Asset Management Platform - what do you think?

[Gabilin]

Hey bitcointalkers,

I am representing a young (started just 3 months ago) but professional (over 20 years in product development) team.
We gathered to build an Asset Management Platform that will help to manage crypto (at first) and other assets in one single place.

"Wait, are you talking about Portfolio Trackers?"
Yes and no. We believe that tracking is obviously a foundation, but not the final destination. We want to build a platform that will help users make wise decisions on their portfolios (rebalancing techniques), be able to efficiently analyze trades across multiple sources, share their portfolio progress to get more customers (for traders who do trust management) and much more.

First and most important - we are building an absolutely free product. All features are available for free. One of the limitations we consider to support the environment: how frequent you can run certain experiments (calculations on Sharpe Ration for your portfolio or Exchange sync), however, it is not yet decided and we want to be driven by the community. We may end up applying the Wikipedia model and run on donates.

Second - we heavily invest our time in improving various parts of the application to achieve zero cost (100% cost efficiency) by applying the most modern development practices and deployment techniques. We are also looking at moving certain logic into zero cost chains or ultra-cheap options. This is part of our DNA and one of the key values.

Finally, we have an alpha version prepared for the release which will be able to:

• Calculate all your PnLs, Trades, Assets in two base currencies simultaneously (USD and BTC for now). You do not need to wait for recalculations
• Support Binance as the first exchange (Coinbase, Bitstamp, Kraken, Bittrex, Poloniex to go)
• Support for 3 PnL calculation techniques: FIFO, LIFO and AVRG (Average). You can switch without recalculation and check your trades to find what technique best describes your trading strategy
• Net Deposit - how much you invested in crypto and your overall PnLs in time
• Asset allocation
• Profit/Cumulative PnL Charts
• Ability to track correctly Binance Staking Rewards and Dust conversion
• Sync report for users for providing additional details for trades if needed

For now, I am looking for people interested in the product and willing to try the alpha. I am going to share the link on this topic in two weeks. We are on the final testing round.
If you have any question, the team is 24/7 is available in the Discord group where we can share current deployment (on request with a certain disclaimer). Not sharing it right now just because we gonna wipe all the data on release
Discord: https://discord.gg/juWmhWG86w

Would be happy to chat with you!

Update 1: finally live! https://www.iqube.app/

[Lee_Mire]

Sounds similar to blockfolio and others. I would certainly like to give it a try though.

[Gabilin]

Sounds similar to blockfolio and others. I would certainly like to give it a try though.

Thanks! Working as fast as we can to finalize the scope for June release. Almost there:)

[mckinleeanael07]

A very cool idea an asset management platform where the user's assets are stored securely and provides a fair profit and experience, let's launch this product quickly.

[Gabilin]

The v1.1 is now live.
Anyone can try: https://portfolio-tracker-v-next.herokuapp.com/
But please read the DISCLAIMER first:

• It is an early alpha and no support will be provided
• Each next release can result in portfolios wiping process: all the transactions, profits, trades, etc. would be deleted and you will be asked to resync
• The name of a product is subject to change (this is a code name)

Main Features:

• Binance integration supported. You are asked to provide read-only API keys to sync the data
• Login with Google account.
• Simulttenious tracking in two base currencies: USD and BTC. Historical price conversion supported. Thus, if you bought the BTC in 2017, the price of 2017 would be taken for calculations
• Price details supported: you will be able to provide the Price manually for Deposits/Airdrops to reflect the actual USD/BTC cost
• Binance staking rewards are supported and calculated as Zero cost
• Binance staking transactions are correctly calculated, thus, transitions to Binance staking and back will not affect your account
• Three types of PnL calculations are supported in real-time (you can switch without any recalculations): FIFO, LIFO, AVRG
• Cumulative PnL Chart shows how well your portfolio performed against BTC price and HODL BTC strategy
• Overview Chat shows how much you have invested and your current results
• Profit Chat shows your trading profits that can be grouped by Day/Month/Year
• Statistics shows your trading activities, overall Profit/Loss, current Balance etc.
• Asset allocation reflects your assets % in Portfolio
• Recent Trades are showing last 10 Trades and results for them

[Gabilin]

New in v1.2

Features:
-Asset Performance - now you can see all your trades and assets that have ever been traded on your account. You can get all kinds of data related to trades: dates, results, prices, amounts etc. Sorting/Searching included.
-Redesigned Overview Chart
-Portfolio Efficiency simulation based on Sharpe ration
-Wallet management: now you can add more wallets to a Portfolio: add new or link existing.
-Defaults for the Portfolio - is Portfolio a default one that should be shown on the Dashboard, what should be the default Currency for calculations
-You can now Delete the Portfolio
-Exchange keys validation and security - we will not accept keys that allows more than read-only

Fixes:
-Session now expires in 30 days, instead of 20 min. no constant re-logging needed
-All USD stable coins are now considered as USD, thus, no BUSD<->USDT trades and calculations.

