Track all your portfolios
Use our crypto management app to track performance, monitor wallets, scan price movements, and automate risk management for both business and personal investing.
Next-generation crypto portfolio management software.
HedgeGuard Crypto PMS (crypto portfolio management system) is the robust app and tracker for investors, businesses, and funds to monitor, track, and manage all crypto assets efficiently and securely. Consolidate every cryptocurrency wallet, tracker, and portfolio in a single management application — offering real time analytics, price tracking, security, and performance monitoring.
Total NAV
$84.21M
24H P&L
+$1.84M
Venues
8 live
Asset
Venue mix
Holdings
24H
BTC
Bitcoin
CB BN FB AN
$42.18M
+2.41%
ETH
Ethereum
AN FB AV
$18.92M
-1.12%
SOL
Solana
CB FB
$6.40M
+4.85%
USDT
Tether
BN CB UN
$14.50M
+0.01%
LINK
Chainlink
CB AV
$2.21M
+0.94%
14 wallets
5 CEX · 3 custody · 2 DeFi
Last sync 14:32:08
01 / Core features
Core features of the Crypto PMS.
A single platform for Bitcoin, Ethereum, and hundreds of cryptocurrencies — with wallet aggregation, real-time analytics, and institutional-grade security.
01
Unified crypto portfolio tracker & app
Track every asset, connect all wallets, link exchanges, and sync market data for your entire portfolio. Crypto tracking and management for coins, tokens, and NFTs — no more fragmented tools required.
02
Real-time price, risk & performance analytics
Live price feeds, volatility tracking, performance analytics, and loss/profit reports to support both active and passive investors. Advanced tools for risk management and optimized asset allocation.
03
Automated wallet & exchange integration
Aggregate multiple wallets, connect to leading exchanges, auto-synchronize holdings, and reconcile every transaction, token, and market position. Transparent history for all cryptocurrencies and managers.
04
Portfolio construction & balancing tools
Create and rebalance balanced crypto portfolios with automated alerts, construction guides, portfolio templates, and diversification checks. Stay proactive with allocation, profit-taking and tax reporting tools.
05
Advanced security & compliance
Protect every app user with multi-factor security, customizable access, GDPR compliance, and audit-ready management of crypto asset data and trading history for funds and individuals.
02 / Aggregation
Every venue, one book.
CEX, custody, DeFi, and on-chain wallets all flow into one reconciled book. Multiple wallets, exchanges, tokens, and market positions reconciled in real time — with full history for every asset and manager.
- Native integrations with Coinbase, Binance, Fireblocks, Anchorage and more
- DeFi position tracking across Uniswap, Aave, and major protocols
- On-chain wallet sync for BTC, ETH, and the broader token universe
CEX · custody · DeFi · on-chain
Continuous reconciliation
One portfolio view
03 / Lifecycle
Acquire. Custody. Monitor. Rebalance. Report.
From the moment a token enters your book to the audit-ready investor report, the same platform handles every stage — with the institutional rigor traditional finance demands and the operational depth crypto requires.
BTC · ETH · hundreds of tokens
DeFi + NFTs
Institutional-grade
04 / Applications
Real-world applications with HedgeGuard Crypto PMS.
01 / TRACKING
02 / FUND SCENARIO
Business / fund scenario
Consolidate all crypto and traditional holdings, automate reporting, manage risk, and gain instant market view of every wallet, token, exchange, and tracked asset in your portfolio.
03 / STRATEGY
Investment strategy
Build, rebalance, and track a balanced portfolio of cryptocurrencies with hands-off management, diversified positions, and automated alerts for profit/loss events across all tokens.
04 / INVESTOR
Become the most informed investor
Use comprehensive cryptocurrency portfolio trackers and management tools to monitor, rebalance, and optimize returns with advanced data analytics.
05 / FUND MANAGERS
Business and fund managers
Real-time multi-wallet tracking, risk controls, and instant reporting across all assets, exchanges, and digital currencies — optimized for the highest compliance standards.
06 / INSTITUTIONS
Performance for institutions
Stay compliant, optimize asset allocation, manage multiple cryptocurrencies, and deliver client-ready, audit-proof reports on the entire investment journey.
05 / FAQ
Crypto Portfolio Management Software (Crypto PMS)
Crypto portfolio management software maintains a fund's digital-asset positions to the same standard as its traditional book: documented valuation, independent reconciliation against exchange and custody records, NAV calculation, and audit-ready reporting. That's a different problem from a retail crypto tracker, which shows balances but produces nothing an administrator or auditor can rely on. HedgeGuard is a full PMS — crypto positions sit in the same book of record as equities and bonds, under the same valuation and reconciliation cycle.
A full PMS. A tracker aggregates wallet and exchange balances and shows you a number. HedgeGuard produces a book of record: positions valued from documented price sources at a defined cut-off, reconciled independently against exchange, custody and on-chain records, with NAV, tax lots, compliance checks and investor reporting on top. The test is whether your administrator and auditor can rely on the output — a tracker's output is indicative, a PMS's output is evidenced.
From consistent, documented price sources struck at a defined daily cut-off, so digital-asset NAV is auditable and uses the same methodology and timing as your traditional-asset NAV. The pricing source and cut-off are configured per fund and recorded, which is what an administrator or auditor will ask to see.
HedgeGuard connects to centralised exchanges, institutional custody providers and on-chain wallets through an API-first integration layer. Connectivity includes Coinbase, Binance, Fireblocks, Anchorage, Kraken, Uniswap, Aave Bitfinex, Gate.io, ForDefi and others for exchange data and execution, and for custody. New venues can be added on request.
HedgeGuard tracks on-chain positions alongside exchange and custody balances, so staked assets and protocol positions appear in the same book as spot holdings and traditional instruments.
The same way it works for traditional assets: HedgeGuard's internal book is matched against exchange records, custody records and on-chain balances, with mismatches raised as breaks and routed through a tracked resolution workflow. Every match and resolution is logged with audit-ready evidence.
Yes. Because the platform is dual-native, adding equities, fixed income or FX to a crypto book doesn't require a second system, a second NAV process or a second reconciliation stream.
Daily NAV, position and exposure reporting, P&L attribution, tax-lot detail, and investor statements covering the whole book. A hybrid fund produces one investor letter, not a traditional report with a crypto appendix.
Next step
See Crypto PMS in action.
Monitor prices, wallets, tokens, returns, and risk — real-time, secure, and fully optimized for any manager or investor.