AI Portfolio Operating System · Preview

An AI portfolio manager
for digital assets.

DeFolio monitors crypto markets 24/7, ranks the entire universe, and produces four levels of AI recommendations — from single-asset ideas to multi-leg strategy — with plain-English reasoning across supported U.S. exchanges.

4
Recommendation levels
10
Tracked sectors
4
U.S. exchanges
Portfolio Value
$1,428,092.12
24h P&L
+4.28%
Level 2 Recommendation

Rotate 15% out of SOL into LINK. Oracle sector momentum is accelerating and LINK now scores 94/100 on our factor model — reduces your portfolio drift by 3.1%.

Management & Intelligence

See the whole market, then your slice of it.

A live view of the crypto universe, ranked and scored — then reconciled against your portfolio and target model.

Market Intelligence

Live macro, dominance, sector flows, and narrative signals updated continuously.

Market Universe

Curated universe of tradable assets with sector tags, liquidity, and exchange availability.

Coin Ranking Engine

AI factor scores blending momentum, fundamentals, sentiment, and on-chain signals.

Portfolio Manager

Aggregated holdings, cost basis, drift vs target, and real-time P&L across exchanges.

Portfolio Models

Design and rebalance target allocations by sector, factor, or custom thesis.

Sector Rotation

See where capital is flowing across 10 crypto sectors and rotate ahead of the curve.

The Recommendation Engine

Four levels of crypto asset recommendations.

Every recommendation is auditable — you see the factors, the sentiment sources, and the reasoning before you decide to trade.

Level 1
Free
Directional Ideas

Plain-English single-asset trade ideas with factor evidence and confidence scoring.

Level 2
Free
Portfolio-Aware Trades

Recommendations tuned to your live portfolio — sizing, drift correction, and risk budget.

Level 3
Premium
Pair & Relative Value

Cross-asset pair trade ideas built from correlation, divergence, and sector relationships.

Level 4
Premium
Multi-Leg Strategy

User-structured multi-leg allocations tied to macro regimes and rotation signals.

Sentiment is synthesized from news and community signals — every recommendation cites its sources.

Analytics & Operations

From signal to insight.

Connect your exchanges read-only and get a unified view of your portfolio, risk, and the market — DeFolio never moves funds.

Exchange Connections

Read-only API links to Coinbase, Kraken, Gemini, and Crypto.com.

Unified Portfolio View

Aggregated holdings, cost basis, and real-time P&L across every connected venue.

Risk Analytics

Drawdown, VaR, concentration, and correlation exposure at a glance.

Historical Analytics

Backtestable price and factor history across the full universe.

Sector & Factor Attribution

See what's driving performance across sectors, factors, and narratives.

Sentiment Feed

News and community signals synthesized into readable, sourced summaries.

For U.S. & Global Users

DeFolio never accepts funds or performs trades. It is a data-only app.

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