Complete Crypto Portfolio Control
Secure Portfolio Connectivity
Wallet and exchange connections (read-only access)
Unified dashboard across all accounts
Automatic syncing of balances and transactions
Purpose: Bring all fragmented crypto holdings into one secure, organized view — without custody risk.
Tax & Compliance Tools
Automated tax estimates by jurisdiction
Capital gains calculations
Export-ready reporting
CSV export for accountants and tax software
Purpose: Eliminate tax uncertainty and reduce accountant prep time.
Risk Monitoring & Exposure Alerts
Over-concentration alerts
High-volatility token exposure flags
New or illiquid token exposure detection
Purpose: Identify hidden risk before it impacts your portfolio.
Portfolio Intelligence & Performance Tracking
Real-time portfolio overview (balances, allocation, total value)
Asset allocation breakdown
Profit & Loss tracking
Realized vs. unrealized gains
Accurate cost basis tracking
Purpose: Know exactly what you own, how it’s performing, and where your gains truly come from.
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