An interactive resource for visualizing a cryptoasset allocation
Cryptoassets such as bitcoin (BTC) and ether (ETH) have emerged as an asset class that clients are interested in allocating to as a long term investment. As a trusted confidante and risk manager, advisors should have access to tools and insights that aid them in holistically managing client portfolios.
Quick + Clear Crypto Performance Illustrations
- Model potential impact of allocating to cryptoassets within a traditional 60/40 portfolio.
- Analyze historical risk and return data to understand patterns of impact.
- Demonstrate benefits of cryptoasset allocation and how it can help clients meet their goals.
Custom Portfolio Modeling
- Create and compare custom hypothetical portfolios of equities, ETFs, and cryptoassets.
- Determine favorable asset allocation and rebalancing strategy with the portfolio optimizer.
- Dig into strategic portfolio insights via backtested performance, risk and return charts, performance stats, and historical breakdown of monthly returns.
Market Model Library
- Access market models from Onramp’s industry-leading partners.
- Take advantage of investment research and vetted strategies on how to add crypto to the mix of traditional portfolios.
- Assess portfolio performance directly in Onramp Academy’s toolset.
- Download models to import into your desired portfolio management platform.
- Coming soon: seamless trading for supported models.
Real-Time Crypto Data
- At-a-glance fact cards paired with real-time market data on dozens of coins and tokens ensure you stay up to date.
- View volatility and return metrics over multiple time domains.
- Intra-asset correlation charts, return quilts, and volatility charts help you manage overall expected risk vs return.
Next Steps
Access to game-changing crypto knowledge is just a click away!
Next Steps
Powerful tools are just a click away!