Portfolio / Multi User

At Wisly, we recognize that some investments are different than others. Whether you have a long term portfolio, a trading-only account, a mining business, or invest in a pool of investors or as a company, Wisly can provide you with the relevant analytics:

• Consolidated view: We offer a consolidated view of your performance and assets, whether you have a single portfolio or multiple.
• Portfolio only-views: We allow you to look at portfolios in isolation and calculate your performance, cost-basis and metrics only on the transactions included in that specific portfolio
• Smart imports: When automating your transaction entry, through API connections, we allow you to manually or automatically route transactions to given portfolios. This means you can invest on the same exchange but track performance of actions separately.
• Unified reporting: Sometimes, you need to calculate profits, cost-basis and other information on all your transactions, regardless of portfolios; this is especially the case with tax reporting. We have developed unified reporting, to allow you to have these reports when needed, but still be able to track your investments as individual portfolios.

We are the only tracker that will allow you to create fully collaborative portfolios. Whether investing with friends, a pool of investors, as a company or fund or simply wish to share your portfolio with advisors or friends, you can use our system to collaboratively track your investments

• Multiple users, custom permissions: Give collaborators on your portfolios different permissions, whether it is simply to view transactions and data – useful for accountants and advisors – or to manage and edit your portfolio’s data.
• User-level metrics: When investing with other people, understand specifically how much each person invested, their transactions and how many coins & assets they have on their portfolios.
• Address lists: Easily access the blockchain addresses of your collaborators, without needing to manage it manually!
• Complete audit trail: Our advanced audit trail system allows you to keep track of who performed which action on your portfolios at a glance.

Input your transactions manually with our smart forms, which assist you along the way.

Import your transactions in bulk, with our easy and custom upload template.

Securely connect your exchanges and wallets by API, for hands-off experience (while being able to route each and every transaction to different portfolios if you wish).

Integrate our API in your automated process to have your bots input transactions for you when they execute trades.