One Crypto Portfolio Tracker for Every Exchange and Wallet
Sumex Portfolio Tracker is a crypto portfolio tracker that adds up your exchange accounts and wallets into one net worth. Connect OKX, Bybit, Hyperliquid and other exchanges by API key and wallets on EVM, Solana, TON and four more networks.
- CEX + DEX + wallets
- Net worth and exposure
- DeFi positions
- Futures PnL
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Dashboards
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Wallet networks
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Transaction chains
Your Whole Crypto Portfolio, One Dashboard
This crypto portfolio tracker puts everything on one dashboard: net worth, exposure, allocation, accounts, every token and futures performance. Pick a widget or let the tour play.
Everything in One Total
The headline adds up everything you connected: total assets minus what you borrowed, plus the rewards you can still claim. The eye next to it hides every amount on screen.
Trading stats cover perpetual futures on connected exchange accounts. Want to act on them? Trade spot and futures in Sumex Trade
Track Exchanges and Wallets in One Crypto Portfolio
Sumex reads balances from the exchange accounts and wallets you connect and adds them up in one place, and the list of supported venues keeps growing.
Exchange accounts connect with an API key, or with Fast API Connect where the exchange supports it. Wallets connect through MetaMask, Rabby, Phantom, Solflare, TON Connect, TronLink and other wallet apps, and each connection gets its own name.
Exchanges
OKX
Bybit
Hyperliquid
Bitget
Gate
BingX
KuCoin
WEEX
KatanaOKXBybitHyperliquidBitgetGateBingXKuCoinWEEXKatanaWallet networks
EVM
Solana
TON
Tron
Sui
Stellar
DashEVMSolanaTONTronSuiStellarDashHow to Track Your Crypto Portfolio on Sumex
Connect an Exchange
In the Connection Manager, pick your exchange, name the account and paste the API key and secret, plus the passphrase where the exchange asks for one, guided step by step. Click Connect and the key is listed as Connected. Fast API Connect does the same with one approval where offered.
Connect Wallets
Pick the network (EVM, Solana, Tron, Sui, TON, Stellar or Dash) and your wallet app, name the bundle and approve the connection in your wallet.
Check Each Key
Each exchange card shows the account UID, the masked API key, its permissions (READ or TRADE, Spot and Futures) and its status.
See Your Net Worth
Balances load into the dashboard: every account gets its card and Net Worth adds them up. It refreshes on its own, or right away with one click.
Every Key and Wallet Shows What It Can Do
Exchange accounts connect with an API key you create, wallets connect through your wallet app, and your assets stay on your exchange and in your wallet. Here is what keeps every connection in check.
- 1
Withdrawals Stay Off
The setup guides ask for read and trade permissions, so the same key also works in Sumex Trade. Leave withdrawals switched off.
- 2
Wallets Connect and Sign
A wallet joins as a named bundle once you approve the connection in your wallet app, and its card shows the address it reads.
- 3
Permissions on Every Key
Each connected key shows its scope, READ or TRADE and spot or futures, plus a warning chip if it can transfer funds.
- 4
Broken Keys Are Flagged
A key that stops working is marked Invalid Key, with Check or Reconnect one click away, so no balance silently drops out.
DeFi Lending and Liquidity Pools
Beyond token balances, the DeFi dashboard reads your Aave and Venus loans, with supplied, borrowed and the Health Factor that warns before liquidation, and your Uniswap V3, Uniswap V4 and PancakeSwap V3 pools, with range status and uncollected fees. Looking for new positions? Browse protocols in the Investment Hub
- Lending and Health Factor
- Liquidity Pools
- Range status and fees
Token Approvals, Transactions and Delegations
The DeFi dashboard also shows what your wallets have signed off on: token allowances with their value at risk, revoked one by one or in a batch, wallet delegations, and transactions and token transfers on 10 EVM chains with an optional activity heatmap.
