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Crypto2 min read

How to Track Your Crypto Portfolio Alongside Traditional Investments

Gylder Team·

If you hold both crypto and traditional investments, you know the pain: your stocks are on one platform, your savings in a bank, and your crypto scattered across two or three exchanges. Getting a complete picture of your wealth means logging into half a dozen apps and adding up numbers in your head (or a spreadsheet).

The problem with fragmented portfolios

Most portfolio trackers focus on one asset class. Your bank shows your savings. Your broker shows your stocks. Coinbase shows your crypto. None of them show you the full picture.

This fragmentation makes it hard to answer basic questions:

  • What percentage of my wealth is in crypto?
  • Am I over-exposed to any single asset class?
  • Is my total net worth actually growing, or is crypto volatility masking losses elsewhere?

Why a unified view matters

When you see all your assets in one dashboard, patterns emerge:

  • Rebalancing becomes obvious — If crypto surges and suddenly makes up 40% of your portfolio, you can see that immediately
  • Risk assessment improves — You can see your actual diversification across cash, equities, and crypto
  • Progress is measurable — Your total net worth trend shows whether your overall wealth is growing, regardless of which asset class is driving it

How Gylder handles this

Gylder connects to your banks (via PSD2), brokers, and crypto exchanges (Bitvavo, Coinbase, Kraken) to pull all your balances into a single dashboard.

For crypto specifically, Gylder imports your full transaction history — every buy, sell, deposit, and withdrawal. This means you can see:

  • Your current holdings and their value
  • Your historical cost basis
  • How your crypto portfolio has performed over time

All of this alongside your bank balances, investment portfolios, and other assets.

Supported exchanges

Currently, Gylder supports:

  • Bitvavo — Full trade history, deposits, and withdrawals
  • Coinbase — Trade fills (deposits/withdrawals coming soon)
  • Kraken — Full trade history, deposits, and withdrawals

More exchanges are on the roadmap. If your exchange isn't supported yet, you can add your holdings manually.

Getting started

  1. Sign up for Gylder
  2. Connect your bank accounts and brokers
  3. Link your crypto exchanges (API keys with read-only access)
  4. See your complete net worth in under two minutes

Your data is encrypted with AES-256-GCM, stored exclusively in EU data centres, and never shared with third parties.

Create your unified dashboard →

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