Portfolio trackers

High-level portfolio statements

Providing monthly statements similar to banks, fintech companies, and other traditional financial institutions.

Data:

Beginning and ending balances of a given period, including deposits, withdrawals, gains/loss from asset price changes

Format:

Downloadable PDF
Web page (custom-built UI)

Detailed portfolio statements

Similar to visual for high-level statement but with more detail, mock-ups still in progress

Data:

Token-level beginning and ending balances and changes for a given period, including deposits, withdrawals, gains/loss from asset price changes
Format:
Downloadable PDF
Standalone web page (custom-built UI)

Historical user performance in DeFi protocols

Portfolio trackers can extend their historical user performance tracking in various DeFi protocols with our integrations.

Example: providing historical performance data on various staking activities (Ethereum liquid staking, Cosmos staking etc).

Providing historical data:

Income tracking (farming rewards, fees)
Asset performance (capital gains/loss)
ROI
APY (income APY)
Impermanent loss
Holdings, balances (underlying token data balances stored daily)
PnL
User transactions

Format:

Displayed as part of an existing user position page on the portfolio trackers website or app

Collected fees tracking

Detailed historical data or a report on collected fees, which shows each fee collection of the user within a particular protocol. This data could be used to find the tax liability for this income.

Multi-wallet support

Our APIs can take multiple wallet addresses and return the historical financial data for these in a given protocol. This feature makes tracking financial performance across multiple wallets much easier for DeFi users.