Average Ratings 8 Ratings
Average Ratings 0 Ratings
Description
OnePortfolio is a powerful tool for investors to manage their portfolios across different platforms, offering a complete view of investments in stocks, ETFs, and cryptocurrencies. The platform provides detailed performance analysis, risk monitoring, and dividend tracking, helping users gain deep insights into their portfolio's health. Features like portfolio breakdowns, sector distribution, and dividend calculators ensure that investors can make data-driven decisions to optimize returns. The tool also supports easy import of data from popular brokers, streamlining portfolio management.
Description
TRES Finance is an enterprise-grade crypto accounting and financial operations platform designed for any business that deals with digital assets, from exchanges and asset managers to fintechs, iGaming, and regulated financial institutions. Built by data and cybersecurity experts frustrated with the inefficiency of manual reconciliation, TRES uses the industry’s first Financial Data Lake (FDL) to unify fragmented blockchain data from over 200 networks, exchanges, and custodians into one accurate, enriched source of truth.
Fully SOC 1 & 2 compliant, TRES automates the entire process of categorization, valuation, reconciliation, and GAAP/IFRS-compliant reporting. It handles complex digital asset activity including DeFi, staking, LP tokens, bridging, farming, and cross-chain movements. Its AI-driven workflows and proprietary reconciliation tools detect internal transfers, resolve balance differences, and tag transactions automatically - while giving finance teams full control to apply custom rules.
TRES connects natively to major ERP systems like NetSuite, QuickBooks, and Xero, plus over 10,000 banks for fiat on/off-ramp tracking. It supports all major cost basis methodologies (FIFO, LIFO, HIFO, Spec ID, and Weighted Average) and provides audit-ready records for even the most stringent regulatory requirements. Every customer is backed by 100% CPA-qualified support staff who understand crypto finance inside out.
With rapid onboarding of new tokens, advanced anomaly detection, spam transaction filtering, and the widest market coverage, TRES delivers unmatched accuracy, speed, and scalability - helping finance teams close their books faster, stay fully compliant, and make digital asset operations the easiest part of their workflow.
API Access
Has API
API Access
Has API
Integrations
Algorand
Base
Bitcoin
Cardano
Coinbase
Comdex
Cronos
Desmos
Dogecoin
FalconX
Integrations
Algorand
Base
Bitcoin
Cardano
Coinbase
Comdex
Cronos
Desmos
Dogecoin
FalconX
Pricing Details
$6 per month (annually)
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OnePortfolio
Founded
2025
Country
Switzerland
Website
oneportfolio.io
Vendor Details
Company Name
Tres Finance
Country
Israel
Website
www.tres.finance/
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection