Finally see your entire portfolio in one place. Track historical performance, current positions, and total cost basis. Get updated news and insights relevant to your holdings both on the web and on the go via the Lumina mobile app.

Lumina automatically reconciles all exchange trades in addition to transfers between exchanges, wallets, and custody solutions. For trades done offline or at OTC venues, Lumina aggregates unreconciled activity in a way that makes it super simple to reconcile.

Produce a wide array of comprehensive reports per portfolio. Filter by transaction type, asset, account, and key dates to narrow down the scope of each report. Generate what you need on-demand in a matter of seconds. Don’t see what you’re looking for? Lumina can build custom reports specific to your needs.