Performance Tracking

Real-time portfolio monitoring and transparent performance reporting. Stay informed with comprehensive analytics, detailed reports, and interactive dashboards.

Real-Time Portfolio Dashboard

Our advanced portfolio dashboard provides instant visibility into your crypto index investments. Monitor your holdings, track performance, and access detailed analytics—all in one centralized platform accessible 24/7 from any device.

The dashboard updates in real-time as cryptocurrency prices change, ensuring you always have the most current information about your portfolio value and performance. Interactive charts and visualizations make it easy to understand your investment performance at a glance.

Real-Time Portfolio Monitoring

Track your investments 24/7 with live price updates, portfolio valuations, and performance metrics.

Detailed Asset Allocation

View comprehensive breakdowns of your portfolio composition across different cryptocurrencies and index products.

Performance Analytics

Access advanced analytics including returns, volatility, Sharpe ratio, and benchmark comparisons.

Historical Data & Charts

Analyze historical performance with interactive charts covering daily, monthly, and yearly timeframes.

Comprehensive Performance Metrics

We provide institutional-quality performance metrics to help you evaluate your investments thoroughly. Our reporting includes both absolute and risk-adjusted returns, allowing you to assess performance across multiple dimensions.

Return Metrics

  • Absolute returns (daily, monthly, yearly)
  • Annualized returns and CAGR
  • Benchmark-relative performance
  • Risk-adjusted returns (Sharpe, Sortino ratios)

Risk Metrics

  • Portfolio volatility and standard deviation
  • Maximum drawdown analysis
  • Value at Risk (VaR) calculations
  • Beta and correlation to major indices

Attribution Analysis

  • Asset allocation contribution
  • Individual token performance impact
  • Rebalancing effects on returns
  • Fee and expense impact

Transparent Reporting

Transparency is at the core of our operations. We provide detailed reports at multiple frequencies to keep you fully informed about your investments, including performance, fees, and any portfolio changes.

Daily Portfolio Valuation

NAV (Net Asset Value) calculated daily using real-time market prices from multiple exchanges.

Monthly Performance Reports

Comprehensive monthly statements showing returns, transactions, fees, and portfolio changes.

Quarterly Index Reviews

Detailed quarterly reports explaining index composition changes and rebalancing activities.

Annual Tax Documents

Tax-ready documents and statements for easy tax filing and compliance.

Transaction History

Complete record of all subscriptions, redemptions, and corporate actions.

Custom Reports

Generate custom reports for specific date ranges and performance metrics.

Download Your Reports

All reports are available for download in PDF and Excel formats. Access your complete investment history anytime you need it for record-keeping or tax purposes.

PDF Reports
Formatted statements ready for printing
Excel Data
Raw data for custom analysis

Benchmark Comparisons

Understand how your portfolio performs relative to market benchmarks. We provide comparisons against:

  • Bitcoin (BTC): Compare returns against the leading cryptocurrency
  • Total Crypto Market Cap: Performance versus the entire crypto market
  • Sector Indices: Relevant sector benchmarks for thematic indices
  • Custom Benchmarks: Define your own benchmarks for comparison

Mobile Access

Monitor your portfolio on the go with our mobile-optimized platform. Access all performance tracking features from your smartphone or tablet with a responsive interface designed for easy navigation.

Receive push notifications for important portfolio events, market movements, and new reports. Stay connected to your investments wherever you are.

Performance Transparency Metrics

Real-Time
Price Updates
Daily
NAV Calculation
Monthly
Detailed Reports

Track Your Performance Today

Experience institutional-quality performance tracking and transparent reporting with Dynasty Capital.