Alternatives to Nuant
Compare Nuant alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Nuant in 2026. Compare features, ratings, user reviews, pricing, and more from Nuant competitors and alternatives in order to make an informed decision for your business.
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CoinStats
CoinStats
CoinStats is the leading crypto portfolio management tool trusted by over 1.2 million active users worldwide. With CoinStats, users can easily track their crypto, DeFi, and NFT assets in real-time by connecting more than 300 wallets and exchanges. The CoinStats DeFi wallet also allows users to securely store, buy, and swap cryptocurrencies, making it a one-stop-shop for all your crypto needs. With more than $100m worth of assets already managed through the app, CoinStats is committed to empowering people to effectively manage their crypto portfolios through an easy-to-use platform. From a single dashboard, you can keep a bird's eye view of all your investments and take steps to improve your crypto investing picture. Getting started with CoinStats is quick and easy, and the platform is completely free and secure. Start managing your crypto assets like a pro and join the millions of satisfied CoinStats users today. -
2
Accointing by Glassnode
Glassnode
Accointing by Glassnode has a suite of different tools that solve: 1. Tax Reports-Custom Tax Reports, Tax Software Integration and Forms (Eg. Form 8949, TurboTax, WisoSteuer) and Optimization (Trading Tax Optimizer-Tax Loss Harvesting) 2. PortfolioTracking-Market Overview, Market Lists, Alerts, Sentiment 3. Management- Portfolio Historical Performance & Asset Allocation It offers the fastest, simplest onboarding experience in the market: 1. All major exchanges, NFTs, and wallets supported (300+) 2. Available for import via both desktop, iOS, and Android 3. Input manual transactions both through desktop, iOS, and Android The desktop platform provides an insightful dashboard with beautiful UI available on mobile and desktop to keep track of your performance and DeFi, CeFi, and NFT transactions in real-time with an amazing UX. It considers your user journey, so you classify your trades/transactions seamlessly while tracking and managing your performance easily.Starting Price: Free -
3
Blockpit
Blockpit
Get a legal crypto tax report with just a few clicks! *Secure Transaction Import: Effortlessly connect hundreds of wallets, exchanges, blockchains, DeFi platforms and NFTs without compromising the safety of your assets. *Automated Tax Calculations: Generate your personal crypto tax report in full compliance with laws & regulations of various jurisdictions, including: • USA • Germany • France • Spain • Austria • Switzerland • Netherlands • Belgium *Comprehensive Reporting & Audit Trails: Benefit from in-depth reporting and detailed audit trails that leave no question about your transaction history unanswered. *Proactive Tax Optimization Receive personalized insights and suggestions on how to strategically optimize your crypto portfolio to minimize tax liabilities and and boost returns effectively. *Centralized Portfolio Tracking Keep an eye on all of your assets & transcations in real-time for more transparency and efficient portfolio management.Starting Price: $0 -
4
Kryptos
Kryptos
Generate quick tax reports with Kryptos: Ultimate tax reporting platform, backed by Binance, for seamless tax reporting across 30+ countries, 3000+ DeFi protocols, 100+ wallets & exchanges, 50+ blockchains, NFTs and much more. Transform your crypto finance management with Kryptos. Our advanced platform streamlines tracking and tax compliance, making it simple and stress-free. Download, print, and submit your tax report to your tax agency. Features: ● Effortless Syncing: Integrates with multiple platforms. ● Global Tax Reports: Generates compliant reports for 30+ jurisdictions. ● NFT & DeFi Management: Easily handle diverse crypto investments. ● AI-Powered Analytics: Gain insights for smarter decisions. ● Comprehensive Dashboard: Monitor all assets and growth in one place. ● Mobile Support: Manage crypto on the go. ● Tailored Tax Strategies: Optimize savings with customized approaches.Starting Price: Free -
5
Trade Terminal
Trade Terminal
Trade Terminal formulates cutting-edge solutions to optimize Digital Asset portfolios focusing on quantitative trading and risk management. TT empowers quant strategies that have lower maximum drawdown than holding Bitcoin. As a signature, the fast execution ability significantly reduce risk and strengthen stability. In 2020, the associated HFT department provided up to 3.3%+ liquidity of BitMex, which alone is 1%+ of the industry. The most comprehensive dataset since 2014 per tick data coverage. L2, L3, 99% volume coverage including token-fiat and token-token trading, over 3000+ pairs with corrected real volume. Sophisticated machine learning and data mining. More than arbitrage. Actively Managed, outperforms passive funds and indexed funds. Liquid assets only. No pump and dump scheme risk. Multiple strategies with dynamic deployment generally deliver risk-adjusted return, i.e. Sharpe Ratio, of more than 3. -
6
Chainfulness
Chainfulness
