Blockpit vs Planview Portfolios Comparison: Reviews, Features, Pricing & Alternatives in 2026

Detailed side-by-side comparison to help you choose the right solution for your team

Updated May 2026 8 min read

Blockpit

0.0 (0 reviews)

Blockpit is a specialized crypto tax software providing automated portfolio tracking and legal tax reporting for digital assets to ensure your compliance with local tax regulations.

Starting at Free
Free Trial NO FREE TRIAL
VS

Planview Portfolios

0.0 (0 reviews)

Planview Portfolios is a strategic portfolio management software that connects your high-level business strategy to team execution to ensure your resources focus on the highest-priority initiatives.

Starting at --
Free Trial NO FREE TRIAL

Quick Comparison

Feature Blockpit Planview Portfolios
Website blockpit.io planview.com
Pricing Model Freemium Custom
Starting Price Free Custom Pricing
FREE Trial ✘ No free trial ✘ No free trial
Free Plan ✓ Has free plan ✘ No free plan
Product Demo ✘ No product demo ✓ Request demo here
Deployment saas mobile saas
Integrations Binance Coinbase Kraken MetaMask Ledger Bitpanda KuCoin Crypto.com Uniswap Exodus Jira Microsoft Teams Azure DevOps Slack Salesforce SAP Oracle ServiceNow Google Drive Microsoft Project
Target Users solopreneur small-business mid-market enterprise
Target Industries
Customer Count 0 0
Founded Year 2017 1989
Headquarters Linz, Austria Austin, USA

Overview

B

Blockpit

Blockpit simplifies the complex world of crypto taxes by automatically syncing your transactions across hundreds of exchanges and wallets. You can stop worrying about manual spreadsheets and let the platform calculate your gains, losses, and tax liabilities based on your specific country's tax laws. It supports a wide range of assets including DeFi, NFTs, and staking rewards, giving you a clear picture of your entire portfolio in one place.

The platform is designed for individual investors and tax professionals who need accurate, audit-ready reports. You can generate country-specific tax forms with just a few clicks, ensuring you meet your legal obligations without the stress. Whether you are a casual trader or a high-volume investor, the software scales to handle your transaction history while keeping your data secure and private.

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Planview Portfolios

Planview Portfolios helps you bridge the gap between your company's big-picture strategy and the daily work your teams perform. You can manage complex portfolios of projects, products, and services in one centralized location to ensure every dollar and hour spent aligns with your business goals. It provides the visibility you need to balance capacity against demand, allowing you to shift resources quickly when priorities change.

You can use the platform to visualize your entire investment roadmap and track financial performance in real-time. It is designed for mid-to-large enterprises navigating digital transformation or managing high-stakes capital projects. By consolidating data from various execution tools, you gain a single source of truth that simplifies reporting and speeds up executive decision-making across the organization.

Overview

B

Blockpit Features

  • Automated Data Sync Connect your exchanges and wallets via API or public keys to import all your transaction history automatically.
  • Country-Specific Reports Generate pre-filled tax forms tailored to the specific legal requirements of your country to ensure full compliance.
  • Portfolio Tracking Monitor your real-time performance and asset allocation across all platforms in one unified and easy-to-read dashboard.
  • DeFi & NFT Support Track complex transactions including liquidity mining, staking, and NFT trades without needing to manually categorize every entry.
  • Tax Optimization Tools Identify unrealized losses and gains so you can make informed trading decisions to minimize your future tax burden.
  • Error Detection Find and fix missing data or transaction gaps with automated warnings that help you maintain an audit-proof record.
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Planview Portfolios Features

  • Strategic Planning. Define your business outcomes and link them directly to your project portfolios to ensure your strategy drives execution.
  • Resource Management. Optimize your workforce by balancing team capacity against incoming demand to prevent burnout and meet critical deadlines.
  • Financial Tracking. Monitor your capital and operating expenses in real-time to keep your projects on budget and maximize ROI.
  • Scenario Modeling. Test different 'what-if' scenarios to see how shifting priorities or budgets will impact your overall portfolio performance.
  • Roadmap Visualization. Create dynamic, high-level roadmaps that communicate your project timelines and strategic milestones to stakeholders with ease.
  • Program Management. Group related projects into programs to track collective progress and manage cross-project dependencies more effectively.

Pricing Comparison

B

Blockpit Pricing

Free
$0
  • Unlimited transactions
  • Unlimited wallet sync
  • Real-time portfolio tracking
  • Manual data entry
  • Global tax calculation
P

Planview Portfolios Pricing

Pros & Cons

M

Blockpit

Pros

  • Excellent support for European tax jurisdictions
  • Unlimited transaction syncing on the free plan
  • Clean and intuitive user interface for beginners
  • Handles complex DeFi and NFT transactions well

Cons

  • Tax reports require payment per tax year
  • Limited features for users outside supported countries
  • Occasional API sync delays with smaller exchanges
A

Planview Portfolios

Pros

  • Excellent visibility into resource capacity across global teams
  • Strong alignment between high-level strategy and tactical execution
  • Highly configurable to match complex organizational workflows
  • Comprehensive financial tracking for large-scale capital projects
  • Robust reporting capabilities for executive-level status updates

Cons

  • Significant learning curve for new or non-technical users
  • Initial configuration and setup requires substantial time investment
  • User interface can feel dense due to deep functionality
  • Requires consistent data entry to maintain reporting accuracy
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