Bridging Web3 Complexity with Traditional Financial Rigor.
Automated, block-stamped valuation reports delivered on the 1st of every month. We translate chaotic on-chain data into audit-ready statements.
Bringing Order to Digital Wealth
Crypto wealth has expanded rapidly into complex multi-chain DeFi, liquid staking, and real-world assets. Yet, financial reporting has remained stuck in chaotic raw wallet links and retroactive end-of-year tax exports.
Our Mission
To deliver immutable, block-verifiable monthly financial reports that speak the language of traditional finance without sacrificing on-chain truth. We provide the clarity that wealth managers, accountants, and founders require.
Financial Rigor
Adherence to strict valuation standards. We calculate exact Cost Basis, Unrealized PnL, and yield accruals formatted for ASC 820 fair-value frameworks.
Cryptographic Proof
Instead of relying on central exchange APIs, every valuation figure is backed by precise smart contract state verification locked to a specific blockchain block height.
Zero-Trust Security
Built on a read-only architecture. We track public ledger data using your public addresses. We never ask for custody, seed phrases, or transaction signing permissions.
Institutional-Grade Deliverables
Comprehensive reporting suites designed for high-net-worth individuals, family offices, and active Web3 corporate treasuries.
Monthly Valuation PDFs
Formal 2-page brokerage-style statements automatically generated at 00:00 UTC on the 1st of every month. Includes complete breakdown of NAV, historical performance, and portfolio allocation.
Deep DeFi Engine
Beyond simple token balances. We decode complex smart contract positions including Uniswap LP pools, Aave lending collateral vs. debt, and Liquid Staking tokens (stETH, rETH).
Performance Benchmarks
Professional yield analysis including Time-Weighted Returns (TWR) and Internal Rate of Return (IRR). View side-by-side performance against S&P 500, Gold, and 60/40 TradFi portfolios.
CPA & Audit-Ready Exports
Streamline your month-end close. Generate structured CSV exports compatible with QuickBooks and Xero, featuring verifiable transaction hashes for every calculated line item.
Beyond Real-Time Tickers
Why leading investors choose formal monthly cutoff snapshots over noisy, real-time consumer portfolio apps.
| Feature | Retail Tracker Apps | Tax Software |
|
|---|---|---|---|
| Primary Output | Live Web Dashboards | Annual IRS/Tax Forms | Formal Monthly PDF Statements |
| Valuation Timing | Rolling API Averages | End-of-Year Aggregate | Exact Block-Height Snapshot (1st of Month) |
| DeFi / LP Depth | Basic Token Balances | Often misses complex yield | Full Contract State & Impermanent Loss |
| TradFi Benchmarks | Crypto-only metrics | None | Comparisons to S&P 500, Gold, 60/40 |
| Audit Verifiability | Opaque price feeds | Raw transaction logs | Cryptographic Block Proofs |
Let's Bring Order to Your Portfolio.
Speak with our team to set up automated monthly reporting for your personal holdings, family office, or business treasury.
Frequently Asked Questions
Absolutely not. On Chain Valuation operates on a strict zero-trust, read-only architecture. You only provide public wallet addresses or read-only API keys for exchanges. We cannot execute transactions or move your funds.
Standard statements are automatically generated at 00:00 UTC on the 1st day of every month, capturing the exact blockchain state at that moment. Custom cut-off dates are available for Enterprise tiers.
We currently support Ethereum, Polygon, Arbitrum, Optimism, Base, and Solana, including deep smart contract decoding for top DeFi protocols on these networks.