One ledger for every exchange, without the spreadsheet work.
Yellowfish consolidates balances, transfers and performance into a single analytical view — so you can monitor exposure, control downside and plan rebalancing with consistent data.
| Capability | Status | Effect |
|---|---|---|
| Unified balances | Included | Single view |
| Transfer reconciliation | Included | Fewer breaks |
| Concentration alerts | Included | Earlier review |
| Rebalance planner | Assisted | Planned action |
Built for oversight, not noise.
Four practical advantages for holders managing assets across more than one venue. Each is designed to reduce manual work and improve consistency of review.
Single ledger across venues
Bring exchange balances and movements into one structure with unified asset naming and timestamp alignment.
Exposure by asset and venue
See where weight is concentrated and how venue distribution changes after transfers and market moves.
Downside and drift monitoring
Define thresholds for drawdown, concentration and allocation drift, with structured alerts for review.
Planned rebalancing
Compare current allocation to target ranges and generate adjustment lists for manual execution.
What changes when data is unified.
Manual tracking across exports and tabs introduces delay and inconsistency. A unified ledger keeps definitions stable week to week.
| Task | Manual approach | With Yellowfish |
|---|---|---|
| Month-end balances | Multiple CSV exports, manual FX and sum checks | One consolidated balance view with history |
| Internal transfers | Matched by eye across two statements | Reconciled transfer pairs flagged automatically |
| Concentration risk | Noticed after large moves | Threshold alerts when weight exceeds limit |
| Rebalancing plan | Estimated in spreadsheet | Target-vs-actual with adjustment list |
| Performance review | Inconsistent periods and methods | Standardised periods and contribution view |
Without unification
- Fragmented exports per exchange
- Mismatched asset symbols
- Delayed month-end close
With Yellowfish
- One ledger, one taxonomy
- Transfer-aware history
- Repeatable review routine
How each advantage works in practice.
Reconciliation you can trust
Deposits, withdrawals and internal moves are paired and labelled, so performance is not distorted by transfers between your own accounts.
Thresholds before headlines
Set downside, concentration and drift limits once. Yellowfish monitors them continuously and surfaces only material changes.
Assisted, not automated
No trading keys, no auto-execution. You review the proposed adjustments and execute manually on your chosen venue.
History that holds up
Standardised periods, retained snapshots and clear method notes support consistent month-to-month comparison.
- Read-only access by design — analytical connection without withdrawal permission.
- Venue diversification view — understand counterparty concentration at a glance.
- Exportable summaries — share a consistent report with accountants or partners.
Review your exposure in one place.
Connect read-only balances for a consolidated assessment. Keep custody and execution where they are.
Capital at risk. Analytical software only — not investment advice.