Crypto Portfolio Management Business Plan

I. Executive Summary

1.1 Introduction

Managing cryptocurrency trading across multiple exchanges can be a complex task, leading to confusion and difficulty in keeping track of one's coin portfolio and monitoring profits and losses accurately. It won't only impact one’s financial future but also their mental health, relationships, and desire to ever invest in crypto again. Preserving funds and staying invested for the long term is the main priority for anyone invested in crypto. That's why it's imperative to use proper crypto portfolio management.

[Company Name] will provide an app-based personal portfolio monitor that helps users evaluate all relevant portfolio information in one place. It will provide various services like calculating historical balances and profits, checking crypto coins and currencies on each exchange, viewing current balances, and reviewing realized and unrealized gains. The Company also offers a unique capital gain tax calculator for thousands of coins, assets, currencies, etc., readily used in exchanges in all countries. The platform has made data exporting easy as the user has to just export a “.csv” file from one’s exchange platform and drop the file into the company’s platform.

Instead of typing manually in every single buy or sell order, the users could simply import their trading data through exchange APIs or CSV files, and the app will do the remaining work through in-built software. The customers can also view coin charts and trends for different timelines and existing coins, currencies, and assets, and they can also check the Bitcoin forecasts using user statistics. The platform works anonymously, and it even doesn’t require an email from its user. The data is encrypted and SSL secured.  

1.2 Founder Information

[Founder’s name] has an immense inclination to learn about blockchain and also has an innovative bent of mind to formulate the technology architecture by applying the understanding of cryptocurrencies learned so far and wants to build a community around it. He has xx years of experience in crypto management and has also learned a lot from his experiences of investing in cryptocurrency. 

1.3 Target Customer

[Company Name] will primarily serve millennials and high-net-worth individuals with their portfolio management services.

1.4 Why Us

Tailor-made Software–The Company provides tailor-made software that perfectly fits all the requirements of a customer. It provides all the required features that are needed in portfolio management software on a single platform. It integrates numerous crypto-client technologies to provide traders with a win-win situation.

Security Against Data Breaches – The software works anonymously and doesn’t even demand email ids from its customers. It doesn’t host any wallet on its platform, thereby maintaining security. All the data stored on its platform is encrypted and SSL secured.

Enhanced Decision-making –[Company name]'s crypto portfolio management software will help investors get a more transparent, more up-to-date view of information across their investment and portfolio, helping them better analyze trends and anticipate customer needs.

Robust APIs and Data Aggregators –The Company has robust APIs accessible to premium subscribers that can be used to connect with a third-party system. Apart from it, it also has data aggregators designed for the same purpose.

1.5 Financial Highlights

Financial Highlights
Strategic Business Plans