Build a Custom Crypto Portfolio Dashboard Using AI in Minutes
Describe your Crypto Portfolio Dashboard in plain English. Emergent handles design, development, and deployment, giving you a live build in minutes. No code needed.
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Emergent Key Features for Building a Crypto Portfolio Dashboard
Acquisition history rebuilt across every venue, with internal transfers excluded and swaps treated as disposals.
Acquisition History Reconstructed
Every purchase, swap receipt and reward is rebuilt as a separate lot with its fee inclusive cost, across exchanges that each hold only part of the record.
Internal Transfers Excluded
Movements between your own wallets are identified and excluded, preventing the phantom gains that ruin most crypto calculations.
Swaps Treated as Disposals
Asset to asset trades are recognised as disposals with gains calculated, which is where most crypto tax positions are understated.
Staking and Airdrop Receipts Valued
Income received in kind is recorded with its value at receipt, so its later disposal has a correct starting cost.
Allocation Drift with Trades
Current weights are compared with your targets and the rebalancing trades calculated, rather than left as an observation.
Unclassifiable Transactions Flagged
Transfers and receipts the record cannot categorise are surfaced rather than silently guessed at, which is what makes the resulting figures usable.
Crypto Portfolio Dashboard Use Cases You Can Build in Minutes
Rebalance against the Split You Intended
What you hold against your intended allocation, weight per asset and per category such as majors, alternatives and stablecoins, how far each has drifted since you last rebalanced, the trades that would restore the target and drift caused by price alone.
window.awbMockup = { allocationTarget: "Build a crypto allocation dashboard comparing what you hold against the split you intended, showing weight per asset and per category such as majors, alternatives and stablecoins, how far each has drifted since you last rebalanced, the trades that would restore the target, and how much of the drift came from price movement rather than from anything you did.", walletReconciliation: "Build a crypto reconciliation dashboard proving your recorded holdings match what the chains and exchanges actually show, listing balances per venue against your ledger, differences with the transactions that would explain them, movements between your own wallets identified as internal, assets received with no recorded origin, and gaps in the history that need a missing export.", realisedGain: "Build a crypto disposal dashboard showing realised gains and losses by asset and tax year, disposals matched to specific lots, gains from swaps between assets as well as sales to currency, losses available to offset, the gain consequence of selling a given position under different lot selections, and a transaction record suitable for filing.", taxYearRecord: "Build a crypto tax record dashboard assembling every taxable event for a chosen year including sales, swaps, staking receipts and spending of crypto, each with date, assets involved, value at the time and the lots matched against it, running totals of gains and income, transactions the record cannot classify, and an export in a form an accountant can work from."};
Prove Your Records Match the Chains
Balances per venue against your ledger, differences with the transactions that would explain them, movements between your own wallets identified as internal, assets received with no recorded origin and gaps in the history needing a missing export.
window.awbMockup = { allocationTarget: "Build a crypto allocation dashboard comparing what you hold against the split you intended, showing weight per asset and per category such as majors, alternatives and stablecoins, how far each has drifted since you last rebalanced, the trades that would restore the target, and how much of the drift came from price movement rather than from anything you did.", walletReconciliation: "Build a crypto reconciliation dashboard proving your recorded holdings match what the chains and exchanges actually show, listing balances per venue against your ledger, differences with the transactions that would explain them, movements between your own wallets identified as internal, assets received with no recorded origin, and gaps in the history that need a missing export.", realisedGain: "Build a crypto disposal dashboard showing realised gains and losses by asset and tax year, disposals matched to specific lots, gains from swaps between assets as well as sales to currency, losses available to offset, the gain consequence of selling a given position under different lot selections, and a transaction record suitable for filing.", taxYearRecord: "Build a crypto tax record dashboard assembling every taxable event for a chosen year including sales, swaps, staking receipts and spending of crypto, each with date, assets involved, value at the time and the lots matched against it, running totals of gains and income, transactions the record cannot classify, and an export in a form an accountant can work from."};
Count the Swaps Most People Miss
Realised gains and losses by asset and tax year, disposals matched to specific lots, gains from swaps between assets as well as sales to currency, losses available to offset and the consequence of selling under different lot selections.
window.awbMockup = { allocationTarget: "Build a crypto allocation dashboard comparing what you hold against the split you intended, showing weight per asset and per category such as majors, alternatives and stablecoins, how far each has drifted since you last rebalanced, the trades that would restore the target, and how much of the drift came from price movement rather than from anything you did.", walletReconciliation: "Build a crypto reconciliation dashboard proving your recorded holdings match what the chains and exchanges actually show, listing balances per venue against your ledger, differences with the transactions that would explain them, movements between your own wallets identified as internal, assets received with no recorded origin, and gaps in the history that need a missing export.", realisedGain: "Build a crypto disposal dashboard showing realised gains and losses by asset and tax year, disposals matched to specific lots, gains from swaps between assets as well as sales to currency, losses available to offset, the gain consequence of selling a given position under different lot selections, and a transaction record suitable for filing.", taxYearRecord: "Build a crypto tax record dashboard assembling every taxable event for a chosen year including sales, swaps, staking receipts and spending of crypto, each with date, assets involved, value at the time and the lots matched against it, running totals of gains and income, transactions the record cannot classify, and an export in a form an accountant can work from."};
Assemble a Record an Accountant Can Use
Every taxable event for a chosen year including sales, swaps, staking receipts and spending of crypto, each with date, assets, value at the time and lots matched, running totals of gains and income and transactions the record cannot classify.
Assemble a Record an Accountant Can Use
Every taxable event for a chosen year including sales, swaps, staking receipts and spending of crypto, each with date, assets, value at the time and lots matched, running totals of gains and income and transactions the record cannot classify.
Build a custom crypto portfolio dashboard in 4 simple steps
Track cost basis, realised gains and allocation across every holding, so your crypto position is reportable rather than an estimate.
Start with holdings and allocation against targets, cost basis per acquisition, unrealised and realised gains, and the transaction record you would need for a tax return. Emergent builds around the assets and venues you use.
Link exchange records, wallet transactions and any manual trades. Emergent reconstructs each acquisition as its own lot with date and cost including fees, which is what makes gain calculation defensible rather than approximate.
Ask to include another exchange, add a chain, change the lot matching method or alter your target allocation, and holdings and gain calculations rebuild consistently.
Deploy on hosting you control so the full record stays yours. Allocation and gain positions update with prices, so a rebalance or disposal decision is made on real numbers.
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Why choose Emergent?
Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.
| Comparison | Other Tools |  |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
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