INTUITIVE SOLUTIONS

Whether you run a startup or multi-billion dollar fund, FundsTOTAL Crypto provides intuitive solutions to manage and analyze your crypto portfolio.

RAPIDLY CUSTOMIZABLE

FundsTOTAL solutions are “out-of-the-box”, yet rapidly customizable, enabling implementation of unique investment strategies on time and budget.

PORTFOLIO ANALYSIS

You can “slice and dice” your portfolio by many criteria, including crypto exchanges, long/short and coins.

RISK ANALYSIS

Instant calculations of risk measures including Value-At-Risk, beta (bitcoin), volatility, market impact and liquidity.

PERFORMANCE ATTRIBUTION

Instant calculations of risk measures including Value-At-Risk, beta (bitcoin), volatility, market impact and liquidity.

BENCHMARKING

Benchmarking performance of instruments and/or portfolio (or any portion of it) with any index (including bitcoin) and time horizon.

INTERACTIVE CHARTS

Intuitive portfolio visualization by creating interactive charts in as little as one mouse click or one selection on touch-based devices.

OPTION ANALYTICS

Support for both Binomial and Black-Scholes models including a full set of "Greeks" measures (Delta, Gamma, Vega, Theta, Rho) and implied volatility.

TRADE CAPTURE

Automated connectivity through FIX, WebSockets or REST API’s, trade file upload or manual trade entry.

POSITION KEEPING

Real-time position keeping at any portfolio level such as fund, account or trader.

BLOTTERS

Trades can be filtered by multiple criteria including fund, trade date and coins.

PROFIT & LOSS

Realized /Unrealized/Net P&L presented as Daily, Month-To-Date, Year-To-Date and Open-To-Date. P&L can be viewed by cryptocurrency, long/short and crypto exchanges and more.

DEVICE OF YOUR CHOICE

As you work from home, travel or visit a client, you can get instant access to FundsTOTAL from a PC, Mac or mobile device such as iPhone, iPad or Android-based device.

PORTFOLIO REPORTING

FundsTOTAL Crypto provides up-to-the-moment transaction management and reporting of your crypto portfolio.

AUDIT TRAIL

A complete audit trail of trade changes is provided so you can see who made the changes and when.

OVERRIDING

With FundsTOTAL Crypto, you can input your data such as ICO prices.

REAL-TIME VIEW SHARING

Share real-time views and related comments, allowing colleagues to see and collaborate on portfolio information.

FOLLOW COLLEAGUES' ACTIVITIES

You can selectively follow members of your team and receive instant notifications about their activities.