Crypto Portfolio Tracker

Know exactly where your crypto stands, and what to do next.
Syncs your full Binance history, values every holding two honest ways, and turns multi-timeframe analysis into rebalancing trades you confirm and place yourself.

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Why another tracker?

Most trackers give you one P/L number and hope you never ask questions. This one was built for real money, so it follows one rule throughout: an unknown value is never presented as a known one. A missing price renders as unknown, never as a confident and wrong $0.00.

• Two accounting models, side by side. FIFO cost basis answers "are my holdings underwater?", net invested capital answers "did I actually make money?". On real portfolios these routinely differ several-fold, so both are shown, labelled, and never averaged together.
• Rebalancing that respects the market regime. A bear market (BTC below its SMA200) can suppress buys, majors (BTC/ETH) get tighter drift thresholds than alts, and every suggestion ships with its technical reasoning attached. Execution is typed-confirmation plus one click, or dry run.
• Safe by construction. Binds to localhost only, testnet gets its own database plus its own banner color, and live orders stay behind an explicit config gate.

Screenshots

Rebalancing: current vs target with drift	DCA: fund a plan, preview the fills

Captured against Binance testnet. The amber TESTNET strip and per-database banners exist so testnet figures can never be mistaken for real money.

Features

• Complete Binance sync. Spot, P2P, deposits, withdrawals, Simple Earn, staking, converts, transfers. Incremental after the first run; price caching cuts repeat price API calls by roughly 90%.
• Dual P/L. Per-asset FIFO unrealized plus portfolio-wide net invested, with P2P sells correctly counted as cash-outs to fiat.
• Rebalancing engine. Core-sleeve targets, drift thresholds, support and resistance aware sizing, typed-confirmation market execution or dry run.
• DCA planner. Proportional or target-weight fills with balance validation.
• Profit-taking radar. Multi-factor scoring finds gains to lock in without touching the core position.
• Backtesting. Validate rebalancing strategies before trusting them with funds.
• Multi-timeframe TA. 4-year, 3-month and 60-day trend with RSI, MACD and SMA regimes.
• Reports. Excel, mobile-friendly HTML and full CSV backups.

Quickstart

# 1. Prereqs: uv + Node.js + a Binance API key (read-only is enough to start)
cp .env.example .env        # then fill in MAIN_API_KEY / MAIN_API_SECRET

# 2. Install and launch (builds the UI, serves everything on :8000)
uv sync
./start.sh

Open http://127.0.0.1:8000. Start on testnet: flip Binance testnet mode in Settings, then Sync, then explore freely. The React UI is the primary interface.

./start.sh --dev    # Vite on :5173 plus API reload, for UI work

How it works

One process, one port, one SQLite file per environment. Sync is the only thing that touches the network. Every screen reads the local database plus a JSON metrics snapshot, so pages open instantly and an offline read shows last synced figures instead of zeros.

flowchart TB
    subgraph sync["Sync: the only path that touches Binance"]
        direction TB
        Binance([Binance API]) --> Fetch[BinanceFetcher]
        Fetch --> Enrich[PriceEnricher]
        Enrich --> SQLite[(SQLite per env)]
        SQLite --> Snapshot[Metrics snapshot]
    end
    subgraph reads["Reads: never touch the network"]
        direction TB
        SQLite --> FastAPI[FastAPI]
        Snapshot --> FastAPI
        FastAPI --> React[React UI]
    end
    React -->|typed-confirmation orders| Binance

Loading

The Python core (src/) is load-bearing and handles real money, so the API layer wraps it without modifying it. Targets are shares of the core sleeve (assets actively rebalanced), not of the whole wallet, and every drift display uses that same denominator.

Project structure

src/crypto_portfolio_tracker/  core: sync, pricing, analysis, execution
api/                           FastAPI layer: routes/, schemas/, cache, sync runner
frontend/                      React 19 + Vite + TypeScript + Tailwind
tests/  tests/api/             pytest suite for the core and the API layer
config/  data/  logs/          runtime config, SQLite DBs, app logs

Development

uv run pytest -q                           # Python tests
uv run ruff check api tests/api run_ui.py  # lint
cd frontend && npx vitest run              # React tests
cd frontend && npx tsc -b                  # typecheck

Also included: Streamlit classic and CLI

The original Streamlit dashboard still works (frozen now: breakage fixes only, no new features), and the CLI covers debugging plus automation. Same core underneath, same dual accounting.

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🪙 Crypto Portfolio Tracker v2.1.0
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1. 🔄 Full Sync & Analysis
2. 💰 Quick Portfolio Summary
3. 📈 View Trends
4. ⚖️  Rebalance
5. 💸 Dollar Cost Averaging (DCA)
6. 🔀 Trade
7. 💵 Transfer Funds
8. 🧪 Backtest
9. 📋 Reports
10. 📊 Charts
11. 🗄️  Database
12. 🧹 Data Cleanup
13. ⚙️  View Configuration
14. 🔧 Test Connections
15. ❌ Exit
==================================================

uv run track-portfolio-web   # Streamlit classic UI
uv run track-portfolio-cli   # interactive CLI (menu above)

Safety and honesty notes

• Localhost only, no accounts, no auth, by design. The app holds trading-capable API keys, so it is not built to face a network. Never commit .env (chmod 600 .env).
• Start on testnet and stay in dry run until ready. testnet_mode switches endpoint plus database without a restart, live_trading_enabled gates real orders. Prefer read-only keys unless trading is actually needed.
• Exchange history has limits. Binance serves trailing windows (about 90 days for most transaction types), so very old cost basis can be incomplete. Cross-check against exchange records for anything tax relevant.

Roadmap

• React frontend over a FastAPI layer (shipped, now the primary UI)
• Manual transaction import from CSV (first step toward exchange-agnostic tracking)
• Multi-exchange support (live sync beyond Binance through one normalized schema)
• Exchange-free tracking (manual holdings and self-custody wallets, no exchange account needed)
• Real-time price alerts
• Deeper futures tracking

Disclaimer

A personal tool for tracking my own portfolio. Not financial advice. Crypto is risky, this software is MIT-licensed "as is", and rebalancing suggestions are computed output, not recommendations.

Acknowledgments

Binance (API plus testnet), CoinGecko (prices), yFinance (fiat rates), and the uv and Ruff teams.