Unified Portfolio Management
Comprehensive multi-chain portfolio tracking, analytics, and reporting. Monitor all your digital assets across 50+ networks from a single dashboard with institutional-grade precision and real-time data.
Portfolio Intelligence at Scale
Enterprise-grade portfolio management tools built for institutional DeFi operations
Multi-Chain Aggregation
Unified view of all holdings across 50+ blockchains. Track tokens, NFTs, DeFi positions, and staked assets in real-time with automatic chain indexing.
- ✓50+ blockchain networks supported
- ✓10,000+ tokens & assets tracked
- ✓Real-time balance updates
- ✓Historical position tracking
Advanced Analytics
Institutional-grade analytics with P&L tracking, risk metrics, performance attribution, and customizable dashboards for data-driven decision making.
- ✓Real-time P&L calculation
- ✓Performance attribution analysis
- ✓Risk exposure metrics (VaR, CVaR)
- ✓Custom KPI dashboards
Tax & Compliance Reporting
Automated transaction categorization, cost basis tracking, and comprehensive reporting for tax compliance and regulatory requirements.
- ✓Automated transaction classification
- ✓FIFO/LIFO/HIFO cost basis methods
- ✓IRS Form 8949 generation
- ✓Multi-jurisdiction support
Institutional Dashboard
Professional-grade portfolio management interface built for traders and fund managers
Real-Time Monitoring
Live portfolio tracking with sub-second data updates and instant alert notifications for market movements, position changes, and risk thresholds.
Customizable Views
Create personalized dashboards with drag-and-drop widgets, custom charts, and saved filters for different portfolios, strategies, or reporting needs.
Position Management
Comprehensive position tracking with entry/exit prices, unrealized P&L, holding period analysis, and strategy grouping for better organization.
- ✓Cost basis tracking (FIFO/LIFO/HIFO)
- ✓Unrealized & realized P&L
- ✓Strategy-based grouping
- ✓Historical performance comparison
Risk Analytics
Advanced risk metrics including Value at Risk (VaR), concentration analysis, correlation matrices, and stress testing for portfolio resilience.
- ✓VaR & CVaR calculations
- ✓Concentration risk alerts
- ✓Asset correlation analysis
- ✓Scenario stress testing
Reporting & Integration
Comprehensive reporting tools and seamless integration with your existing infrastructure
Automated Reports
Schedule daily, weekly, or monthly portfolio reports with custom formats. Export to PDF, Excel, or CSV for stakeholder distribution.
- ✓Scheduled report generation
- ✓Custom report templates
- ✓Multi-format export (PDF/Excel/CSV)
REST & WebSocket APIs
Full programmatic access to portfolio data via REST API and real-time WebSocket feeds. Build custom integrations and automation workflows.
- ✓RESTful API with SDKs
- ✓WebSocket real-time feeds
- ✓GraphQL query support
ERP & Accounting Integration
Native integrations with QuickBooks, Xero, SAP, and other enterprise systems for seamless financial reconciliation and reporting.
- ✓QuickBooks & Xero sync
- ✓SAP & Oracle integration
- ✓Custom webhook support
DeFi Position Tracking
Comprehensive tracking of complex DeFi positions across lending, liquidity pools, staking, and yield farms
Lending & Borrowing
Track supplied collateral, borrowed amounts, health factors, and accrued interest across Aave, Compound, and other lending protocols.
Liquidity Pools
Monitor LP positions, impermanent loss, fee earnings, and liquidity ranges for Uniswap V3, Curve, and other DEX protocols.
Staking & Validators
View staked assets, validator performance, accumulated rewards, and unbonding periods across proof-of-stake networks.
Yield Farming
Track active yield farming positions, auto-compounding vaults, reward tokens, and APY across multiple protocols and chains.
Built for Professionals
Portfolio management solutions tailored to your role and requirements
Multi-Client Portfolio Management
Manage multiple client portfolios with separate reporting, custom fee structures, and client-specific performance dashboards. Ideal for crypto hedge funds and RIAs.
Treasury Dashboard & Controls
Centralized treasury management with multi-signature approvals, spending limits, budget tracking, and comprehensive audit trails for corporate governance.
Consolidated Wealth View
Aggregate digital asset holdings across multiple family members, trusts, and entities. Private reporting and white-label branding available.
Advanced Trading Analytics
Deep performance analytics with trade attribution, strategy backtesting, Sharpe ratio tracking, and real-time market data integration.
Start Managing Your Portfolio Today
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