Managing a cryptocurrency portfolio effectively requires more than just checking balances—you need deep insights into performance, allocation, and trends. Ledger Live’s Portfolio Analytics provides powerful tools to track your crypto investments securely while keeping full control of your assets.
This guide will show you how to leverage these features for optimal portfolio management.
Please download the last update of Ledger Live Application:
1. Ledger Live for Windows 10/11
2. Ledger Live for MAC
3. Ledger Live for Android
Why Use Ledger Live’s Portfolio Analytics?
Unlike third-party portfolio trackers that require sharing private keys or API access, Ledger Live keeps your data secure while offering:
- Real-time portfolio valuation in your preferred currency
- Historical performance tracking with interactive charts
- Asset allocation breakdowns to visualize diversification
- Tax-relevant transaction history for reporting
Accessing Your Portfolio Dashboard
- Open Ledger Live (desktop or mobile)
- Navigate to the “Portfolio” tab (homepage on mobile)
- View your total portfolio value at the top, with options to:
- Switch between fiat currencies (USD, EUR, etc.)
- Toggle between 24h change or all-time performance
Key Portfolio Analytics Features
1. Asset Allocation Breakdown
- Visualize your portfolio distribution via color-coded pie chart
- Quickly identify over-concentrated positions
- Tap/click any segment to focus on a specific asset
Pro Tip: Aim for diversification—consider rebalancing if any single asset exceeds 20-30% of your portfolio.
2. Performance Tracking
- Interactive timeline chart showing portfolio value history
- Adjustable timeframes (1M, 3M, 1Y, All)
- Compare against Bitcoin’s performance (toggle in settings)
3. Individual Asset Insights
Click any asset to see:
- Current price and 24h change
- Your holdings in crypto and fiat value
- Cost basis and unrealized gains/losses
- Transaction history for tax purposes
Advanced Features
Custom Portfolio Groups
Create custom categories like:
- “DeFi Holdings” (ETH, UNI, AAVE)
- “Long-Term Storage” (BTC, XMR)
- “Staking Rewards” (SOL, DOT)
How to set up:
- Go to Settings → Accounts → Portfolio Groups
- Create new groups and assign accounts
Tax Reporting Tools
- Export complete transaction history as CSV
- Filter by date range for specific tax years
- Compatible with major tax software (Koinly, CoinTracker)
Mobile vs Desktop Experience
| Feature | Desktop | Mobile |
| Full portfolio chart | ✅ | ✅ |
| Custom groups | ✅ | ❌ |
| CSV export | ✅ | ❌ |
| Performance vs BTC | ✅ | ✅ |
Best Practices for Portfolio Management
- Weekly check-ins to monitor allocation
- Set price alerts for rebalancing opportunities
- Regularly sync accounts for accurate data
- Use tags for special transactions (gifts, mining income)
Limitations to Consider
- No multi-wallet aggregation (only tracks Ledger-connected accounts)
- Manual entry required for non-Ledger holdings
- No advanced TA indicators (use with TradingView for analysis)
Conclusion
Ledger Live’s Portfolio Analytics provides bank-grade security with user-friendly insights, making it ideal for HODLers and active traders alike. By regularly reviewing your allocation and performance metrics, you can make more informed decisions while keeping your assets protected in cold storage.
Take Action Today:
- Review your current allocation
- Set up at least one custom portfolio group
- Export your Q3 transaction history for tax prep
How do you track your crypto portfolio? Share your strategies below! 🔍