Frequently Asked Questions
Answers before you connect an account
Below are the questions we hear most often from investors evaluating Yielmark Assets for multi-exchange portfolio analysis. If something isn't covered here, it's worth reading our About and Features pages for more context.
What exactly does Yielmark Assets do?
Yielmark Assets connects to the exchanges and wallets you already use and consolidates your holdings, trades, and performance data into a single dashboard. The aim is to remove the manual work of reconciling multiple platforms so you can see your full position at a glance.
Which exchanges can I connect?
Yielmark Assets is built to support the major centralized exchanges investors commonly use alongside manual wallet entries. Supported integrations are listed within the dashboard itself, as availability depends on each exchange's API access at any given time.
Do I need to share my exchange password?
No. Connections are made using read-only API keys provided by each exchange, which are designed to allow data access without granting withdrawal or trading permissions. You remain in control of the keys and can revoke access at any time from your exchange account.
Is my data kept secure?
We apply standard security practices to protect account data and credentials, including encrypted storage and restricted internal access. No system can guarantee absolute security, so we recommend using read-only keys and reviewing your exchange's own security settings regularly.
What does the AI-supported analysis actually provide?
The analysis layer looks across your combined holdings to highlight patterns such as concentration in a single asset, correlation between positions, and shifts in portfolio composition over time. It is designed to surface information for your own review, not to issue automated recommendations.
Can Yielmark Assets execute trades on my behalf?
No. Yielmark Assets is an analysis and reporting tool, not a trading platform. It does not place orders, move funds, or manage your assets. All decisions about buying, selling, or holding remain entirely yours.
Is the information provided financial advice?
No. Everything shown in the dashboard is for informational purposes to help you understand your own holdings. It does not constitute financial, investment, or tax advice, and you should consult a qualified professional before making decisions based on it.
How often does the data update?
Portfolio data refreshes on a regular basis to reflect recent activity across connected accounts. Exact refresh timing can vary slightly depending on each exchange's API response times.
What happens if I disconnect an exchange?
Once a connection is removed, Yielmark Assets stops pulling new data from that account. Previously synced historical data used for your reports may be retained within the dashboard unless you request its removal.
Is there a cost to use Yielmark Assets?
Pricing details are presented within the product itself, as they can change over time. We recommend reviewing the current plan information directly before connecting your accounts.
Can I use Yielmark Assets if I only hold assets on one exchange?
Yes. While the dashboard is designed to shine when consolidating multiple sources, it works equally well for investors tracking a single exchange or wallet who simply want clearer reporting and analysis.
How do I get started?
You can explore the dashboard directly from this site. Once inside, connecting an account typically involves generating a read-only API key from your exchange and entering it into Yielmark Assets's setup flow.