Features
Every exchange, one clear picture.
Yielmark Assets brings scattered holdings together into a single, AI-supported view — built for investors who refuse to manage spreadsheets to understand their own portfolio.
Explore the DashboardUnified Tracking
Connect your exchanges, see one portfolio.
Most investors don't hold assets in one place. Yielmark Assets consolidates balances, trades, and performance from each connected exchange into a single, consistent view — so you stop reconciling numbers by hand.
Single Balance View
All holdings normalized into one dashboard, regardless of which exchange they sit on.
Consistent Valuation
Assets are valued using a single methodology, removing discrepancies between exchange interfaces.
Historical Continuity
Past trades and transfers are organized chronologically, even when moved between platforms.
Risk Awareness
Understand exposure before it becomes a problem.
Concentration, correlation, and volatility are easy to miss when your holdings are spread across platforms. Yielmark Assets surfaces these patterns clearly, without requiring manual calculation.
Concentration Signals
See how much of your portfolio sits in a single asset or sector, aggregated across every connected exchange.
Volatility Context
Review how holdings have historically moved, framed against the rest of your portfolio rather than in isolation.
Allocation Drift
Track how your intended allocation has shifted over time as prices and balances change.
Risk indicators are descriptive, not predictive. They summarize current and historical portfolio structure to support your own review process.
AI-Supported Analysis
Context, not just numbers.
A balance sheet tells you what you hold. Yielmark Assets's analysis layer goes further — identifying patterns across your trading history, flagging unusual shifts in exposure, and framing performance against your own past behaviour rather than generic benchmarks.
This is presented as structured, readable insight inside the dashboard — not as automated trading signals or buy/sell recommendations. The decision always stays with you.
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Plain-language summaries of portfolio changes over selected periods.
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Pattern recognition across trading history, surfaced for your review.
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Exposure framing that accounts for correlated assets across exchanges.
How It Fits Together
From connection to clarity.
The dashboard is designed to move from raw exchange data to usable insight with minimal setup.
Connect Accounts
Link exchange accounts using read-only access, so Yielmark Assets can read balances and history without the ability to move funds.
Consolidate & Normalize
Holdings, trades, and balances are merged into one consistent dataset, reconciled across every connected source.
Review & Decide
Explore allocation, risk, and performance in one dashboard, with AI-supported context informing — not replacing — your own judgment.
See your full portfolio, clearly.
Connect your exchanges and explore the dashboard built for investors managing assets across more than one platform.
Digital asset values can fall as well as rise. Analysis provided is informational and does not constitute financial advice.