Best Crypto Portfolio Management Software for Nonprofit - Page 6

A comprehensive management application for decentralized finance simplifies the process by automatically adjusting your position to maintain a specific ratio, safeguarding it from liquidation while enabling leverage adjustments in response to market fluctuations. With user-friendly features like Boost and Repay, you can effortlessly increase leverage or settle debts through a single transaction. Additionally, you can convert your collateral or borrowed assets, or seamlessly migrate your position to an entirely different protocol all within one transaction. The Smart Savings feature provides quick access to top lending interest rates across various prominent DeFi protocols. Furthermore, liquidity for ETH and Dai is aggregated from a range of decentralized exchanges, allowing you to manage multiple popular DeFi protocols from one unified application. The app also supports various wallet options, including MetaMask, hardware wallets, and mobile wallets, ensuring a versatile experience for users. This makes it an essential tool for anyone looking to navigate the DeFi landscape efficiently and effectively.

Begin monitoring your cryptocurrency portfolio in just moments without the need for tedious data entry regarding transactions. You can effortlessly add your coin balances or link your exchanges to observe your crypto assets in real-time. Unlike other portfolio trackers that require you to input your complete transaction history just to determine your crypto's value, you can avoid this inconvenience and start tracking the fiat value of your assets almost immediately after installation. With Cryptograf, you have the flexibility to retrieve price data across more than 25 fiat currencies sourced from numerous cryptocurrency exchanges. Regardless of where your digital assets are kept, you can swiftly obtain precise valuations for your portfolio. Forget about the monotonous task of entering transaction data; simply input your exchange API keys once. Stay informed about the worth of your cryptocurrency holdings in real-time, as Cryptograf's exchange integration continuously updates your latest coin balances while you trade, invest, or withdraw from your preferred exchange, offering a seamless experience for managing your investments. Moreover, this innovative tool streamlines the process, saving you both time and effort.

Caspian offers an advanced trading platform tailored for experienced traders, equipped with a comprehensive Order and Execution Management System (OEMS), Portfolio Management System (PMS), and Risk Management System (RMS). This system consolidates access to all significant cryptocurrency exchanges while featuring an extensive array of sophisticated trading algorithms, along with real-time and historical profit and loss tracking, as well as exposure assessment, complemented by exceptional customer support. Your investment portfolio is shaped by extensive research, analysis, and dedication, all of which we meticulously monitor. This hands-free solution efficiently manages software, hardware, data feeds, and integrations, allowing you to focus on your trading strategies without distractions. Everything is accessible in one centralized location, providing you with the flexibility to view your data in numerous ways. Create personalized, drag-and-drop portfolio layouts in mere seconds, allowing you to view all your positions across different portfolios on a single screen. Dive deeper into the exact perspective and level of detail you desire, and explore historical data related to your portfolio for informed decision-making. With Caspian, you have the tools needed to optimize your trading experience effortlessly.

Founded in August 2017, CoinLion, LLC emerged from the demand for a more effective method of trading and overseeing new cryptocurrencies. CoinLion serves as a platform for trading and managing portfolios, enabling users to effortlessly handle their cryptocurrency transactions. With the cryptocurrency landscape featuring over 1,500 options and new ones being introduced regularly, CoinLion stands out as the inaugural trading platform that incorporates portfolio management, social features, and token rewards all in one place. Its robust tools simplify the processes of buying, selling, and managing various crypto assets. Users can also learn and collaborate with fellow members through the CoinLion Research Portal, which emphasizes support for a diverse array of both crypto and fiat currencies. The platform is dedicated to the continuous addition of new cryptocurrencies to its offerings. Furthermore, CoinLion utilizes an ERC20 token known as the CoinLion Token, which is built on the Ethereum Blockchain, serving as a utility token specifically designed for use within the CoinLion trading platform and research portal, enhancing user engagement and functionality. This commitment to innovation and user experience sets CoinLion apart in the rapidly evolving cryptocurrency market.

