The Portfolio Dashboard
The DeFi and Web3-focused Dashboard for Organizations
DeFi and Web3 Focus
Examine a consolidated view of your organization’s DeFi assets across all EVM chains.
Portfolio Snapshots for Easy Reporting
Generate a read-only view of your organization’s holdings and transactions over a given timeframe. Share a link with fund admins, LPs, or other third-parties to highlight valuation and transaction history.
A Canvas for Extended Features
Unlock enhanced DeFi functions. The Dashboard supports the development of further features that will increase the scope of Web3 interactions accessible by organizations.
Streamlined Investments and Portfolio Management
Make use of an expanded investor interface that displays a breakdown of your organization’s DeFi portfolio, including digital assets, performance, and historical transactions.
Transaction Notes for Faster Approvals
Include reference notes for each transaction. Facilitate custodian transaction approvals by providing additional context for individual transactions.
Enhanced DeFi investment management
Our Portfolio Dashboard improves the investment experience by integrating value-adding features and APIs into a single expanded interface. Once foundational features are built, investors will be able to seamlessly execute the following actions:
Lending, borrowing, and liquidity provision
Buy, manage, and sell NFTs
Stake tokens
Run pre- and post-trade compliance
Execute smart contracts
Access yield and fixed income products
Obtain portfolio attribution
Gather alpha from ConsenSys’ crypto economic research reports