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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Navigate the complex world of digital assets with confidence using the most all-encompassing financial platform designed specifically for the crypto space. Lumina has earned the trust of top investment funds, corporations, and professionals seeking a solution that meets institutional standards. With Lumina, you can visualize and gain insights into your digital asset portfolio seamlessly. No matter if you possess BTC, ETH, or any other type of digital asset, Lumina is your ultimate source of reliable information. Experience the convenience of having your entire portfolio displayed in a single location. Monitor historical performance, current holdings, and your total cost basis effortlessly. Stay informed with the latest news and insights pertinent to your investments through both the web interface and the Lumina mobile application. Additionally, Lumina automatically reconciles all exchange transactions, including transfers among exchanges, wallets, and custody solutions. For trades executed offline or through OTC venues, Lumina simplifies the process by aggregating unresolved activities, making resolution straightforward. This ensures that you can focus on making informed decisions without the hassle of complicated reconciliations.

Description

The Ethos Universal Wallet Watchfolio allows users to effortlessly monitor a diverse range of cryptocurrencies, assess their performance, and synchronize their holdings, all through a user-friendly interface. During the setup of your Watchfolio, you can input your initial purchase price, enabling you to calculate your gains or losses based on current market trends relative to your entry point. The Watchfolio offers customization options, is easy to update, and simplifies the management of multiple portfolios, making it a highly efficient tool for investors. Additionally, you can create fantasy portfolios at the touch of a button, providing insights into the performance of various portfolio configurations. Below are the capabilities and advantages of the Watchfolio. We recognize that your digital assets may be stored in various locations; therefore, with Watchfolio, whether your assets reside on an exchange or within a secure paper wallet, you can effectively track everything in one central location. It serves as a portable portfolio tracker, enabling you to analyze, track, and gain insights from an ever-growing collection of cryptocurrencies. This comprehensive tool ensures that managing your digital assets is not only convenient but also educational, empowering you to make informed investment decisions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitstamp Yes 
Binance Yes 
BitGo Yes 
Bitfinex Yes 
Coinbase Yes 
Compound Yes 
Gemini Yes 
HTX Yes 
HitBTC Yes 
IDEX Yes 
Kraken Yes 
KuCoin Yes 
OKX Yes 
Pliant Yes 
Poloniex Yes 
itBit Yes 

Integrations

Bitstamp No 
Binance No 
BitGo No 
Bitfinex No 
Coinbase No 
Compound No 
Gemini No 
HTX No 
HitBTC No 
IDEX No 
Kraken No 
KuCoin No 
OKX No 
Pliant No 
Poloniex No 
itBit No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Lumina

Founded

2018

Country

United States

Website

www.lumina.app/

Vendor Details

Company Name

Ethos

Founded

2017

Website

www.ethos.io/watchfolio-tracking-your-crypto-on-the-blockchain

Product Features

Crypto Tax

Automated Data Import No 
Exchange Integration No 
Export Transactions No 
Historical Prices No 
Income Overview No 
Margin & Futures Support No 
Profit & Loss / Cap Gains No 
Staking / Lending / DeFi Support No 
Tax Form Generation No 
Tax Loss Harvesting No 
Wallet Integration No 

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