Live workspace
Portfolio overview
A clear operating view of your digital asset estate, performance, and exceptions.
Total portfolio value
$91,240.82
+$4,182.40
Available balance
$24,881.50
+2.14% this month
Cost basis
$78,612.30
+$12,628.52 unrealized
Risk score
Low · 24
Well diversified
Portfolio trajectory
Seven-day mark-to-market value across all connected accounts.
Operating brief
What deserves attention today.
2 wallet signatures are pending
Open
BTC concentration is above target
Review
Monthly reconciliation is 99.4% complete
Open
Market regime signal moved to risk-on
Open
Recent activity
Latest movements and approvals.
Received 0.42 BTC
Treasury wallet · Today, 09:42
Bought 4.2 ETH
Coinbase Prime · Yesterday
Policy approval completed
Operations policy · 11:24