Verafolyo provides a cloud‑based platform that automatically aggregates cryptocurrency holdings from exchanges, custodial services, and on‑chain wallets via API connectors and blockchain scans. It normalizes transaction data, applies real‑time price feeds, and delivers unified performance and risk metrics through interactive dashboards and configurable alerts, with secure encryption and role‑based access controls.
Funding
Funding not disclosed
Founders
Product
Problem
Cryptocurrency investors must manually consolidate balances and transaction histories from multiple exchanges, custodial services, and non-custodial wallets, leading to fragmented data, calculation errors, and delayed insight into portfolio performance.
Solution
Verafolyo delivers a cloud‑based portfolio management platform that automatically connects to supported exchange APIs, blockchain nodes, and wallet address scanners to ingest on‑chain and off‑chain asset data. The service normalizes disparate transaction formats into a single ledger, applies real‑time market price feeds, and computes unified performance metrics such as total return, time‑weighted return, and internal rate of return. Users can monitor allocation across assets, chains, and strategies through interactive dashboards that update continuously. Built‑in risk analytics surface volatility, drawdown, and exposure concentrations, while configurable alerts notify investors of threshold breaches. The platform also exposes a RESTful API and data export options, enabling integration with existing reporting tools or custom analytics pipelines. End‑to‑end encryption and role‑based access controls ensure that sensitive financial data remain secure throughout ingestion, storage, and visualization.
Target Audience
The primary users are active cryptocurrency traders, institutional asset managers, and DeFi fund operators who require consolidated, real‑time insight into multi‑exchange and multi‑wallet holdings.
Features
- Pre‑built connectors for major centralized exchanges (e.g., Binance, Coinbase) and decentralized protocols via blockchain node queries
- Automatic wallet address discovery and transaction parsing for EVM‑compatible and non‑EVM chains
- Real‑time portfolio valuation using aggregated market price oracles with sub‑second latency
- Comprehensive performance calculations: ROI, time‑weighted return, IRR, and benchmark comparison
- Risk metrics suite including volatility, maximum drawdown, asset‑class exposure, and correlation heatmaps
- Customizable, drag‑and‑drop dashboard widgets powered by a high‑performance charting library
- Alert engine supporting price, allocation, and performance thresholds with email, SMS, or webhook notifications
- Secure data pipeline with TLS encryption, at‑rest AES‑256 storage, and granular role‑based access control
- Export capabilities to CSV, PDF, and integration via a documented REST API for downstream reporting