Describe where your coins sit and Netiva’s AI builds a web app for holdings, transactions and cost basis by lot — with allocation targets, tax-season records and code you own.
Build a crypto portfolio web app for a long-term holder with coins on two exchanges, a hardware wallet and a staking account. Record each account, each asset with a target weight and every transaction: buys, sells, transfers between my own accounts, staking rewards and fees. Every buy or reward opens a lot with its date and cost, and sells use the oldest lots in the same account first. Show holdings by account at prices from a market-data API, an allocation page against my targets and a list of the year’s disposals. I sign in to see my records.
Few holders keep their coins in one place. There’s an exchange account for buying, a hardware wallet for the long-term stack and a staking position somewhere else, and each statement shows only its own slice. When coins move between them, the purchase date and price get left behind, and those are the first things your tax preparer asks for. A crypto portfolio tracker built with Netiva works as a cryptocurrency tracking app you own: every account, transaction and lot sits in one ledger, so holdings, allocation and cost basis all come from the same records.
Each exchange account, self-custody wallet and staking position is its own account, so you can see what sits where and total it up by asset at current prices.
Every buy or staking reward opens a lot with its acquired date and total cost, and each sell draws down specific lots so the basis behind every disposal stays traceable.
Give each asset a target weight and a bucket, and the allocation page shows where the portfolio has drifted, so you decide on rebalancing from numbers rather than memory.
A year-end disposals report lists each sell with its lot’s dates and cost, and a separate income list covers staking rewards, ready for whoever prepares your return. Each signed-in user sees only their own records.
Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.
Every place your coins sit: exchange accounts, self-custody wallets and staking positions.
Each coin or token you hold, with its latest price and the weight you want it to have.
Each parcel of an asset you acquired, with its date, cost and what’s left of it.
The ledger of every buy, sell, transfer, reward and fee, one row per lot touched.
Required field. Types are Netiva collection field types.
A typical first version. Ask the agent for more, or annotate the preview to change any of them.
Quantity, current value and unrealized gain or loss for each asset, with a switch to group by exchange or wallet.
Signed-in usersBalances, open lots and recent transactions for one wallet or exchange, with its last sync time and a button to sync now.
Signed-in usersThe full ledger filtered by account, asset, type and date, with a form for logging a buy, sell, transfer or reward by hand.
Signed-in usersOpen lots for one coin, oldest first, with acquired date, remaining quantity, basis per unit and the account that holds each.
Signed-in usersActual against target weight for every asset and bucket, with anything outside your drift band highlighted.
Signed-in usersEvery sell row for the chosen year with dates, proceeds, basis and gain or loss, split into short-term and long-term.
Signed-in usersTell Netiva which exchanges, wallets and staking accounts you use and which currency you report in. The agent drafts collections for accounts, assets, lots and transactions.
Enter past transactions in the table view, or add read-only API keys for exchanges that offer them. Ask the collection assistant to tidy dates and fill missing tickers across many rows.
Compare the holdings page with your latest exchange statements in the live preview. If a transfer shows up as a sell, annotate it and the agent corrects the matching rule.
Publish in one click, then switch on the scheduled price refresh and monthly snapshot email. Every change is checkpointed, so a rule change you regret is easy to roll back.
| Criterion | With Netiva | Traditional build |
|---|---|---|
| Cost basis records | Lots that keep their acquired date and cost when coins move between your accounts | A spreadsheet tab per exchange, rebuilt by hand whenever coins move |
| Allocation checks | Actual and target weights on one page, refreshed from your price feed | Adding up balances from several apps before deciding whether to rebalance |
| Getting started | Describe what you need in chat and watch it take shape in a live preview | Hire developers, or stitch together templates, plugins and a hosting plan |
| Content and data | Built-in collections with nine field types, bound straight to your pages | Set up and connect a separate database or CMS |
| Making changes | Ask the agent; every change is checkpointed and reversible | File a ticket, wait for a sprint, redeploy |
| Hosting and domain | Global hosting and automatic SSL; connect a custom domain from the Starter plan | Buy hosting, then install and renew SSL certificates yourself |
| Code ownership | Clean production code you own and can export | Locked into a template, plugin or agency setup |
Coins sit on two exchanges, a hardware wallet and two staking positions. Lots are tracked per account, so when the preparer asks in February which coins were sold and what they cost, the disposals report already has the answer.
The treasurer logs the club’s trades and each member’s contribution, which buys units at the current unit value. Members sign in to see their own units and statement instead of waiting for a spreadsheet.
An operations lead keeps a day-to-day record of positions by custodian and bucket, checks it against the administrator’s monthly statement and shares the allocation page with the investment committee.
The app keeps the facts; it doesn’t work out what you owe or pick a lot-matching method for you. Tell the agent the method your preparer uses and have them review the export. Rules also differ by country.
Netiva doesn’t hold, move or trade coins. Create exchange API keys with read permission only, and never store a seed phrase or private key in the app.
Pick a market-data provider, check its terms and rate limits and decide how often to refresh. Prices for thinly traded tokens can be missing or stale, so allow manual values.
A club or fund that pools members’ money may be subject to securities, partnership and reporting rules. The app records holdings and units; get legal review before you rely on it for members.
Netiva builds the web app only. It doesn’t mine, hold or move coins, execute trades or give investment or tax advice, and prices come from the market-data provider you choose. Basis, gain and income figures are records for your tax preparer, not tax calculations, and the rules vary by country. A club or fund that pools members’ money should get legal review in its jurisdiction.
Yes, when the exchange offers an API. Create a key with read permission only and the app can sync balances and trades on a schedule, with the key stored securely. For hardware wallets and exchanges without an API, log transactions by hand. If you mainly want live balances for public addresses, a watch-only wallet dashboard is a separate build.
As a transfer, not a sale. The IRS says moving coins between wallets or accounts you own isn’t a taxable event, so the lot keeps its acquired date and cost and only its account changes. Since January 1, 2025, US holders track basis per wallet or account, which is why each lot records where it sits.
The one you ask for. In the US, units are treated as first in, first out unless you specifically identify them, so oldest-first within each account is a common starting rule. The UK pools each token type instead, with same-day and 30-day rules. Confirm the method with your preparer before relying on the numbers.
Because the form often lacks the full picture. US brokers report gross proceeds on Form 1099-DA but must report basis only for covered assets acquired after 2025 and held in that broker’s account, so coins you transferred in often arrive without it. Your lots fill that gap, and the disposals export lists the dates, proceeds and basis Form 8949 asks for. The app still isn’t tax software.
Yes. Ask the agent for a Members collection where each contribution buys units at the current unit value, which is the club’s total value divided by the units outstanding. Members sign in to see their own units and statements, and a monthly email can share the valuation. The treasurer keeps the ledger up to date.
Yes. Netiva generates clean production code you can read, edit and export whenever you want, with no proprietary runtime. Every change is checkpointed, so you can compare versions of a matching rule and roll back. You can start on the free plan, and custom domains are available from the Starter plan.
Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.
Describe it in a sentence and watch Netiva’s agent build it. Free to start — no credit card required.