Free platform · Open betaYour portfolio
crypto and traditional
in one place
Wallets, exchanges and manual assets in a single dashboard. Real-time PNL, advanced metrics (ROI, Sharpe, drawdown), taxes and an AI assistant that knows your portfolio.
From the crypto investor to the professional manager.
No card · Open beta until 5 November 2026
Summary
Position PNL
+ € 2,150.00
Today's PNL
+ € 120.00
30-day PNL
+ € 480.00
Daily PNL (7 days)
- € 35.00
120+
Monitored assets
15
Custom categories
1 min
Live updates
Illustrative example — not real data
Data & Trust
Data you can trust
Real-time market prices and on-chain data aggregated from industry-leading sources — non-custodial, and we never touch your funds.
Data sources
The dashboard
Your whole net worth in one dashboard you actually understand
No more spreadsheets and balances scattered across apps. ChainFolioAI brings crypto, exchanges and traditional assets into a single dashboard — with your total value, profit/loss and asset allocation, updated in real time.
Total
€ 61 240
PNL 30d
+ € 3 480
Sharpe
1.87
ROI
+38.4%
CAGR
+22.1%
Max DD
-19.6%
Vol.
34.2%
Allocation
Analysis & Management
Professional tools, zero hassle
Not just a balance aggregator — a full analysis and decision dashboard for your wealth.
Advanced analytics
ROI, CAGR, Sharpe, Max Drawdown, volatility and a Portfolio Score (0–100). Benchmark against BTC, ETH, S&P 500 and Gold.
AI assistantPremium
A chat that knows your real portfolio, daily market briefings, and the Dedicated Manager “Block” on Premium.
Crypto taxes
FIFO capital-gains calculation with rules for 21 countries (PT, ES, FR, DE…) and annual allowances applied — ready for your tax return.
FIRE & simulator
Plan your financial independence (4% rule) and simulate portfolio scenarios.
Smart Money
Follow 50+ whale and pro-trader wallets and their on-chain moves in real time.
Full asset coverage
ETH + 15 EVM networks, Solana, Bitcoin and Cardano, plus CEX, DeFi, NFTs, stablecoins and manual assets.
Multiple portfoliosPro
Create several separate accounts (portfolios), each with its own wallets and assets — switch between them or see the combined total. Pro: up to 3 · Premium: up to 10.
Transaction history
Record buys and sells (or import a CSV from your exchange) and see realized PNL via FIFO — the same calculation feeds the Taxes page.
API & MCPPremium
Connect your portfolio to Claude, Cursor or your own code: 12 REST endpoints and 11 MCP tools with your own key (Premium).
Comparison
Why ChainFolioAI
Spreadsheets are a chore and generic trackers only get you halfway. See how ChainFolioAI combines automation, on-chain depth and AI in one place.
| Spreadsheet | Generic tracker | ChainFolioAI | |
|---|---|---|---|
| Real-time updates | Manual | Partial | Automatic |
| Multi-chain on-chain coverage | No | Limited | 19 networks |
| Advanced metrics (ROI, Sharpe, drawdown) | Manual formulas | Basic | Built in |
| AI assistant over your portfolio | No | No | Yes |
| Tax reporting and exportable reports | Manual | Paid add-on | Included |
| Read-only privacy (no private keys) | — | Varies | Always |
Plans
Start free. Grow when you need to.
No card to start and no commitment. Change or cancel your plan whenever you want.
Free
For getting your portfolio organized.
€0
- ✓Up to 3 on-chain wallets
- ✓3 AI analyses per month (Chain + portfolio)
- ✓30 days of history
- ✓Full FIRE calculator & taxes (4 countries)
Pro
For the active investor who wants real analysis.
€14,99/mo
- ✓Unlimited wallets
- ✓Unlimited AI analysis & daily briefings
- ✓365 days of history + PDF/Excel tax export
- ✓Unlimited whale watchlist
Premium
For those who want an AI manager and live whale data.
€39/mo
- ✓Everything in Pro
- ✓Dedicated AI manager with your real portfolio
- ✓Real-time Smart Money
- ✓REST API + MCP integration
Payments are off during the beta: Pro and Premium are offered to testers for 60 days.
How it works
In 3 simple steps
Create your account
Free sign-up in 30 seconds with email or Google.
Join the beta
With the SAME account email, request access at /beta — we activate Premium free for 60 days.
Add your assets
Connect blockchain wallets or add traditional assets manually.
Track in real time
Dashboard, PNL, market and portfolio distribution always up to date.
Security
Your funds never leave your control
ChainFolioAI is built to track, not to touch. We never move, sign or trade anything — and you can revoke access in your wallet at any time.
Read-only mode
You only add public addresses. The app reads balances and movements — it can never send, sign or trade.
We never ask for private keys
No seed phrases, no transaction permissions. If a site asks you for that, it isn't ChainFolioAI.
Secure authentication
Log in with email or Google via Supabase, with optional two-factor authentication (2FA).
For teams & institutions
Built for people who manage capital seriously
From individual investors to family offices: API and MCP automation, reports ready for accounting and tax, multi-asset coverage and privacy compliant with GDPR.
API & MCP automation
Connect ChainFolioAI to your workflows with our API and MCP server. Plug your portfolio into your AI assistant, internal dashboards or data pipelines — no manual exports.
Exportable reports
PNL statements, realized gains and losses and a full position map, ready to hand to your accountant or use in your tax return. Close the year without scattered spreadsheets.
Multi-asset & multi-wallet
Crypto, exchanges and traditional assets side by side, with unlimited wallets and up to 10 separate accounts (portfolios) aggregated into a single consolidated view. Ideal for teams tracking multiple mandates.
Privacy & GDPR
100% read-only, non-custodial and no access to private keys. Your data stays encrypted and under your control, processed in compliance with European GDPR.
Frequently asked questions
Everything you need to know
Is ChainFolioAI safe?+
Yes. The platform is 100% read-only: we read your balances from public addresses and read-only API keys. We never move funds, never sign transactions and never have access to your private keys or seed.
Do you store my private keys?+
No, never. We don't ask for or store private keys or seed phrases. All you need is a public wallet address or a read-only API key to see everything aggregated.
Are my wallets or funds at risk?+
No. The connection is read-only: you only share your public address and the app reads balances. Moving funds would require you to sign a transaction — something we never ask for. Private keys never leave your wallet, and you can revoke access in your wallet at any time.
Which networks and exchanges are supported?+
Bitcoin, Ethereum and 15 EVM networks, Solana and Cardano; exchanges Kraken, Coinbase, OKX, Bybit, Crypto.com and Bitpanda (MiCA-licensed in the EU) and Hyperliquid; plus traditional assets you can add manually. We're constantly expanding coverage.
Is it really free?+
Yes. The Free plan is free forever and covers the essentials to track your portfolio. The Pro and Premium plans unlock advanced metrics, AI and higher limits whenever you need them.
Do I need technical knowledge?+
No. Paste an address or connect an exchange and the dashboard builds itself — PNL, allocation and metrics in seconds. The AI assistant answers your questions in plain language.
What is the beta and what do I get?+
Until 5 November 2026 we're recruiting testers. Create a free account, sign up at /beta with the same email, and we activate Premium free for 60 days. In return we ask for honest feedback (there's a Telegram bot for that). Payments are off during the beta.
Does the AI give investment advice?+
No. The assistant and the AI Manager describe your portfolio, explain moves and simulate scenarios with real numbers, but never tell you to buy or sell. Tax estimates should be validated with an accountant.
Ready to take full control?
Join the ChainFolioAI community. Free forever on the base plan.
No card · Open beta until 5 November 2026