On Demand Reporting & Analysis
Unlock advanced understanding and simplify year-end reporting through our on demand reports and analysis!
Portfolio Period Reports
You may want to understand what happened to your investments and portfolios during a specific period of time, rather than during the entire investment lifetime. Our Portfolio Period Reports allow you to understand exactly what happened to your portfolio or total investments during a specific period.
- Customizable: Select the specific time period, accounting methods (FIFO, Average Cost, including B&B clauses for the UK…), reporting currency, and more.
- White-labeled: Upload your own logo and select your key colors, to make our report fully aligned with your organisation or preferences. This is especially useful for accountants using our system to manage client investments!
Portfolio Analysis
Deepen your understanding of your investments and portfolios with our suite of portfolio-specific analysis, which include:
- What if analysis
- Monte Carlo simulations
- Correlation analysis
- And many more added regularly
Market Analyses
Take a step back to look at the overall cryptocurrency market with our market-level analyses, which include:
- Bull/Bear period analysis
- Market Cap evolutions
- And many more added regularly
Adapted to Your Workflow
As an investor, you have your own methods & ways of working.
We aims to adapt to any workflow by giving you multiple ways of interacting with our platform:
Smart Forms
Input your transactions manually with our smart forms, which assist you along the way.
Bulk Imports
Import your transactions in bulk, with our easy and custom upload template.
API Connections
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).
Wisly API
Integrate our API in your automated process to have your bots input transactions for you when they execute trades.
Start for Free, Upgrade As You Need!
Our mission is to empower all investors to have a better and more accurate view of their crypto assets.
So get started now and you will be able to maximize your crypto portfolio insights
|
_Basic Free Free |
_Hobbyist $4.99/mo $49.99/yr |
_Pro $9.99/mo $99.99/yr |
_Enterprise $19.99/mo $199.99/yr |
|
|---|---|---|---|---|
| Number of Portfolios | 2 | 5 | 10 | 20 |
| Asset Under Management | $50k | $200k | $500k | Unlimited |
| Number Transactions | 200 | 2,000 | 5,000 | 100,000 |
| Users per Portfolio | 1 | 1 | 10 | 20 |
| Reports | 2 Period Reviews Per Year + 2 Analytics Per Year | 5 Period Reviews per year + 5 Analytics Per Year | 10 Period Reviews per year + 10 Analytics Per Year | Unlimited Period Reviews + 20 Analytics Per Year |
| Exports | Full Transaction Export | Full Transaction Export + Current Balance Export | Full Transaction Export + Current Balance Export + Historical Balance Export | Full Transaction Export + Current Balance Export + Historical Balance Export |
| Support | Standard Support | Standard Support | Standard Support | Priority Support + Set-Up Support |
| Community | – | – | Join Our Pro Trader Channels | Join Our Pro Trader Channels |
| Wisly Singals | – | – | – | Access To Trade Signals For Top 20 Crypto |
Need more? Contact us
|
_Basic Free Free |
_Hobbyist $4.99/mo $49.99/yr |
_Pro $9.99/mo $99.99/yr |
_Enterprise $19.99/mo $199.99/yr |
|
|---|---|---|---|---|
| Number of Portfolios | 2 | 5 | 10 | 20 |
| Asset Under Management | $50k | $200k | $500k | Unlimited |
| Number Transactions | 200 | 2,000 | 5,000 | 100,000 |
| Users per Portfolio | 1 | 1 | 10 | 20 |
| Reports | 2 Period Reviews Per Year + 2 Analytics Per Year |
5 Period Reviews per year + 5 Analytics Per Year |
10 Period Reviews per year + 10 Analytics Per Year |
Unlimited Period Reviews + 20 Analytics Per Year |
| Exports | Full Transaction Export | Full Transaction Export + Current Balance Export |
Full Transaction Export + Current Balance Export + Historical Balance Export |
Full Transaction Export + Current Balance Export + Historical Balance Export |
| Support | Standard Support | Standard Support | Standard Support | Priority Support + Set-Up Support |
| Community | – | – | Join Our Pro Trader Channels | Join Our Pro Trader Channels |
| Wisly Singals | – | – | – | Access To Trade Signals For Top 20 Crypto |
Need more? Contact us
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