Web3 treasury in one place — with AI and quant tools
Treasury Desk unifies CeFi and DeFi portfolios, monitors risk and yield, and generates investor-ready reports so you can manage capital, not spreadsheets.
What you get
- Live view of AUM, NAV and allocations across wallets, exchanges and DeFi strategies
- APY Monitor module for yield discovery, comparison and monitoring
- AI insights and alerts on risks, depegs, APY and TVL shifts
Your treasury at a glance
Static preview (demo data)
Demo data for illustration
Built for serious capital in Web3
For DAOs, funds and advanced DeFi users who treat treasury as a product, not a side project.
Multi-chain, multi-sig holdings with on-chain governance and auditable reporting.
Cross-exchange, cross-chain portfolios with risk dashboards and board-ready outputs.
Personal DeFi stacks and CeFi yield products with institutional-grade monitoring.
One core, many powerful modules
Start with the unified portfolio and add modules as your treasury matures.
Core: portfolio, AUM / NAV, allocations and AI Summary in one place
APY Monitor: discover, compare and monitor CeFi / DeFi yield strategies
Risk & limits: alerts, limits and scenarios for drawdown, depeg and concentration
Quant & execution: strategy analytics, IL simulation and routing (next modules)
Reporting & board pack: exports, audit trail and investor-ready snapshots
Integrations
Read-only coverage for leading exchanges and DeFi protocols (CeFi + DeFi). Keys stay in Vault/KMS; exports and API for teams.
From chaos to controlled treasury
Three steps: connect, configure and let the platform surface what matters.
Connect wallets and read-only CEX keys; we aggregate CeFi and DeFi balances.
Configure currency, timezone, alert rules and basic risk limits.
Use overview, APY Monitor, AI memos and exports in your daily and IC workflows.