Asset Intelligence
Asset Intelligence
Understand what you already hold before you change exposure.
Asset Intelligence reconstructs the history behind an asset where supported: orders, fills, fees, transfers, estimated cost basis, breakeven, outcome, data confidence, and missing-history warnings.
Included in the Cockpit. Deep per-asset analysis may use Intelligence Credits when those capabilities are approved.
Account Memory
Breakeven
Data confidence
Asset history flow
Connected account history becomes asset-level context
Exchange history
Orders, fills, fees, transfers and balance snapshots where supported.
Account Memory
Known facts, assumptions, gaps and source history are reconstructed.
Asset Intelligence
Cost, outcome, breakeven, data confidence and readiness become visible.
Connect history
Reconstruct asset
Show confidence
Deep dive when needed
Prepare managed Position
Account memory
Your assets have history. The Cockpit makes it usable.
Many traders already hold crypto before they create a new Position. Asset Intelligence uses Account Memory to reconstruct what is known about each asset: orders, fills, fees, transfers, balance snapshots and data confidence.
Read the full explanation
An exchange balance shows what you hold now. It does not always explain how you got there, what you paid, what fees or transfers changed the picture, or whether the history is complete enough to trust.
Asset Intelligence turns connected account history into asset-level context. It helps separate known facts from estimates, shows data confidence and gaps, and gives the trader better context before deciding whether a holding should stay passive, be reviewed, or become a managed Position.
A user holds SOL accumulated through several buys, one partial sell and a transfer. Asset Intelligence can reconstruct the available history, show estimated breakeven and data confidence, and highlight gaps before the user decides whether to create a managed Position.
Asset history flow
diagram
Exchange history flows into Account Memory, then into Asset Intelligence and Position readiness.
Account Memory
Estimated cost basis
Data confidence
Account Memory
The reconstructed factual history behind the asset: orders, fills, fees, transfers and balance snapshots where supported.
Estimated cost basis
Trading workflow context for understanding the asset, not tax-ready or certified accounting output.
Data confidence
A visible quality marker for reconstruction strength, known assumptions and data gaps.
Asset context
What Asset Intelligence can show
The goal is to make the asset understandable before the trader changes exposure or turns the holding into a managed Position.
Asset-level history
Known orders, fills, fees, transfers and balance snapshots around one asset.
Break-even and outcome
Estimated cost basis, estimated breakeven and realized/unrealized outcome where supported.
Data confidence and gaps
Visible confidence, known assumptions and missing-history warnings instead of pretending every reconstruction is perfect.
Credits
Go deeper on the asset that matters now.
Baseline Asset Intelligence is included in the Cockpit. Optional deep per-asset analysis can use Intelligence Credits once those capabilities are approved.
Read the full explanation
Some assets deserve more investigation: older fills, transfers, fee attribution, confusing partial exits, quantity changes or reports. Those deeper workflows can require exchange/API calls, reconstruction and analysis, so they fit the Intelligence Credits model better than a one-size-fits-all subscription limit.
Credits are for optional deep analysis. They are not required for baseline asset visibility, close/reduce/protect actions, reconcile, core ledger or core audit.
Position readiness
From holding to managed Position.
Asset Intelligence helps the trader see whether an existing holding is ready to become an actively managed Position.
Asset Intelligence is the bridge between passive history and active workflow. Once the asset story is clear enough, the trader can decide whether to create a Position Plan, approve plan rules and manage the asset through Position Intelligence.
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You may simply keep holding. You may investigate cost basis, break-even and data confidence. Or you may decide the asset needs an approved management plan. Asset Intelligence explains the holding; Position Intelligence manages the position after you approve the plan.
Product boundary
Included Cockpit value, not a separate pricing plan or tax product.
Understand the asset before you manage the position.
Asset Intelligence gives existing holdings a memory layer before they become managed Positions.