Custom Reports
Custom Reports provide flexible and comprehensive documentation of your cryptocurrency portfolio, allowing you to generate tailored reports for performance tracking, tax documentation, risk analysis, and audit purposes. This essential reporting tool transforms complex crypto investment data into clear, professional-grade documents that can be customized to meet specific needs, whether for personal tracking, professional analysis, or regulatory compliance.
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rotki
Privacy-focused portfolio tracking and analytics platform offering comprehensive monitoring of crypto assets across centralized exchanges, DeFi protocols, and blockchain networks with local data storage.
Artemis
Institutional-grade crypto analytics platform providing real-time market data, cross-chain analytics, and no-code visualization tools through Terminal, Sheets, and API access. Supports fundamental metrics tracking and enterprise data sharing.
Snowball Analytics
Comprehensive portfolio management platform for dividend investors offering automated tracking across 1000+ brokers, 70+ exchanges, and 25+ currencies with real-time performance analytics and dividend forecasting.
Wealthica
Comprehensive financial portfolio management platform offering real-time tracking of 20,000+ institutions, automated data aggregation, and advanced analytics for individual investors and family offices.
Kubera
Comprehensive net worth tracking platform for High Net Worth Individuals (HNIs) offering multi-asset portfolio monitoring, real-time reporting, and estate planning through Dead Man's Switch functionality across traditional and digital assets.
Finary
Comprehensive wealth management platform offering automated portfolio tracking, multi-asset management, and real-time performance analytics across traditional and crypto investments with customizable budgeting tools.