How to Build a Crypto Dashboard

so you list hard into crypto, huh ?
Don ’ thymine get us incorrect, that ’ s amazing ! Considering the current explosion of fiscal services provides, banks, and early institutions getting on board with cryptocurrency — you ’ re in great company.
But let us guess, now you ’ ve got a problem.

You ’ ve got a bunch together of crypto accounts, wallets, and credibly even individual coins floating around on several different apps and websites that you ’ re having a hard time keeping track of — and an even harder clock understanding how they impact your net worth and overall fiscal health.
If that ’ s the case, then we ’ re glad you found us.
Because you need a cryptocurrency dashboard.

What Is a Cryptocurrency Dashboard

You ’ ve probably heard of fiscal dashboards — platforms where you can get a arrant overview of all the fiscal accounts and assets you ’ ve added to it.
well, a crypto splashboard is quite exchangeable.
A crypto dashboard is a digital platform that lives on a web site or in an app ( either desktop or mobile ). Its main affair is to accept all the crypto accounts and/or coins you add to it to monitor their ever-shifting measure so that you can manage both your crypto assets and related fiscal plans consequently.

Why Do I Need a Crypto Dashboard?

Investors who actively engage with more than three unlike types of cryptocurrencies are encouraged to use a crypto dashboard to manage their assets.
here ’ s why.

To Effectively Use Your Crypto Assets Toward Your Financial Goals

The ultimate finish for crypto dashboards ( and most early wealth dashboards ) is to give an overview of all your assets and how they play together.
Why ?
Because when you have this information in one place, you can see how each asset and report is impacting your overall fiscal health and net deserving. And this up-to-the-moment fiscal datum is what gives you the penetration you need to generate the most accurate reports, forecasts, and plans for moving toward your fiscal goals.

To Maintain an Accurate Idea of the Value of your Crypto

not dissimilar to fiat currentness, the value of cryptocurrency is always changing — nights, weekends, and holidays included. The more crypto accounts and coins you add to your portfolio, the hard it can become to keep up with the value of each investment.
A crypto splashboard is essential for observing changes in your portfolio and understanding how much value you have with merely a quick glance.

To Keep Crypto Diversification Manageable

Diversifying your portfolio is one of the gold rules of investing — and it ’ s no unlike whether you ’ re focused on traditional or digital assets like crypto.
diversification is the practice of building a balance portfolio of different asset types so that it has a built-in fender when unpredictable ( but convention ) fluctuations impact each different asset class.
When you ’ re better able to understand and manage your different crypto accounts and coins with an effective dashboard, you can diversify your portfolio even further without fear of losing lead of its rate or impact on your overall net worth and goals.

To Stay on the Cutting Edge of Investment Opportunities

As we ’ ve covered recently, Bitcoin is placid on a by and large up trajectory. And this continue increase in value has helped Bitcoin and other cryptocurrencies like it become more widely accepted across fiscal services providers, banks, and other fiscal institutions.
When using a crypto dashboard that accurately displays the measure of your assets at any given time, you ’ ll always have a good theme of your buying world power so you can invest as needed when a up-to-date opportunity becomes available.
growth of bitcoin pricing

How to Build a Crypto Dashboard

There are two lead methods for creating a crypto dashboard.
The foremost, which we ’ ll show you now, is the traditional procedure. But if you ’ re more slope to use a tech-first, all-in-one solution ; keep reading for that walkthrough in the next section.

The Old Way: Assemble Your Crypto Dashboard Manually

Before we get started, we ’ ll let you in on a small secret — in our opinion, there ’ s a better way to build a crypto splashboard than to do it manually.
however, we ’ ll save that for the following section. If you ’ re sincerely committed to controlling and customizing every single aspect of your crypto dashboard, hera ’ s what you need to know to do precisely that.

1. Set Crypto Goals

Since you ’ re creating a dashboard from strike, you have the capability to build precisely what you want.
so, before you get besides far, it ’ randomness important to define what it is you want — AKA your goals.
You can start by thinking about your goals for your crypto assets : possibly you want to maximize the return on your crypto investments while remaining under a specific level of gamble.

In addition, you may consider the larger fiscal goals in which your crypto investments will play a partially : An approaching house purchase, a faraway retirement, etc.
This step is probably where the coolest aspect of building your own crypto portfolio truly comes to light : You get to decide what metrics you want to track and you get to choose and integrate the tools that ’ ll aid track them — and leave out the ones that don ’ deoxythymidine monophosphate.

