AV Crypto
included in your Assetview subscription
Power your Crypto
self-custody, unified, tax-smart, performance driven crypto

- Self-custodyyour personal investment data is your private data
- Manage crypto alongside other asset classes - all assets, one dashboardcomprehensive overview of your holdings across all asset classes - one sign-in, all your numbers
- Built for active crypto investors and tradersdesigned for professional-grade oversight of wallets, exchanges, DeFi, and NFTs across blockchain networks
- Blends seamless integrationsread-only integrations with bank-grade encryption and two-factor authentication for exchange and wallet consolidated tracking
- Beneficiary & Legacy Accessensure crypto assets don't get lost or forgotten - share your portfolio with a trusted contact who can access your portfolio if you're inactive
- Supports crypto trading pairswhere one cryptocurrency is exchanged for another without involving the base currency (e.g. $US)
- Supports staked tokensincome tracking
- Consolidated, consistent performance analyticscomprehensive tracking and analysis of cryptocurrency positions and transactions
- Crypto balances expressed in $USprovides a consistent portfolio level view and performance analytics across all asset classes
- Transactional investment analysisIRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
- Real-time return calculationseven when crunching high transaction counts
- Profit from institutional-level analyticsusually reserved for family offices and private funds
- Keep up with constantly evolving crypto tax law and compliance requirementswallet-by-wallet tracking requires investors to specify which crypto lots are traded when calculating gains or losses
- Lot trackingtracks trade dates, number of coins, and cost basis including trading fees even when digital assets are transferred from exchanges to wallets and back again
- Tax-efficient trading decisionsaccurately assesses realized and unrealized gains to manage tax exposure
- Liquidityanticipate tax liabilities and liquidity needs
- Tax preparationaudit trails and transaction records simplify preparation for accountants and tax advisors
- Custom attributesfor unique on-chain assets and specialized filtered views
- Tailored, situation specific viewssee crypto your way, from big-picture wealth summaries to deep analytics for investment analysis
- See your true performanceknow how you're really doing
- Future-prooffrom Bitcoin to the next wave of digital assets
- Saves timeallowing you to focus on opportunities
AssetView's Value
control your crypto future - build wealth with ease and confidence
Automatic
net worth and holdings update automatically as the market moves
Zoom Lens
from your portfolio to your crypto holdings to a transaction on a coin
Time Savings
manage your financial picture in one dashboard
Private, low cost, unified, powerful, insightful — AssetView excels
