Asset Management
All your assets, one ledger
Consolidate holdings across wallets, exchanges, and DeFi into one live view. Track performance, allocation, and history without stitching spreadsheets together.
See your whole portfolio in one place
Bring every position together, no matter where it lives. Wallets, exchanges, and DeFi roll up into a single, always-current view.
One dashboard for the whole desk
Build a shared dashboard from the widgets that matter, so your team always looks at the same numbers.
All your holdings, consolidated
Every wallet, exchange, and chain rolls up into one book, priced and totalled together, so the whole position list reads as a single portfolio.
Connected to what you already use
Sync balances from 180+ exchanges, 500+ wallets, and 400+ chains, so every position lands in one place without manual entry.
Every account, in one book
Exchanges, wallets, and custodians priced side by side and weighted against each other, so you can see where the money actually sits.
Every protocol you are deployed in
Lending markets, staking, and liquidity positions priced together, so the working part of the book is a list rather than a guess.
Track performance and history in depth
Follow every position over time. Charts, historical prices, and change heatmaps show how your book has moved across any timeframe.
Performance charts
Every holding against the book itself, and the months that produced it.
Historical balance
What the book was worth on any day, and the move that got it there.
Asset detail
Open any holding for its daily closes and what it has returned over every window.
Balance per holding
What a single position was worth on any day, the move that produced it, and the price behind it.
Measure potential
Analyze top gainers and losers to uncover growth opportunities in your portfolio.
Control investment performance
Compare your performance with major indices and funds to evaluate your strategy’s effectiveness.
Spot the streaks
Six months of daily moves on one grid, so a run of bad days reads as a run rather than as a number.
Break down allocation and exposure
Understand how your book is weighted. Group by category, compare positions side by side, and see where risk is concentrated.
Allocation by category
Read exposure by sector as a ranked list, a treemap, or a pie.
Side-by-side comparison
Compare positions on performance and metrics.
Manage diversification
Balance your portfolio across various asset classes, sectors, and currencies to reduce risk and enhance stability.
Down to the ledger
Every movement between your venues and every fill that built a position, reconciled into one history rather than a folder of exports.
Transactions
Deposits, withdrawals and transfers across every connected venue, each with both ends of the route on it.
Trades
Every fill with the price it took and the size it moved, whether it happened on an exchange, an AMM, or a perps venue.
What each one actually cost
Trading fees, network fees and funding, attached to the movement that incurred them, with the balance each one left behind.
Ready for whoever asks
Categorise any movement and leave a note on it, signed and timed, so the answer to "why did this leave the exchange" is already on file.
Universal holding analysis tools
Apply Seerian’s core research capabilities to any individual holding across the platform using standardized market data inputs.
Asset comparison
Chart two or more holdings side-by-side on shared axes to evaluate relative strength
Learn moreCorrelation matrix
Measure historical price correlation between digital assets, equities, and commodities
Learn more
Market indicators
Monitor market dominance, sentiment indices, and implied volatility in one consolidated dashboard
Learn moreEvery tool in one place, pointed at your portfolio
Notes, watchlists, dashboards, news, alerts and Seera all take a position as their subject, and work the same way they do everywhere else in the product.
Alert when your positions move
Price thresholds and concentration limits, delivered to Slack, Telegram, Teams, WhatsApp, or PagerDuty
Learn more
Trusted by institutional teams managing digital assets at scale
Discover how top investment firms, funds, and family offices consolidate market intelligence into one workspace.
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
Managing PartnerCrypto Fund
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
Portfolio ManagerProprietary Trading Firm
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Head of ResearchInstitutional Investment Firm
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
Managing PartnerCrypto Fund
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
Portfolio ManagerProprietary Trading Firm
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Head of ResearchInstitutional Investment Firm
Frequently asked questions
Answers to common questions institutional teams ask when evaluating Seerian.
Experience Seerian with your team
Schedule a 30-minute demonstration tailored to your organization's research and portfolio requirements.
Perp open interest is at a 90-day high while funding stays flat, so the move is being led by spot rather than leverage.