Portfolio Tracker VA to Organize Your Assets in Real Time
Our Customer-Centric
Philosophy
Integrity
We track your crypto and investment portfolios with full transparency, ensuring every update reflects real-time values and accurate transaction records.
Flexibility
Our VAs work with your preferred tools—CoinMarketCap, Excel, DeBank, or custom dashboards—adapting to your tracking style and asset mix.
Accountability
Every entry, update, and adjustment is recorded and time-stamped, providing complete visibility into asset movements, profits, and performance history.
Proficiency
Trained in finance and crypto tools, our VAs deliver organized, up-to-date portfolio insights that support smarter decisions and long-term gains.
Our Services
The Best portfolio tracker VA for Your Business
Daily Portfolio
Updates
Trade Logging &
ROI Calculation
Crypto Wallet
Consolidation
Stock & ETF
Position Tracking
Staking/Yield
Logging
Multi-Wallet &
Exchange Syncing
Asset Allocation
Reports
Monthly/Quarterly
Performance Reports
Custom Template
Creation
Tax Season
Prep Logs
Watchlist
Management
Valuation Snapshots
& Archive
Just 4 Steps to Hire a Portfolio Tracker VA
With our support, hiring portfolio tracker VA is easy and seamless.
Schedule a Meeting
Connect with our Customer Success Manager to discuss your needs and define the tasks you want assistance with.
Choose Your Virtual Assistant
Select the VA that best fits your requirements from our pool of experienced professionals.
Get Started Quickly
Begin working with your Virtual Assistant within 24 hours to 1 week, depending on your preferences and onboarding process.
Access My Tasks Expert App
Gain full access to our secure Client Portal for seamless task management and communication.
Ready to Take the Next Step?
Schedule a meeting with our experts to discuss your plans and find the perfect solution for your needs.
Track, Record, Review - Built Around Your Workflow
We set up your tracking sheet, log all holdings with current market value, entry date, ROI, and notes. You send trade updates or share read-only views — your assistant keeps everything synced and easy to review.
Crypto & DeFi Asset Tracking
Monitor coins, LPs, staking yields, and wallet balances.
Equity & ETF Portfolio Updates
Track US/international stocks, funds, and dividends in one place.
Weekly or Monthly Reports
Get summaries of allocation, ROI, net changes, and performance graphs.
Spreadsheet or Notion Setup
Use Google Sheets, Excel, or Notion-based tracking — fully customized.
Reviewed on
We are Founded
Clients Trust Us
Completed
Frequently Asked Questions
Crypto, NFTs, stocks, ETFs, stablecoins, LP tokens, staking income, and more.
No. You can share view-only API, portfolio screenshots, or manual logs — no login needed.
Yes. We support daily, weekly, or custom tracking schedules.
Yes. We consolidate across wallets, exchanges, and investment platforms.
Google Sheets, Excel, Notion, CoinTracking, Zerion, DeBank, Delta, or your custom tool.
Yes. We log entry prices, exit points, realized/unrealized PnL, and ROI.
Yes. We log APYs, payouts, and performance from staking and farming.
Yes. We support VC firms, crypto funds, family offices, and solo investors.
Yes. We can create simple pie charts, graphs, and dashboards on request.
Email, shared sheets, API view keys, PDFs, or snapshots — whatever suits you.
UK: +44(203)996-1032
AU: +61(290)984-873