TL;DR: Crypto portfolio management means planning an allocation, tracking results in real time, rebalancing on schedule, and managing risk—without juggling five apps. The platforms below streamline those steps with automation, clear visibility, and safer storage options.

What is crypto portfolio management

Portfolio management is a process, not a trade. You set targets (e.g., 50% majors, 30% mid-caps, 20% themes), monitor performance, and rebalance back to plan. Good tooling helps you:

• Allocate across assets and themes.

• Track P&L, allocation drift, and exposure.

• Rebalance by rules (time-based or threshold-based).

• Backtest to understand how a strategy behaved historically.

• Control risk with guardrails (limits, stops, or cash buffers).

• Exit to fiat cleanly when you need liquidity.

Top platforms for crypto portfolio management (2025)

The summaries below are informational, not financial advice. Always test with small allocations first.

1) Clapp — All-in-one management with fiat bridge and secure storage

Clapp.finance focuses on structured portfolio investing rather than one-off trades. You get rich asset selection (DeFi and CeFi tokens), tailored portfolios (curated and fully customizable), and actionable insights via Time Machine backtesting. Rebalancing is automated yet adjustable at any time.

• Pre-built portfolios: Conservative, Moderate, Risky, AI & Big Data, CEX Token, RWA.

• Automation: flexible rebalancing with full manual override when needed.

• On/Off-ramp: integrated crypto-to-fiat (EUR) for clean exits and funding.

• Security: wallet custody powered by Fireblocks; EU licensing (VASP CZ).

2) Shrimpy — Allocation and set-schedule rebalancing

Shrimpy is designed for target allocations and hands-off upkeep. You pick weights; it rebalances at intervals or drift thresholds. Backtesting and social strategy features are useful for data-minded long-term holders.Best for: simple, rules-based discipline with exchange API connections.

3) 3Commas — Granular automation and risk tools

3Commas brings bot-style control (DCA/grid signals) plus portfolio-level guardrails like take-profit and stop-loss rules. It suits users who want to tune entr

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Author: Crypto Daily