Portfolio Management
A unified, fund-grade portfolio view for institutional digital asset managers—serving as a reliable IBOR for downstream risk, NAV, and reporting workflows across CeFi and DeFi.
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Multi-Denomination, Multi-Entity Portfolio Structure
Support portfolios denominated in BTC, ETH, USD, and stablecoins. Manage multi-entity and hierarchical structures, including funds, SPVs, strategy sleeves, and sub-accounts.
- Portfolios denominated in BTC, ETH, USD, or stablecoins
- Multi-entity structures: funds, SPVs, strategy sleeves, sub-accounts
- Aggregate positions across exchanges, wallets, custodians, and DeFi
Portfolio Views: Tables & Graph Views
Configurable table views for positions, balances, exposure, and PnL. Time-series and graphical views for portfolio value, performance trends, and concentration analysis.
- Configurable table views for positions, balances, exposure, and PnL
- Time-series graphs for portfolio value and performance trends
- Flexible filtering by asset, venue, strategy, or entity
Leverage Monitoring
Monitor on-venue and off-venue leverage with MMR and LTV tracking.
- On-venue leverage: margin trading and derivatives (MMR)
- Off-venue leverage: collateralized lending (LTV)
- Unified leverage view across portfolio
Designed for Institutional Workflows
Built for asset managers, hedge funds, allocators, and fund operations teams. Acts as a centralized portfolio data layer feeding risk management, NAV calculation, and reporting.
- Centralized data layer for risk, NAV, and reporting workflows
- Audit-ready portfolio history with clear data lineage
- Scales from single-strategy teams to multi-manager platforms
Complex fund setups without fragmenting data
Unified Multi-Entity Architecture
Operate complex fund setups without fragmenting data or maintaining parallel accounting views.
From summary to transaction-level detail
Flexible Views for Real-Time Monitoring
Move seamlessly between high-level portfolio summaries and transaction-level detail.
On-venue and off-venue leverage
Unified Leverage Tracking
Monitor on-venue leverage (margin trading, derivatives) with MMR tracking and off-venue leverage (collateralized lending, financing) with LTV monitoring across the entire portfolio.
Built for institutional operations
Centralized Portfolio Data Layer
Designed for asset managers, hedge funds, and fund operations teams. Acts as the single source of truth feeding risk management, NAV calculation, and reporting workflows.
Product Definition
A crypto portfolio management system unifies positions, balances, PnL, and funding across CeFi and DeFi, while supporting multi-entity and multi-strategy portfolio structures.
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See how 1Token can provide institutional-grade portfolio infrastructure for your digital asset operations.
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