Chainfulness is the Smart DeFi Crypto Tracker crafted to enhance your journey in decentralized finance. This sophisticated platform provides the tools you need for effective navigation across crypto lending, liquidity mining, and yield farming, among others. Get a holistic view of your portfolio with detailed asset breakdowns, allowing for precise optimization and risk management. With comprehensive token tracking and detailed P&L analysis, you can closely monitor the performance of your digital assets. Chainfulness delivers in-depth investment performance insights, including rewards across DeFi protocols and sophisticated transaction analysis, to foster smarter financial choices. Elevate your investment strategy and maximize returns with Chainfulness's unmatched insights and capabilities.Starting Price: 0 -
7
PortfolioMetrics
PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links -
8
Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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Treehouse Finance
Treehouse Finance
Manage your DeFi positions with the most comprehensive portfolio tracker ever built. Treehouse helps you take seamless control of your DeFi positions. From profit & loss to portfolio risk analytics, our platform analyzes transactions and public blockchains to make data meaningful for the everyday DeFi investor. Monitoring your DeFi assets across different chains can be cumbersome. We’re solving this one blockchain at a time starting with BSC, Ethereum and Solana. Our systems are connected to live nodes and modeled after TradFi institutional databases ensuring consistently accurate and reliable data. Managing your DeFi positions can be daunting. We’re providing you with the most detailed DeFi analytics to help you make the best financial decisions. Multi-chain view of all your wallets on one screen. Track your portfolio's current and historical health, toggle between filters, and benchmark your performance with TradFi indexes like the S&P 500. -
10
Fusio Portfolio
BlockGuard
Fusio Portfolio by Blockguard is a cutting-edge crypto investment platform that simplifies digital asset management for investors of all levels. It provides users with a unified dashboard to track, analyze, and optimize their cryptocurrency portfolios across multiple exchanges and wallets. Fusio Portfolio integrates AI-driven insights, risk assessment tools, and automated portfolio rebalancing to help users maximize returns while managing volatility. Designed for both retail and institutional investors, the platform democratizes access to advanced investment strategies, ensuring users can make informed decisions in the rapidly evolving crypto market. -
11
Crypkit
Crypkit
Crypkit’s mission is to give you all the data and tools required for oversight, accounting and reporting related to your crypto business. Maintain a complete overview of your portfolio. Track your assets in real time. Always keep the full picture to allow you to make informed investment decisions. Enjoy a superior asset tracking experience by connecting exchanges, blockchain addresses and DeFi protocols. Monitor your staking & mining rewards. All in one place. Crypkit is a powerful platform which lets you monitor and manage all your crypto assets & transactions. Fully automated with an added DeFi support. Ideal solution for advanced portfolio tracking. -
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Indexed Finance
Indexed Finance
Indexed Finance is a project focused on the development of passive portfolio management strategies for the Ethereum network. Indexed Finance is managed by the holders of its governance token NDX, which is used to vote on proposals for protocol updates and high level index management such as the definition of market sectors and the creation of new management strategies. The first product developed by Indexed Finance is a set of capitalization-weighted index pools designed to replicate the behavior of index funds, which historically have returned better and more consistent returns than actively managed funds on the stock market. Index pools simplify asset management on Ethereum the way that index funds do for the stock market: by creating a single asset which represents ownership in a diverse portfolio that tracks the market sector the index represents. Each index pool has an ERC20 index token (DEFI5 or CC10) which anyone can mint by providing the underlying assets in the pool. -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
14
Zapper
Zapper.xyz
Manage your DeFi assets and liabilities in one simple interface. Get unique access to opportunities in open finance. Zapper is the ultimate hub for Decentralized Finance aka DeFi. Our mission is to increase the GDP of DeFi by abstracting the complexities of accessing unique opportunities faced by retail investors, fund managers and builders around the world. Get a snapshot of all your DeFi assets & liabilities. Invest in unique opportunities available across the always expanding list of available DeFi platforms. Saves on time and gas. Easily re-balance between DeFi platforms or create your own opportunities. Connect to and leverage battle-tested brands your users are already using daily in DeFi. Analyze behavior to understand & prioritize which strategies to integrate next. Embed integrations seamlessly into your apps, emails or website. -
