Portfolio dashboard
Manage across wallets, exchanges and DeFi from a single source of truth.
Built for investors, treasuries, funds, DAOs, and family offices. One view of your holdings, with no jumping between wallets, explorers, and spreadsheets.
Unified Portfolio View
Every wallet, exchange, and DeFi position in one view. Balances, holdings, and activity from every source, no platform-switching.
Allocation & Exposure Analysis
See how capital sits across assets, chains, protocols, and counterparties. Spot concentration risk before it costs you.
Transaction Transparency
Every transfer, swap, deposit, and withdrawal, with full context. A clean audit trail your finance and compliance teams can trust.
Portfolio Performance
Historical values, realized and unrealized gains, portfolio metrics. Outcomes over time, in numbers you can stand behind.
Risk Monitoring
Real-time exposure across assets, wallets, and protocols. Catch abnormal moves and concentration risk before they become problems.
DeFi & Yield Visibility
Staking, lending, and yield across protocols. See what's deployed, what it earns, and where exposure sits.
MULTI-SOURCE INTEGRATION
FAQs
No. QoreDAM is a read-only platform and cannot move or withdraw assets.
QoreDAM supports a wide range of self-custody wallets including MetaMask, WalletConnect, Coinbase Wallet, Trust Wallet, Rabby, OKX Wallet, Phantom, Bitget Wallet, and more — across Ethereum, BNB Chain, Base, Arbitrum, and Hyperliquid networks. For centralized exchanges, QoreDAM integrates with Binance, OKX, and Bitget through read-only API connections, allowing you to track balances without granting withdrawal permissions.
Portfolio data is automatically synchronized through a combination of on-chain crawling and exchange API polling. When wallets or exchange accounts are added, QoreDAM initiates a balance scan and continuously refreshes data to reflect the latest token holdings, DeFi protocol positions, and exchange balances. Historical portfolio value, inflows/outflows, and transaction activity are tracked over configurable date ranges with near real-time accuracy.
Yes. QoreDAM is built for multi-portfolio management — teams can create isolated portfolios, connect multiple wallets and exchange accounts, and organize them with custom naming and tagging. Built-in reporting covers token, chain, address, and protocol breakdowns with export to CSV/XLSX. Cutoff period analysis, flow summaries, and address-level filtering give treasury teams the granularity needed for reconciliation and fund accounting.
QoreDAM employs JWT-based authentication with access and refresh token rotation, optional two-factor authentication (TOTP), and wallet-based sign-in via SIWE (Sign-In With Ethereum) with nonce-based replay protection. Exchange connections are enforced as read-only — withdrawal permissions are never requested. Bot protection is handled through Cloudflare Turnstile, and programmatic access is managed via scoped client API keys that can be generated, rotated, or revoked at any time.
Get started
Your assets. Your portfolios. Your .
Join waitlist of Qore DAM, or talk to us about enterprise deployment.
Talk to our team