Yielmark Assets unified dashboard view representing multi-exchange crypto portfolio analysis

Unified Intelligence

One view of your crypto holdings, built for considered decisions

Yielmark Assets consolidates balances and activity from Binance, Coinbase and Kraken into a single AI-analysed dashboard, giving you decision support grounded in your actual exposure rather than isolated, platform-by-platform snapshots.

Explore the Dashboard

No credit card is required to set up a connection and review your consolidated data.

The Fragmentation Problem

Multiple exchanges, multiple truths about your portfolio

Most investors holding digital assets across more than one exchange are working from a partial picture. Each platform reports its own balances, its own price feeds and its own transaction history, with no shared context between them.

The result is not simply inconvenience. It is a measurable gap between what you believe your exposure to be and what it actually is at any given moment, particularly during periods of rapid price movement.

  • 01
    Scattered oversight. Checking three apps to understand one position increases the chance that a change on one exchange goes unnoticed while attention is elsewhere.
  • 02
    Inconsistent timing. Price and balance data refresh at different rates across platforms, which can distort a portfolio's true risk profile in the short term.
  • 03
    Manual reconciliation. Combining spreadsheets or exports by hand is slow, and errors tend to compound exactly when markets are most active.

Single Pane of Glass

Every connected exchange, read as one portfolio

Yielmark Assets links to your exchange accounts through read-focused API connections and merges the resulting data into a single model. Rather than treating Binance, Coinbase and Kraken holdings as three separate stories, the platform analyses them together, so correlations and concentration risks that would otherwise stay hidden between tabs become visible in one place.

Binance Coinbase Kraken Additional exchanges on request

Consistent data timing

Balances and prices are normalised to a common refresh cycle, reducing the distortion that comes from comparing feeds updated at different speeds.

Reduced oversight errors

A single consolidated view lowers the likelihood that a meaningful shift on one exchange is missed while reviewing another.

Exposure, not just balances

The model accounts for overlapping holdings across platforms, so concentration in a single asset is reported accurately rather than per account.

How The Analysis Works

A three-stage process, from raw data to a reasoned recommendation

01

Data ingestion

Transaction history, order book depth and balance data are pulled from each connected exchange and reconciled against a shared timestamp, so the model is working from one coherent dataset rather than three separate ones.

02

Predictive modelling

The model examines volatility clustering across your held assets and incorporates sentiment analysis drawn from market and news activity, producing a short-term risk outlook rather than a single price guess.

03

Risk-adjusted execution guidance

Recommendations weigh potential return against your current concentration and historical drawdown behaviour, so suggested actions reflect your actual portfolio composition rather than a generic market view.

On data integrity: Yielmark Assets does not fabricate confidence where none exists. Where market conditions are unusually thin or inconsistent across exchanges, the dashboard flags reduced certainty in its output rather than presenting a single definitive figure.

Built for Caution, Not Speed

Safeguards designed for investors who prioritise capital preservation

The platform is built around the assumption that avoiding unnecessary loss matters more than chasing every opportunity. That principle shapes how it connects to your accounts and how it frames its recommendations.

A

Non-custodial connections

Yielmark Assets connects via API permissions that allow data reading and, where you choose, order placement, but never direct withdrawal. Your assets remain on the exchange you control.

B

Stop-loss recommendations

Based on an asset's recent volatility range, the model suggests stop-loss levels for your review, rather than acting on them automatically without your confirmation.

C

Diversification logic

The dashboard highlights when holdings become concentrated in a single asset or sector, so you can assess whether your current spread still matches your intended risk level.

Yielmark Assets analysts reviewing portfolio data and risk indicators

About Yielmark Assets

A platform built around explainable analysis, not black-box signals

Yielmark Assets was built on the premise that investors deserve to understand the reasoning behind a recommendation, not just the recommendation itself. Every output on the dashboard is accompanied by the underlying data points that produced it.

This matters most for the audience the platform serves: people managing real exposure across several exchanges, who want clearer oversight rather than a promise of outsized returns.

Read more about our approach

Common Questions

Security, privacy and market behaviour, answered plainly

How is my data protected across connected exchanges?

API connections are established using read and limited-trade permissions only; Yielmark Assets never requests withdrawal access. Account credentials for each exchange remain with the exchange itself and are not stored on our servers.

What happens to the recommendations during a sudden market shift?

The predictive model re-weights its volatility assumptions as new data arrives, so recommendations adjust continuously rather than relying on a single daily snapshot. During periods of unusually thin liquidity, the dashboard flags lower confidence in its output.

Is Yielmark Assets able to support UK reporting needs?

The dashboard provides consolidated transaction exports across connected exchanges, which can be used as a starting point for your own records or for a tax adviser. Yielmark Assets does not submit filings on your behalf.

Can I remove exchange connections at any time?

Yes. API permissions can be revoked directly from the exchange's own settings at any point, which immediately stops data synchronisation with Yielmark Assets.

Does the platform place trades automatically?

By default, Yielmark Assets presents recommendations for your review. Automated execution is only enabled for accounts that have explicitly opted into it, and can be switched off at any time.

Get Started

Start optimising your strategy

Connect your first exchange account and review a consolidated view of your holdings before deciding whether to go further.

No credit card is required for the initial setup.