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Lumina Portfolio Management
Traditional front office tools for crypto. Lumina Portfolio Management provides a holistic view of your crypto holdings and makes it simple to understand performance, asset allocation, and exposure. Better insights, better decisions.
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SINGLE SOURCE OF TRUTH
Data Aggregation & Reconciliation
Lumina centralizes your crypto transactions in one place from public and local wallets, exchange accounts, and secure custody solutions like BitGo.
PEACE OF MIND
Accounting & Tax
Our platform generates capital gains, cost basis, and tax lot calculations to help make accounting easier.
INSIGHTS ON-DEMAND
Powerful Analysis
Track total portfolio value, percent return, and total return in real-time. Whether you’re trading crytocurrencies or tokenized REITs, Lumina gives you the insight to make well-informed decisions.
SLICE, DICE, SHARE
Dynamic Reporting
Lumina’s intuitive reporting solutions enable you to address the needs of your clients and build dynamic reports when you need them.
iOS, ANDROID, WEB
Cross-Platform Client Portal
Generate custom visualizations of portfolio data for stakeholders, clients, and peers.
INTUITIVE & POWERFUL
Rebalancing
1-click rebalancing capabilities help maintain the targeted risk of your portfolio and enforce a more disciplined approach to buying low and selling high.
INDUSTRY GUIDANCE
Compliance
Leverage Lumina to streamline your auditing process and generate the necessary documents and calculations — trade ledger, confirmation of positions, and realized gains and losses — to ensure your crypto operation is compliant.
PREDICT VOLATILITY & RETURN
Risk Analysis
Understand portfolio risk by implementing scenario analysis — our way of enabling you to gauge the impact of market variables on the future performance of your portfolio.
COMPARE & CONTRAST
Benchmarking
Study the historical performance of your portfolio against indices and tokens. Through performance attribution, analyze how the structure of your portfolio contributed to active performance and why a portfolio under- or over-performed a certain benchmark.
BUILT FOR INTEROPERABILITY
API & Integrations
Lumina APIs enable you to create a bridge between our platform and your other systems and products.
Upgrade your portfolio management platform
Introduce a clean and robust interface to your digital assets portfolio. Focus less on administration and more on your investment decisions.
Speak with us
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