Customer tools · Pro · Portfolio intelligence
Customer Portfolio Vault
Private customer watchlists, positions, notes and alerts without custody or seed phrases.
It converts holdings into risk layers: exposure, concentration, hidden costs, drawdown and customer-ready reports.
Paid value
Customers pay to understand hidden portfolio risk before drawdown exposes it.
Module ready.
Risk layers
Exposure
Assets, chains, sectors and wallets.
Drawdown
Loss and recovery distance.
Reports
Customer-ready export.
Portfolio table
| Layer | Checks |
|---|---|
| Concentration | Largest positions and clusters. |
| Hidden costs | Fees, rent, failed actions. |
Working Customer Portfolio Vault engine
This module calculates a practical status from the inputs, builds an alert text and prepares a report note.
Waiting for input.