Overview
CryptoView is a comprehensive cryptocurrency portfolio manager and multi-exchange trading platform built to serve individual traders, investors, and professional fund managers. It consolidates portfolio balances from exchange accounts, software and hardware wallets, and blockchain addresses into a single, secure interface. By combining portfolio tracking, multi-exchange trading, and advanced market tools, CryptoView aims to simplify position management and decision-making across multiple accounts and chains.
Core capabilities
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Portfolio Tracking: Track assets across exchanges, wallets, and 20+ blockchains with support for 20,000+ coins. Manage multiple portfolios, exchange accounts and sub-accounts, import wallet data, and monitor balances and token positions in one consolidated view.
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Multi-Exchange Trading: Chart and trade on more than 20 integrated exchanges from a single secured interface. Access 20,000+ trading pairs, place orders using unified order entry, and benefit from the platform’s Order Depth Indicator to gauge potential fills before execution.
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Advanced Charting & Market Data: Full TradingView chart integration with 85+ technical indicators, multi-screen layouts, and real-time market data. Users can create custom layouts, switch between screens quickly, and save preferred grid and pair configurations.
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Alerts, News & Market Scanner: Set price or percentage-change alerts delivered via in-browser, email, and SMS. Aggregate news from major sources through a customizable feed and identify opportunities with the Market Scanner featuring thousands of markets and smart filters.
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Reporting, Sharing & Security: Generate performance reports, share portfolios with clients via read-only access, and rely on enterprise-grade security standards — SSL, API key encryption, DoS protection, and cloud architecture. CryptoView does not hold user funds; all assets remain in users’ exchange wallets.
Detailed features and workflow
CryptoView’s interface is designed to be both approachable and powerful. Onboarding typically involves connecting exchange APIs and importing wallet or blockchain addresses. Once connected, balances and transaction histories are normalized and displayed with key performance indicators, historical P&L, and allocation breakdowns. Traders can then open multi-screen charting tabs, apply technical indicators, and execute trades across exchanges without switching platforms. Alerts and automated reports keep users informed of threshold events and portfolio performance trends.
The platform’s Market Scanner is useful for active traders who need an efficient way to screen thousands of markets for volume spikes, momentum, or custom criteria. Combined with real-time market data and the TradingView engine, CryptoView supports both discretionary and systematic workflows.
Security, privacy and operational assurances
Security is central to CryptoView’s design. The service emphasizes that it never stores customer funds and does not provide custodial wallet services. API keys are encrypted, communications are SSL-protected, and infrastructure is hardened against common attacks. Privacy policies state that user data and trading activity are not shared with third parties. For users concerned about operational continuity, the platform also offers 24/7 customer support, a detailed knowledge base, and onboarding tutorials.
Why choose CryptoView
- Integrated view of all crypto holdings across exchanges, wallets and blockchains saves time and reduces reconciliation errors.
- Unified trading interface reduces context switching for multi-exchange traders and helps capture opportunities more quickly.
- Robust charting, alerts, and Market Scanner tools support both novice and professional trading strategies.
- Enterprise-level security practices and a non-custodial model protect funds while enabling necessary automation via API keys.
Getting started
To begin, sign up for an account, connect exchange APIs or import wallet addresses, and explore preset dashboards and multi-screen layouts. For professionals, shared portfolio reports and read-only access facilitate client reporting. Support resources and blog updates help users stay informed on new integrations and feature launches.
Overall, CryptoView positions itself as a central hub for managing crypto portfolios and executing trades across multiple venues while prioritizing security, flexibility, and actionable market intelligence.