Introducing a comprehensive cryptocurrency tracking application that allows you to keep up with the latest market prices, track your investment portfolio, set personalized price alerts, and stay informed with the most recent crypto news. Your portfolio and trading information are never stored, processed, or analyzed, ensuring your privacy; please refer to the app's Privacy Policy for more details. Effortlessly import your portfolio and trading activities directly from the exchanges you use, so you can forget about the hassle of monitoring your small and micro-cap investments. If a cryptocurrency exists, you can find it within our platform. Enjoy real-time pricing data along with market statistics and engaging interactive charts. Tailor a watchlist that features your preferred cryptocurrencies, precious metals, and fiat currencies. Choose to manage your portfolios manually or connect your exchanges and wallets for seamless automatic synchronization. Analyze your financial performance through visualizations of gains and losses, asset distribution, and an equity history chart. Available for download on Mac, iPhone, iPad, and Apple Watch, the app ensures that your data is consistently updated across all devices via iCloud, allowing for a truly integrated experience. Whether you're a seasoned trader or just starting, this app is designed to cater to all your cryptocurrency tracking needs.

Manage your cryptocurrency investments effortlessly with a portfolio tracker that syncs your balances through API connections with exchanges and mining pools. Gain insights into your holdings by tracking wallet addresses automatically. Enjoy stunning visualizations of your portfolio with engaging charts and candlestick graphs that provide in-depth information about your preferred coins. Stay updated with news tailored to your interests via a user-friendly interface, while ensuring your data remains private and secure on your device. With support for over 1500 cryptocurrencies, you'll have access to real-time market data and historical trends. Enhance your security by locking the app with a personalized PIN, and utilize fingerprint recognition for quick access. Customize your news sources to stay informed without missing any important updates about the crypto world, allowing you to make more informed investment decisions.

You can build, manage and scale a profitable digital assets business. Fireblocks is a platform that allows you to store, transfer and issue digital assets across your entire ecosystem. Fireblocks DeFi API & Browser Extension allow you to securely access all DeFi protocols. This includes trading, lending/borrowing and yield farming. Multi-layer technology that combines the best in MPC cryptography and hardware isolation to protect investor and customer funds from cyber attacks, collusion, and human error. The only institution asset transfer network that allows you to move and settle assets 24 hours a day. Maximize your cash flow, reduce counterparty risk and unlock new revenue streams. The only insurance policy that covers assets in storage and transfer, as well as E&O, gives you peace of mind.

Nord Finance serves as a versatile decentralized financial ecosystem that is not confined to any specific blockchain, aiming to make decentralized finance (DeFi) more accessible by incorporating features reminiscent of traditional finance. Built on the Ethereum Network, the platform facilitates multi-chain interoperability, offering a wide range of financial primitives including savings, advisory services, asset-backed loans, investment management, and swaps. By utilizing our specialized smart protocol, users can earn the highest yields on their stablecoins. The automated chain-switching capability of our multi-chain protocol guarantees that users benefit from the best available APYs. There are no initial network fees required for deposits, as the smart contract manages gas fees, which are then reflected in the final APY. This system allows users to optimize their returns through a multi-chain yield-farming mechanism designed for stablecoin farming, ensuring maximum risk-adjusted returns. Additionally, users have the option to earn $NORD tokens through our liquidity mining program or purchase them later through various exchanges. This innovative approach not only enhances user engagement but also expands the opportunities for financial growth.

NYDIG stands as a prominent player in the realm of technology and financial services, focusing exclusively on Bitcoin. Our mission is to empower clients to tap into the untapped capabilities of this burgeoning asset class by harnessing institutional expertise and creativity. The team at NYDIG is dedicated to crafting innovative solutions that reflect bold ideas and inspired thinking. By combining extensive financial knowledge with creativity, we assist investors in unlocking the maximum value of Bitcoin. We ensure that our services adhere to the highest standards of security, operations, and regulations. With decades of collective experience in both technology and finance, NYDIG provides a comprehensive suite of institutional solutions tailored for Bitcoin. Our unique custody offerings meet rigorous security, operational, and regulatory requirements, ensuring that clients' assets are well-protected. Featuring insured, segregated accounts alongside cold storage vaults housed in secure facilities, we provide clients with confidence, while our stringent operational protocols facilitate a smooth due diligence experience. Ultimately, NYDIG is committed to fostering a trustworthy environment for Bitcoin investment.

