FundsTOTAL Crypto provides a consolidated portfolio view of cryptocurrencies traded on multiple crypto exchanges and enables traders and hedge funds to effectively manage and analyze crypto portfolios, quantify risk, measure performance and collaborate with colleagues.

KEY FEATURES

FundsTOTAL Crypto is packed with features yet remarkably easy-to-use

MAKE BETTER-INFORMED INVESTMENT DECISIONS FASTER

PORTFOLIO ANALYSIS

You can “slice and dice” a portfolio by many criteria, including asset class, industry, long/short and currency/country.

RISK ANALYSIS

Instant calculations of risk measures including Value-At-Risk, beta, volatility, market impact and liquidity.

PERFORMANCE ATTRIBUTION

Identification of performance sources at coin level as well as  aggregate level over flexibly specified periods such as day, month,  quarter and year.

BENCHMARKING

Benchmarking performance of instruments and/or portfolio (or any portion of it) with any index (including bitcoin)  and time horizon.

INTERACTIVE CHARTS

Intuitive portfolio visualization by creating  interactive charts in as little as one mouse click or one selection on touch-based device.

OPTION ANALYTICS

Support for both Binomial  and Black-Scholes models including  a full set of  "Greeks" measures (Delta, Gamma, Vega, Theta, Rho) and implied volatility.

KEEP ON TOP OF RAPIDLY MOVING MARKETS

TRADE CAPTURE

Automated connectivity through  FIX, WebSockets or REST  API's, trade file upload or manual trade entry.

POSITION KEEPING

Real-time position keeping at any portfolio level such as fund, account or trader.

BLOTTERS

Trades can be filtered by multiple criteria including fund, trade date and coins.

PROFIT & LOSS

Realized /Unrealized/Net P&L are presented as Daily, Month-To-Date, Year-To-Date and Open-To-Date. P&L is automatically updated as markets and positions fluctuate during a day and can be viewed by a variety of criteria such as cryptocurrency,  long/short, crypto exchanges and more.

MARK TO MARKET

Positions are marked "to-market" automatically so you always have an updated view of your holdings. You can also mark it manually if you need to.

DEVICE OF YOUR CHOICE

As you travel, visit a client, or work from home, you can get instant  access to FundsTOTAL from a PC, Mac or mobile device such as iPhone, iPad  or Android-based device.

STREAMLINE FUND OPERATIONS

PORTFOLIO REPORTING

FundsTOTAL provides up-to-the-moment  transaction management and reporting of your crypto portfolio.

AUDIT TRAIL

A complete audit trail of trade changes is provided so you can see who made the changes and when.

OVERRIDING

With FundsTOTAL, you can input your data such as ICO prices.

ENABLE YOUR TEAM TO WORK AS ONE

REAL-TIME VIEW SHARING

Share real-time views and related comments, allowing
colleagues to see and collaborate on portfolio information.

EVENT-DRIVEN COLLABORATION

Collaborate in real-time with your team on portfolio and market events of common interest (even if you out of the office).

FOLLOW COLLEAGUES' ACTIVITIES

You can selectively follow members of your team and
receive instant notifications about their activities.

SPEND FAR LESS ON PORTFOLIO AND RISK MANAGEMENT

COST-COMPETITIVE SOLUTION

FundsTOTAL gives you a powerful, feature-rich portfolio and risk management solution for a fraction of the cost of competing products.

REDUCED IT SPENDING

FundsTOTALis cloud based, which means infrastructure maintenance left to us, so you benefit from automatic software updates and data backup without a need to hire  additional IT staff.

A LA CARTE PRICING

You can select an all-inclusive solution or a la carte modules so you can pay only for what is needed.

REQUEST DEMO

See FundsTOTAL for yourself with a personalized demonstration

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