Crypto Trades Tracker Management System

Elevate your crypto trading game

A robust platform designed to automate trade tracking, ensure tax compliance, and optimize profits with real-time insights for traders, managers, and clients.

Trusted by crypto traders worldwide
Crypto trading dashboard preview

The Core Problem

Small crypto trading firms and individual traders face challenges with manual trade tracking across exchanges, risking tax errors and missed market opportunities. This platform offers automated trade logging, real-time insights, and secure portfolio management to ensure compliance, optimize profits, and build client trust.

  • Manual trade tracking errors and tax penalties
  • Missed market opportunities due to lack of alerts
  • Untracked trades and unauthorized actions
  • Delayed or unclear client portfolio updates

Outcome

A self-hosted solution that automates trade management, ensures compliance, and enhances client trust with secure, real-time tools.

Designed for Every Role

Manager (Admin)

Oversees portfolios, trades, and compliance with comprehensive dashboards and analytics.

Trader (User)

Manages personal trades and portfolios with real-time alerts and secure communication tools.

Client

Accesses a secure portal to view shared portfolio performance and engage with traders or managers.

Manager Dashboard

Gain real-time control with intuitive widgets crafted for non-technical managers to oversee trades, portfolios, and compliance effectively.

  • Trade overview with filterable status updates and risk indicators
  • Real-time portfolio performance by trader or client
  • Alert tracker for volatility and compliance triggers
  • Analytics widget showcasing ROI, tax estimates, and risk metrics
  • Chart feed for customizable price trends
  • Secure messaging hub for encrypted communications
  • Activity log of all system actions
Crypto manager dashboard preview

Standard Plan

Essential features for crypto trading firms and individuals to automate trade management and ensure compliance.

Secure Trade Logging

Included

Effortlessly record trades from multiple exchanges with enhanced security.

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Portfolio Tracking

Included

Monitor real-time performance of your crypto portfolios with ease.

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Volatility Alert System

Included

Receive instant notifications for price changes and market risks.

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Tax Reporting Engine

Included

Generate accurate, IRS-compliant tax reports effortlessly.

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Secure Client Portal

Included

Provide clients with a safe space to view shared portfolio updates.

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Encrypted Two-Way Messaging

Included

Communicate securely with clients and traders within the platform.

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Chart Integration

Included

Visualize real-time price trends for informed trading decisions.

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Trade Progress Updates

Included

Track and update the status of trades with full transparency.

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Activity Log

Included

Maintain a detailed record of all system activities for accountability.

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Basic Analytics

Included

Gain insights into portfolio performance with exportable data.

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Fee Invoicing

Included

Manage and track trading fees with automated invoicing.

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Dispute Resolution Log

Included

Handle trade disputes efficiently with a dedicated tracking system.

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Reminder System

Included

Stay on top of trades and compliance with automated reminders.

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Secure Asset Profiles

Included

Organize and manage detailed asset information securely.

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User Management

Included

Control access and permissions for traders and clients securely.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited trade logging
  • Email notifications + in-portal alerts
  • Role-based access
  • Secure client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and trading insights.

Advanced Tax Analytics

$25

Unlock deeper tax insights for strategic compliance.

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Automated Follow-Up Campaigns

$28

Re-engage clients with timely portfolio updates.

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Smart Trend Analytics

$22

Predict market movements for smarter trading.

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Bulk Trade Import

$24

Import large trade volumes from exchanges quickly.

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Multi-User Hierarchy

$20

Manage team structures with tiered permissions.

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Branded Report Generator

$21

Create professional client-facing performance reports.

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Digital Signature for Agreements

$23

Securely sign trade agreements electronically.

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Custom Notification Rules

$20

Set advanced alerts tailored to your needs.

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Feedback Module

$25

Gather valuable insights from clients and traders.

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Priority Trade Flags

$21

Highlight high-risk trades for closer monitoring.

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Voucher & Discount Sender

$20

Incentivize trading with custom vouchers.

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Compliance Audit Trail

$22

Maintain a secure log for regulatory audits.

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Custom Fields for Trades

$20

Add unique data to tailor trade tracking.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily trading operations

$99
  • Secure Trade Logging
  • Portfolio Tracking
  • Volatility Alert System
  • Tax Reporting Engine
  • Secure Client Portal
  • Encrypted Two-Way Messaging
  • Chart Integration
  • Trade Progress Updates

Custom Add-ons

Pick-and-choose advanced trading capabilities

$20-35 each
  • Advanced Tax Analytics
  • Automated Follow-Up Campaigns
  • Smart Trend Analytics
  • Bulk Trade Import
  • Multi-User Hierarchy
  • Branded Report Generator
  • Digital Signature for Agreements
  • Custom Notification Rules

What Crypto Traders Are Saying

“Automated tax reports have saved us from costly errors and audits.”

— John, Trading Firm Manager

“Real-time alerts help me seize market opportunities like never before.”

— Emma, Crypto Trader

“Transparent portfolio updates build my trust in the trading team.”

— Mike, Client Investor

Ready to optimize your crypto trading?

Start with the Standard Plan and enhance with add-ons for superior performance.