Solutions / Portfolio Managers
Track allocation and performance across the whole book
Unify your firm’s digital asset holdings into a single, real-time ledger to monitor cross-venue exposure, track PnL attribution, and manage counterparty risk securely.
Track the whole book live
Consolidate cross-venue assets into one continuous, real-time view.
- Unified asset aggregation
Connect centralized exchange accounts, custody vaults, and on-chain wallets into a normalized financial ledger
- Real-time NAV calculation
Monitor live net asset value updates continuously without manual spreadsheet reconciliation or API delay
- Multi-strategy grouping
Organize portfolio exposures by specific sub-funds, trading strategies, or individual client mandates
Align the team around one book
Centralize institutional holdings under strict organizational governance.
- Single operational ledger
Ensure portfolio managers, risk officers, and external auditors evaluate identical position data simultaneously
- Role-based visibility
Partition sensitive balance data based on internal clearance levels while maintaining granular exposure reporting
- Immutable transaction logging
Maintain complete timestamped audit trails of all historical rebalancing actions and portfolio updates
Build conviction faster
Bridge the gap between research intelligence and capital allocation.
- Contextual portfolio overlays
View your live position weightings directly alongside market research, yield indicators, and liquidity depth charts
- Performance and yield attribution
Deconstruct returns to evaluate asset price appreciation, active trading alpha, and yield accrual independently
- Target allocation and drift alerting
Compare live balances against internal investment policy statements and receive instant notifications when weights exceed risk limits
Coverage you can build on
- Blockchains
- 400+
- Digital assets
- 130,000+
- DeFi protocols
- 7,000+
Teams choose Seerian for breadth they can rely on: every major chain, asset, venue, and protocol normalised into one workspace.
Team collaboration in context
Document research findings, attach notes to specific chart coordinates, and discuss asset positioning with your team directly alongside real-time market data.
Watchlist integration
Add any asset to a shared team watchlist with a single click from any data row
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Contextual news feed
Protocol announcements, governance updates, and verified news for the assets you monitor
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Custom alert routing
Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty
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Seera AI prompts
Summarize asset mechanics, read an open interest skew, or draft a research note
Learn moreBuilt for teams
Designed for every seat at the firm
One workspace, whatever your role in getting to the decision.
For analysts
Idea generation and thesis validation
Streamline thesis construction with direct access to unified pricing data, live on-chain telemetry, and historical yield curves directly within the research workspace.
For portfolio managers
Capital allocation and risk management
Monitor macro exposure across the entire fund, execute precise rebalancing against target allocations, and track exact PnL and yield attribution in real time.
For operations and risk
Compliance, custody and counterparty safety
Enforce strict read-only venue connections, monitor live margin health, and track counterparty concentration risk across all integrated prime brokers and protocol pools.
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
Common questions about Seerian, where our data comes from, and how teams work in the platform.
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.