Crypto Portfolio Calculator
Estimate profit, ROI, CAGR, and fee impact for a crypto portfolio using simple inputs. Useful for quick scenario checks and performance tracking.
- Page updated:
- Jul 14, 2026
- Tool version:
- v1.1.0
Overview
This calculator provides a quick estimate of performance for a crypto portfolio using simple inputs. It is useful for tracking outcomes and comparing scenarios.
For detailed performance measurement (multiple buy/sell events and exact timing), consider using time-weighted or money-weighted returns. This tool focuses on a practical overview.
Results
Total invested
$5,000.00
Gross profit
$1,500.00
Gross ROI (%)
30
CAGR (%)
30
Estimated fees (period)
$0.00
Net profit (after fees)
$1,500.00
How to read the result
- What it means
- The displayed value is an estimate based on your inputs. It represents the calculated scenario under current assumptions, not a guaranteed amount.
- Next step
- Use the result as a starting point. Adjust parameters to compare scenarios and validate with a professional when needed.
- Calculation limits
- The model uses simplified formulas and cannot account for all variables in your specific case (local regulations, personal conditions, temporal changes).
Methodology
Total invested = initial investment + additional contributions.
Gross profit = current value − total invested.
Gross ROI (%) = gross profit ÷ total invested.
CAGR (%) approximates annualized growth over the holding period: (current value ÷ total invested)^(365 ÷ days) − 1.
Estimated fees are modeled as an annual percentage applied to total invested, prorated for the holding period.
References and further reading: Investopedia on CAGR, CFA Institute on return methodologies, IRS guidance on virtual currency tax treatment (links in methodology).
Glossary+−
- Taxable Income
The income or value on which taxes are calculated, after subtracting deductions allowed by law.
- Tax Rate
The percentage applied to the taxable income to calculate the amount of tax owed.
- Tax Deduction
An amount that can be subtracted from gross income before calculating tax, reducing the taxable income.
Key takeaways
Use these outputs to sanity-check returns, compare scenarios, and understand the impact of fees on long holding periods.
Related calculators
Worked examples
Example Crypto Portfolio Calculator
Practical usage example
Interpretation
Results provide an indicative estimate useful for informed decisions. For example, a $5,000 initial investment with $1,000 additional contributions and a current value of $7,500 over 365 days results in a gross ROI and an approximate CAGR calculated by the formulas above.
Frequently asked questions
Does this include taxes?
No. Tax rules for crypto vary by jurisdiction and specific events (trades, disposals, staking rewards). Use the net profit as a starting point but consult a tax professional for taxable gain calculations. See the methodology citations for example guidance (e.g., IRS) and local tax authority resources.
What fee rate should I use?
Use 0% if you want a clean view. Otherwise, include platform, custody, or fund fees if your portfolio is held via ETPs or managed products. For more accurate fee modeling, sum recurring percentage fees and prorate them for the holding period or use itemized fee records.
How accurate are these results for portfolios with many buys and sells?
This calculator provides a simplified, single-period view. For portfolios with multiple timed contributions or withdrawals, use a money-weighted return (XIRR/IRR) or time-weighted return calculator to get accurate performance metrics.
Is my input data stored or shared?
By default, calculations occur locally in your browser and inputs are not transmitted. If you choose to export or share results through site features, you will be asked to confirm and informed about storage. See the Privacy summary in page metadata.
Quality & oversight
- Author
- Ugo Candido, MBA
- Maintained by
- Ugo Candido, MBA
- Page updated
- Jul 14, 2026
- Tool version
- v1.1.0