; every product's limits are in its verdict, ours included.

Questions people ask

Sources

1. Fortunest — every supported platform, the direct connections section, the Taxes chapter and plans and pricing.
2. Delta — Delta PRO, crypto tracker and broker, exchange & wallet connections (7 September 2026; the site refused a direct fetch, so these were read through search results).
3. CoinTracking — home and pricing (7 September 2026).
4. Kubera — product site and pricing (7 September 2026).
5. getquin — pricing (7 September 2026) and its security page (19 August 2026).
6. Ghostfolio — the source repository and README (7 September 2026) and its pricing page (19 August 2026).
7. Portfolio Performance — product site (7 September 2026).

Signals, analyses and assistant answers in Fortunest are informational — not financial or tax advice.