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Fireblocks
Fireblocks
Build, run and scale a profitable digital asset business. Fireblocks is an all-in-one platform to store, transfer, and issue digital assets across your entire ecosystem. With the Fireblocks DeFi API and Browser Extension, you can now securely access the full range of DeFi protocols for strategies like decentralized exchange (DEX) trading, lending/borrowing, staking, and yield farming. Secure customer and investor funds from cyber attacks, internal collusion and human error with a multi-layer technology that combines the latest breakthroughs in MPC cryptography with hardware isolation. Move and settle assets 24/7 using the first & only institutional asset transfer network. Maximize your balance sheet, reduce counterparty risk, and unlock new revenue opportunities. Enjoy peace of mind with the only insurance policy that covers assets in storage, transfer and E&O. SOC 2 Type II and regular pen testing from ComSec and NCC Group. -
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Nansen Portfolio
Nansen
Nansen Portfolio is Cross-chain DeFi Dashboard. We currently support Ethereum, Binance Smart Chain, Terra, Solana, Binance Exchange and Polygon. Create unlimited portfolios with wallet bundling across 40+ chains and 400+ protocols! Connect your wallet and get an in-depth view of your DeFi holdings powered by data from Nansen. You can simply input your address and Nansen Portfolio will track and show all your DeFi activities across multiple chains. We do calculate APRs by our mean to make a more accurate yield return, it might be different from the one you see in a protocol. -
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Binocs
Binocs.co
Binocs can sync all your crypto transactions from exchanges and wallets such as Binance, Coinbase and Metamask. We understand all transactions including airdrops, mining, staking, derivatives and even DeFi transactions on protocols like AAVE and Uniswap. Binocs helps you review the portfolio performance across assets and provides a summary capital gains and losses. Our state of the art features like Derivatives & DeFi portfolio gives you an edge. Binocs calculates your taxes and helps you become tax compliant as per local regulations. Our intelligent cost basis engine provides reliable data for calculating your crypto gains. Download a detailed tax report in a click. No personal information is required to set up your account and profile. Binocs has no KYC requirements, which means you can continue using our features and softwares anonymously. To sign up, only your email ID is required. But apart from that, KYC-related documents are not needed.Starting Price: $49 per year -
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Bitwave
Bitwave
Bitwave powers bookkeeping, accounting, tax tracking, invoicing, bill pay, and payroll for DeFi and crypto. DeFi ROI monitoring and digital asset treasury management are easy with Bitwave. Calculating taxes for crypto and DeFi can be incredibly complex. As a business that transacts in cryptocurrencies, it is your obligation to properly track the cost basis of your digital assets and track the corresponding crypto taxes. Luckily, Bitwave offers a complete solution for crypto and DeFi tax tracking and simplifies your end of the quarter. Our enterprise digital asset platform connects the blockchain to your accounting system making it easy to prepare your crypto taxes. We also support cost averaging and specific selection. You can run reports for each and pick the tax strategy that’s right for you. Our platform also syncs mark-to-market adjustments to mark the current value of holdings, and your crypto gains and losses. -
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KeyFi
KeyFi
Designed for sophisticated users who want fine grain control over their DeFi assets. Build custom DeFi strategies using the new innovative Strategy Manager. Quotes and research spanning 7,000+ tokens, 400+ exchanges, and 50+ unique news sources. Unlimited, custom portfolio alerts to Telegram, email, and SMS. Discover new tokens based on algorithmic analysis of your holdings. Earn KEYFI rewards by staking KEY, KEYFI, USDC, and more, as well as providing liquidity on Uniswap and PancakeSwap. You can submit and vote on KeyFi platform governance proposals without paying gas just by holding KEYFI tokens in your wallet. -
20
MetaTracker
MetaTracker
A universal crypto portfolio tracker that allows you to consolidate and organize all your crypto assets from exchanges, wallets, and DeFi protocols in a single dashboard. Track your cryptocurrency assets from over 300 sources on a unified dashboard. Analyze and evaluate all portfolio income and expenses associated with your portfolio over a specific time period to determine the total profit or loss. Customize the portfolio hierarchy and cryptocurrency indicators for each individual portfolio. -
21
CoinTrack.ai
CoinTrack AI
