AV Crypto

included in your Assetview subscription

Power your Crypto

self-custody, unified, tax-smart, performance driven crypto

  • Self-custody
    your personal investment data is your private data
  • Manage crypto alongside other asset classes - all assets, one dashboard
    comprehensive overview of your holdings across all asset classes - one sign-in, all your numbers
  • Built for active crypto investors and traders
    designed for professional-grade oversight of wallets, exchanges, DeFi, and NFTs across blockchain networks
  • Blends seamless integrations
    read-only integrations with bank-grade encryption and two-factor authentication for exchange and wallet consolidated tracking
  • Beneficiary & Legacy Access
    ensure 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 pairs
    where one cryptocurrency is exchanged for another without involving the base currency (e.g. $US)
  • Supports staked tokens
    income tracking
  • Consolidated, consistent performance analytics
    comprehensive tracking and analysis of cryptocurrency positions and transactions
  • Crypto balances expressed in $US
    provides a consistent portfolio level view and performance analytics across all asset classes
  • Transactional investment analysis
    IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
  • Real-time return calculations
    even when crunching high transaction counts
  • Profit from institutional-level analytics
    usually reserved for family offices and private funds
  • Keep up with constantly evolving crypto tax law and compliance requirements
    wallet-by-wallet tracking requires investors to specify which crypto lots are traded when calculating gains or losses
  • Lot tracking
    tracks 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 decisions
    accurately assesses realized and unrealized gains to manage tax exposure
  • Liquidity
    anticipate tax liabilities and liquidity needs
  • Tax preparation
    audit trails and transaction records simplify preparation for accountants and tax advisors
  • Custom attributes
    for unique on-chain assets and specialized filtered views
  • Tailored, situation specific views
    see crypto your way, from big-picture wealth summaries to deep analytics for investment analysis
  • See your true performance
    know how you're really doing
  • Future-proof
    from Bitcoin to the next wave of digital assets
  • Saves time
    allowing 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