Asset Management / Holdings
Every position, wherever it sits.
Balances from every wallet, exchange and protocol you are connected to, rolled into one book with the price, the weight and the cost basis on each line. One number for what you own, and the rows that add up to it.
Down to the position
Open any line for what you hold, what it is worth now, what it cost, and where the balance actually lives. The full record behind a row in a table, on the surface you found the row on.
- Quantity and value together
What you hold and what it is worth
- Cost basis attached
Unrealised gain on every line
- Where it is held
The wallet, venue or protocol behind it
One book, every venue
A balance on an exchange, a wallet on four chains and a position inside a protocol are one holding as far as your exposure is concerned. They arrive as one line here, and the venues behind it are a column rather than four separate exports to reconcile.
- Wallets, venues and DeFi
Connected once, reconciled continuously
- Same asset, one line
Rolled up, with the split kept underneath
- Read-only throughout
Balances and history, never withdrawal rights
Where the weight actually is
A book of forty lines is usually a bet on three of them. Allocation by asset, by category and by venue sits beside the balances, so concentration is something you can see rather than something you work out afterwards.
- Weight per line
Share of the book, not just the value
- Grouped by category
What the book is really long
- Exposure by venue
Where counterparty risk is concentrated
The whole book, from one connection onwards
- One book across all three
- Wallets, venues, DeFi
- Unrealised gain on every line
- Cost basis
- Balances, never withdrawal rights
- Read-only
Every balance you are connected to, priced continuously, with the cost basis and the venue behind each line rather than a total nobody can take apart.
Every tool takes a holding as an input.
The research tools are not a separate product. Point any of them at a holding and it works the way it does everywhere else, on the same data this page is built from.
Every tool in one place. That’s the new standard.
Meet the connected suite that powers your entire portfolio.
Trusted by desks managing digital assets at scale.
See how leading desks research, track, and manage digital assets with Seerian.
“Seerian has completely transformed how our research team tracks on-chain flows. What used to take hours now takes minutes.”
Marcus HalloranHead of Research, Northwind Digital
“The unified dashboard across exchanges and wallets gives us a single source of truth. Our portfolio managers finally have real-time clarity.”
Sarah VanceCIO, Meridian Peak Capital
“Building earning strategies means constantly researching new protocols, assets, and pools. Seerian puts all of that data in one place, so our team can compare opportunities and move faster than ever.”
Jia Hui TanFounder, Yieldbridge Labs
Frequently asked questions
Answers to the questions teams ask most when evaluating Seerian.
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