Crypto Portfolio Management Guide

Portfolio Workflow: Setup → Track → Rebalance

1. Define allocation targets and risk boundaries before adding assets.
2. Track portfolio performance and exposure with a consistent reporting cadence.
3. Monitor volatility, concentration, and drawdown behavior.
4. Rebalance by rule, not emotion, when thresholds are crossed.

Tracker Selection

• Use app-based trackers when you need exchange/API consolidation.
• Use spreadsheet flows when you need manual control and auditability.
• Use tax-ready tracking when reporting complexity is a top constraint.

Allocation Framework

• Separate core holdings from tactical allocations.
• Set maximum concentration per asset to reduce single-point risk.
• Connect contributions and DCA cadence to your target mix.

Monitoring and Risk Controls

• Track performance against targets, not against short-term noise.
• Measure drawdowns and correlation shifts during stress windows.
• Use predefined triggers for risk review instead of ad-hoc reactions.

Rebalancing Playbook

• Choose threshold, calendar, or hybrid rebalance rules.
• Document expected transaction costs before execution.
• Review post-rebalance exposure and update your baseline.

Mandatory Satellite Articles

Core pages for setup, tracking, monitoring, and rebalancing execution.

Optional Satellite Articles

Complementary pages for deeper scenarios that should not dilute the main workflow.