- Approvals and Delegations
- Transactions on 10 EVM chains
- Single and batch revoke
Unified, CeFi and DeFi Dashboards
Three dashboards read the same data: Unified for everything, CeFi for exchange accounts and DeFi for wallets. Open any of them without an account to explore the demo portfolio.
Unified: Everything
Unified: Everything
Exchanges and wallets together: net worth with claimable and liabilities, every account and token, and a 0–100 Portfolio Health score.
Exchange Accounts: CEXs & Perp DEXs
Exchange Accounts: CEXs & Perp DEXs
Only your exchange accounts: allocation by type or exchange, filters, and a Trading tab for futures performance.
Wallets & Protocols
Wallets & Protocols
Only your wallets, with allocation by chain, lending and liquidity positions, transactions, approvals and delegations.
All Your Crypto. One Net Worth.
Open the dashboard and explore the demo portfolio, then connect your first exchange or wallet to see your own numbers.
FAQ
A crypto portfolio tracker collects your balances from the places you hold crypto and shows them as one portfolio. Sumex Portfolio Tracker reads your connected exchange accounts and wallets, then shows your net worth, allocation, every token you hold, DeFi positions and futures trading stats in one dashboard. It is not a tax tool: there are no tax reports and no data export.
You can connect OKX, Bybit, Hyperliquid, Bitget, Gate, BingX, KuCoin, WEEX and Katana, and the list keeps growing. Exchanges connect with an API key, or with Fast API Connect where the exchange offers it; Hyperliquid can also connect with one wallet signature.
Wallets on seven networks: EVM, Solana, Tron, Sui, TON, Stellar and Dash. You connect through wallet apps such as MetaMask, Rabby, OKX Wallet, WalletConnect, Phantom, Solflare, Backpack, TON Connect, TronLink, Freighter and Slush, and you approve the connection in the wallet. There is no watch-only mode for pasting someone else's address.
Never give an API key withdrawal permission. Each connected key in Sumex shows its permissions, READ or TRADE and spot or futures, and a warning chip appears if the key can transfer funds. The setup guides ask for read and trade permissions so the same key also works in Sumex Trade, and you can revoke a key on your exchange at any time.
No. Sumex reads balances from your exchange accounts and wallets, and your assets stay there. Deposits, withdrawals and transfers happen on the exchange or in your wallet, and you can remove a connection in the Connection Manager at any time.
Net worth is total assets minus total liabilities plus claimable. Total assets add up your token balances, the funds you supplied to lending protocols and your liquidity in DEX pools. Liabilities are what you borrowed, and claimable covers unclaimed lending and pool fees. The Exposure bar then splits your holdings into stablecoins, large caps, mid caps, small caps and other tokens.
Yes. The DeFi dashboard reads Aave and Venus lending positions with their Health Factor, and Uniswap V3, Uniswap V4 and PancakeSwap V3 liquidity positions with range status and fees. It also lists transactions on 10 EVM chains, token approvals you can revoke and wallet delegations.
Yes, for perpetual futures. The Trading tab of the CeFi dashboard shows realized PnL, average ROI per trade, win rate, Sharpe ratio, traded tokens, volume, number of trades, your top profits and losses and a daily PnL heatmap, for the last 7 days, 2 weeks or month.
When you are signed in, the dashboard checks your data every 10 minutes and refreshes anything older than that. A refresh indicator in the header shows how fresh the numbers are, and clicking it updates them right away.
Yes. Click the eye next to Net Worth and every amount on the dashboard is masked, which is useful when you share your screen. The setting is remembered in your browser.
Values are estimates based on market prices and the data each exchange and network returns, so they can be delayed or incomplete. Net worth shows the current value; PnL history covers futures trades only. Crypto assets are volatile, and leveraged or DeFi positions can be liquidated. Nothing on this page or in the dashboard is financial advice.
Yes. Open the dashboard without an account and it shows a demo portfolio in demo mode, with all three dashboards: Unified, CeFi and DeFi. Connect your first exchange or wallet to replace it with your own numbers.
It is free to start: the dashboards are not behind a paywall. How many exchange API keys and wallets you can connect depends on your Sumex plan.