Real-time tracking, automatic rebalancing, and social trading in one place.

Capfolio brings every exchange account and wallet into a single live portfolio, keeps allocations on target with a rule-based rebalancing engine, and lets investors follow and copy the strategies that lead the community leaderboard.

Client: Capfolio
Industry: Fintech & Digital Assets
Platform: Web Application
Scope: Portfolio Tracking, Rebalancing & Social Trading

What We Delivered

Real-time portfolio aggregationBalances and P&L from every connected exchange and wallet in one live dashboard.
Automated rebalancing engineA rule-based service that holds target allocation bands and executes the trades.
Performance analyticsTime-series performance, benchmark comparisons, drawdowns, and hold-versus-strategy overlays.
Social trading and leaderboardsCommunity rankings with follow and copy-trade for peer portfolios.
Backtesting and researchHistorical strategy simulations with custom parameters and exportable P&L reports.
Secure multi-exchange connectivityBinance, Coinbase, and Kraken integrations with OAuth2 key management and encrypted credential storage.

TL;DR — Project Summary

One live portfolio. Allocations that hold themselves.

Capfolio consolidates crypto holdings scattered across exchanges and wallets into a single real-time view, then turns a target allocation into an automated strategy. Investors watch performance against a plain hold, test ideas against history, and follow the traders whose strategies lead the leaderboard.

Outcomes

Balances and P&L from multiple exchanges reconciled into one live dashboard
Allocations kept inside target bands automatically, without manual trading
Strategies benchmarked, backtested, and shared through a community leaderboard

Capfolio overview dashboard with total balance, combined distribution, and strategy-versus-hold performance

Opportunity

Active crypto investors rarely hold everything in one place. Balances live on several exchanges and wallets, prices move around the clock, and a target allocation drifts within hours. Capfolio was built to give those investors a single source of truth and to do the routine rebalancing for them.

Capfolio overview dashboard with portfolio summary, combined distribution, performance chart, assets, and leaderboard

Live totals and P&L

Total balance with 24-hour, weekly, monthly, and all-time movement alongside market volume and dominance.

Combined distribution

A single allocation chart across exchanges and wallets, with per-asset actual versus target percentages.

Strategy versus hold

Performance charted against a plain hold so the value of automated rebalancing is always visible.

Capfolio portfolio summary with 24-hour, weekly, monthly, and all-time movement

One live portfolio. Allocations that hold themselves.

Each exchange exposes its own API, rate limits, and credential model, and none of them share a view of the whole portfolio. Investors were tracking allocations in spreadsheets, rebalancing by hand, and had no reliable way to know whether their strategy actually beat simply holding.

Capfolio dashboard with assets, actual versus target allocation, and the community leaderboard

Capfolio: built around the operating model

Stackera built a connectivity layer that securely aggregates exchange and wallet data in real time, a rebalancing engine that enforces allocation bands and places the trades, and an analytics and social layer where performance, backtests, and leaderboard strategies live side by side.

The Story, in Parts

One project spans multiple capabilities, so each part pairs its own challenge with the solution Stackera built.

Data Engineering & Security
Exchange connectivity and aggregation
Challenge
Pull balances, prices, and trade history from Binance, Coinbase, Kraken, and wallets without exposing user credentials or tripping rate limits.
Solution
OAuth2-based key management with encrypted credential storage, rate-limit-aware connectors, and a normalized portfolio model that updates the dashboard in real time.
Trading Automation
Rebalancing engine
Challenge
Keep every portfolio inside its target allocation bands as markets move, and execute the resulting trades safely across venues.
Solution
A rule-based rebalance service evaluates drift against user-defined bands and thresholds, then routes and confirms the trades on the connected exchanges.
Product Design & Engineering
Analytics, backtesting, and social trading
Challenge
Show investors whether a strategy works, let them test changes before committing capital, and surface the strategies worth following.
Solution
Interactive performance charts with benchmark and hold-versus-strategy overlays, a backtesting sandbox with exportable P&L reports, and a leaderboard with follow and copy-trade.

Results & Impact

Capfolio gives crypto investors a single live view of everything they hold, keeps their allocation on target without manual trading, and lets them prove a strategy against history and against the community before committing capital.