CoinCodex is your go-to source for comprehensive cryptocurrency information. With access to charts for over 11,450 different coins, users can easily find vital statistics such as current prices, historical all-time highs, total market capitalization, and trading volumes, among other data. The platform offers highly customizable crypto charts, allowing you to monitor real-time price movements or choose from eight predefined time intervals, which can span from the last 24 hours to the full historical data of a coin. For those requiring even greater accuracy, there's an option to specify a custom date range. Additionally, CoinCodex enables users to analyze the price trends of various cryptocurrencies side by side on a single chart, making it an invaluable tool for traders and investors alike. This level of versatility ensures that you are well-equipped to navigate the ever-evolving cryptocurrency landscape.

Your crypto wallet for scaling your business. Automate payments, offramps to fiat, tracking wallets, and scale your crypto business. Automate your payments and regain control. All your payments can be managed from one place. Access wallets to the right people. You can easily switch from crypto to fiat with our USD and EUR accounts. We won't close you out. Batch payments are possible. Scale your payment schedule. Modify the way you pay your employees. Upload and track all your wallets, from Coinbase to Metamask, BTC, ETH, hardware, multisig. One source of truth that updates automatically, and even tracks complex DeFi protocol. Our dashboard allows you to monitor financial performance in real-time. Instantly generate a report Automate your reporting and get clarity on your expenses. Regular contacts are now names, not long wallet addresses, thanks to the built-in addressbook.

Bincentive serves as a platform for managing digital assets, dedicated to enhancing trading and security experiences while linking traditional finance with the digital asset realm. We believe that everyone should have the opportunity to benefit from professional-level trading through accessible, secure, and cutting-edge wealth management solutions. To ensure transparency and trust, all real-time transactions on Bincentive are subject to audits by esteemed accounting firms. With a history of collaboration with more than 10 esteemed exchanges and institutions, we offer tailored strategies and product services. Furthermore, our wide range of wealth management products caters to investors of all backgrounds and experience levels, fostering an inclusive financial environment.

Our goal is to enhance the exploration, tracking, and management of dapps, making the experience insightful, convenient, and rewarding for everyone involved. Since our inception in 2018, we have been dedicated to providing high-quality, precise insights into decentralized applications for a worldwide audience, quickly establishing ourselves as a reliable source in the industry. Currently, we serve as the primary platform for dapp discovery, featuring 7053 dapps across more than 20 different protocols, while also offering in-depth NFT valuation and portfolio management services, and leading the field in data-driven, actionable industry reports. Around the world, users are discovering dapps and managing their NFT and DeFi portfolios through DappRadar, which attracts over 500,000 visitors each month. Additionally, our data supports major industry partners and our quarterly reports are regarded as the authoritative source for insights into the multichain dapp market. DappRadar is committed to maintaining a strong emphasis on data accuracy and availability, ensuring that our users can access the highest quality information, which is essential for making informed decisions in the rapidly evolving blockchain landscape. As we continue to grow, we aim to further empower our users with innovative tools and resources that enhance their dapp experience.

FreeRiver operates as a decentralized exchange (DEX) for cryptocurrency on the MoonRiver platform, and it additionally provides users with a comprehensive portfolio management tool to help track and manage their investments effectively. This dual functionality enhances the user experience by combining trading and investment management in one place.