2. Make a List of Your Crypto Assets and Accounts

To effectively build a tool for tracking your crypto assets and accounts, it ’ ll be helpful to know precisely what you have.
This stage is kind of like packing up to move house — first you want to carefully review the assets and accounts you have, then clean out anything that no longer fits your goals, and finally add to your list the items you want to monitor and manage with your dashboard.
This step will help you figure out what metrics you want to be able to view and finally what tools will empower you to do then.

3. Build a Dashboard to Track Crypto Changes (Coding Required)

here comes the chief precipitation of manually creating your own crypto dashboard : The build.
When building out a crypto splashboard in particular, there ’ s no direction around diving into code to create a in truth customs dashboard.
For steering to help you do this — or help anyone you bring on board to handle this separate — become started with this usher for building your own Ethereum dashboard. Or here ’ s how you can integrate CoinMarketCap ’ s free crypto tracking widget into your own custom splashboard web site.
If neither of these covers what you want to do with your crypto tracker, look for alike guides on the internet to help you create the dash you desire.

4. Build Another Dashboard to Track the Other, Non-Crypto Assets in Your Portfolio

And hera is part two of the above issue.
sure, you now have a dashboard for monitoring and managing your cryptocurrency investments — but how are you going to integrate them into your portfolio so they can be tracked alongside the rest of your assets and you can get a wide see of your net worth, finish progress, and so on ?
How you ’ re going to do that is build up even another digital dashboard for tracking extra accounts and assets. You can either switch between the two or find a room to integrate them ( which will probable require using code again ) so they can be viewed at once.
For more information on how to build a splashboard for tracking your non-crypto accounts and assets, we wrote the guidebook on it : How to Build a Bulletproof Financial Dashboard.
nowadays you see why there ’ s a need for an easier way.

The Modern Way: Create Your Crypto Dashboard with Kubera

While it might not come with all the customization capabilities of building out your own crypto dashboard, using a modern, pre-built solution decidedly has its perks.
save time and money, enjoy increased portfolio oversight and accuracy, and preserve your sanity when it comes to creating your crypto splashboard with a ready-made application :
Kubera is the only all-in-one crypto dashboard for integrating, monitoring, and managing even the most diverse array of assets.  
hera ’ s how to set up Kubera to create a crypto splashboard that meets your modern needs.

1. Connect Crypto Accounts and Add Assets to Kubera

Kubera makes it easy to connect your crypto accounts thanks to our custom-built infrastructure that works with respective fiscal aggregators.

These aggregators enable you to connect to most major cryptocurrency accounts ( see the fiscal accounts to which Kubera connects here ) in just a few clicks and lookout as they update in real-time on your Kubera dashboard.
You can then use Kubera ’ second elastic, spreadsheet-like fields to enter individual crypto coins and their value to see how they besides play into your wealth and net worth.
In addition, add tickers for leading individual stocks or cryptocurrencies to your Kubera dashboard to make educate buy or selling decisions when they matter most.
In summation, you may besides choose to enter all your non-crypto accounts and assets to make certain you ’ rhenium tracking your integral portfolio.

2. Set Your Preferred Currency to Automatically View the Value of Your Crypto Dashboard

Kubera besides supports most ball-shaped currencies so you can view your assets and overall net worth in whatever currency you prefer.
All you have to do is enter your investments in their native currentness, choose the currency you prefer to view them in, and you ’ ll automatically see the value of your portfolio — including the crypto wallets and central accounts you ’ ve connected — in Kubera in real-time.
Set Your Preferred Currency to Automatically View the Value of Your Crypto Dashboard

3. Now You’re Tracking Your Crypto and Net Worth in Real-Time from Kubera’s Dashboard!

Kubera enables users to track cryptocurrency right aboard other asset types such as traditional investments, personal property, etc.
In fact, thanks to beautifully-designed charts and psychoanalysis features, Kubera is one of the only crypto dashboards that empowers you to view and analyze your integral net worth, investment performance, and asset allotment so you can be certain you ’ rhenium always on track to meet your goals.

Now You’re Tracking Your Crypto and Net Worth in Real-Time from Kubera’s Dashboard! If you ’ re ready to see how a ready-made but still elastic cryptocurrency dashboard can be for helping you track your crypto right field alongside the rest of your assets so you can move ahead on your biggest goals — go ahead and give Kubera a try nowadays.

Sign up for a monthly Kubera subscription, save a little money with an low-cost annual membership.

Leave a Comment

Your email address will not be published.