Consolidated view of your crypto portfolio performance
Centralize key indicators from all your portfolios in a single interface. Get synthetic, annual, and actionable reading of overall performance.
A summary view designed to quickly read overall performance without complex analysis.
The problem
Crypto portfolio performance is often fragmented across multiple wallets, exchanges, and client accounts. This dispersion makes global analysis complex and slows down decision-making.
CIYL's response
CIYL automatically consolidates all performance data into a single view. You get clear, real-time insight into all your portfolios.
What is the consolidated view for?
This feature provides synthetic and centralized reading of overall performance without navigating between multiple portfolios, accounts, or interfaces.
- Visualize overall performance at a glance
- Track key consolidated indicators
- Read annual evolution
- See crypto and cash allocation
- Facilitate multi-client or multi-wallet tracking
Why this feature is essential
Immediate global reading
Access consolidated performance summary without manual reprocessing.
Simplified tracking
Group key indicators in a single view to save time daily.
Clear annual vision
Quickly analyze performance according to available periods and track its evolution.
More readable reporting
Present understandable summary of results and portfolio composition.
What the manager visualizes concretely
A consolidated summary of key indicators
The view allows tracking in one place the essential elements of overall performance: amount invested, unrealized gains, cumulative withdrawals, portfolio composition, and annual reading.
- Number of clients tracked
- Total cost invested
- Unrealized gains
- Total amount withdrawn
- Crypto / cash allocation
Essential indicators in one place
Amount invested, unrealized gains, withdrawals, and portfolio composition: all key elements are grouped in a single view.
Typical use cases
Family office
Multi-client consolidated vision - Track all client portfolios in a single interface.
Manager
Multi-strategy management - Compare performance between different investment strategies.
Reporting
Simplified communication - Share a clear and understandable vision with clients.
Complementary features
Integrate performance tracking with other platform modules for a complete view of your portfolios.
FAQ
How is data consolidated?
CIYL automatically aggregates data from different wallets and platforms to provide unified real-time view.
Can performance be analyzed by portfolio?
Yes. The platform allows filtering and comparing performance by wallet, strategy, or asset.
Is data updated in real-time?
Yes. Performance is continuously updated to reflect market conditions.
Is this view suitable for client reporting?
Yes. It allows presenting clear and consolidated performance without manual reprocessing.
Drive your performance with clear vision
- Centralize multiple portfolios in a single interface
- Get consolidated view of tracked assets
- Easily navigate between multiple client portfolios
- Improve readability and efficiency of daily tracking