Experience a beautifully crafted cryptocurrency portfolio, complete with quotes and news readily available at your convenience. CoinHub offers a professional-grade, real-time quoting and portfolio management system for your preferred digital currencies. All operations within CoinHub are performed directly on your device, ensuring your security remains uncompromised. We prioritize safeguarding your information above all else. Your portfolio data is stored locally, eliminating the need for server transmissions, which enhances both security and speed for real-time portfolio valuations. CoinHub includes an advanced FOREX engine integrated into the app, allowing users to check the prices of any currency and view their worth in local fiat currency based on real-time forex market quotes. Additionally, CoinHub Secure Portfolio features this FOREX engine, enabling you to buy any currency pair while instantly converting the value to your local fiat currency. No longer will you need to grapple with complicated Excel spreadsheets or manually calculate currency conversion rates to evaluate your portfolio's worth. With CoinHub, managing your cryptocurrency investments has never been easier or more secure.

Gain a comprehensive view of your finances with tailored tools that enable you to invest, strategize, and monitor your investment objectives effectively. Wealth Square surpasses both cryptocurrency exchanges and traditional financial advisors by consolidating all your financial services into a single platform. With a real-time overview of your financial situation, managing your money becomes seamless and efficient. Our innovative dashboard allows you to incorporate all your assets easily, ensuring everything is at your fingertips. Explore our Expert Portfolios, meticulously crafted by trading professionals, which are evaluated based on performance and risk through various metrics. Each portfolio provides insights into annual returns, risk levels, and the specific cryptocurrencies included. You also have the flexibility to adjust allocations, modify rebalancing preferences, and backtest performance, making it as versatile as any other investment portfolio. With Wealth Square, you can confidently navigate your financial journey and enhance your investment strategy.

Effortlessly oversee your DeFi holdings with the most advanced portfolio tracker ever created. Treehouse empowers you to take charge of your DeFi investments seamlessly. Our platform evaluates transactions and public blockchains, transforming data into valuable insights for the typical DeFi investor, covering aspects like profit and loss along with portfolio risk analytics. Keeping track of your DeFi assets across various chains can feel overwhelming, but we are addressing this challenge one blockchain at a time, beginning with BSC, Ethereum, and Solana. Utilizing connections to live nodes and employing models inspired by traditional finance institutional databases, we guarantee that the data you receive is both accurate and dependable. Navigating your DeFi positions might seem intimidating, but we are dedicated to equipping you with in-depth analytics that empower you to make informed financial choices. You can enjoy a multi-chain overview of all your wallets displayed on a single screen, monitor both the current and historical health of your portfolio, switch between different filters, and compare your performance against traditional finance indices such as the S&P 500. With Treehouse, tracking and managing your DeFi investments has never been more straightforward.

Trade Terminal develops advanced solutions aimed at enhancing Digital Asset portfolios, with a strong emphasis on quantitative trading and effective risk management. TT enables quantitative strategies that experience lower peak drawdowns compared to simply holding Bitcoin, thereby offering a more stable investment option. A hallmark of their approach is the rapid execution capability, which helps mitigate risk and boost overall stability. In 2020, the affiliated high-frequency trading (HFT) division contributed more than 3.3% of liquidity to BitMex, representing over 1% of the total industry liquidity. They boast the most extensive dataset since 2014, providing per-tick data coverage that includes L2, L3, and 99% of trading volume across various markets, encompassing over 3000 pairs with accurately reported real volume. Their sophisticated use of machine learning and data mining extends beyond simple arbitrage strategies. Their actively managed funds consistently outperform both passive and indexed funds, focusing exclusively on liquid assets to avoid the risks associated with pump-and-dump schemes. With multiple strategies that adapt dynamically, they generally achieve risk-adjusted returns, as indicated by a Sharpe Ratio exceeding 3, demonstrating their commitment to delivering superior investment performance. This comprehensive approach ensures that investors benefit from well-researched and strategically executed trading decisions.

