Tracking Your Portfolio Performance in Ledger Live - piatt21/Ledger-Tutorials-231 GitHub Wiki

Managing a cryptocurrency portfolio requires more than just secure storage—it’s essential to track performance, analyze trends, and make informed decisions. Ledger Live offers built-in tools to monitor your portfolio’s value, asset allocation, and historical performance—all while keeping your private keys offline.

In this guide, we’ll explore how to track and optimize your portfolio in Ledger Live, including key features and best practices.

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 Track Your Portfolio in Ledger Live?

✔ Real-time valuation in your preferred fiat currency (USD, EUR, etc.). ✔ Historical performance charts to analyze gains/losses. ✔ Asset diversification insights to balance risk. ✔ Tax reporting support with transaction exports.

How to Track Your Portfolio in Ledger Live

1. View Your Portfolio Dashboard

  • Open Ledger Live and go to the “Portfolio” tab.
  • See your total balance, 24h change, and asset distribution.
  • Switch between “All Accounts” or individual wallets.

2. Analyze Historical Performance

  • Click the “Graph” icon (top-right) to view:
    • 1D/1W/1M/1Y/All timeframes.
    • Price trends vs. your holdings.
  • Hover over the chart to see values at specific dates.

3. Check Asset Allocation

  • Scroll down to the “Assets” section to see:
    • % allocation of each cryptocurrency.
    • Current value & 24h price change.
  • Tap an asset to view its transaction history.

4. Customize Your View

  • Hide small balances: Focus on major holdings.
  • Filter by account: Isolate staking vs. trading wallets.
  • Change fiat currency: Settings > General > Countervalue.

Advanced Tracking Features

Export Transaction History (For Taxes & Reporting)

  1. Go to Accounts > Select an asset.
  2. Click “Export Operations” (desktop) or the share icon (mobile).
  3. Choose CSV or PDF format for tax software (e.g., Koinly, CoinTracker).

Track Staking & Rewards

  • Supported coins (ETH, SOL, DOT, etc.) show staking balances & rewards separately.
  • Go to “Earn Rewards” to monitor payouts.

Set Price Alerts (Mobile Only)

  • Tap the bell icon next to an asset.
  • Get notified when prices hit specific thresholds.

Best Practices for Portfolio Management

🔹 Regularly rebalance to maintain target allocations. 🔹 Review transaction history for unauthorized activity. 🔹 Use tags/labels to categorize accounts (e.g., “Long-Term HOLD,” “DeFi”). 🔹 Sync frequently for up-to-date balances.

Frequently Asked Questions (FAQ)

Q: Why Is My Portfolio Value Incorrect?

A: Refresh balances via Settings > Accounts > Sync. If issues persist, check:

  • API connectivity (Ledger Live relies on third-party price data).
  • Pending transactions (some chains take time to confirm).

Q: Can I Track NFTs in Ledger Live?

A: Yes! Go to Accounts > Add NFT account (supports Ethereum, Polygon, etc.).

Q: Does Ledger Live Support Portfolio Tracking for Multiple Ledgers?

A: Yes—add accounts from different devices under the same Ledger Live instance.

Final Thoughts

Ledger Live’s portfolio tracker helps you stay informed without compromising security. By leveraging its charts, exports, and alerts, you can manage crypto like a pro—while keeping full control of your keys.

How do you track your portfolio? Share your tips below!

Need Help?

Track smart, stay secure! 📊🔐