See every coin, token, and wallet in a single workspace — Taskade Genesis turns a one-sentence prompt into a live crypto holdings board that an AI agent keeps organized for you.
What Is a Crypto Holdings Tracker?
A crypto holdings tracker consolidates assets across wallets and exchanges into one view, showing allocation, entry price, and unrealized profit so you never lose track of a position.
Why Use a Crypto Holdings Tracker?
Crypto portfolios span multiple chains and wallets, making manual tracking error-prone. Taskade Genesis connects the dots automatically.
- Board and Table views — visualize allocation by chain or asset class in seconds using multiple project views.
- Persistent agent memory — the built-in AI agent remembers your notes on each asset across sessions.
- Relationship field — link coins to research notes, DeFi protocols, or tax-lot records.
- Reliable automations — trigger portfolio recaps on a schedule without writing a single line of code.
- Custom domain access — share a live client-facing dashboard (Business+) for family or partners.
Who Should Use a Crypto Holdings Tracker?
- Retail crypto investors juggling multiple wallets and DEX positions.
- DeFi participants who need a single source of truth across protocols.
- Tax preparers helping clients document cost-basis records.
- Crypto educators who demonstrate portfolio building to students.
- Small DAOs tracking treasury holdings without complex tooling.
How To Get Started
- Hit Use Template to clone the workspace — it's ready in about ten seconds.
- Add each asset: name, network, wallet label, quantity, and entry price in the Table view.
- Connect asset records to research notes with the Relationship field.
- Configure a weekly automation to export a snapshot to a shared doc.
- Prompt the embedded agent to flag any single asset exceeding 20% of portfolio weight.
One workspace, zero spreadsheet drift. Browse AI apps or the community for more investing templates.