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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Link your accounts to view your trades and balances all in one convenient location, enabling you to make informed decisions about your investment portfolio instantly. You can connect through an API or easily upload historical data from various exchanges, wallets, OTC desks, or other transaction data sources. With just one screen, access all your accounts, integrate your APIs, and upload data swiftly. Your portfolio can be analyzed by asset, account, or exchange, with valuations reflecting their USD Fair Market Value, even if you encounter discrepancies across 30 different exchanges. Gather, examine, and oversee your data to ensure that your balances and, more crucially, your tax obligations are accurately managed. Additionally, you can add multiple users, controlling their access, permissions, and capabilities on an individual basis. Sub-accounts can be created within Lukka to facilitate the management of separate entities, business lines, or client information. Furthermore, the platform includes features designed to streamline and automate business processes related to cryptocurrency assets, enhancing efficiency across your operations. This comprehensive approach allows for a more organized handling of your digital assets, ensuring that all aspects of your financial management are covered.

Description

Neofolio is a cryptocurrency portfolio management tool designed to simplify the tracking of your digital investments. It provides user-friendly features that allow you to effortlessly monitor all your cryptocurrency assets, ensuring you always know where they are securely held. Now, this innovative app is available for FREE on the App Store, offering a seamless experience for managing your portfolio. With NeoFolio, users can accurately assess their cryptocurrency holdings by analyzing trades and deposits to reveal the current value, balances, and profits of their coins. You can conveniently view all your investments in one place and access detailed insights on each cryptocurrency. The app provides real-time valuations for your assets, regardless of whether they are in hardware wallets, multi-coin wallets, or exchanges. Notably, NeoFolio prioritizes security by only utilizing address information typically required for receiving transactions, ensuring that your funds remain entirely protected. This comprehensive approach makes NeoFolio an essential tool for both novice and experienced cryptocurrency investors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Binance
Blockchain.com
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
KuCoin
LukkaTax
Poloniex
Quickwork
ShapeShift

Integrations

Binance
Blockchain.com
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
KuCoin
LukkaTax
Poloniex
Quickwork
ShapeShift

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Lukka

Founded

2014

Country

United States

Website

essentials.lukka.tech/

Vendor Details

Company Name

Neofolio

Website

www.neofolio.io

Alternatives

Alternatives