Cointrack.ai is a simple and secure crypto portfolio tracker which manages your DeFi assets. CoinTrack.ai uses artificial intelligence algorithms to predict crypto price trends in popular crypto markets. It is compatible with various cryptocurrency exchanges. Cointrack.ai allows users to manage multiple crypto assets across Coinbase, Binance, Bittrex, BitMEX, Kraken and Bitfinex. You can track, analyze and get real-time insights into your digital assets. Cointrack.ai is a crypto portfolio management platform that aggregates digital asset exchanges into one easy-to-use interface for crypto amateurs and professionals of all levels. Charting tools and technical indicators help you to view price changes and the value of your holdings and predict market price.Starting Price: $5.99/month -
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DeFi Saver
Decenter
One-stop management app for decentralized finance. Automatically keeps your position at a certain ratio to protect it from liquidation or increase leverage based on market movements. Increase your leverage or pay back debt with convenient, one transaction features, such as Boost and Repay. Convert your position’s collateral or borrow asset, or move your position to a completely different protocol in one transaction. Use Smart Savings for quick access to the best lending interest rates across most popular DeFi protocols. ETH and Dai liquidity is sourced from multiple decentralized exchanges. Manage most popular DeFi protocols in a single application. MetaMask, hardware and mobile wallets are all supported. -
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De.Fi
De.Fi
Control your digital assets with a full suite of innovative tools. Invest confidently, supported by our auditing experts. De.Fi provide unified data for the most popular DeFi protocols via an intuitive interface or flexible API Your safe place to invest in DeFi Manage your digital assets with a full suite of innovative tools. Invest safely, supported by our auditing experts.Starting Price: Free -
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Sonar
Sonar
Track all your Solana DeFi assets simply by providing your public key. Track your DeFi performance on Solana blockchain. With the closing of the fundraising and the new upcoming version of the tool, it’s time to present and explain how we will use $SONAR token in our ecosystem but also what is our vision for the future of Sonar Watch alongside what we want to bring to Solana ecosystem. With the aim to become the reference in portfolio tracking and ecosystem summary, Sonar Watch has now the capacity to reach that goal with the help of strategic partners. As you may know, Sonar started as a solution to solve a basic problem in DeFi, the tracking of your personal assets. So far we managed to integrate 15 protocols with more than 300+ pools tracked. This new version will bring many new features, which will ease the life of users in DeFi on Solana. $SONAR is a utility token for which the team will keep on proposing valuable advantages over the years to users holding/staking/using the token. -
25
Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
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Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
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Rivo
Rivo
Rivo is a Smart Contract Multichain Wallet and DeFi Marketplace with the best risk-reward ratio strategies curated by experts to unlock the full potential of crypto assets. This combination helps users to seamlessly set up a wallet, swap across multiple chains, invest in high-performance DeFi strategies, and pay for gas with any token they have on the balance. -
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PortfoliosLab
PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.Starting Price: $7.99 per month -
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Pulsar Finance
Pulsar Finance
Pulsar Finance is the most complete cross-chain portfolio dashboard, as it allows you to track all your holdings including tokens, DeFi and NFTs across 80+ blockchains and 8 CEXes. We understand the challenges faced when navigating the crypto space, such as the time-consuming task of tracking all your holdings across multiple platforms and the need for real-time updates. By using our dashboard, users can conveniently view their DeFi positions, including Staking, Debt, LPs, Farms, Futures, and Limit orders, alongside their tokens and NFTs in a single UI. Our platform also caters to users with multiple wallets, allowing them to create and manage different portfolios across different ecosystems. Overall, our goal is to empower crypto enthusiasts with in-depth data to make informed decisions, addressing the challenges we encountered when entering this space. Join us and streamline your crypto management process.Starting Price: $0 -
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tin.network
tin.network
Manage your DeFi assets and liabilities in one simple interface. tin.network allows DeFi investors to track all their assets and liabilities across multiple blockchain networks in real-time. -
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Unspent
Unspent
