The SmartViewAI Process

Your Crypto Portfolio,
Finally Intelligent

Connect your exchange once. SmartViewAI instantly turns your raw holdings into a live portfolio tracker with AI-powered grades, FIFO cost analysis, tax estimates, and real-time signals — no spreadsheets required.

Read-only API Encrypted Storage Live AI Scoring Auto-Refresh
7 Exchanges Supported
Binance
Bybit
Bitget
BingX
Bitunix
CoinDCX
Coinbase
Step 01

Connect Your Exchange

Add a read-only API key from Binance, Bybit, Bitget, BingX, Bitunix, CoinDCX, or Coinbase. We never request withdrawal permissions — your funds never leave your exchange. Setup takes under two minutes.

  • Read-only access — no trading or withdrawal rights
  • Supports Binance, Bybit, Bitget, BingX, Bitunix, CoinDCX, Coinbase
  • End-to-end encrypted key storage
Step 02

Your Portfolio Tracker Goes Live

The moment your exchange syncs, your personal portfolio tracker activates. Holdings, quantities, and prices are pulled live. The AI engine then analyses diversification, risk, and momentum across every asset — distilling everything into an A–F grade you can understand at a glance.

  • Real-time holdings sync — quantities & live prices
  • AI Portfolio Grade: 5-factor health score (A–F)
  • Diversification, volatility & concentration analysis
  • FIFO cost basis, break-even & unrealized P&L
Step 03

Receive Signals & Alerts

For every coin in your portfolio, SmartViewAI generates a clear AI verdict — Buy, Hold, or Sell — backed by RSI, moving-average crossovers, and on-chain sentiment data. Alerts fire the moment a signal changes so you never act on stale information.

  • Per-asset Buy / Hold / Sell verdicts
  • RSI, MA crossover, and sentiment indicators
  • Real-time signal-change notifications
Step 04

Learn & Grow

Signals are only as useful as your ability to act on them confidently. Our bilingual Academy — in Hindi and English — pairs practical lessons with your live portfolio so you build the knowledge that backs every decision you make.

  • Bilingual content — Hindi & English
  • Lessons tied to your actual holdings
  • Beginner to advanced tracks
Portfolio Tracker

Everything Your Portfolio
Tracker Does for You

The moment you connect your exchange, six powerful modules activate automatically — each one built around your actual holdings.

Live Holdings Sync

Real-time balance and price data pulled directly from your exchange API. Your holdings list refreshes every 60 seconds — no manual entry, ever.

  • Binance, Bybit, Bitget, BingX, Bitunix, CoinDCX, Coinbase
  • Live USD value with 24 h change
  • Multi-exchange filtering

SIP / DCA Tracker

Log every buy and sell manually. The tracker computes FIFO cost basis, break-even price, and per-coin P&L so your DCA strategy is always measurable.

  • FIFO lot book with LTCG eligibility
  • Break-even price per coin
  • SWP profit-booking workflow

P&L & Tax Dashboard

Realized and unrealized gains shown per coin and in total. India-specific tax estimator calculates your 30% flat-rate liability and 1% TDS in real time.

  • Realized vs. unrealized split
  • 30% tax & 1% TDS estimate
  • Printable PDF tax report

AI Signal Alerts

Every coin gets a continuous Buy / Hold / Sell verdict based on RSI, moving-average crossovers, and volume signals. Alerts fire the moment the verdict flips.

  • Per-asset signal with confidence score
  • Price threshold & % move alerts
  • Natural-language alert builder

Portfolio Doctor

A dedicated health panel that flags concentration risk, bear-scenario stress tests, and specific rebalance suggestions — like a financial check-up for your crypto.

  • 3 bear-scenario stress tests
  • Concentration & sector risk flags
  • Rebalance target suggestions

What You Get on Day One

Every feature below is active the moment your exchange connects. No waiting period, no manual data entry.

Portfolio Health Score

A live 0–100 score with grade and AI commentary on your overall portfolio condition.

Risk Analyser

Concentration flags, volatility breakdown, and sector-level exposure — automatically updated.

AI Copilot

Ask any question about your portfolio in plain English and get grounded, data-backed answers.

Academy Access

Structured learning paths in Hindi and English, contextualised to the assets you already hold.

Ready to Track Your Portfolio the Smart Way?

Connect your exchange in under 2 minutes. Your AI-powered portfolio tracker goes live instantly — free to start, no credit card required.