Tools
Crypto planning tools
Practical tools designed for retirement planning, reporting, and security setup.
Business
DCA Calculator
Plan your dollar-cost averaging strategy for automated recurring crypto purchases.
- Model daily, weekly, or monthly investments
- Project portfolio growth over time
- Compare different frequency strategies
Business
Treasury Allocation Calculator
Plan how much of your corporate treasury to allocate to digital assets.
- Conservative, balanced, or aggressive presets
- Asset class breakdown visualization
- Risk profile recommendations
Retirement
Allocation Planner
Model long-term allocations, volatility buffers, and target rebalancing bands.
- Target allocation bands for core holdings
- Risk bucket sizing for volatile assets
- Rebalance cadence recommendations
Taxes
Tax Event Estimator
Estimate capital gains exposure, staking income, and withdrawal impacts.
- Capital gains scenario modeling
- Income vs. long-term holding breakdown
- Year-end tax summary checklist
Safety
Security Setup Checklist
Guided checklist for hardware wallets, 2FA, whitelists, and backups.
- Hardware wallet setup steps
- Recovery phrase storage guidance
- Withdrawal whitelist checklist
Trading
Trader Assistant
Plan position sizing, stop levels, and risk exposure before entering a trade.
- Risk per trade calculator
- Stop distance and position size
- Risk-to-reward sanity check