Features
Everything Meetcrypt does today.
Multi-exchange ingestion, recomputed PNL, risk monitoring, daily AI briefings, multi-user workspaces, audit-grade history, and tax-ready exports — built for operators who can't trust exchange dashboards alone.
Multi-exchange ingestion
Connect Binance and Bitget read-only API keys once. We pull spot, futures, and earn balances, trade fills, funding cashflows, and on-chain transfers into a single workspace.
- Spot + USDT-M + USDC-M + Coin-M futures fills
- Simple Earn / Flexible Savings positions
- On-chain deposits, withdrawals, and internal transfers
- Funding settlements as first-class cashflows
- Per-account balance snapshots with full history
- Historical XLS / CSV backfill for data the API no longer returns
Real PNL, recomputed not trusted
Exchanges don't tell you the truth about your performance — they tell you whatever fits their UI. Meetcrypt rebuilds it from raw fills.
- Per-trade realized PNL on spot, derived from your weighted-average cost basis
- Closed-position win rate, profit factor, average win / loss, best / worst
- Drawdown tracked against running peak — both wallet-only and mark-to-market
- Funding netted as a separate line from execution PNL
- Fee leakage by symbol, strategy, account, and fee type
- Booked Net PNL headline that reconciles to every breakdown row
Liquidation distance, always visible
Every open futures position shows liquidation distance as % and $ — color-coded so the danger is visible before the position is.
- Live mark price vs liquidation price on every open position
- Liquidation-proximity events logged for after-the-fact review
- Risk events surfaced on Dashboard, Open Positions, and Position History
- Open notional + leverage per account, summed across workspace
Server-side sync, not tab-driven
Your data refreshes whether you have a browser tab open or not. No client-side polling, no missed snapshots.
- Auto-sync every 30 minutes via systemd timer on the API VPS
- Manual sync with a configurable lookback window (3d to 5y)
- Capital-history refresh forced on every sync to a 1-year floor
- WebSocket supervisor for Binance — live balance + position deltas
- Stream-event reconciler runs every 5 minutes to gap-fill
- Sync logs show what was imported, when, and which lookback window
Drill-downs for every account
Click any account on Dashboard, PNL, Balances, or Connections to get a focused view: just that account's wallet history, unrealized PNL, positions, and trades.
- Per-account portfolio curve with cost-basis vs marked equity overlay
- Per-account funding history and net cashflow
- Per-account trade ledger with strategy attribution
- Connection-health card on every account page
- Quick-jump between accounts without leaving context
Funding ledger as a first-class object
Funding is not lumped into PNL. It gets its own ledger, charts, and aggregation views so you can see whether your edge is execution or carry.
- Per-symbol cumulative funding net across all accounts
- Daily / weekly funding rate history by exchange
- Funding share by account and position side
- 30-day rolling trend on the Dashboard
- Filterable funding table by symbol, account, and date range
Portfolio analytics with date ranges
Every chart and aggregation supports UTC-stable date ranges so totals reconcile no matter where on earth you're trading from.
- Cumulative PNL chart with daily, weekly, and monthly buckets
- Cross-exchange asset weightage with stable / non-stable split
- Drawdown chart with both wallet-only and mark-to-market peak tracking
- Funding rate history by exchange and symbol
- Unrealized PNL history summed across all open positions
Transfers + tax-grade history
Deposits, withdrawals, and internal transfers are separated from trading PNL so what looks like a 'big win' isn't actually just a deposit.
- Filter by type, asset, account, or date range — state lives in the URL
- Total Deposits, Total Withdrawals, Net External Flow cards
- Internal-pair detection across your own accounts
- Transfer fees tracked separately from trading fees
- Capital backfill at least 1 year deep per exchange account
Daily AI briefing email
Every workspace gets one AI-written briefing email per UTC day at 09:00 UTC, sent to the workspace OWNER. Aggregate metrics only — never raw trade rows.
- Equity, 24h delta, realized PNL, open positions, funding net
- Dedicated open unrealized PNL line so a negative book is visible
- One-line risk advisory generated alongside the narrative
- Hard-capped at 1 send per workspace per UTC day
- Workspaces with no portfolio activity skip the call entirely
- Audit-log row references the Resend email id for delivery tracing
Multi-user workspaces
Invite teammates by email. Role-based access controls what each person can see and do.
- Roles: OWNER, ADMIN, ANALYST, TRADER, VIEWER
- Workspace-scoped row-level security in Postgres
- Per-action audit log of every material change
- Invite by email; passwords reset via signed Supabase Auth links
- Platform-admin tier for SaaS-level operations
Security, not slogans
Every API credential is AES-256-GCM encrypted with versioned keys. The product is read-only by design.
- Read-only API key validation — write-enabled keys are rejected by default
- Versioned encryption keys with online rotation
- Workspace-scoped Postgres RLS as the second line of defense
- Internal endpoints gated by bearer token + loopback origin check
- Append-only audit_logs table — every credential save, sync trigger, plan change, briefing send
Reports & exports
Six report types in CSV or PDF for any date range — gated by OPERATOR roles. Includes a FIFO tax report that walks every spot disposal, matches the oldest open lot, and outputs a per-lot ledger your accountant or tax software can ingest.
- FIFO tax report (Form 8949 style) — cost basis, proceeds, gain/loss, holding period per lot
- Account statements per exchange account
- Trade summary with realized PNL by symbol, strategy, account
- PNL summary that mirrors the in-app breakdown
- Funding ledger with daily rate history
- Transfer ledger with internal-pair flagging
- Both CSV (tax software import) and PDF (archival / accountant hand-off) outputs
Alerts & risk monitoring
Alerts surface anything material — sync failures, liquidation proximity, balance drift — so you can act before it costs you.
- Severity tiers: LOW / MEDIUM / HIGH / CRITICAL
- Categories: RISK, INTEGRITY, SYNC, BALANCE, CONNECTOR
- Open / Acknowledged / Resolved lifecycle
- Stale-sync banner on every dashboard route if any account hasn't synced in 12h
Reconciliation
When something looks off — a balance that doesn't match the exchange, a trade that didn't import — Reconciliation tells you where the discrepancy is.
- Cross-source balance comparison by account
- Missing-trade detection against the API's reported trade history
- Snapshot integrity checks (no zero overlaps, no orphaned rows)
- Surfaced as workspace-level issues with status tracking
Manual cost-basis overrides
Sometimes the trade history isn't enough — you bought it on another venue, you received it as payment, you have a legacy bag. Set an override and the holdings page respects it.
- Set a manual weighted-average cost per (account, asset)
- Overrides act as a seed — real trades take precedence once any fill exists
- Notes field for future-you to remember why
- Visible Source column tells you trade-derived vs manual at a glance
Sync logs & data controls
Every sync run is logged with what was imported and which lookback window. Data Controls let you re-run, restore, or purge per account.
- Per-job effective window, row counts, and failure messages
- Symbol alias mappings (PERP / USDC unification, exchange-specific names)
- Per-account data wipe + re-sync from scratch
- Raw-import records preserved so normalization can be re-run
Symbol alias mappings
Exchanges name the same thing differently. PERP vs USDC, futures vs spot, leveraged tokens. Map them once and analytics reconcile.
- Per-workspace canonical symbol per exchange + raw symbol pair
- Used by PNL breakdowns, portfolio breakdown, allocation snapshots
- Editable from Data Controls without touching the database
Plus the operator essentials.
Light / dark theme toggle, sync heartbeat, mobile-first responsive layout, a built-in user guide that explains every metric, and a stale-sync banner that surfaces broken connections before they become silent breakage.