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Why Track Your Crypto Portfolio on WordPress?

If you run a WordPress site and track your own crypto investments, you've probably bounced between CoinGecko, spreadsheets, and mobile apps — none of which let you display live portfolio data on your own website. This plugin fixes that.

The Problem With Third-Party Crypto Trackers

Apps like CoinTracker and Kubera are excellent — but they're closed platforms. Your data lives on their servers, you pay a monthly subscription, and there's no way to embed your real portfolio on a WordPress page.

For bloggers, investors sharing their journey publicly, or developers who want full control, that's a deal-breaker.

The core idea: your crypto data should live in your own WordPress database, update automatically via the CoinGecko API, and display anywhere on your site with a simple shortcode.

What Sakurato Crypto Portfolio Tracker Does

The plugin gives you a full portfolio dashboard inside WordPress admin, plus public-facing shortcodes you can drop onto any page or post.

Portfolio dashboard

  • Track buys, sells, and withdrawals per coin — quantity, price, date, notes
  • Live prices fetched server-side from CoinGecko (your API key never touches the browser)
  • Automatic P&L calculation — realized and unrealized, per position and total
  • ROI % over time chart with daily snapshots stored locally
  • Performance chart comparing your portfolio vs BTC
  • Holdings breakdown donut chart
  • Dark / light mode

Import & Export

  • Import transactions from JSON or CSV — merge into existing portfolio or replace
  • Export single portfolio or all portfolios as backup
  • Full snapshot history transfers with the portfolio data

Public shortcodes

Embed live portfolio data on any WordPress page — perfect for investment blogs and public portfolio trackers:

[cpt_portfolio_chart]

Live portfolio value over time

[cpt_roi_chart]

ROI % over time with daily snapshots

[cpt_portfolio_table]

Holdings table with current prices & P/L

Free vs Pro

The free version is fully functional for a single portfolio. Pro unlocks multiple portfolios and priority support.

FeatureFreePro
Portfolios1Unlimited
Live prices via CoinGecko
P&L (realized + unrealized)
ROI chart & performance chart
Public shortcodes
Import & Export (JSON / CSV)
Multiple portfolios
Priority support
Price$0$5 / month  or  $49 / year

How to Install

  1. Download the free version from WordPress.org (search "Sakurato Crypto Portfolio Tracker")
  2. In your WP admin go to Plugins → Add New → Upload Plugin and select the ZIP
  3. Activate the plugin — a new Crypto Portfolio menu appears in the sidebar
  4. Go to Crypto Portfolio → API Settings and optionally add a free CoinGecko Demo API key for higher rate limits
  5. Open Crypto Portfolio → Transactions and add your first buy
  6. Your dashboard starts populating immediately with live prices and charts

No CoinGecko account required for the free tier. The plugin works out of the box with CoinGecko's public API — supporting the top 250 coins by market cap. Add a free Demo API key to extend coverage to 500 coins.

Technical Details

If you care about what's happening under the hood:

  • All API calls are server-side only — CoinGecko is never called from the visitor's browser
  • Prices are cached locally in the WordPress database — 10-minute cache to respect API limits
  • Portfolio snapshots are stored daily in a custom cpt_snapshots table — this powers the ROI and performance charts
  • Charts rendered with Chart.js (bundled locally, no CDN calls)
  • Compatible with PHP 7.4+ and WordPress 5.8+
  • Reviewed and passed the official WordPress Plugin Check tool
  • Monetized via Freemius — privacy-first, GDPR-compliant opt-in

Start tracking your crypto portfolio today

Free forever for one portfolio. Upgrade to Pro anytime.

Download Free on WordPress.org See Pricing →
WordPress Plugin Crypto Portfolio CoinGecko Bitcoin Portfolio Tracker Personal Finance Free Plugin