Track Crypto, Stocks & ETFs All in One Portfolio Dashboard

1. The Real Challenge of Multi-Asset-Class Tracking

Tracking a portfolio with multiple asset classes is genuinely complex because each asset class plays by fundamentally different rules. Stock prices update during market hours and are quoted in exchange currencies; crypto trades 24 hours a day, 7 days a week, on decentralized and centralized exchanges simultaneously, with prices that can move 10% in minutes. ETFs have total expense ratios (TERs) that silently erode returns over time; crypto has gas fees, network transaction costs, and swap fees that significantly impact your actual return versus the headline price movement. Currency exposure adds another layer: your US stocks are priced in USD, your European ETFs might be EUR-hedged or currency-unhedged, your crypto is globally priced in USD but often settled in EUR or GBP. On top of this, if you use multiple brokers and exchanges — say, Degiro for ETFs, Interactive Brokers for US stocks, and Binance for crypto — you have fragmented data across three separate platforms, each with their own reporting formats. The result: most investors have no clear picture of their actual total portfolio value or performance. DonkyCapital solves this by consolidating everything into a single unified portfolio tracker for crypto, stocks, and ETFs.

2. How DonkyCapital Handles Different Data Sources

DonkyCapital connects to real-time price feeds for equities, ETFs, and major cryptocurrencies simultaneously. For stocks and ETFs, prices are sourced from exchange data with end-of-day and intraday updates — covering major exchanges including NYSE, NASDAQ, Euronext, LSE, Xetra, and more. For cryptocurrencies, DonkyCapital pulls live prices from aggregated crypto market feeds, covering thousands of tokens including Bitcoin, Ethereum, Solana, and the major altcoins. You can track Ethereum and Bitcoin separately as distinct positions, each with their own cost basis, unrealized gain, and performance history. If you hold an asset that doesn't have an automatic price feed — niche DeFi tokens, private equity stakes, unlisted funds, or physical gold — you can add it manually with a custom valuation that you update at any frequency. All of this flows into a single consolidated view that gives you your true total portfolio value in your chosen base currency, updated continuously.

3. Currency Conversion and Multi-Exchange Portfolio Consolidation

When you hold assets across different currencies and brokers, currency conversion becomes the silent factor that distorts your performance numbers if not handled correctly. DonkyCapital automatically converts all asset values to your chosen base currency using live exchange rates. Your US stocks show in EUR (or GBP, CHF, or whichever you set), your crypto gains in USD are converted to your base currency at the current rate, and your local ETFs stay in their native currency — then everything is aggregated into a single total. This means your true portfolio return reflects actual currency effects, not just local-currency asset performance. If you hold a US ETF and the dollar weakens against the euro by 5% while the ETF gains 8%, your real EUR return is approximately 2.7% — DonkyCapital shows you this accurately. Consolidating accounts from Binance and Degiro (or any combination of brokers) is handled by importing your transaction history from each platform. Once imported, all accounts behave as a single unified portfolio with complete performance history.

4. Performance Attribution Across Asset Classes

One of the most powerful insights available in a multi-asset portfolio tracker is performance attribution: understanding precisely which asset class, sector, or individual holding is driving your returns — and which is detracting from them. Without attribution, you might feel your portfolio performed well last quarter, but not know whether that was driven by your crypto allocation rallying 40% or your bond ETFs providing 5% stability while equities were flat. DonkyCapital breaks down performance by asset class (equity, ETF, crypto, fixed income, cash, alternative), by geographic region, by sector, and by individual holding. You can instantly see your TWR contribution broken down by category: 'Crypto contributed +4.2% to portfolio return; Equities contributed +2.1%; Bond ETFs contributed +0.8%.' This level of detail helps you make informed decisions about whether to adjust your asset class weights. It also identifies concentration risk — if 80% of your portfolio's gains came from a single crypto position, that's a signal worth understanding regardless of whether the return was positive.

5. Rebalancing and Tax Tracking Across Asset Classes

Rebalancing a multi-asset portfolio that includes crypto, stocks, and ETFs adds significant complexity compared to a pure equity portfolio. You need to account for different liquidity profiles (crypto can be sold 24/7; stocks only during market hours), different settlement periods, and critically different tax treatments (crypto-to-crypto trades may trigger taxable events in many jurisdictions, while rebalancing within a tax-advantaged account may not). DonkyCapital's Capital Management feature calculates rebalancing orders for your entire portfolio simultaneously across all asset classes. It tells you exactly how many ETF shares to buy, how much crypto to sell, and which stocks to add — to bring every position back to your target allocation with any amount of new capital or through direct rebalancing. For tax purposes, DonkyCapital tracks your cost basis for every asset, including crypto purchases across multiple exchanges, and calculates realized and unrealized capital gains. This data is essential for tax reporting, especially for investors who hold crypto alongside traditional securities where the reporting requirements differ significantly by country.

Frequently Asked Questions