[xwshamim]

wow. If you can do it it will be great everything in one place sounds crazy as People need to use different apps to see different Markets  i hope you will rock if you can do this

[Gabilin]

This project seems so great. Looking forward for more development and an exciting announcement!

wow. If you can do it it will be great everything in one place sounds crazy as People need to use different apps to see different Markets  i hope you will rock if you can do this

Thanks for the support, guys! Really appreciate it!
We are working hard on the last bits before the public beta. It appears we found a way to get all the different transitional data directly from the Binance. This means we could precisely track the movements between accounts (spot, margin, staking etc.), be able to get the rewards from day 1 (right now, after the full period).

Meanwhile, we are almost there with the lending page: https://www.iqube.app/ Feedback is more than welcome!

[Gabilin]

Latest version is available here: https://inside.iqube.app/

[SFR10]

Meanwhile, we are almost there with the lending page: https://www.iqube.app/ Feedback is more than welcome!

Suggestions:

• I had a quick glance at its features and it didn't look like there's a way to insert notes on each trade ^{[you might want to consider adding it]}.
• Expand its base currency/cryptocurrency.

There's a small bug/glitch in your "Contact" page.
It looks promising ^[bookmarked]

[Gabilin]

Meanwhile, we are almost there with the lending page: https://www.iqube.app/ Feedback is more than welcome!

Suggestions:

• I had a quick glance at its features and it didn't look like there's a way to insert notes on each trade ^{[you might want to consider adding it]}.
• Expand its base currency/cryptocurrency.

There's a small bug/glitch in your "Contact" page.
It looks promising ^[bookmarked]

Thanks for the quick look! Really appreciate this. We are finalizing the Landing and apparently, we are way better at adding product features than doing the landing-marketing side of things (should think how we can improve this:). And you are absolutely right, there is currently no way to add notes to each trade, but we will add this to the backlog (and probably open it for the wider audience for the voting). Also, what do you mean by expanding the base currency/cryptocurrency? my guess is that you would not only calculate in BTC and USD, but also in ETH (as an example). Is that the case?

[SFR10]

Thanks for the quick look! Really appreciate this.

You're very welcome

And you are absolutely right, there is currently no way to add notes to each trade, but we will add this to the backlog (and probably open it for the wider audience for the voting).

I like the idea of adding features based on the votes, but it seems that the discord link has expired ^[screenshot].

Also, what do you mean by expanding the base currency/cryptocurrency? my guess is that you would not only calculate in BTC and USD, but also in ETH (as an example). Is that the case?

Yes, that's exactly the case ^{[other cryptocurrency and fiat currencies]}.
Btw, are you planning to come up with an app as well ^{[I'm asking because of the unlinked logos of the Google Play and the App Store]}?

[Gabilin]

I like the idea of adding features based on the votes, but it seems that the discord link has expired

Sorry about that, corrected in the post and here is the same link: https://discord.gg/juWmhWG86w, but have to say it is quite lonely there as we just started our journey and basically are in early beta

Yes, that's exactly the case ^{[other cryptocurrency and fiat currencies]}.

Got it! We are planning to add ETH as a historical conversion in nearest future. As for the FIAT, it is really hard to get the historical prices, but I will take a look at what services are out there that can provide such data.

Btw, are you planning to come up with an app as well ^{[I'm asking because of the unlinked logos of the Google Play and the App Store]}?

Yes, we are planning to be multiplatform, so Apps are on the way

[Barinekapaul]

Better understanding of each platform before handling them your asset to manage is important.

[tyz]

At least the opening post sounds much more professional than many other projects presented here.
The backlog of features sounds very good. I think there is still no really good portfolio management in the crypto area. In the stock sector, there are much better ones.
I would also like to see that you can make trades directly from the portfolio management app. The APIs of the exchanges such as Binance basically allow such a feature.

[Gabilin]

Better understanding of each platform before handling them your asset to manage is important.

Personally, I am very sceptical of the custodian ways of accumulating crypto. It is kind of the same as holding assets on the exchange, but with additional risks of non-proven history for those services. We do know various exchanges got hacked and they fully recover and paying customers, but I would not go to the custodian to hold my assets for 7% USDC APY or something like this.

At least the opening post sounds much more professional than many other projects presented here.
The backlog of features sounds very good. I think there is still no really good portfolio management in the crypto area. In the stock sector, there are much better ones.
I would also like to see that you can make trades directly from the portfolio management app. The APIs of the exchanges such as Binance basically allow such a feature.

These days it is very hard to build trust. Especially in crypto, but we are doing our best. That is actually one of the reasons we do not plan to add trading abilities to the system. Right now, we specifically implemented triple checks to not allow users to provide API keys with other than "read-only" permissions. For now, we are heavily focused on providing as much analytics regarding the portfolio as we possibly could so users can make decisions on their crypto. One of our principals "Security goes first"

[Gabilin]

Product Demo: https://youtu.be/-aNJfLh43Lc