AssetView CryptoPower

included in your Assetview subscription

Power your Crypto Returns

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

  • All assets, one dashboard
    no more juggling apps for crypto, stocks, and real estate
  • Built for active crypto investors and traders
    designed for professional-grade oversight
  • Future-proof
    from Bitcoin to the next wave of digital assets
  • Powerhouse for managing crypto assets
    blends seamless integrations with exchanges and wallets, consolidated tracking, and advanced analytics
  • Control is in your hands - your personal investment is your private data
    read-only integrations with bank-grade encryption and two-factor authentication
  • 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

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.
How AssetView enables investors and advisors to see their unified portfolio across brokerages

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
How AssetView enables investors and advisors to see their unified portfolio across brokerages

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
How AssetView enables investors and advisors to see their unified portfolio across brokerages

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
How AssetView enables investors and advisors to see their unified portfolio across brokerages

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
How AssetView enables investors and advisors to see their unified portfolio across brokerages

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