You vs. the simpler options
How your strategy has performed versus simply holding Bitcoin or leaving the money in cash.
AI recommended actions
Prioritized moves the AI suggests from your live portfolio — separate from the check-up above.
Analyzes your portfolio and suggests prioritized actions.
Your passive income
Money your investments generate for you each month, and where it comes from.
Advanced tools
The full analytical toolkit behind your wealth — projections, risk scenarios, and detailed breakdowns.
What you're looking at. This is a live snapshot of a crypto portfolio held across one or more blockchain
networks. It shows what is owned, where it sits, what is earning yield, what is borrowed, and how exposed the
account is to each cryptocurrency. Everything is read straight from the blockchain and priced at current market rates.
Net value over time
How the account's net value has moved while you've been tracking it. Each visit records a point, so the line fills in over time and lets you see whether the investment is trending up or down.
History builds as you check back in. Come back later to see the trend grow.
Allocation overview
A high-level view: which cryptocurrencies your money is exposed to, and which networks it sits on.
Exposure by cryptocurrency
"Exposure" means how much your value moves with that coin's price. Borrowed amounts reduce it.
Value by network
Networks (or "chains") are the blockchains your assets live on — e.g. Base, Arbitrum, Polygon.
Your assets in detail — by token & network
The exact tokens held and on which network each one sits. The same coin can live on several networks —
for example Bitcoin is held as cbBTC on Base or wBTC on Arbitrum, and Ethereum can sit on Base or Arbitrum.
Below you can see the real token, the amount, the network, and a total per coin.
Holdings by token & network
Each bar is one cryptocurrency; the coloured segments show how much of it sits on each network. Borrowed amounts are listed separately in the table below.
| Coin | Token | Network | Amount | Value | Where it sits |
|---|
"Where it sits" tells you whether a token is simply held in the wallet, lent out to earn interest, working in a
liquidity pool, or borrowed (a loan you owe). Borrowed rows are shown in red as negatives.
All Holdings
Every position in the account. Spot = held in the wallet. Supply = lent out on Aave to earn interest.
Debt = borrowed (a loan). Click any column heading to sort.
| Asset | Type | Network | Amount | Price | Value | Yield |
|---|
Your investments
Everything you own, grouped by asset — and how it's working for you behind the scenes.
How your money is working
Lending & Borrowing (Aave)
Supplied assets earn interest and act as collateral. Borrowed assets are a loan taken against that collateral.
The health factor is a safety gauge: above 1.5 is comfortable; if it falls to 1.0 the loan is automatically closed
("liquidated") by selling some collateral. Higher is safer.
Liquidity Positions
A liquidity position means two tokens have been deposited into a trading pool (here, Uniswap). The pool
uses them to facilitate trades and pays a share of the trading fees in return. "In range" means it is currently active and
earning; "out of range" means it has paused until the price comes back.
Loading liquidity positions from the blockchain…
LP Projection — what a liquidity position would earn
This shows how a liquidity position would perform at different prices, and walks through it in plain English.
Hold = if you just held the coin. Naked LP = providing liquidity on its own. LP + Short = our managed
strategy, where an Aave loan hedges the position so its value stays steadier. Short = the hedge on its own.
The shaded band is the price range the pool is active in.
How to read this in 3 steps
- Left–right is the coin's price; up–down is what your position would be worth at that price.
- Compare the lines: the flatter the line, the steadier your value as price moves — that's the goal of the hedged strategy.
- The vertical markers show NOW (current price), STOP (suggested exit), and LIQ (liquidation) — you want NOW comfortably away from LIQ.
Coin
Market view
Capital in pool $
These are pre-filled from the current price and your live Aave position. Adjust only if you want to simulate a different scenario.
Current price $
Range by
Range min $
Range max $
Hedge with Aave short
Stop price $
Liquidation $
Also lent on Aave $
Fee APR %
Horizon days
Payoff Profile
Risk & Scenarios
Health scores summarise how the portfolio is doing on safety, balance and efficiency (higher is better).
The tables are "what-if" scenarios — they show what would happen to the portfolio's value and loan safety if
prices moved by a given amount. These are illustrations, not predictions.
Loading risk analysis…
Ladder Planner — gradual buy/sell with liquidity pools
A "ladder" uses a series of liquidity-pool ranges to gradually sell as a price rises, or
gradually buy as a price falls — automatically, while also earning trading fees. This planner compares that approach
against selling/buying all at once, against dollar-cost-averaging, and against limit orders. All results are
hypothetical scenarios based on the assumptions you set below.
Mode
Coin
Current price $
Target price $
Ranges
Capital $
Fee APR %
Horizon days
Volatility %
Set a current price, a target, and capital, then press Simulate.
Activity & profit/loss
Your investment ledger, rebuilt from on-chain history: every buy, sell, transfer and Aave move — with the price at the time — to show your true entry price and profit per asset. Moving funds in and out of Aave keeps the same cost basis (it's not a sale).
Your goals
The futures you're funding. Each goal claims a share of your portfolio, and the AI projects when you'll get there at your current pace.
Plans
Describe a goal in plain English (for example, "earn $50 a month" or "provide liquidity on Uniswap")
and a step-by-step plan is created, then checked against what is actually on-chain. Each plan tracks its own progress.
Projections use stated assumptions and are not guarantees.
Or set objectives as values
Target amount $
Per
Time horizon
Risk tolerance
Admin: write the plan for this client
Set a goal above to create a tracked plan. Try an income goal ("$100/month") or a liquidity goal ("provide liquidity to earn fees").