One portfolio, scattered across five tools.
Crypto managers track positions in spreadsheets, prices on CoinMarketCap, and market context on CoinGecko. Each strategy lives in its own wallet, and each client lives in another. Consolidating performance, allocation, and risk across all of them turns into a manual reconciliation exercise every reporting cycle.
Foliohouse replaces that patchwork with a single non-custody view, without ever asking for a wallet connection, an exchange API key, or a seed phrase.
Built for managers who run more than one wallet.
Solo manager
One person running several strategies, each in its own wallet. Needs a consolidated view across strategies without merging the wallets themselves.
Multi-strategy manager
Tracks multiple strategies side by side, compares their performance and allocation, and rebalances based on aggregate risk metrics.
Client manager
Operates one wallet per client. Uses Foliohouse to report performance, allocation, and risk back to each client and to follow up via Telegram.
From manual entry to consolidated analytics in three steps.
Record transactions manually
Enter each buy, sell, swap, and transfer by hand into the relevant wallet. No wallet is ever connected, no exchange API key is requested, no seed is shared.
Get consolidated analytics
Foliohouse aggregates your entries into performance, allocation, and risk analytics across every wallet, strategy, and client you manage.
Share with clients via Telegram
Push portfolio updates to clients directly through Telegram. Clients keep a read-only view inside Foliohouse to consult their portfolio at any time.
Everything a manager needs, nothing a custodian would.
Non-custody by design
No wallet connection, no API key, no seed phrase, no private key — ever. Managers stay in full control of every wallet they track.
Multi-client management
Organize wallets by client or by strategy, track each portfolio independently, and view consolidated analytics across all of them.
Client follow-up via Telegram
Share portfolio updates with clients directly through Telegram. Clients keep a read-only view inside Foliohouse to consult their portfolio at any time.
Risk analytics built for managers
Performance, allocation, and risk metrics designed for portfolio managers — not for collectors and not for traders chasing single positions.
Frequently asked questions.
What is Foliohouse?
Foliohouse is a non-custody crypto portfolio tracker built for managers. Managers record transactions manually for each wallet they oversee, and Foliohouse computes consolidated performance, allocation, and risk analytics across every wallet, strategy, and client.
Does Foliohouse connect to my wallet or need my private keys?
No. Foliohouse never connects to any wallet, never reads on-chain data on your behalf, and never asks for a private key, seed phrase, or exchange API key. All position data is entered manually by the manager.
Who is Foliohouse for?
Foliohouse is built for crypto managers: solo operators running several strategies in separate wallets, multi-strategy managers tracking strategies side by side, and client managers who operate one wallet per client and report results back.
How do I record my trades in Foliohouse?
Managers enter each transaction (buy, sell, swap, transfer) by hand into the relevant wallet. Foliohouse then aggregates those entries into consolidated performance, allocation, and risk analytics — no exchange or wallet integration is required.
Can I manage multiple clients in Foliohouse?
Yes. A manager can organize one wallet per client, track each client portfolio independently, and view all clients side by side. Clients have a read-only role and see only the portfolios assigned to them.
How do I share portfolio updates with clients?
Foliohouse supports client follow-up via Telegram, so managers can push portfolio status and updates to clients directly. Clients themselves keep a read-only view inside Foliohouse to consult their portfolio at any time.