Crypto Portfolio Review
Write structured crypto portfolio reviews with performance analysis, allocation health, and next period plans.
This is an AI tool. The text you enter is sent to our AI service to generate your result. Our own server doesn't store it or use it for training; if it's down, a backup AI provider may handle it. How we handle your input
How to Use Crypto Portfolio Review
- 1Paste your holdings and performance data.
- 2Set the review period: Monthly, Quarterly, Annual, Bear Market Review or Bull Cycle Review.
- 3Pick the strategy — Long-Term HODL, Active Trading, DCA Strategy, or DeFi / Yield Focus.
- 4Click 'Write Portfolio Review'.
- 5You get performance, changes made, staking and DeFi changes, missed opportunities, diversification, risk assessment and a thesis review per position.
Frequently Asked Questions
What should a bear market review focus on?
Survival and conviction rather than performance. In a broad drawdown almost everything is down, so relative performance says little; what matters is which theses still hold, whether your position sizes are ones you can hold through further decline, and whether anything you own has a real chance of not recovering.
Why does it review staking and DeFi separately?
Because those positions carry risks a spot holding does not: smart contract risk, unbonding periods that stop you exiting, validator slashing, and depeg risk on wrapped or liquid-staked assets. Reviewing them as though they were ordinary holdings hides all of it.
Is the diversification assessment reliable?
Treat it as a prompt. It can note clustering, which is useful. It cannot model correlation — and crypto correlations converge sharply in a drawdown, so a portfolio that looks diversified across ten assets often is not when it matters.
What is the missed opportunities section for?
Reviewing what you decided not to do, which is where a lot of learning sits. Be careful with it though: in a market where something is always up several hundred percent, this section can become a machine for manufacturing regret rather than insight.
Is this financial advice?
No. Nothing here is advice or a recommendation, and none of it is personalised. Crypto is highly volatile and largely unregulated; you can lose everything.
About Crypto Portfolio Review
The Crypto Portfolio Review produces a structured periodic review from your holdings and performance data, including staking and DeFi position changes, diversification, risk, and a thesis review per position.
Separating staking and DeFi positions from spot holdings is the design decision that matters. Those positions carry smart contract risk, unbonding periods that prevent exiting when you want to, slashing, and depeg risk — none of which appears in a performance figure, and all of which is invisible if they are reviewed as ordinary holdings.
The bear market review setting is worth using when it applies. In a broad drawdown, performance comparison is noise; what matters is which theses survive, whether your sizing is holdable through more decline, and whether anything you own is unlikely to come back at all. That is a different review, and most people avoid writing it.
Diversification assessment is a prompt rather than a model — crypto correlations converge in drawdowns, so apparent diversification across ten assets often is not. Nothing here is financial advice; crypto is highly volatile and largely unregulated. Your input goes to our own AI server over HTTPS, is used once, and is never stored or used for training. If our server is down, a backup AI provider may handle the request under its own data policy.