Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
LABS
Services

Multi-Asset Portfolio Tracking Dashboard Build

We build unified, real-time dashboards that aggregate and visualize corporate crypto holdings and expense flows across multiple wallets, chains, and asset types for financial oversight.
Chainscore © 2026
overview
CORE SERVICE

Smart Contract Development

Secure, production-ready smart contracts built for scale and compliance.

We architect and deploy custom smart contracts that form the foundation of your Web3 product. Our development process is built on audited code patterns, gas optimization, and comprehensive testing to ensure security and performance from day one.

  • Protocol Development: Custom ERC-20, ERC-721, ERC-1155, and bespoke token standards.
  • DeFi & DEX: Automated Market Makers (AMMs), liquidity pools, staking, and yield mechanisms.
  • Enterprise Logic: Multi-signature wallets, vesting schedules, and governance modules.

We deliver contracts that are secure by design, reducing audit cycles and mitigating costly vulnerabilities.

Our engineers write in Solidity 0.8+ and Vyper, leveraging OpenZeppelin libraries. Every contract undergoes static analysis, unit testing, and integration testing before a formal audit. We focus on gas efficiency to lower user transaction costs and upgradeability patterns to future-proof your protocol.

key-features-cards
ENTERPRISE-GRADE TRACKING

Core Dashboard Capabilities We Deliver

We build multi-asset portfolio dashboards that provide institutional-grade clarity and control. Our solutions deliver real-time visibility across chains, enabling data-driven decisions for your treasury, fund, or platform.

01

Unified Multi-Chain Aggregation

Consolidate positions from Ethereum, Solana, Arbitrum, and 20+ other networks into a single, real-time view. We handle the complex indexing and data normalization so your team sees a unified portfolio, not fragmented data silos.

20+
Networks Supported
< 5 sec
Data Refresh
02

Real-Time P&L & Performance Analytics

Track unrealized/realized gains, ROI, APY, and impermanent loss across DeFi positions, NFTs, and liquid tokens. Our dashboards provide customizable timeframes and benchmarking against major indices.

Real-Time
P&L Calculation
Custom
Benchmarking
03

Institutional Security & Access Control

Built with enterprise security standards. Features include multi-signature wallet integration, role-based access control (RBAC), audit trails, and SOC 2 compliant infrastructure to protect your sensitive financial data.

SOC 2
Compliant Infra
Granular
RBAC
04

Custom Alerting & Risk Monitoring

Configure automated alerts for portfolio value thresholds, liquidity changes, smart contract risks, or whale movements. Proactively manage risk with notifications via Slack, Telegram, or email.

24/7
Monitoring
10+
Alert Channels
05

Regulatory Reporting & Tax Preparedness

Generate transaction histories, capital gains reports, and audit trails formatted for accounting and compliance (FIFO, LIFO). We structure data for seamless integration with tools like CoinTracker or your internal systems.

FIFO/LIFO
Tax Methods
CSV/API
Data Export
06

White-Label & API-First Architecture

Deploy a fully branded dashboard for your clients or integrate our portfolio data APIs directly into your existing platform. Our modular architecture ensures flexibility and rapid customization.

REST & GraphQL
APIs
< 2 weeks
White-Label Setup
benefits
DELIVERABLES & GUARANTEES

Business Outcomes for Your FinTech or Web3 Company

Our Multi-Asset Portfolio Tracking Dashboard is engineered to deliver measurable business results. We focus on outcomes that directly impact your bottom line and operational efficiency.

01

Unified Cross-Chain Visibility

Consolidate positions from EVM, Solana, and Bitcoin networks into a single, real-time dashboard. Eliminate manual data aggregation and reduce reconciliation time by 80%.

15+
Protocols Supported
Real-time
Data Sync
02

Institutional-Grade Security & Compliance

Built with SOC 2 Type II principles. All data pipelines and smart contract integrations undergo rigorous security audits. Ensure regulatory readiness for institutional clients.

SOC 2
Framework
Zero
Custodial Risk
03

Actionable Performance Analytics

Go beyond balances with P&L tracking, yield attribution, and risk exposure heatmaps. Empower your users with data to make informed investment decisions.

Custom
Metrics Engine
API-First
Architecture
04

Rapid Integration & Time-to-Market

Leverage our pre-built connectors and modular SDK to launch your branded dashboard in weeks, not months. Focus on your core product, not infrastructure.

< 4 weeks
Typical Launch
White-label
Ready
05

Scalable, Cost-Effective Infrastructure

Our optimized indexers and caching layers handle millions of data points, ensuring sub-second query performance while reducing your cloud data costs by up to 60%.

