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Portfolio Management
Better insights, better decisions
View and manage your entire digital asset portfolio across top exchanges, blockchain wallets, and service providers—all in one place.
Visibility and control
A comprehensive view
Track historical performance, current positions, and asset allocation. Get news and insights relevant to your holdings in real time.
Connectivity and compatibility
Bridging the ecosystem
BitGo Portfolio supports more than 30 different transaction types including fund subscriptions and redemptions, digital asset purchases and sales, mining activity, forks, and loans across a broad range of exchanges, blockchain wallets, and service providers. Moreover, clients have the ability to manually upload historical data via our intuitive CSV Upload experience.
All Integrations →A streamlined process
Digital asset accounting made simple
BitGo Portfolio is designed to make the process of transaction resolution—defining the type and cost basis of individual transactions—more accurate, efficient, and scalable. The system’s Auto Resolution, Smart Resolution, and Manual Resolution capabilities work in conjunction to provide clients with more control over internal accounting processes and the ability to construct either a completely automated or more manual workflow.
| Trade Date | Type | Asset | Exchange | Market | Quantity | Value |
|---|---|---|---|---|---|---|
| May 29 2019 9:29 AM | Buy | BTC | Coinbase Pro | BTC-USD | 0.00830953 | $72.55 |
| May 28 2019 3:40 PM | Cash | USD | Coinbase Pro | 50 | $50.00 | |
| May 28 2019 1:06 PM | Buy | ETH | Coinbase Pro | ETH-USDC | 1.11861 | $306.42 |
| May 28 2019 1:05 PM | Sell | BTC | Coinbase Pro | BTC-USDC | 0.0351 | $307.20 |
| May 28 2019 12:11 PM | Buy | BTC | Coinbase Pro | BTC-USD | 0.0351 | $307.41 |
| May 28 2019 11:07 AM | Sell | BTC | Coinbase Pro | BTC-USD | 0.0100612 | $87.66 |
| Trade Date | Sent | Received | Category |
|---|---|---|---|
| Name | Symbol | Quantity | Current Price (USD) | Current Value (USD) | Cost Basis Per Coin (USD) | Total Cost Basis (USD) | Total Return (USD) | Total Return (%) |
|---|---|---|---|---|---|---|---|---|
| 0x | ZRX | 0.000000 | 0.314671 | 0.000000 | 0.000000 | 0.000000 | 0.000000 | 0.000000 |
| Bitcoin | BTC | 0.008151 | 7686.150000 | 62.646742 | 7817.284130 | 63.715564 | -1.068822 | -0.016775 |
| Ethereum | ETH | 1.118613 | 242.805478 | 271.605389 | 327.644148 | 366.507036 | -94.901647 | -0.258935 |
| Litecoin | LTC | 0.000000 | 103.532440 | 0.000000 | 0.000000 | 0.000000 | 0.000000 | 0.000000 |
| Stellar | XLM | 1.317027 | 1.000000 | 0.005973 | 1.000000 | 0.005973 | 0.000000 | 0.000000 |
| Ripple | XRP | 28.187382 | 1.000000 | 28.187382 | 1.000000 | 0.005973 | 0.000000 | 0.000000 |
| Swiss Francs | CHF | 2.282019 | 1.000000 | 2.282019 | 1.000000 | 0.005973 | 0.000000 | 0.000000 |
| US Dollar | USD | 0.005973 | 1.000000 | 0.005973 | 1.000000 | 0.005973 | 0.000000 | 0.000000 |
| USD Coin | USDC | 0.009352 | 0.999968 | 0.009351 | 1.006222 | 0.009410 | -0.000058 | -0.006215 |
Transactions Report
Pricing Report
Transactions Report
Pricing Report
Powerful and transparent
A robust reporting experience
BitGo Portfolio allows users to produce a wide variety of comprehensive reports organized by portfolio, holdings, and line items. Filter by transaction type, asset, account, and key dates to create more focus. Generate on-demand reports to support a range of workflows—from capturing daily holding snapshots to tracking expenses related to blockchain fees, exchange trade fees, and more.
BitGo is one of the earliest and most respected firms in the space, and that reputation was really important to us for our custody provider.
Arianna Simpson
Read Case Study →·Founder and Managing Director, Autonomous Partners
Founder and Managing Director, Autonomous Partners
Institutional digital asset custody, trading, and finance.
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Institutional digital asset custody, trading, and finance.
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©2020 BitGo. All rights reserved.
No legal, tax, investment, or other advice is provided by any BitGo entity. Please consult your legal/tax/investment professional for questions about your specific circumstances. Digital asset holdings involve a high degree of risk, and can fluctuate greatly on any given day. Accordingly, your digital asset holdings may be subject to large swings in value and may even become worthless.
NMLS ID # 1817802
No legal, tax, investment, or other advice is provided by any BitGo entity. Please consult your legal/tax/investment professional for questions about your specific circumstances. Digital asset holdings involve a high degree of risk, and can fluctuate greatly on any given day. Accordingly, your digital asset holdings may be subject to large swings in value and may even become worthless.
NMLS ID # 1817802