Multi-exchange portfolio and tax reporting
Balances, profit and loss, and tax reporting across 100+ exchanges, connected through read-only API access.
Portfolio
4 exchanges
sample account
total value, all exchanges
$48,213.40
+$412.86+0.86%24h
Binance$18,420.15synced
Bybit$12,906.40synced
Kraken$9,385.72synced
OKX$7,501.13syncedlast syncs
connects to 100+ exchanges, 15 with native integrations
Total portfolio value, holdings and balances by exchange, as shown in the application.
01
ConsolidationSpot and derivatives balances across every connected exchange
Balances are retrieved directly from each exchange and presented side by side, so holdings can be monitored without signing in to individual accounts.
Binance$18,420Bybit$12,906Kraken$9,386OKX$7,50102
PerformanceMeasured across accounts, not per exchange
Current value, cost basis and profit and loss are calculated across all connected exchanges and wallets, together with allocation by asset and by venue and performance over time.
P&L on cost basis
+$0.00
03
Tax reportingFrom exchange history to a filing-ready report
Transaction history is imported from connected exchanges or CSV files. Gains and losses are calculated under the cost basis rules of the selected jurisdiction and exported as a Form 8949-style, HMRC or EU report in PDF or CSV.
[ profit and loss at portfolio level ]
spot and derivatives balances across every connected exchange
The platform reads account data; it does not hold or control assets.
Assets remain in your exchange accounts. The platform has no ability to move or withdraw funds.
Connections use read-only API keys by default. Trading permissions are requested only if you choose to enable order placement.
API credentials are encrypted at rest with AES-256-GCM and transmitted over TLS.
Hosted on Google Cloud through Firebase App Hosting, with automatic scaling.
A browser-based platform. No software to install.
Create a read-only API key on each exchange and add it to your account. Withdrawal permissions are never required.
Balances, positions and transaction history are retrieved and combined into a single portfolio view.
Review profit and loss at any time and export the tax report for the relevant year when it is due.
Threshold alerts on any listed asset, delivered in-app, by email or push notification, with webhook delivery on Pro.
TradingView charts with more than 50 indicators and pattern detection on every asset you hold.
Funding rates, open interest and liquidations across major venues, alongside spot market data.
AI Analysis reads the market data you are looking at and explains it in plain language — what is moving, what it might mean, and what to watch.
Native integrations are listed below. The remaining venues connect through a shared connector.
Spot, perpetuals and copy trading
Spot and derivatives exchange
Spot exchange, founded 2011
Spot
Kraken's derivatives venue
Derivatives
Spot and derivatives exchange
Spot & Derivatives
Spot and derivatives exchange
Spot & Derivatives
Spot and derivatives exchange
Spot & Derivatives
Spot, derivatives and copy trading
Spot & Derivatives
Spot and derivatives exchange, formerly Huobi
Spot & Derivatives
Derivatives exchange, founded 2014
Derivatives
On-chain perpetual futures exchange
Derivatives
Spot exchange, founded 2011
Spot
US spot and derivatives exchange
Spot & Derivatives
Indonesian spot exchange
Spot
The complete application, including the dashboard, portfolio, tax center and alerts, populated with a sample account. No registration required.
View live demoEvery plan includes a 7-day trial.
estimate
$29/month
For casual users getting started
$79/month
For active users who want the full experience
$149/month
For professionals managing serious portfolios
$299/month
For teams and institutional users
Included with every plan: structured courses from market fundamentals to derivatives and DeFi.
Start your crypto journey. Learn what blockchain is, how wallets work, and make your first trade.
5 lessons3 hours
Level up your knowledge with technical analysis, chart patterns, and risk management.
5 lessons5 hours
Understand decentralized exchanges, lending, yield farming, and liquidity provision.
5 lessons5 hours
Navigate the complex world of crypto taxation, reporting, and compliance.
5 lessons3 hours
Every plan includes a 7-day trial with full access to the chosen plan. A card is required at checkout; cancel before the first charge and you will not be billed.
Yes. A new account can use the app for 5 minutes. After that, start the 7-day trial or choose a plan, paid by card or crypto, to keep going.
Starter connects up to 3 exchanges, Essential up to 10, and Pro is unlimited.
Reports itemise each disposal with acquisition date, cost basis and proceeds, in Form 8949-style, HMRC or EU formats. They are informational and should be reviewed by a qualified tax professional before filing.
The platform runs in any modern browser on desktop and mobile. A dedicated mobile app is on the roadmap.
Learning paths from market fundamentals to derivatives, DeFi and tax, with lesson assessments and progress tracking.
Account balances and history are read directly from your exchanges through your API keys. Market prices are aggregated across exchanges, with public exchange feeds as a fallback.
There is no minimum term. Plans can be changed or cancelled at any time, and access continues until the end of the billing period.