99.9%
Uptime SLA
< 1 sec
Query Latency
06

Enhanced User Retention & Engagement

Deliver a professional-grade user experience with customizable alerts, portfolio reports, and tax documentation features that increase user stickiness and platform loyalty.

30%+
Engagement Lift
Fully
Branded UI
Structured Roadmap to Production

Phased Development Tiers

A modular, milestone-driven approach to building your Multi-Asset Portfolio Dashboard. Start with core functionality and scale with advanced features and support.

Feature & SupportFoundation TierGrowth TierScale Tier

Multi-Chain Data Aggregation (EVM)

Real-Time Portfolio Valuation

Custom P&L Reporting & Tax Lots

Smart Contract Wallet Integration

Advanced Charting & Analytics SDK

White-Label UI/UX Components

Deployment & Infrastructure Setup

Self-Service

Guided

Managed

Post-Launch Support SLA

Community

Business Hours

24/7 Priority

Typical Implementation Timeline

4-6 weeks

8-12 weeks

12-16 weeks

Estimated Investment

$25K - $50K

$75K - $150K

$200K+

how-we-deliver
CORE SERVICE

Smart Contract Development

Secure, production-ready smart contracts built for scale and compliance.

We architect and deploy custom smart contracts on EVM-compatible chains (Ethereum, Polygon, Arbitrum) and Solana. Our contracts are built for high-frequency DeFi protocols and high-value NFT ecosystems, with a focus on gas optimization and upgradability patterns.

  • Security-First Development: All code follows OpenZeppelin standards and undergoes rigorous internal audits before deployment.
  • Full-Stack Integration: We deliver contracts ready to connect to your front-end, with comprehensive documentation and test suites.
  • Measurable Outcomes: Typical projects see >99.9% uptime and gas cost reductions of 15-40% versus unaudited, first-pass code.

We don't just write code; we deliver a secure, auditable, and maintainable foundation for your on-chain product.

tech-stack
BUILT FOR SCALE

Technology & Protocol Integration

We integrate the core protocols and data sources that power your dashboard, ensuring real-time accuracy, comprehensive coverage, and seamless interoperability across the DeFi and CeFi ecosystem.

01

Multi-Chain Data Aggregation

Real-time portfolio tracking across Ethereum, Solana, Polygon, Arbitrum, and Base. We handle RPC node management, indexer integration, and cross-chain state reconciliation for a unified view.

15+
Networks Supported
< 2s
Data Refresh
02

DeFi Protocol Integration

Direct integration with AMMs (Uniswap, Curve), lending markets (Aave, Compound), yield vaults, and liquid staking tokens. We parse complex on-chain positions into clear P&L metrics.

50+
Protocols
100%
Position Coverage
03

CeFi & Exchange Connectivity

Secure API integrations with major centralized exchanges (Coinbase, Binance, Kraken) and custody providers. We implement robust key management and data normalization for fiat and spot holdings.

OAuth2
Auth Standard
TLS 1.3
Encryption
04

On-Chain Analytics Engine

Custom-built indexers and subgraphs to calculate realized/unrealized gains, cost basis, APY, and impermanent loss. We deliver actionable insights, not just raw data.

24/7
Calculation
SEC-GAAP
Compliance Ready
05

Security & Data Integrity

End-to-end data validation, signature verification for on-chain data, and SOC 2 compliant infrastructure. We ensure the numbers you see are provably correct and tamper-proof.

99.95%
Uptime SLA
< 5 min
Anomaly Detection
06

Custom Connector Development

Need to track a proprietary vault or a niche protocol? We build custom data connectors with the same reliability and speed as our standard integrations, future-proofing your dashboard.

< 10 days
Build Time
Full Audit
Delivery
Multi-Asset Dashboard Development

Frequently Asked Questions

Get clear answers on our process, timeline, and technical approach for building your custom portfolio tracking solution.

We deliver a production-ready MVP in 4-6 weeks for a standard multi-chain dashboard. Complex features like custom analytics engines or institutional-grade reporting can extend this to 8-12 weeks. We use a phased delivery model, with the first functional prototype ready for your review within 2 weeks of kickoff.

ENQUIRY

Get In Touch
today.

Our experts will offer a free quote and a 30min call to discuss your project.

NDA Protected
24h Response
Directly to Engineering Team
10+
Protocols Shipped
$20M+
TVL Overall
NDA Protected Directly to Engineering Team
Multi-Asset Crypto Dashboard Development | Chainscore Labs | ChainScore Guides