Risk and Portfolio Management

Assess risk exposure, optimize performance, and manage digital asset portfolios with real-time insights and institutional-grade infrastructure.

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Portfolio Management Risk Management Risk & Portfolio Management Industry Solutions

Portfolio Management

Control Your Entire Digital Asset Footprint

Amberdata enables complete visibility into all holdings—on-chain and off-chain—so you can monitor net worth and performance, and optimize allocations with ease. Access real-time balance updates and track flows, positions, and transactions across CEX, DEX, lending, and tokenized markets.

Portfolio Management Features

Real-Time Balance Updates

Stay current with up-to-the-minute snapshots of wallet balances and position data across CeFi, DeFi, NFTs, and RWAs. With a single consolidated view, assess exposure, net worth, and performance in real time.

Portfolio Tracking

Track asset flows, allocations, and full transaction history across your entire portfolio. Whether you’re managing dozens of wallets or thousands of positions, get a unified lens into performance.

Position Management

Monitor loaned and borrowed assets across lending protocols with visibility into activity, collateral, and liquidation risks. Understand your exposure in decentralized liquidity pools with pool participation, impermanent loss, and protocol-specific or ecosystem-wide performance.

RISK MANAGEMENT

Mitigate Risk With Confidence

Amberdata empowers you to anticipate, quantify, and mitigate exposure across volatile, fragmented markets. With real-time insights and advanced risk analytics, you gain the visibility and control needed to stay ahead of market movements, ensure capital protection, and meet compliance standards with confidence.

Risk Monitoring Features

Scenario Tests

Conduct stress tests by simulating extreme market scenarios.
Evaluate the impact of changes in factors like underlying asset prices, volatility levels, and interest rates.

Risk Mitigation

Analyze implied and realized volatility.
Employ strategies like covered call selling cash secure puts.

Portfolio Greeks

Understand where to allocate risk across different options and derivatives positions.
Manage overall portfolio exposure and diversify risk with delta, gamma, and vega.

Smart Decisions

Analyze key risk metrics.
Track P&L at expiration and before expiration.
Assess the risk-reward profiles of different strategies.

How We Help You

Asset Managers

Monitor real-time and historical exposure across CEX, DEX, NFT, RWA, and lending protocols in one unified view.
Optimize allocations and rebalance portfolios based on risk-adjusted returns and predictive market signals.
Backtest strategies using normalized historical data to evaluate performance under varying conditions.

Investment Banks

Evaluate counterparty and market risk across tokenized securities and structured products.
Support digital asset portfolio structuring and hedging with derivatives-specific analytics.
Conduct scenario analysis and stress testing for capital planning and risk disclosures.
Gain transparency into liquidity risk across centralized and decentralized venues.

Regulators

Track exposures and asset movements to evaluate systemic risk and financial stability.
Use wallet and protocol-level intelligence to identify irregularities and enforce compliance.
Assess volatility and liquidity risks to inform policy and oversight frameworks.
Monitor real-time fund flows and large position changes across markets and counterparties.

Trading

Monitor portfolio risk in real time to react quickly to market volatility and price swings.
Calculate VaR and other quantitative metrics to support daily risk limits and position sizing.
Align portfolio strategies with pre- and post-trade insights, on-chain activity, and derivatives flows.
Visualize exposures across assets and markets with customizable dashboards and alerts.

Why Amberdata?

Unified Portfolio View

Continually assess real-time and historical performance with consolidated CEX, DEX, lending, NFT, and RWA positions.

Industry Leadership

Trusted by the world’s top traders, market makers, hedge funds, and regulators, Amberdata's risk and portfolio management offers decision-making intelligence across assets.

Built for Institutional Scale

With enterprise-grade APIs and infrastructure with flexible deployment and advanced UI platforms, confidently scale operations in the digital asset class.

Compliant

With SOC I and II compliance and constant monitoring, we offer audit-ready data, transparent position tracking, and complete transaction histories.

Explore Our Solutions

Comprehensive, end-to-end crypto data and analytics infrastructure solutions that enable institutional finance and professional investors to unlock opportunities, gain valuable insights, and act decisively.

Enterprise Data

High quality, low-latency Crypto Market, Blockchain, DeFi, RWA, and Derivatives data
Real-time and historical decoded and normalized data with scalable delivery

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Analytics and Predictive insights

Comprehensive insights into digital assets, wallets, protocols, and markets to power trading strategies
Access institutional trading metrics in a simple and customizable way

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Market Intelligence

Inform decision-making with industry-leading Amberdata Derivatives
Leverage institutional metrics, market performance, and deep research with Amberdata Intelligence

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Reference Rates, Indices, and Benchmarks

Robust, transparent, and compliant reference rates
Benchmarks that support institutional infrastructure for ETF pricing, NAV calculations, and derivatives settlement

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Risk and Portfolio Management

Robust tools to assess risk exposure and manage portfolios across crypto blockchains and markets
Seamless market risk analytics and reporting to mitigate liquidity risk and adjust portfolio performance

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Tax and Regulatory Compliance

Infrastructure for an intelligent back office that streamlines compliance, financial reporting, & taxes
End-to-end post-trade tools covering every transaction and seamlessly linking returns across CeFi, DeFi, and TradFi

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Asset Reference & Classification

Institutional-grade and robust security master dataset to align front, middle, and back offices
Non-hierarchical asset classifications designed to evolve with the market

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Research

Deep research from industry experts trusted by hundreds of institutions and global news organizations
Crypto derivatives market analysis, crypto market updates, quarterly reports, and deep back-tested strategies

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