Splitting your portfolio holdings across multiple exchanges helps you reduce the risk of keeping all eggs in one basket, while it provides all the benefits the different crypto exchanges have to offer. However, with each new exchange account it gets increasingly difficult to track your overall portfolio balances and performance without the help of a crypto portfolio manager that is suitable for your needs.
Traders with registration in multiple crypto exchanges already know the hassle of having to switch tabs, deal with expired sessions and generally keeping up with different exchange interfaces.
Furthermore, keeping track of your holdings across all exchange accounts, third-party wallets and cold storage proves to be difficult especially for active traders or fund managers.
CryptoView is a cryptocurrency portfolio manager and trading platform which offers an all-in-one solution for novice and advanced traders. With the help of API connections CryptoView synchronizes balance data and trading history from all connected exchanges and offers a single portfolio balance overview.
Along with the regular exchange balance the platform also supports exchange sub-accounts such as: Margin, Lending, Swap, Futures etc. The Balance widget offers numerous features such as dust filter, cold storage manual entries, spreadsheets exports and even portfolio sharing for those managing funds or clients’ accounts.
Portfolio Analytics, another core feature of the platform, generates a comparative performance histogram while keeping a detailed record of your portfolio holdings for each day. In addition there are asset distribution ratio charts and spreadsheets exports for those who prefer to work with raw data.
As an industry leading crypto portfolio manager, CryptoView also offers several features suitable for both professional fund managers and amateur traders who manage exchange accounts for clients, partners or friends.
The platform allows for setting and managing up to five individual portfolios, each having its own separate exchanges, wallets, alerts and analytics. There is also an option to plot and compare all five portfolios in the performance histogram.
In addition, CryptoView has a portfolio sharing option that allows fund managers to give access to a specific portfolio for monitoring purposes. The client receives a link that provides a “View only” access to the balance and analytics of the specific portfolio.
Last but not least, there is a reporting service that can be set to automatically send email reports with the total balance of each portfolio so that you don’t have to login and check on your holdings all the time.
Other core features of CryptoView include robust trading capabilities, advanced trading orders, TradingView™ multi-charting, multi-screens, news aggregator, crypto events calendar CoinMarketCal and many other cryptocurrency tools and useful integrations.
In conclusion, CryptoView is an all-in one crypto portfolio manager suitable for all cryptocurrency investors, traders and fund managers who need to manage and monitor their holding while working on a highly customizable single secured interface.
For more detailed information please read our Full Review article.