Everything you need to HODL smarter
Precise portfolio tracking and personalized alerts based on your actual entry prices—not generic market levels.
Portfolio Management
Problem: Multiple exchanges and years of DCA make it impossible to know your true break-even.
Solution: Automatic calculation of weighted average buy price across all your wallets.
Know your true break-even point instantly. Aggregate buys across time and exchanges into one clear number.
- Unlimited portfolios & wallets
- Track purchase price and quantity
- Automatic average cost basis calculation
- Real-time valuations and performance metrics
- Granular control over specific tranches
My Crypto Portfolio
3 wallets · 8 coins
Total Value
$65,650.00
24h
+2.40%7d
+12.80%Actual component from the app
Portfolio Rebalancing
Problem: Emotions make it hard to sell winners or buy dips when you should.
Solution: Data-driven logic. See exactly which coins are overweight and get precise buy/sell amounts.
Remove emotion from selling winners. Get clear, actionable buy/sell instructions to maintain your target weights.
- Target weight allocation per coin
- Current vs. ideal percentage analysis
- Buy/sell recommendations with exact amounts
- Portfolio and wallet-level rebalancing
- Visual allocation comparison
Rebalance Summary
Current Value
$100,000.00
Target Value
$100,000.00
Coins to Sell
1
$5,000.00
Coins to Buy
1
$5,000.00
Profit Opportunities
Total: $5,000.00These coins are overweight and can be sold for profit
Investment Opportunities
Total: $5,000.00These coins are underweight and good opportunities to buy
Actual component from the app
Portfolio History
Problem: You can't remember what your portfolio looked like 6 months ago or why you made changes.
Solution: Git-like commits that capture wallets, coins, prices, and weights at any point in time.
Commit snapshots of your portfolio state over time. Track how your holdings evolve with a version-controlled history.
- Snapshot your portfolio at any time
- Track wallets, coins, prices & weights
- Compare historical vs. current state
- Attach rationales to explain changes
- Build a complete investment timeline
Portfolio Value: $76,775.00
Snapshot
Rationale
Rebalanced: BTC was at 55% (target 50%). Trimmed 0.08 BTC, increased ETH to restore 30% target.
Portfolio Value: $78,580.00
Snapshot
Rationale
Agent added SOL position to DeFi wallet at $142. Part of altcoin rotation strategy.
Actual component from the app
Portfolio Agents
Problem: Manually managing your portfolio takes time and is prone to emotional decisions.
Solution: Define your strategy once and let an AI agent execute it on autopilot—recommending or editing your portfolio.
AI-powered agents that autonomously manage your portfolio on a schedule, following your investment strategy.
- Two modes: Recommend (analysis) or Edit (autonomous changes)
- Configurable cron-based schedules
- Custom triggers with specific prompts
- Edit mode: add/remove coins and wallets automatically
- Full execution history and audit trail
Portfolio Agent
Strategy
Maintain a balanced portfolio with 50% BTC, 30% ETH, and 20% in high-growth altcoins. Rebalance if any allocation drifts more than 5% from target.
Time Triggers (2)
Weekly Rebalance Check
Analyze current portfolio allocations and rebalance if any coin has drifted more than 5% from its target weight.
Daily Market Scanner
Check Fear & Greed index. If below 25 (Extreme Fear), identify buying opportunities aligned with strategy.
Actual component from the app
Dashboard
Problem: Switching between multiple views and pages to understand your overall position.
Solution: One dashboard that shows total value, performance, portfolio count, recent wallets, and notification usage.
A unified overview of all your portfolios, wallets, performance metrics, and recent activity in one place.
- Total portfolio value at a glance
- Aggregate performance metrics
- Portfolio & coin counts
- Recently viewed wallets
- Notification usage summary
My Crypto Portfolio
3 wallets · 8 coins
Total Value
$65,650.00
24h
+2.40%7d
+12.80%Recent Wallets
Based on your activityActual components from the app
Notifications & Alerts
Problem: Validating your thesis requires constant chart watching.
Solution: Alerts that only trigger when your specific position hits profit targets relative to your entry.
