LedgerOne · portfolio planner
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    LedgerOne
    LedgerOne
    OverviewHow the workspace is structured end-to-end.
    Planner engineEncode buy & sell bands into a programmable plan.
    Risk metricsTrack structural, vol, and tail risk on one card.
    How it worksStep-by-step walkthrough of a full trade cycle.
    MethodologyPrinciples behind the planning and risk framework.
    SupportGet help configuring your workspace and flows.
    Plans & accessHow access and quota are structured.
    Desks & teamsRun LedgerOne across multiple traders and books.
    CustomDiscuss institutional setups and integrations.
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    Institutional-grade crypto planning workspace

    PRODUCT · Overview

    Turn chaotic crypto positions
    into a disciplined, provable plan.

    Build a clear accumulation plan for your crypto—pre-defined levels, target allocations, and risk guardrails—so less of your portfolio is guesswork.

    Sign in to your workspaceRequest access

    Already onboarded? Jump straight to your dashboard.

    LedgerOne · Overview

    Coin accumulation program (illustrative)

    Strategy vs Natural Growth

    Net exposure

    $1.28M

    +3.4% vs target

    Plan fills

    37 / 52

    Next allocation band in 3.2%

    Risk metric

    0.63

    Balanced · within mandate

    Top 10 coins · strategy vs natural growth

    Avg excess vs HODL · +18%Per-coin vs its own buy-and-hold path
    CoinStrategyBuy & holdExcess
    B
    BTCBitcoin
    +325%+295%+30%
    E
    ETHEthereum
    +410%+380%+30%
    S
    SOLSolana
    +720%+665%+55%
    B
    BNBBNB
    +260%+230%+30%
    A
    ADACardano
    +190%+165%+25%
    X
    XRPXRP
    +140%+115%+25%
    D
    DOGEDogecoin
    +380%+340%+40%
    A
    AVAXAvalanche
    +310%+275%+35%
    M
    MATICPolygon
    +270%+235%+35%
    L
    LINKChainlink
    +215%+190%+25%

    Illustrative only · Strategy returns vs each coin's own buy-and-hold growth since Jan 1, 2021.

    Institutional-style structure, packaged for everyday crypto investors.

    Any portfolio sizeLong-horizon focusAll investor levels

    PRODUCT · Workflow

    Three simple steps to put structure around your crypto investing.

    01 · Define the playbook

    Set your levels and allocations

    Map out buy zones, trim levels, and max allocation per coin before price moves.

    02 · Execute with discipline

    See when it's time to act

    Let the planner highlight which levels are live, filled, or coming into range.

    03 · Review risk & progress

    Stay aligned with your plan

    Track exposure and plan fills over time so your portfolio follows your rules.

    RESOURCES · Who uses LedgerOne

    Built for investors at any scale—from first portfolios to larger allocations—who want a plan, not just price charts.

    For everyday and advanced investors

    From your first crypto allocation to managing a larger, diversified portfolio, use a simple rules-based workspace to grow and adjust positions over time.

    Institutional habits, consumer access

    LedgerOne borrows the same planning habits used by professional allocators—pre-defined bands, sizing rules, and risk guardrails—so you can take the guesswork out of when and how to invest.

    For long-horizon wealth builders

    Scale into positions over months or years with guardrails you can actually stick to.

    Ready to bring institutional-style structure to your investing portfolio?

    Sign inRequest access