Smart crypto portfolio tools & insights. Simplify how you invest in crypto assets! Unspent automatically imports your portfolio and DeFi activity from your wallets and exchanges, and gives you tools & information that save you time & money. Hundreds of investors trust us to track their crypto assets. Portfolio value, balance for each cryptocurrency and its proportion among your whole portfolio. Open Finance activity dashboard: Uniswap, Compound, Aave, TokenSets, and more being added. Average buy prices for each cryptocurrency, realized & unrealized profits. Portfolio distribution across market caps, performance histograms, assets correlation. Email alerts when any cryptocurrency hits a given price. Unspent is simple enough for newcomers, and powerful enough for serious investors. Create an account, connect your exchanges and wallets, and let Unspent crunch numbers and handle the rest.Starting Price: €40 per year -
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Forex Tester
Forex Tester
Become a better trader with built-in interactive Forex education. The software offers a comprehensive education for any level of trader. Different currencies and timeframes on multiple monitors. Get an aerial view of the whole market testing numerous charts, timeframes, and assets simultaneously! Trading simulator, historical data, educational platform, trader trainer. All the simulated trading necessities are in one place with all-inclusive FT software. Don’t search for additional data on third-party sources. Backtest even when the market is closed, without an Internet connection, at home or in the office, even on weekends – demo accounts can't do that. Enjoy every minute of backtesting trading strategies! Assess the need for order execution based on the risk/reward ratio. -
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ChartLabs
ChartLabs
ChartLabs is manual backtesting software for traders who want to know if their strategy works before they risk real money. You trade through historical charts the same way you'd trade live - placing orders, managing positions, making decisions in real time. We source tick data from Dukascopy and clean it before you ever see it - removing spikes, gaps, and outliers that make backtests unreliable. Most platforms skip this. We don't. Markets: forex, indices, crypto, and commodities. Up to 20 years of history. Analytics: profit factor, max drawdown, Sharpe ratio, Sortino ratio, Monte Carlo simulation, strategy correlation. The stuff professional traders actually look at. Multi-screen charting, trade tagging, chart snapshots on every trade, training and verification sessions, drawing tools, indicators, keyboard shortcuts. One plan. Everything included. Free trial, no credit card required.Starting Price: $15/month -
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BarnBridge
BarnBridge
BarnBridge is a risk tokenizing protocol. It aims to reduce the risks associated with DeFi, such as inflation risk, market price risk, and cash-flow volatility risk. By letting users select a risk profile, BarnBridge can redistribute risk via tokenized, liquid tranches. BarnBridge does this with its SMART Yield, SMART Exposure, and smart alpha products, all of which address a specific DeFi risk category. The continued development of the dApps is provided by the core team and governed by the community through the BarnBridge DAO. A fluctuations derivatives protocol for hedging yield sensitivity and market price. Interest rate volatility risk mitigation using debt based derivatives. BarnBridge’s SMART Exposure allows users to passively rebalance between any two assets via tokenized strategies. -
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Sharpee
Sharpee
Sharpee is a portfolio backtesting platform tailored for European investors, combining powerful quantitative analysis with an intuitive and accessible interface. Designed to be user-friendly even for those without a technical or financial background, Sharpee allows users to backtest portfolios including ETFs, stocks, and cryptocurrencies. The platform provides in-depth insights through key performance and risk metrics like Sharpe ratio, Sortino ratio, beta, rolling returns, Monte Carlo simulations, factor analysis, efficient frontier, as well as geographic and sector diversification. Moreover, Sharpee includes a dedicated bond screener for fixed income securities, offering advanced filtering options based on maturity, yield to maturity (YTM), coupon type, issuer, and other key parameters. -
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rotki
rotki
rotki is an open-source portfolio tracker, accounting, and analytics tool that protects your privacy. rotki's source code is available to inspect, modify and enhance. rotki is a local-first application with a strong focus on user privacy. Your financial data is kept encrypted in your system and not shared with third parties. rotki offers tracking of all your crypto assets no matter where they are. Be it on a blockchain, a DeFi protocol, or on one of the supported exchanges. View all of your assets and liabilities and your exposure to each as a percentage of your net worth. Users can also see a graph of how their total net worth is evolving over time. Free users are limited to the last 2 weeks. Connect to a big number of centralized exchanges and inspect current balances, historical trades, deposits, and withdrawals. Overview of all of your DeFi holdings in various protocols, historical activity details, and profit loss calculation.Starting Price: €10.05 per month -
