Track, manage, and grow your wealth in one place.
Bring crypto, wallets, exchange balances, stocks, real estate, debts, LLC assets, and trust records into one intelligent investment platform.
Portfolio Snapshot
$128,450.72
Crypto
$42,190
Retirement
$51,000
Cash
$14,250
Real Estate
$21,010
AI Portfolio Intelligence
- Crypto concentration is moderate.
- Historical snapshots are building a trend line.
- Exchange balances are protected from shared-wallet inflation.
Platform features
Built for modern investors managing multiple asset types.
Unified Portfolio Tracking
Track crypto, stocks, cash, debts, retirement, real estate, LLC assets, and trust assets in one dashboard.
Multi-Chain Wallet Sync
Sync XRP, Ethereum, ERC-20 tokens, Bitcoin, and Solana self-custody wallets with one portfolio workflow.
AI Portfolio Intelligence
See concentration warnings, custody insights, debt ratios, missing prices, and historical performance trends.
Net Worth Analytics
Save portfolio snapshots and build a historical view of your financial growth over time.
Security-first design
Your private financial command center.
OnePlace uses authentication, row-level security, and public-address-only wallet syncing. Never enter seed phrases, private keys, or wallet passwords.
Start building your investment command center today.
One dashboard. Multiple assets. Smarter insights.
Get Started