- Historical Exchange Imports
- Automatic API Trade Capture
- Exporting to CSV/Excel
- Full Reporting Suite
- Full Widgets Suite
Check out why we are the preferred crypto portfolio manager.
Never lose sight of your portfolio. Our overview section provides a simple way for you to glance at your holdings. View your current positions, market value, and 24 hour change in BTC or USD. Works great on mobile as well!
All of our reports have parameters that allows you to run a report to fit your needs. To the left is an example of parameter options on our transactions report. Simply select the date range and transaction types you want to view.
Our #1 priority is data accuracy. We handle and test each exchange integration carefully. We ensure that our calculation engine properly calculates different statistics down to the satoshi. Our knowledge base explains all details and calculations used in our system.
Export your reports to excel or CSV with one simple click. Additionally, if you want to export just a single coin, or exchange, you can use our search function, and export just your search results.
Visually view your portfolio with our sleek widgets
Easily import historical trade data with our simple integrations tool. Select your exchange, enter your API keys and boom! You are all set. We automatically account for market delistings and hard fork events when calculating your portfolio. For businesses servicing crypto clients, we are here to help with the onboarding process.
Have control of your data. Create, edit, or delete transactions as you please.
A large part of our business is B2B. If you are a firm or institutional client such as an accounting firm, fund administrator, hedge fund, fund of funds, asset managers, brokers, or other data vendors, please reach out to firstname.lastname@example.org to discuss your specific needs.