📊 ALLOCATION
🏦 ACCOUNTS
Coinbase$8,420
Hyperliquid$195
Binance Perps$414
DEX wallets$2,180
Alpaca$100K
⚡ TODAY
+$847Realized P&L
+1.2%Portfolio
42Trades
What you get.
Builder angle, not advisor angle. Pull positions across exchanges, brokers, wallets. One source of truth, real-time P&L, reconciliation.
YOUR BUSINESS · IMPACT
What this means for your numbers.
1
Screen for all accounts
Real-time
P&L vs daily reports
Auto
Reconciliation
$0
Wealth-app subscription
WITHOUT ME
6 apps + spreadsheet · daily sync · drift between accounts · 'where am I really'
→
WITH ME
One dashboard · live aggregation · auto-reconciled · always accurate
Three things you walk away with.
Stop checking 6 apps
Coinbase + Robinhood + Vanguard + crypto wallets — all on one screen.
Know your real exposure
See concentration risk across asset classes instantly.
Auto-reconciled
Catches drift between accounts and your tracker the moment it happens.
Stack
▶
Walkthrough video
60-90 sec demo of this specialty · Loom embed coming