Reports & Analysis

On demand reporting and analysis

Report Analysis2021-02-24T16:18:17+00:00

On Demand Reporting & Analysis

Unlock advanced understanding and simplify year-end reporting through our on demand reports and analysis!

Crypto Portfolio Report - Wisly

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!
Crypto Report Wisly
Portfolio Reports Crypto - Wisly Crypto Tracker
Crypto Portfolio Analysis - Wisly

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
Crypto Market Portfolio - Wisly

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
Bull Bear Market Crypto Portfolio - Wisly

Other
Features

Crypto Tracking

Get the most insight out of your data

Your Crypto
Portfolio

Individually or in Teams

Start tracking over 11,000 coins and 3,300+ derivative contracts now!

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 - Crypto Tracker - Wisly

Smart Forms

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

Bulk Imports - Cryptocurrency Portfolio Wisly

Bulk Imports

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

API Connections - Crypto Portfolio App - Wisly

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 - Crypto Portfolio - Wisly

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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