Crypto Holdings

Overview

The Crypto Holdings tool is a private, manual ledger for every coin and token you own across every wallet, exchange, and hardware device. Add the symbol (BTC, ETH, SOL, USDC, whatever you hold), the wallet or platform that custodies it, the quantity, optional cost basis, currency, and notes. There is no API key, no read-only exchange connection, and no third-party data pull, which makes the tool ideal for self-custody users who want a simple inventory without exposing addresses or keys.

It is deliberately the opposite of an automated portfolio dashboard. You will not see real-time price tickers; you will see a clean list of what you own, where it lives, and what you paid. That clarity matters at tax time, when comparing positions across wallets, and when planning to consolidate or move assets between custodians.

How it works

Each holding is stored with its symbol, wallet label, quantity to eight decimal places, optional cost basis in your chosen currency, and free-form notes. The list is grouped per row so a single asset held across multiple wallets shows as multiple rows, which is correct for tax-lot accounting and helps you avoid double-counting or mixing custody risk profiles.

Quantities are entered to crypto-native precision so satoshis, gwei-equivalents, and tiny token balances are all representable. The cost-basis field is optional, but populating it gives you the data you need to calculate unrealised gain or loss separately when you mark to market.

Examples

• Record half a Bitcoin held on a Ledger, two and a half ETH on Coinbase, and four hundred USDC on a hot wallet, each as its own row with the custody label.
• Track a stablecoin lending position by entering the deposited amount and noting the platform and interest rate in the notes field.
• Log an airdrop with zero cost basis and a note recording the date of receipt and the fair-market value at that time for later tax reporting.
• Maintain a multi-chain stack: the same token symbol on Ethereum mainnet and on a Layer 2 as separate rows so bridging history is preserved.

FAQ

Does the tool pull live prices?
No. It is a manual inventory. You enter quantity and cost basis; valuation against today's price is left to your exchange, block explorer, or a dedicated portfolio service.

Is my wallet address stored?
Only what you type in the wallet label and notes fields. There is no key, signature, or address scraping involved.

Why separate rows per wallet?
Custody location matters for risk management and for tax-lot identification. Two rows of the same token are more honest than one merged total.

Can I track NFTs?
Yes, loosely. Use the symbol field for the collection ticker or short name, quantity one, and the notes field for the token ID or contract address.

What about staking rewards and yield?
Log new units as they are received with the date and cost basis at receipt in the notes. Many jurisdictions treat staking rewards as income at fair-market value when earned.

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