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Take Control of Your Crypto Portfolio with Home Assistant!

Want to track your crypto portfolio inside Home Assistant? In this tutorial, Iโ€™ll show you how to display cryptocurrency values as sensors, add history graphs to your dashboard, and automatically track highest and lowest values using helpers and automations.

Even if you donโ€™t own Bitcoin or any crypto, this is a great tutorial to learn how to work with numbers, YAML, Jinja templates, helpers, and automations in Home Assistant.

Note: The crypto values in this guide are examples and not based on my personal portfolio.


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What Weโ€™re Building

By the end, youโ€™ll have:

  • Crypto sensors (Bitcoin, Litecoin, Ripple) showing portfolio value in EUR
  • A dashboard with:
    • Tile cards per coin
    • History graph cards
    • Min + Max tiles per coin
  • Helpers to track:
    • Bitcoin Min / Max
    • Litecoin Min / Max
    • Ripple Min / Max
    • Crypto Total + Crypto Total Max
  • Automations to keep min/max updated continuously

Step 1: Install Cryptoinfo Advanced via HACS

  1. Go to HACS
  2. Search for Cryptoinfo Advanced
  3. Download and install
  4. Restart Home Assistant

If you donโ€™t have HACS yet, install HACS first (itโ€™s required for this integration).


Step 2: Create Crypto Sensors in YAML

Install a text editor add-on like Studio Code Server, then:

  1. Open configuration.yaml
  2. Add:
sensor: !include sensors.yaml
  1. Create sensors.yaml

Example sensors (edit multipliers to match your own holdings):

- platform: cryptoinfo_advanced
  id: "bitcoin"
  cryptocurrency_name: "bitcoin"
  currency_name: "eur"
  unit_of_measurement: "โ‚ฌ"
  multiplier: 0.4
  update_frequency: 15

Repeat for Litecoin and Ripple (or any coin you want). The multiplier is what makes this a portfolio sensor instead of just the market price.


Step 3: Build the Crypto Dashboard (Tiles + Graphs)

Create a dashboard view using Sections, then for each coin:

  • Add a Heading (e.g., Bitcoin)
  • Add a Tile card for the sensor
  • Add a History Graph card for the same sensor
  • Set the tile name + precision (2 decimals)

Step 4: Create Helpers (Min/Max + Total)

Create:

  • Number helpers for each coin:
    • Bitcoin Min, Bitcoin Max, Litecoin Min, Litecoin Max, Ripple Min, Ripple Max
  • A โ€œCombine sensorsโ€ helper:
    • Crypto Total (Sum of all crypto sensors)
  • One more Number helper:
    • Crypto Total Max

Set step size to 0.01 and unit to โ‚ฌ.

Then set initial min/max helper values manually to the current sensor values to create a baseline.


Step 5: Automations for Max Values (YAML + Jinja)

Create one automation with:

  • Triggers for each coin sensor + Crypto Total
  • โ€œChooseโ€ actions with โ€œTriggered byโ€ conditions
  • An input_number.set_value action that updates Max when the new value is higher

Set automation mode to Queued to avoid collisions.


Step 6: Automations for Min Values (and prevent 0 values)

Duplicate the max automation and modify it:

  • Remove Crypto Total (optional)
  • Add numeric condition Above 0 to avoid overwriting with 0 when data fails
  • Use < comparison for min logic

Step 7: Add Min/Max to the Dashboard

For each coin section:

  • Add two Tile cards for Min and Max helpers
  • Place them next to the main coin tile

For totals:

  • Add Crypto Total and Crypto Total Max as badges

Known Issue: Input Numbers and Decimals

Input number helpers donโ€™t always show two decimal places nicely (e.g., showing โ€œ12.5โ€ instead of โ€œ12.50โ€). Home Assistant currently doesnโ€™t allow setting precision for input numbers. The clean workaround is to create template sensors that format the values correctly.


Final Thoughts

This Home Assistant crypto dashboard is:

  • A great exercise in YAML, helpers, and automations
  • Practical (if you track your portfolio)
  • Educational (even if you donโ€™t)


If this tutorial saved you time or frustration, consider sponsoring the channel. These guides take many hours to produce.

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