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Sentora
Sentora
Sentora is an institutional-grade DeFi platform designed to power the next generation of decentralized finance and real-world asset solutions. It provides a robust foundation for institutions to access DeFi through sophisticated strategies and enterprise-level infrastructure. Sentora combines advanced DeFi strategies with strong risk management to help organizations deploy capital securely. The platform offers real-time economic risk monitoring through programmable and visual interfaces. End-to-end automation simplifies the process of launching and scaling digital asset strategies. Sentora prioritizes compliance, security, and regulatory alignment across all solutions. This approach enables institutions to confidently participate in DeFi at scale. -
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Holderlab
Holderlab.io
HolderLab help you take your Bitcoins and cryptocurrency portfolio to the next level. Portfolio optimization, correlation analysis, a trading bot for rebalancing strategies, backtest a trading strategy, social portfolios are all tools for an effective crypto portfolio. Holderlab analyzes from 5,000 to 50,000 portfolios in search of an optimal cryptocurrency portfolio. You can find the optimal weights of your cryptocurrency portfolio with an efficient frontier tool. Create your own rebalancing strategy. You can choose a calendar rebalancing setting time period, or rebalancing by deviation by selecting threshold rebalancing , or use they together! Holderlab have one of the most largest Bitcoin cryptocurrency base for crypto trading. Holderlab save more than 336 hours on manual rebalancing of assets annually.Starting Price: $7.99 per month -
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Fintopio
Fintopio
Fintopio is a next‑generation CeDeFi wallet that lets users switch instantly between fast, custodial CeFi transactions and full, noncustodial DeFi asset control with a single tap. It delivers a consistent multi‑platform experience, so you can manage crypto anywhere. Key features include Vouchers & Gifting, which turns tokens into gift vouchers for any recipient (even nonwallet holders); Smart Send, enabling transfers via social‐media usernames (currently Telegram and X, with Discord, WhatsApp, Facebook and Instagram support coming soon); and “DeFi Inside” superpowers such as full NFT support on Ethereum, Polygon, Solana and TON plus seamless dApp compatibility. You can import seed phrases from MetaMask, TrustWallet, Ledger, and TON Connect to consolidate assets, access over 100 assets across more than 30 blockchains in both CeFi and DeFi modes, and perform on‑chain and cross‑chain swaps alongside built‑in fiat on‑ramps.Starting Price: Free -
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Redefine
Redefine
Powerful firewall solution integrated into a revolutionary proactive risk mitigation system. Our platform is built from the ground up with the DeFi investor in mind. We are pioneering active risk mitigation technology to provide an unprecedented level of DeFi security. The fully automated system, ready to assess new DeFi opportunities within seconds. DeFi platforms offer lucrative returns, but not all have good intentions. Smart contracts and the composable nature of DeFi make it inherently vulnerable. DeFi investing introduces new types of financial risks like impermanent loss and MEV strategies. Risk analytics engine that automates due-diligence of platforms and contracts and quantifies the risk by using on-chain, off-chain and time-based metrics. Know-your-own-transaction solution simulates the transaction in real-time and reflects the risks to the user before signing. -
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Lambda
Lambda Finance
Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).Starting Price: $12 per month -
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CoinGecko
CoinGecko
CoinGecko provides a fundamental analysis of the crypto market. In addition to tracking price, volume and market capitalization, CoinGecko tracks community growth, open-source code development, major events and on-chain metrics. CoinGecko also offers crypto portfolio management tools so crypto traders can manage their cryptocurrency and DeFi trading portfolios. -
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BITRIA
BITRIA
Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing. -
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Wealth Square
Wealth Square
Get full overview of your finance in one place with financial tools specifically designed for you to invest, plan and track your investment goals. Better than a crypto exchange, better than a financial advisor, choose Wealth Square today, all your financial services in one place. Having a full real-time overview of your financial life in one place is great to manage all your money. With Wealth Square this is possible with our unique dashboard allowing you to add everything you have. Choose from our Expert Portfolios. They are designed by our trading experts through an effective performance and risk assessment using several metrics. Each expert portfolio shows the yearly return, the risk level and the underlying coins in the portfolio. You can change allocations, change rebalancing settings and backtest just like any other portfolio. -
