Crypto Portfolio Dashboard

A crypto fund manager tracking positions across 15+ wallets and 8 chains needed a real-time portfolio dashboard with P&L analytics, tax reporting, and DeFi position monitoring including LP and staking.

Existing portfolio trackers couldn't handle the complexity of multi-chain DeFi positions. They needed real-time valuation of LP tokens, staking rewards tracking, and automated tax lot calculations across thousands of transactions.

We built a comprehensive portfolio dashboard with multi-chain indexing, real-time DeFi position valuation (LP, staking, lending), automated P&L calculations, tax reporting with FIFO/LIFO options, and customizable alerts. The fund now has full visibility across all positions in one view.

Download our case study to explore how we built a multi-chain crypto portfolio dashboard with DeFi analytics.