Our SMA partners serve as an accessible entry point for those interested in digital asset investments. For individuals seeking the ease of investing through a trust or fund while enjoying the tax benefits, flexibility, and a variety of asset options associated with direct ownership of digital assets, this becomes a highly appealing choice. These partners possess specialized knowledge in digital assets and oversee every facet of your client’s digital asset experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investment by providing professional-grade portfolio management tools, enabling advisors, asset managers, and chief investment officers to maintain distributed access and control over both firm and client accounts, as well as model strategies. You can onboard client funds, choose between templated or customized portfolio allocations, rebalance positions as needed, and much more—all from a single interface. This streamlined approach also allows for multi-level allocations and efficient rebalancing, making the management of all client accounts seamlessly integrated. The combination of advanced technology and expert management creates a robust foundation for successful digital asset investing.

Manage your business finances in both Crypto and Fiat quickly and efficiently. Handling numerous financial accounts in Crypto and Fiat with countless transactions can lead to significant challenges in data aggregation and analysis, creating frustration for many business owners. SMLPR offers a solution to alleviate these difficulties. With a scalable Crypto asset management system tailored to your business requirements, you can leverage SMPLR to enhance your financial decision-making processes and optimize your portfolio performance. By streamlining financial management, SMLPR empowers you to focus on growth and success.

Allo is a comprehensive enterprise portfolio management system designed for crypto funds. Allo automates data input, cleans up, and provides real time portfolio insights, allowing portfolio managers the ability to focus on strategy. Allo integrates seamlessly with the most popular DeFi exchanges as well as centralized exchanges, and automatically parses complex trades from spot and derivatives transactions.

Pulsar Finance is the most complete cross-chain portfolio dashboard. It allows you to track all your tokens, DeFi positions and NFTs across 80+ blockchains and 8 CEXes. We understand the challenges of navigating the crypto-space, such as the time consuming task of tracking your holdings across different platforms and the requirement for real-time updates. Our dashboard allows users to view their DeFi positions including Staking and Debt, as well as LPs and Farms, Futures and Limit Orders among others. They can also view their tokens and non-fungible tokens in one UI. Our platform is also designed for users who have multiple wallets. This allows them to create different portfolios in different ecosystems. We aim to provide crypto enthusiasts with the data they need to make informed decisions.

Coinpedia serves as a multifunctional and no-cost cryptocurrency portfolio management platform that delivers real-time pricing information, secure storage solutions, and in-depth portfolio evaluations. Among its various offerings are tools for tracking transfers, analyzing performance, managing NFTs, and controlling token permissions, enabling users to efficiently oversee and enhance their diverse asset collections. Additionally, Coinpedia accommodates major blockchain networks such as Ethereum, Binance Smart Chain, Polygon, Fantom, and Avalanche, ensuring a smooth and confident navigation through the cryptocurrency ecosystem without any fees. This comprehensive approach not only simplifies the management of assets but also enhances user engagement in the ever-evolving crypto market.

Top-tier projects utilize Bubblemaps to track holder activities, gain valuable market insights, and demonstrate transparency to their communities. As the pioneering supply auditing tool for DeFi tokens and NFTs, Bubblemaps presents on-chain data in a visually engaging and straightforward manner. Dive into wallet investigations, uncover interconnections, and cut through the complexities of blockchain information with ease. This innovative approach not only streamlines data analysis but also empowers users to make informed decisions in the digital asset landscape.

Fusio Portfolio, developed by Blockguard, is an innovative cryptocurrency investment platform that streamlines the management of digital assets for investors at any experience level. It offers a comprehensive dashboard that allows users to monitor, evaluate, and enhance their cryptocurrency portfolios seamlessly across various exchanges and wallets. By incorporating AI-powered insights, risk management tools, and automated portfolio rebalancing features, Fusio Portfolio assists users in optimizing their returns while navigating market volatility. This platform caters to both retail and institutional investors, making sophisticated investment strategies accessible to a broader audience. As a result, users are empowered to make well-informed investment decisions in the fast-paced and ever-changing world of cryptocurrencies. With its user-friendly interface and advanced functionalities, Fusio Portfolio stands out as a vital resource for modern investors seeking to thrive in the digital asset landscape.