TradePulse AI for Portfolio Managers
Whether you manage your own crypto portfolio or oversee client assets, TradePulse AI provides the analytics, risk tools, and automation you need to make informed allocation decisions and track performance over time.
Portfolio Tracking
Track all your crypto holdings in one place with real-time valuations from Binance and CoinGecko. TradePulse AI shows your total portfolio value, allocation breakdown by asset and sector, historical performance charts, and daily P&L. Connect multiple exchange accounts to see your complete picture across Binance, Coinbase, and Kraken without manual data entry.
Risk Score
Every asset and your overall portfolio receives a dynamic risk score calculated from volatility, correlation, liquidity, and market cap data. The risk dashboard shows your portfolio's Value at Risk (VaR), concentration risk warnings, and exposure to correlated assets. Identify hidden risks before they materialize and adjust your allocations proactively based on data rather than gut feeling.
Benchmark Comparison
Compare your portfolio performance against standard benchmarks including Bitcoin, Ethereum, the total crypto market cap, and the S&P 500. See whether your active management is generating alpha or if a passive strategy would have outperformed. Benchmark charts overlay your portfolio returns on the same timeline so you can spot periods of outperformance and underperformance.
Drawdown Analysis
Understand your portfolio's worst-case scenarios with detailed drawdown analysis. TradePulse AI tracks maximum drawdown, recovery time, and drawdown frequency across your entire holding period. Visualize underwater equity curves and identify which assets contributed most to losses during market downturns. This data helps you set appropriate position sizes and stop-loss levels.
Monte Carlo Simulation
Run thousands of simulated scenarios to stress-test your portfolio against various market conditions. Our Monte Carlo engine uses historical volatility and correlation data to project potential outcomes over 30, 90, and 365-day horizons. View probability distributions of returns, identify the likelihood of meeting your target returns, and understand tail-risk scenarios that could impact your holdings.
Rebalancing Tools
Define target allocation percentages for each asset and let TradePulse AI calculate the exact trades needed to rebalance. Set rebalancing triggers based on percentage drift thresholds — when any asset drifts more than your specified threshold from its target weight, you receive an alert with one-click rebalance execution. Maintain your desired risk profile without constant manual monitoring.
Professional-Grade Portfolio Intelligence
Portfolio management in crypto requires tools that go beyond simple price tracking. The crypto market operates 24/7, correlations shift rapidly during volatility spikes, and new assets emerge constantly. TradePulse AI gives you the same caliber of analytics that institutional fund managers use — correlation matrices, Sharpe ratios, Sortino ratios, and risk-adjusted return metrics — all calculated in real time.
Our platform integrates data from 10+ sources to provide a holistic view of each asset. Beyond price data, you get social sentiment scores from LunarCrush, on-chain activity metrics, developer activity, and macroeconomic context from FRED. This multi-dimensional view helps you make allocation decisions based on fundamentals rather than price action alone.
For teams and advisors managing multiple portfolios, TradePulse AI's Institutional plan ($99/month) includes advanced reporting, custom benchmarks, and priority API access. Generate client-ready performance reports with a single click and demonstrate the value your active management provides over passive alternatives.