Consolidated multi-wallet view
A single view to manage multiple portfolios, track the overall state of assets and quickly obtain a consolidated view of all tracked holdings.
Understanding multi-wallet portfolio tracking
CIYL multi-wallet tracking allows professionals to supervise multiple client portfolios from a single interface with consolidated asset visibility, faster performance monitoring, and smoother navigation between accounts.
The problem
As soon as a manager tracks multiple clients, wallets, or accounts, reading exposures quickly becomes fragmented. Daily monitoring slows down, manual consolidations multiply, and the overall vision degrades.
CIYL's response
The multi-wallet module groups portfolios in a single interface to obtain a clear, fast, and actionable view of tracked assets without multiplying tools or wasting time navigating.
What is multi-wallet tracking for?
This feature was designed to transform fragmented tracking into centralized reading. It allows the manager to move from a fragmented logic to a management logic.
- Centralize multiple portfolios in a single interface
- Track overall asset valuation
- Navigate quickly from one portfolio to another
- Maintain an overview of tracked holdings
- Reduce manual operations in daily tracking
Why this feature is useful
Time savings
Teams gain efficiency by avoiding back-and-forth between multiple views or tracking tools.
Cleaner reading
Consolidation makes portfolios more readable and allows faster identification of the general state of tracked assets.
Simultaneous supervision
The manager can track multiple portfolios in parallel without degrading analysis capacity.
Less operational friction
Reducing external consolidations and manual operations makes daily tracking smoother.
An essential building block for smoother crypto management
Multi-wallet tracking does not merely display multiple accounts. It structures supervision, improves readability, and facilitates the transition between global view and portfolio-by-portfolio analysis.
What the manager visualizes concretely
Consolidated portfolio view
- Total tracked value
- Overall performance
- Unrealized gains or losses
- Completed withdrawals
- Allocation between crypto and cash
Portfolio-by-portfolio navigation
- Quick transition from global view to detailed reading
- Simplified access to each individual portfolio
- Clearer supervision of multiple clients in parallel
Who uses it in practice
Wealth Management
Family office
Consolidate multiple client portfolios into a single view to simplify wealth tracking, structure supervision and obtain a clearer overall picture of exposures.
Coaching
Premium crypto coach
Supervise multiple accounts in parallel with a smoother reading of performance, while maintaining a clear interface to support clients in a high-end offering.
Collective
DAO / Web3 collective treasury
Manage a consolidated view of multiple tracked holdings, improve transparency and prevent a collective structure from becoming difficult to supervise on a daily basis.
Complementary features
Multi-wallet tracking integrates naturally with other platform modules.
Reporting Consolidated performance view
Track key performance indicators in a single synthetic and actionable view.
Security Read-only access
Share your portfolios with your clients without exposing access or execution permissions.
History Transaction history
Retrieve each operation with its context, amount, associated client and concerned asset.
FAQ
What is the main value of multi-wallet tracking?
Its main value is to centralize the tracking of multiple portfolios in a single interface in order to obtain a more clear, faster, and more actionable reading.
Does this feature primarily serve to save time?
Yes. It reduces manual consolidations, limits tracking fragmentation, and accelerates navigation between multiple portfolios.
Can you switch from a global view to a specific portfolio?
Yes. The module combines a consolidated view with portfolio-by-portfolio navigation to adapt the reading level to the need of the moment.
Why is this particularly useful for a professional?
Because a professional must supervise multiple portfolios with speed, coherence, and clarity. Multi-wallet tracking provides precisely this piloting layer.
What this feature enables concretely
- Centralize multiple portfolios in a single interface
- Obtain a consolidated view of tracked assets
- Navigate easily between multiple client portfolios
- Improve the readability and efficiency of daily tracking