Ceu Capito portfolio analysis dashboard displayed on a desk setup

Features

Every tool you need to manage crypto risk with discipline

Ceu Capito combines structured analysis, automated monitoring, and clear reporting so you can make portfolio decisions from evidence rather than emotion.

Start Your Portfolio See how it works

Built around four core capabilities

Each feature addresses a specific gap we saw in how investors track and manage digital asset exposure — from fragmented holdings to reactive decision-making.

Portfolio Aggregation

One consolidated view, regardless of where assets sit

Connect exchange accounts and wallets to bring every position into a single structured view. Ceu Capito normalizes holdings across venues so you see true exposure by asset, sector, and risk tier — not a scattered set of balances across apps.

  • Unified balance view across exchanges and wallets
  • Automatic categorization by asset type and allocation weight
  • Historical snapshots to track how composition shifts over time

Risk Scoring

A consistent framework for evaluating exposure

Rather than relying on gut feel, Ceu Capito applies a defined scoring methodology to each holding and to the portfolio as a whole — factoring in concentration, volatility history, and correlation between assets.

  • Position-level and portfolio-level risk scores
  • Concentration flags when a single asset dominates exposure
  • Correlation mapping to reveal hidden overlap between holdings

Automated Monitoring

Alerts that reflect your thresholds, not generic noise

Set the conditions that matter to you — allocation drift, volatility spikes, or risk score changes — and Ceu Capito tracks them continuously in the background, surfacing only what warrants attention.

  • Custom thresholds for drift, volatility, and risk score movement
  • Notifications tied to your own rules, not blanket price alerts
  • A running log of triggered events for later review

Structured Reporting

Clear documentation of how your portfolio evolves

Every analysis is recorded, not just displayed. Generate periodic reports that summarize allocation changes, risk trends, and the reasoning behind Ceu Capito's scoring — useful for your own review or for discussions with an advisor.

  • Exportable summaries covering allocation and risk trends
  • Plain-language explanations behind each score
  • A consistent format you can compare period over period

Supporting capabilities

Smaller features that remove friction from day-to-day portfolio management.

Allocation

Drift tracking

See how far your current allocation has moved from your target weights, with a clear breakdown of which assets caused the shift.

Scenarios

Stress testing

Model how your portfolio would respond to defined drawdown scenarios, based on historical volatility patterns for each asset class.

Access

Read-only connections

Link exchange accounts using read-only API permissions. Ceu Capito never requests withdrawal or trading access.

History

Snapshot archive

Every analysis run is stored, letting you trace exactly when and why your risk profile changed over a given period.

Comparison

Benchmark view

Compare your portfolio's risk and allocation profile against broad market indices to put your numbers in context.

Workflow

Review checklist

A structured prompt list that walks you through what to check before rebalancing, reducing impulsive portfolio changes.

Ceu Capito analysis workflow shown on a laptop screen in a workspace setting

How the pieces fit together

Aggregation feeds risk scoring. Risk scoring feeds monitoring. Monitoring feeds reporting. Nothing in Ceu Capito operates in isolation — each feature exists to inform the next step in a repeatable review cycle.

The goal is not to predict markets, but to give you a consistent, documented process for understanding where your exposure sits today and how it is changing.

Connections to exchanges and wallets are read-only. Ceu Capito cannot move, withdraw, or trade your assets.

From setup to ongoing review

A simple sequence that stays consistent no matter how many assets or exchanges you track.

01

Connect

Link your exchange accounts and wallets using read-only credentials to build a complete view of your holdings.

02

Analyze

Ceu Capito scores each position and the portfolio as a whole, flagging concentration and correlation risks.

03

Monitor & review

Set your thresholds, receive alerts when they're crossed, and review structured reports on a regular cadence.

Ready to see your portfolio more clearly?

Start building a structured view of your crypto holdings with Ceu Capito — no trading access required.

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