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Track Your Crypto Investments | Personal Capital

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November 16, 2021

Private Capital affords a cryptocurrency portfolio tracker as a brand new characteristic within the free and secure monetary dashboard. Now you’ll be able to observe your cryptocurrency alongside your different monetary accounts, together with your stock portfolio, bonds, employee equity, retirement accounts, actual property, artwork, gold and money accounts.

Vince Maniago, Private Capital VP of Product Administration, mentioned the Private Capital dashboard is designed to point out folks their full monetary image — irrespective of if that features one 401k, a dozen bank cards, crypto, or another mixture of belongings and liabilities.

“We acknowledge that monitoring cryptocurrency investments is changing into more and more necessary,” he mentioned. “By including these new monitoring options, you’ll be able to actually see every little thing in your dashboard.”

Options of the Crypto Portfolio Tracker

  • Historical past at a look: The free Private Capital Crypto Portfolio Tracker gives automated portfolio monitoring so you’ll be able to view the market worth and efficiency of your cryptocurrencies over time. You possibly can seek for and filter your transaction historical past.
  • Monitoring on the go: The cellular app enables you to preserve observe of your crypto portfolio and costs wherever you’re.
  • Overview of your full internet value: You possibly can assessment your crypto belongings as a part of your total net worth. Private Capital will present portfolio insights primarily based in your retirement horizon and risk tolerance.

Get Your Free Financial Dashboard

Vital Insights into the Crypto Portfolio Tracker

Listed below are three issues it’s essential to learn about Private Capital’s new Crypto Portfolio Tracker.

1. We Preserve Your Information Protected and Safe

You don’t hyperlink your personal private pockets data to Private Capital. (In different phrases, there’s no have to track down that password.) As an alternative, Private Capital pulls public knowledge for a safe glimpse on the value of your tokens.

2. You Can Add a Number of Cryptocurrencies

Private Capital is ready to observe 1000’s of tokens throughout a whole lot of exchanges. From Ethereum to Litecoin to Bitcoin, we’ve received your crypto coated.

3. You Can Observe Your Crypto Straight from Your Dashboard

How do you add your cryptocurrency to your Private Capital dashboard? Simply as you’ll for gold or artwork, you’ll be capable to hyperlink your crypto as a “guide portfolio” by deciding on Cryptocurrency below Handbook Accounts.

You merely:

  • Give your account a reputation
  • Add your foreign money’s image, change and amount
  • Observe your crypto’s worth

The Backside Line

Greater than 3 million U.S. households use Private Capital’s free monetary instruments to trace their internet value and plan for his or her monetary targets.

“At present’s traders are inclined to have advanced monetary lives,” mentioned Jay Shah, President of Private Capital. “It’s not unusual for folks to hyperlink 12 to fifteen accounts on their private dashboard.”

To take management of your monetary life, contemplate these subsequent steps.

  1. Be conscious of crypto tax implications with our free guide to understanding Bitcoin taxes.
  2. Join the Personal Capital Dashboard. You need to use the free monetary instruments to see all your accounts in a single place, observe your spending and budgets, and handle your full funding portfolio.
  3. Think about speaking to a fiduciary financial advisor for extra detailed steering in your funding methods.

Get Your Free Financial Dashboard

Cryptocurrency monitoring is a characteristic launched in March 2021. Pricing could also be delayed. Info by CryptoCompare.

The content material contained on this weblog publish is meant for common informational functions solely and isn’t meant to represent authorized, tax, accounting or funding recommendation. You must seek the advice of a certified authorized or tax skilled concerning your particular scenario. Needless to say investing includes danger. The worth of your funding will fluctuate over time and it’s possible you’ll acquire or lose cash.

Any reference to the advisory companies refers to Private Capital Advisors Company, a subsidiary of Private Capital. Private Capital Advisors Company is an funding adviser registered with the Securities and Change Fee (SEC). Registration doesn’t indicate a sure stage of talent or coaching nor does it indicate endorsement by the SEC.

Higher monetary lives by know-how and other people.



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