Portfolio Calculator Guide: Track Multiple Holdings
Learn how to track and calculate your cryptocurrency portfolio value with diversification strategies.
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Understanding Portfolio Management
A portfolio calculator helps you manage multiple cryptocurrency holdings in one place, providing a comprehensive view of your total investment value and performance.
Portfolio Management Benefits
- Diversification Tracking: See your asset allocation across different cryptocurrencies
- Total Value: Calculate your combined portfolio worth instantly
- Performance Analysis: Identify which assets are performing best
- Rebalancing: Determine when to adjust your portfolio allocation
Portfolio Allocation Strategy
Recommended Allocation
Effective portfolio management involves:
- Maintaining 60-70% in established coins (Bitcoin, Ethereum)
- Allocating 20-30% to mid-cap altcoins
- Keeping 10% for high-risk, high-reward opportunities
Portfolio Value Calculation
Total Portfolio Value = Σ (Coin Quantity × Current Price)
Portfolio Performance Metrics
Portfolio ROI
Calculate your overall portfolio return:
Portfolio ROI = ((Current Value - Total Investment) / Total Investment) × 100
Asset Allocation Percentage
Track how much each asset represents in your portfolio:
Allocation % = (Asset Value / Total Portfolio Value) × 100
Portfolio Rebalancing
When to Rebalance
- When allocation deviates by more than 5-10% from targets
- Quarterly or semi-annual reviews
- After significant market movements
Rebalancing Strategy
- Sell overperforming assets
- Buy underperforming assets
- Maintain target allocation percentages