Generic price alerts don't tell you if you're making money. Get alerts relative to your actual entry price.
- Dollar-based deviation alerts
- Percentage-based deviation alerts
- Alerts relative to your average cost
- Portfolio, wallet, or coin-level scope
- Multi-channel delivery (in-app, email)
Alert when Bitcoin is $5,000 above my average cost
Alert when Ethereum drops 10% below my average cost
Actual components from the app
Investment Rationales
Problem: You can't remember why you made specific portfolio changes months later.
Solution: Attach markdown-formatted rationales to portfolios, wallets, and commits.
Document your investment reasoning with markdown notes. Track why you made each decision over time.
- Portfolio & wallet investment thesis
- Commit decision log entries
- Full markdown formatting support
- Editable and versioned over time
- Private and secure by default
Portfolio Rationale
Long-Term HODL Strategy
Investment Thesis: Focus on established cryptocurrencies with strong fundamentals and proven track records.
Allocation:
- 60% Bitcoin (digital gold, store of value)
- 30% Ethereum (smart contracts, DeFi backbone)
- 10% Stablecoins (liquidity reserve)
Time Horizon: 5+ years. Holding through market cycles.
Actual component from the app
Market Insights
Problem: Making investment decisions without knowing overall market conditions.
Solution: Live global market data and sentiment indicators updated every hour.
Real-time Fear & Greed Index, global market cap, BTC dominance, and more. Understand the macro picture.
- Fear & Greed Index with visual gauge
- Total crypto market capitalization
- BTC & ETH dominance tracking
- DeFi & stablecoin market metrics
- Hourly automatic updates
Fear & Greed Index
Market sentiment indicator
Global Market Metrics
$3.42T
$142.50B
54.32%
17.85%
Actual components from the app
Daily News
Problem: Keeping up with the fast-moving crypto news cycle is overwhelming.
Solution: AI-curated daily articles that summarize the most important market events.
AI-generated daily crypto market news. Stay informed with curated summaries and full articles.
- AI-generated daily articles
- Public summaries for everyone
- Full articles for authenticated users
- Market-relevant analysis
- No noise, just signal
Real-Time Tracking
Your alerts are checked against live market prices 24/7. Instant notifications when conditions are met.
- 24/7 price monitoring
- Instant alert triggering
- Live market data sync
- No delays or lag
- Reliable uptime guarantee
Bitcoin
Price Statistics
1h Change
+0.30%24h Change
+2.40%7d Change
+8.20%30d Change
+15.60%60d Change
+22.10%90d Change
+45.80%Actual components from the app
API Access
Problem: You want to integrate your portfolio data with other tools and automations.
Solution: Full REST API with token-based authentication for seamless integrations.
Generate API tokens for programmatic access to your portfolios, wallets, and notifications.
- Personal API tokens
- Full portfolio & wallet access
- Notification management via API
- Agent-friendly structured responses
- Swagger/OpenAPI documentation
{
"data": [
{
"id": "portfolio_001",
"name": "My Crypto Portfolio",
"totalValue": 81536
}
]
}REST API with structured JSON responses
How It Works
Get started in minutes with three simple steps
Set up your portfolio
Create portfolios and wallets, then add your coins with their purchase prices and quantities.
Configure your strategy
Set target weights, create notifications, write rationales, and optionally enable AI agents.
Stay informed & act
Get real-time alerts, daily news, market insights, and rebalancing recommendations.
Multi-Channel Alerts
Receive notifications through your preferred channels
In-App
And Much More
Built with precision and simplicity in mind
Allocation Insights
Visualize how your portfolio is distributed across coins and compare against your target allocation.
Performance Metrics
Track how each position performs against your entry price over time.
Precision Alerts
Your average buy price is the hero metric. Know exactly where you stand at all times.
Multi-Level Organization
Organize by portfolio, wallet, or individual coin. Set alerts at any level.
Auto-Sync
Prices update automatically. Your average cost calculations stay current.
Secure & Private
Your portfolio data is encrypted and never shared. We only track prices, not your actual holdings.
Ready to track your portfolio the smart way?
Start free with up to 2 wallets and your first notification.