Crypto Portfolio Management

Your Crypto, Your Strategy—All in One Place

How Our Software Works – Real Use Cases

Instead of just listing features, we want to show you real-world scenarios where our software makes a difference. Here are practical ways you can use it to improve your investment decisions.

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.

Additionally, when comparing to T-Bills, you realize that your DeFi yields are barely outperforming traditional finance after adjusting for risk. This helps you decide whether to reallocate funds or adjust your risk exposure.

What the software does:

  • Tracks and compares historical lending rates across multiple platforms

  • Highlights rate fluctuations over time, not just current rates

  • Benchmarks your earnings against risk-free alternatives like U.S. T-Bills

  • Helps determine whether moving funds between platforms is worthwhile

Portfolio Comparison

How Strong Is Your Strategy?

You’ve been trading Bitcoin and Ethereum, trying to time the market. You compare your results with a simple DCA strategy that made automatic purchases each month. Despite all your effort, the DCA portfolio performed better with less risk. This insight helps you rethink your strategy and adjust your approach moving forward.

What the 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?

Your portfolio shows a 120% return over two years. But when breaking it down, you realize most of the gains are in unrealized BTC holdings, while your actual realized profit is much lower. This insight helps you plan when to take profits or rebalance your holdings.

What the 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?

You check your portfolio and see that 45% of your holdings are on a single DeFi platform. Our software flags this as high exposure risk, since a protocol failure or regulatory crackdown could put your assets in jeopardy. You decide to diversify across multiple platforms to reduce exposure.

What the 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