AssetView CryptoPower
included in your Assetview subscription
Power your Crypto Returns
self-custody, unified, tax smart, performance driven crypto
- All assets, one dashboardno more juggling apps for crypto, stocks, and real estate
- Built for active crypto investors and tradersdesigned for professional-grade oversight
- Future-prooffrom Bitcoin to the next wave of digital assets
- Powerhouse for managing crypto assetsblends seamless integrations with exchanges and wallets, consolidated tracking, and advanced analytics
- Control is in your hands - your personal investment is your private dataread-only integrations with bank-grade encryption and two-factor authentication
- 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
Big Payoff
control your crypto future - build wealth with ease and confidence
Automatic
net worth and holdings update automatically as new financial data arrives
Zoom Lens
from your portfolio to your crypto holdings to a transaction on a coin
Time Savings
manage your financial picture in one dashboard
AssetView CryptoPower is built for crypto investors who demand control over all of their personal investment data
Unified Crypto + TradFi Oversight
- Centralized dashboard provides a comprehensive overview of your holdings across all asset classes - one sign-in, all your numbers
- Monitor wallets, exchanges, DeFi, and NFTs across blockchain networks alongside stocks, real estate, alternatives, and private funds
- A unified view of every custodian, brokerage, bank, account, trust, beneficiary, partnership, and asset
- Consolidated, consistent performance analytics across all asset classes with asset allocation analysis across fiat, crypto, alternatives, etc.

Crypto Comprehensive
- Comprehensive solution for tracking and analyzing your cryptocurrency positions and transactions
- Monitor wallets, exchanges, DeFi, and NFT collections across blockchain networks - supports custom fields for unique on-chain assets
- Crypto balances expressed in $US to provide a consistent portfolio level view and performance analytics across all asset classes
- Supports staked tokens and crypto trading pairs where one cryptocurrency is exchanged for another without involving the base currency (e.g. $US)
- Simplifies crypto management allowing you to focus on opportunities

Crypto Compliance and Reducing your Tax Burden
- 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
- AssetView's crypto lots track the investor's trade dates, number of coins, and cost basis including trading fees even when digital assets are transferred from exchanges to wallets and back again
- Accurately assesses realized and unrealized gains, and make tax-efficient trading decisions to manage tax exposure
- Anticipate tax liabilities and liquidity needs
- Audit trails and transaction records simplify preparation for accountants and tax advisors

Performance Tracking
- Know how you're really doing - see your true performance
- Transactional investment analysis with IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
- Real-time return calculations even when crunching high investment transaction counts
- Profit from institutional-level analytics usually reserved for family offices and private funds

Customize Your View
- Tailored views to see your finances the way you want to see them
- Holistic view and helpful detail → go beyond standard fragmented snapshots - see the whole picture
- Situation specific views → from big-picture wealth summaries to deep analytics for investment analysis
- Customizable dashboards
- Customizable data filtered views

Crypto Investors Choose AssetView
Private, low cost, unified, powerful, insightful - a must have to stay on top of the fast-paced world of digital assets