Real-time valuation, institutional-grade risk metrics, automated tax reporting, and AI-powered rebalancing — everything you need to manage your crypto wealth with confidence.
| Asset | Holdings | Price | Value | Allocation | P&L |
|---|---|---|---|---|---|
| BTC | 1.2450 | $68,432.50 | $85,198.46 | 66.6% | +34.2% |
| ETH | 8.5000 | $3,542.80 | $30,113.80 | 23.6% | +28.7% |
| SOL | 42.0000 | $178.25 | $7,486.50 | 5.9% | +112.4% |
| USDT | 5,044.76 | $1.00 | $5,044.76 | 3.9% | 0.0% |
Every tick matters. Your portfolio value updates in real-time as prices move, giving you an always-accurate picture of your total wealth across all held assets.
Portfolio value recalculates with every price movement across all your holdings. No refreshing required — the dashboard streams live data via WebSocket connections for instant updates on every asset in your portfolio.
View your portfolio in USD, EUR, GBP, BTC, or ETH denomination. Switch between fiat and crypto base currencies instantly. Automatic exchange rate updates ensure accurate cross-currency portfolio valuation at all times.
Add portfolio widgets to your phone's home screen for at-a-glance valuation. Configure notifications for significant portfolio changes — get alerted when total value crosses milestones or drops below thresholds.
Understand exactly how your portfolio is performing across every time horizon. Detailed P&L breakdowns by asset, strategy, and time period reveal where your returns come from.
Track your profit and loss across every meaningful time period: daily, weekly, monthly, quarterly, yearly, and all-time. Interactive equity curves show your portfolio growth over time with drawdown overlays. Compare your performance against custom benchmarks to understand if your active management is adding value over simple buy-and-hold strategies.
Drill into the P&L contribution of each individual asset in your portfolio. See which holdings are driving returns and which are dragging performance. Cost basis tracking supports FIFO, LIFO, and average cost methods, so you always know your exact entry price and unrealized gain for every position.
Interactive charts that reveal how your capital is distributed — by asset, category, market cap tier, and risk profile.
Interactive donut chart showing your portfolio allocation by individual asset and by category (Layer 1, DeFi, stablecoins, meme coins). Click into any segment to see detailed metrics. Compare your current allocation against your target allocation with visual deviation indicators.
Understand your exposure across crypto sectors: smart contract platforms, DeFi protocols, gaming/metaverse, infrastructure, privacy, and stablecoins. Identify concentration risk when too much of your portfolio is exposed to a single narrative or sector.
Watch how your allocation has shifted over time as prices moved. A stacked area chart shows the evolving weight of each asset from portfolio inception to today. Identify when natural drift pushed your portfolio out of target balance and when rebalancing was needed.
The same risk analytics used by hedge funds and asset managers, now available for every Ironbrand user. Understand not just your returns, but the risks you took to earn them.
Measures your risk-adjusted return — how much excess return you earn per unit of volatility. A Sharpe above 1.0 indicates good risk-adjusted performance; above 2.0 is excellent. Calculated using your actual portfolio returns and rolling volatility over 30, 90, and 365 day windows.
A refined version of the Sharpe ratio that only penalizes downside volatility. Upside volatility is good — the Sortino ratio correctly ignores it. This gives a more accurate picture of risk-adjusted performance for crypto portfolios where large upside moves are common.
The largest peak-to-trough decline in portfolio value. Knowing your max drawdown tells you the worst-case scenario you have actually experienced. We track current drawdown in real-time and overlay historical drawdowns on your equity curve to provide full context.
Measure how your portfolio moves relative to Bitcoin (crypto beta) and the S&P 500 (traditional beta). A beta above 1.0 means your portfolio amplifies market moves. Correlation matrices show how your assets move together, helping you build truly diversified portfolios.
Statistical estimate of the maximum expected loss over a given time period at a specified confidence level. For example, "95% VaR of $5,000 over 1 day" means there is a 95% chance your daily loss will not exceed $5,000. Calculated using historical simulation and Monte Carlo methods.
Our proprietary 0-100 risk score combines volatility, concentration, correlation, liquidity, and drawdown metrics into a single, easy-to-understand number. Compare your risk score over time and against other portfolio profiles to ensure your risk exposure matches your tolerance.
Monitor and optimize your recurring investment strategy with detailed DCA analytics and performance visualization.
Track every recurring purchase with precision. See your average cost basis update with each new buy, and compare it against the current market price. Visualize how your DCA strategy has performed versus a single lump-sum investment at the start date. Our DCA simulator lets you back-test different frequencies (daily, weekly, bi-weekly, monthly) and amounts to find the optimal strategy for each asset.
Set up automated recurring purchases for any supported asset. Choose your frequency, amount, and funding source. Ironbrand executes your DCA plan automatically at the scheduled time using limit orders to get you the best possible price. Pause, modify, or cancel your plans anytime. Review a complete history of all DCA executions with individual and cumulative P&L tracking.
Simplify crypto tax season with automated capital gains calculations, transaction categorization, and exportable reports compatible with major tax software.
Every trade is automatically categorized and capital gains or losses are calculated using your preferred cost basis method (FIFO, LIFO, or specific identification). Short-term and long-term gains are separated based on holding period for accurate tax treatment.
Generate export files compatible with TurboTax, CoinTracker, Koinly, CryptoTaxCalculator, and generic CSV format. One-click export covers your entire trading history on Ironbrand, including spot trades, staking rewards, and fee deductions.
Each transaction is automatically labeled: trade, transfer, staking reward, fee, deposit, or withdrawal. Review and adjust categories before generating reports. Our AI categorization engine handles edge cases like airdrops, forks, and dust conversions.
Is your portfolio actually outperforming? Compare your returns against Bitcoin, Ethereum, and the S&P 500 to know if your active management is adding value.
Interactive overlay charts let you plot your equity curve against any benchmark. Adjust the comparison start date and see alpha generation over any time window.
Aggregate your entire crypto portfolio from external wallets and exchanges. Get AI-powered rebalancing suggestions to keep your allocation on target.
Connect external wallets (MetaMask, Ledger, Trezor) and exchanges (Binance, Coinbase, Kraken) via read-only API keys. Your full crypto net worth is tracked in one place, regardless of where your assets are held. Supports manual CSV import for historical data.
Set target allocations for each asset (e.g., 60% BTC, 25% ETH, 15% SOL). When drift exceeds your threshold, Ironbrand generates rebalancing orders automatically. Choose from calendar-based (monthly, quarterly) or threshold-based (5%, 10% drift) rebalancing triggers.
Track staking rewards, DeFi yields, and dividend income across all your positions. See your total passive income in real-time, annualized yield, and compound growth projections. Every reward distribution is logged with exact amount, timestamp, and dollar value for tax reporting.
Start tracking your portfolio with institutional-grade analytics. Free for all Ironbrand users — no minimum balance required.