BitGo Portfolio

Move from spreadsheets to enterprise-grade portfolio management

Transform traditional wallet-related services and functionality with BitGo Portfolio. This institutional-quality portfolio management solution enables clients to view and manage the entirety of their digital asset holdings from one system.

Comprehensive View of Your Digital Assets

  • View digital asset holdings across multiple exchanges, blockchain wallets, custodians, and other service providers
  • Track portfolio data on demand for easy review and analysis
  • Access audit-ready record of trades
  • Choose the version that is right for your business
  • Integrate with BitGo Tax for an even more comprehensive solution

Two Tiers Available to Fit Your Business Needs:

BitGo Portfolio Professional

Recommended for clients who have limited digital asset transactions per month

  • Manage and track positions across multiple trading venues with a centralized dashboard
  • Connect to 40+ exchanges, custodians, blockchains, and other service providers across the digital asset ecosystem
  • Support 30+ transaction types ranging from digital asset purchases and sales to mining activity, forks, loans, and more
  • Apply resolution logic to fully resolve a digital asset portfolio within minutes
  • Gain on-demand synchronization across all platforms
  • Upload historical data via our CSV Upload experience

BitGo Portfolio Institutional

Recommended for business with more than 25 partner connections and significant transaction volume

Includes all of the features of BitGo Portfolio Professional as well as the ability to:

  • Apply built-in logic or manually resolve a portfolio
  • Support accurate bookkeeping and audit workflows
  • Conduct balance discrepancy checks across all positions and financial connections
  • Add illiquid assets such as SAFE, SAFT, and growth equity investments
Webinar: BitGo Portfolio and BitGo Tax

Learn more about BitGo’s newest offerings