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Track and Manage Crypto Assets with a Portfolio Dashboard

Design a powerful cryptocurrency portfolio tracking application that lets users connect wallets, view asset performance, and monitor real-time price changes and portfolio metrics.

Why a Crypto Portfolio App?

With growing crypto adoption, users need a unified platform to manage their holdings across multiple wallets and exchanges. A portfolio app offers real-time visibility into asset values, gains/losses, historical trends, and market news in one dashboard.

Project Objective

Develop a full-stack Web3-enabled app that allows users to import wallet addresses or manually enter assets. The app displays real-time values, calculates portfolio stats, sets alerts, and optionally visualizes historical performance using charts and analytics.

Key Features of the Portfolio App

Wallet Integration

Connect MetaMask or WalletConnect to fetch balances directly from user wallets.

Real-Time Price Sync

Use crypto APIs (e.g., CoinGecko) to update asset prices and market changes instantly.

Performance Analytics

Track gains/losses, total portfolio value, and asset distribution with intuitive charts.

Price Alerts & Watchlist

Allow users to set price thresholds for tokens and get notified when crossed.

System Architecture Overview

The app pulls wallet data using Ethers.js and fetches token metadata via APIs. It computes real-time valuations, visualizes portfolio breakdowns, and allows manual or API-based asset entry. Data is cached for performance, and alerts are triggered based on user-defined conditions.

  • React frontend with Web3 support for wallet connections and UI interactions
  • APIs like CoinGecko or CryptoCompare for price feeds and historical charts
  • MongoDB or IndexedDB for storing watchlists, alerts, and user preferences
  • Ethers.js for interacting with wallets and token balances
  • Optional authentication for syncing across devices or exporting data
Recommended Tech Stack

Frontend

React.js + Tailwind CSS + Chart.js for sleek UI and visualization

Wallet & Blockchain

Ethers.js or Web3.js for reading on-chain wallet data

Backend/API

Node.js + Express (optional) + CoinGecko API or CryptoCompare

Database

MongoDB or Local Storage for alert settings and user portfolio preferences

Development Roadmap

1. Build Wallet Connector & Balance Fetcher

Integrate MetaMask and fetch balances for ETH and ERC20 tokens using Ethers.js.

2. Set Up Coin Price Sync

Use CoinGecko API to fetch current and historical token prices for portfolio valuation.

3. Create Dashboard Interface

Design the main dashboard with charts, stats, and asset tables for portfolio visibility.

4. Implement Watchlist and Alerts

Allow users to add tokens to watchlists and set price alerts via browser or email.

5. Add Manual Asset Support & Export Options

Enable manual asset tracking and CSV/JSON export for full portfolio management.

Helpful Resources & Tutorials

Help Users Track Their Crypto Like a Pro

Build a powerful dashboard to visualize, manage, and grow crypto assets with confidence.

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