How to set up Personal Capital to track your crypto investments

How to Add Crypto to Personal Capital

Track your crypto investments using Personal Capital

As many of you know, even though I am a Boglehead, I believe in cryptocurrency and blockchain technology. As such, I have allocated a small part of our investments to Ethereum and Bitcoin.

However, as an avid Personal Capital user, it was frustrating that I could not easily track my crypto investments using their service. So naturally, I reached out and contacted them.

To my surprise, they responded back quickly that Personal Capital has launched a solution to track all crypto investments.

This means if you are using Coinbase (like me), BlockFi, or any other solution to buy/sell/store crypto, you are now able to track all of your investments in one place.

Here is how to track your crypto investments using Personal Capital

Unlike some of Personal Capital’s other seamless integrations, adding your crypto is a at this time, only a manual solution.

While your investments will be tracked in real-time, you will still have to manually adjust your holdings each time you buy or sell.

How to link crypto in Personal Capital as a manual account in the app:

  1. In the app, click the right toggle button -> select Link Account
  2. Down at the bottom of the screen -> select Add Manual Account
  3. Select Cryptocurrency from the list
  4. Name your account. You will want this to be simply Cryptocurrency, Coinbase, BlockFi, or wherever you hold crypto
  5. Now, you can add your currency’s symbol and quantity
  6. That’s it!
How to add cryptocurrency to your Personal Capital account

How to link crypto in Personal Capital as a manual account on the web:

  1. Click the plus button right below the logo
  2. Select –> More
  3. Select Cryptocurrency from the list
  4. Name your account. You will want this to be simply Cryptocurrency, Coinbase, BlockFi, or wherever you hold crypto
  5. Now, you can add your currency’s symbol and quantity
  6. That’s it!

Now you are tracking your crypto with Personal Capital.

As it says in the final screen once you add all holdings – all crypto prices are based on Volume Weighted Average Price from CryptoCompare.

I find that the numbers reported track very closely to what is reported in Coinbase.

Prices may be slightly delayed, but this is no different than any of your other investment holdings in Personal Capital.

And a huge thanks to Personal Capital for listening to your customers and baking crypto into the product!

Frequently Asked Questions about Personal Capital and Crypto

Does Personal Capital support Coinbase?

Yes it does now! Using Personal Capital’s new beta cryptocurrency tracker, you can track your Coinbase and any other crypto holdings in real-time.

Can you track Bitcoin and Ethereum on Personal Capital?

Yes! Using Personal Capital’s new beta cryptocurrency tracker, you can track your Bitcoin, Ethereum, and any other crypto holdings in real-time.

Is Personal Capital safe and secure?

Yes! Personal Capital uses Yodlee to gather your data in a read-only capacity, using the same rigorous standards used by the US military as set by the National Institute of Standards & Technology.

They require 2-factor authentication, will never sell your data to others, have a bounty program to  to award ethical hackers for any security breaches.

I have used Personal Capital for two years now, and feel that the security is best-in-class for any financial tool that I use. However, I do recommend that you follow my 9 steps to take to keep your money safe.

How I use Personal Capital

I use Personal Capital to track all of my investments, and now that I can also track crypto with PC, it makes for an even better product (my full Personal Capital review).

Even so, I also utilize my Net Worth Tracker to manually track my investments each month. Personal Capital is a great tool, but nothing beats manually entering and getting a true understanding of your Net Worth. Use both!

P.S. Accidentally Retired is for informational purposes only. We are not experts. We are providing our personal opinion and it should not be taken as legal, financial, or tax advice. Accidentally Retired may receive commissions for links included in articles to Amazon and other affiliate partners.

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