Morley Media

markdown: /ai/work/crux-finance.md

title
Crux Finance - DeFi Portfolio & Accounting Platform
category
DeFi
status
live
date
2023-11-01
services
  • defi-blockchain
  • product-design
technologies
  • Next.js
  • React
  • TypeScript
  • tRPC
  • Ergo
  • PostgreSQL
  • TradingView
  • Docker

Crux Finance - DeFi Portfolio & Accounting Platform

Ergo DeFi portfolio tracker with TradingView charting, wallet analysis, and tax-ready accounting reports listed as a core ecosystem tool.

Outcome

Listed as an official Ergo ecosystem tool

Crux Finance is included in Ergo's official documentation as a recommended ecosystem tool, used by traders and investors who need both real-time portfolio tracking and audit-ready tax outputs.

Description

DeFi participants need to track positions across multiple protocols and produce tax-ready accounting at year end, but most portfolio tools either skip the tax piece or generate outputs that are not auditable. We built Crux Finance as a portfolio management and accounting platform for the Ergo ecosystem, with TradingView-integrated charting, wallet analysis across Ergo DeFi protocols, and tax-ready reports that users can submit as part of their annual filings. The platform is listed in Ergo's official ecosystem documentation as a core tool.

Features

  • Token price charts integrate with TradingView and surface trending tokens, top gainers, and top losers across the Ergo ecosystem.

  • Wallet analysis aggregates a user's full transaction history across Ergo DeFi protocols into a single timeline view.

  • Tax-ready accounting reports cover the full tax year, with categorized transactions formatted for direct use in filings.

  • Real-time portfolio valuations roll up balances across connected wallets, including positions in liquidity pools and staking contracts.

Services