Portfolio Data Analysis
Technical Multi-Wallet Overview
Consolidate and document wallet data across multiple chains and compare it through transparent metrics.
How Our Software Works – Real Use Cases
The following scenarios illustrate how the software consolidates and compares data. Its output is technical information, not a personal recommendation or suitability assessment.
Lending Benchmarking
Are You Getting the Best Rates?
You’ve been lending USDC on Aave for months, assuming it's the best option. Our software reveals that Compound has consistently offered higher APY over the past 60 days.
A comparison with T-Bills shows how historical return and risk metrics differ. The software presents the comparison without deriving an allocation or course of action.
What our software does:
- Separates unrealized (still held) vs. realized (sold) gains
- Shows gains per asset to understand which coins performed best
- Provides cost basis tracking for clearer tax planning
- Calculates gains in both fiat and crypto terms
Portfolio Comparison
How Strong Is Your Strategy?
Historical Bitcoin and Ethereum transactions are compared with a model DCA series. The display shows performance and volatility for both series. It is a data comparison, not an evaluation or recommendation of a strategy.
What our software does:
- Lets you compare against a DCA (Dollar-Cost Averaging) portfolio, which invests steadily over time
- Allows benchmarking against weighted portfolios (e.g., 80% BTC, 20% ETH) to test different risk allocations
- Overlays your portfolio on these models so you can visualize performance gaps
- Provides clear performance metrics showing whether a passive or active strategy has been more effective
Realized vs. Unrealized Gains
What’s Actually Locked In?
A portfolio shows a 120% return over two years. The breakdown shows which portion comes from open positions and which from realized profit. The tool documents this distinction without proposing a transaction.
What our software does:
- Separates unrealized (still held) vs. realized (sold) gains
- Shows gains per asset to understand which coins performed best
- Provides cost basis tracking for clearer tax planning
- Calculates gains in both fiat and crypto terms
Risk Monitoring
Are You Exposed to Hidden Risks?
A concentration analysis shows that 45% of the recorded assets are associated with one DeFi protocol. The system flags the concentration according to a transparent threshold and links the relevant technical risk information. It does not recommend diversification or any transaction.
What our software does:
- Tracks over-concentration in single assets, platforms, or sectors
- Identifies liquidity risks-assets that could be hard to sell in a crash
- Flags exposure to debt positions and potential liquidation risks
- Compares historical drawdowns to show how your portfolio might react under stress
FAQ
It's simple. Just add each wallet address as a new account within the platform and assign them to the same portfolio. Our system automatically consolidates all assets, detects internal transfers, and gives you a complete, accurate view without manual work.
Yes. Besides cryptocurrencies, you can manually track non-EVM assets, stablecoins held on centralized platforms, fiat balances, and even precious metals through virtual accounts. This way, you get a truly holistic view of your total holdings.
We calculate performance using your cost basis and current valuations, considering both realized and unrealized gains. You can benchmark your results against passive strategies like DCA or custom portfolio models to objectively measure how your strategy performs.
The platform calculates concentration, liquidity, and potential liquidation metrics from the available data. It displays the underlying values and thresholds but does not determine whether diversification or another action is suitable for you.
We support a wide range of base currencies sourced from the European Central Bank’s official exchange rates. You can set your portfolio to any of the following currencies:
- AUD – Australian Dollar
- BGN – Bulgarian Lev
- BRL – Brazilian Real
- CAD – Canadian Dollar
- CHF – Swiss Franc
- CNY – Chinese Yuan
- CZK – Czech Koruna
- DKK – Danish Krone
- EUR – Euro
- GBP – British Pound Sterling
- HKD – Hong Kong Dollar
- HUF – Hungarian Forint
- IDR – Indonesian Rupiah
- ILS – Israeli New Shekel
- INR – Indian Rupee
- ISK – Icelandic Króna
- JPY – Japanese Yen
- KRW – South Korean Won
- MXN – Mexican Peso
- MYR – Malaysian Ringgit
- NOK – Norwegian Krone
- NZD – New Zealand Dollar
- PHP – Philippine Peso
- PLN – Polish Złoty
- RON – Romanian Leu
- SEK – Swedish Krona
- SGD – Singapore Dollar
- THB – Thai Baht
- TRY – Turkish Lira
- USD – United States Dollar
- ZAR – South African Rand
In addition to tracking your assets in the currency that matters to you, our platform also allows you to benchmark your portfolio’s performance against common investment strategies - such as Dollar-Cost Averaging (DCA) or weighted index models.