45
Horizon Protocol
Horizon Protocol
Horizon Protocol is a differentiated DeFi platform that extends “mainstream DeFi” (borrowing, lending, liquidity) into the creation of on-chain synthetic assets representing the real economy. Creation and liquidity provision of synthetic assets tied to real-world assets and instruments. Participants reap rewards/fees in tokens for providing stablecoins & main coins to back synthetic assets as well as provide liquidity, with the aim of replicating the price, volatility, and thus the corresponding risk / return / valuation profiles of the underlying assets. An experimental asset verification protocol will be developed to be a part of Horizon to enable verification and synthetic replication of physical assets and other instruments of value in the real world and real economy. Used to connect to price, economic, market, and demand data used to help price the synthetic instruments. -
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Stacked
Stacked
Stacked allows everyone to invest in crypto indices, access trading bots, and automate portfolio management. Crypto investing doesn't have to be complicated, so we un-complicated it. Not sure how to structure your crypto portfolio? Instantly allocate any percentage of your portfolio to a pre-built index of coins with just a few clicks. Get instant access several trading bots created by top traders. These bots open and close long and short positions on your favorite futures exchange. Our custom backtesting engine will show you the most profitable historical rebalancing strategy for any portfolio, and allow you to enable rebalancing instantly. We use encrypted API to send instructions to your exchange account to execute trades. No more logging into multiple exchanges, Stacked manages all your crypto on one, secure, platform. You keep your crypto on your favorite exchange. We never touch your assets and you have access to your stack at all times. -
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Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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Utila
Utila
Utila is the secure, all-in-one digital asset operations platform for institutions. Utila empowers organizations of all sizes to securely manage and build on digital assets. Institutions can efficiently manage digital assets across multiple blockchains, wallets, teams, and users on our secure, chain-agnostic, enterprise-grade MPC wallet platform. Developers can leverage our robust APIs to build custom solutions on top of our multi-chain wallet and gas management infrastructure. Utila’s platform meets the complex needs of financial institutions and payment providers engaging in digital asset operations. Designed for PSPs, stablecoin issuers and products, neobanks, OTC desks, custodians, exchanges, institutional investors, and Web3 builders, Utila offers secure MPC wallets, granular policy controls, robust APIs, payments and tokenization engine, and seamless integrations with banking, AML, exchanges, DeFi, and more. -
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Crypto Backoffice
Crypto Backoffice
Crypto Backoffice is the enterprise platform built specifically to help businesses manage cryptocurrency tax, accounting, and compliance, turning unmanaged risks into strategic business opportunities. It integrates audit‑tax and accounting automation with advanced workflow and process expertise. DeFi and CeFi monitoring, enhanced visibility of activities via APIs and web socket connectivity, allows seamless data integration and sanitization from exchanges and chains. It is built for fund managers, investors, traders, auditors, corporates, exchanges, and integrates with over 120 exchanges, 120 blockchains, and DeFi aggregators. Multiple tax‑lot closing methods, daily portfolio accounting and reconciliation, weekly deployment, and global tech support are included. It handles complex aspects of crypto transactions, from airdrops, smart contracts, to farming and staking.Starting Price: $6,000 per account -
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GateChain
GateChain
Defi, Infrastructure, NFTs marketplace, and all kinds of decentralized protocols were built on GateChain. Gatechain 2.0 has built a complete Defi ecosystem, allowing users to easily explore Defi and experience the hottest products. Let's build the future of DeFi on GateChain! GateChain is a next-generation public blockchain, focused on on-chain asset safety and decentralized trading. With a uniquely designed vault account, primed for handling abnormal transactions, GateChain presents an extraordinary clearing mechanism, tackling the challenges of asset theft and private key loss. Decentralized trading and cross-chain transfers will also be supported, alongside other core features. HipoDeFi is your one-stop shop for all your DeFi needs. A platform that collates real-time data on every DeFi project, allowing users to compare exchange ratios, yields, loans, and interest rates. Users can discover new investment opportunities and access them directly.
