An all-in-one tool to steer your crypto portfolio.

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Investeer - An overview of our portfolio rebalancing tool
Investeer - How to compose your portfolio

Create your
portfolio model

Compose a well-diversified portfolio with all the assets you dream to hold. Set their respective weights in the portfolio for future rebalancing.
  • Filter assets by sectors & categories
  • Chose the assets you want to hold
  • Define target allocation weights
Create my portfolio

Rebalance easily
your allocation

Keeping your portfolio balanced usually reduces your risk and improve your performance over time.

  • Visualize your portfolio composition
  • Dynamically track prices and value in real time
  • Rebalance all your assets in one clic
Rebalance my portfolio
Investeer - Three sectorized portfolio illustrations

Manage multiple portfolios at once

You can have different portfolio with different goals and monitor them easily, in the same place.
  • Portfolio library preset to chose from
  • Multiple portfolios on the same exchange
  • Manage portfolio from different exchanges
Manage my portfolios

Automate your strategy

Define a rebalancing strategy. You can trigger it either periodically or with a threshold mechanism.
  • Automatic portfolio rebalancing
  • Automatic portfolio cash-out
  • Periodic and threshold strategies
Set my strategy
Investeer - How to set your portfolio strategy

Cash out before the crash.
Buy back in one clic.

You feel like crash is coming ? Get out of a certain % of your portfolio in one clic.
Buy back all the asset from portfolio in one clic later.

  • Inject in all assets of the portfolio at once
  • Cash out from all asset of the portfolio
  • Transfer funds between portfolios
Use one clic funding

Track your profits

We realized it was often cumbersome to view your portfolio performance on the most used apps. This is why we built a specific view for it.

  • Performance at a glance
  • Differenciate your capital from your gains
  • Decompose performance per asset
Visualize my performance

Time efficiency

Gain time & efficiency by rebalancing all your assets to their target allocations in one click. You can also set automatic rules that will do it for you.

Improved risk / return

Rebalancing, index tracking, and sectorisation lead to a smart beta investing approach that mitigates specific risk and improves overall returns.

Zero Fomo

Use pre-made or build your own market index trackers to gain exposure to the next rocket coins.
With automatic rebalancing sell them higher when they pump and buy them back lower when they crash.

Automatic rebalancing

Automatic rebalancing lets you sell higher what outperformed the market and buy lower what underperformed.

Instant cash-out

Market crash is coming ? Avoid panic selling all your assets one by one. Cash-out a part or the entirety of your portfolio to a stablecoin in one click instead.

Connect to your favorite exchanges.

By integrating with top level and highly reputed exchanges, we offer you the best interactions and a fluid experience for your crypto portfolio management. This is one of the many protective features that provides you with a top level security for your funds
Binance crypto exchange logoCoinbase crypto exchange logoKraken crypto exchange logo

Your funds stay
on your exchange.

Your API keys are restricted to NOT let us deposit or withdraw any funds from your exchange account.

  • Investeer can display your funds & trade history
  • Investeer helps taking the necessary trades for you
  • Investeer can not deposit funds on your account
  • Investeer can not withdraw your funds to an external account

Fair pricing for every wallet

Try it for free or directly become a pro member to support our growth.
Save up to 33% with yearly billing !!
Crypto tourist
Free
You have a limited number of asset in your portfolio? The free plan is made for you!
Try our main features for free.
Start for free
  • Portfolio value tracking
  • One click rebalancing
  • One click funding
  • One click cash out
  • 3 assets max. in portfolio
  • 1 custom portfolio / index
  • 1 exchange pairing
  • Limited support
CRYPTO PRO
4,90€ /month
Billed monthly.
Need more automation and more assets to really start investing?
Get Pro to unlock all the handiest features at once.
Get Pro
  • All from Free plan
  • Unlimited assets in portfolio
  • Automatic rebalancing
  • Automatic funding (DCA)
  • Automatic cash out
  • Periodic & Threshold triggering
  • Account value up to $1500
  • Moderate support
CRYPTO MASTER
14,90€ /month
Billed monthly.
Need more portfolios per account and unlimited paired exchanges?
Get Master to unlock amazing possibilities.
Get Master
  • All from Pro plan
  • 3 portfolios / indexes per exchange
  • Unlimited exchange pairings
  • Account value up to $15.000
  • Prioritized support
CRYPTO STARSHIP
29,90€ /month
Billed monthly.
You need the full experience?
Get Starship to bring any size of crypto investment to the next level.
Get Starship
  • All from Master plan
  • Unlimited portfolios / indexes
  • Unlimited account value
  • Prioritized support
B2B
Get a quote
You are an asset manager or a business owner interested in our tools & services ?
Don't hesitate to contact us, we'll gladly work on something specifically tailored for you !
Contact us
  • Whitemark dashboard
  • Custom tailored solutions
  • Private API
  • Partnership
Crypto tourist
Free
You have a limited number of asset in your portfolio? The free plan is made for you!
Try our main features for free.
Start for free
  • Portfolio value tracking
  • One click rebalancing
  • One click funding
  • One click cash out
  • 3 assets max. in portfolio
  • 1 portfolio / index
  • 1 exchange pairing
  • Limited support
CRYPTO PRO (-8%)
4,50€ /month
Billed yearly.
Need more automation and more assets to really start investing?
Get Pro to unlock all the handiest features at once.
Get Pro
  • All from Free plan
  • Unlimited assets in portfolio
  • Automatic rebalancing
  • Automatic funding (DCA)
  • Automatic cash out
  • Periodic & Threshold triggering
  • Account value up to $1500
  • Moderate support
CRYPTO MASTER (-20%)
11,90€ /month
Billed yearly.
Need more portfolios per account and unlimited paired exchanges?
Get Master to unlock amazing possibilities.
Get Master
  • All from Pro plan
  • 3 portfolios / indexes per exchange
  • Unlimited exchange pairings
  • Account value up to $15.000
  • Prioritized support
CRYPTO STARSHIP (-33%)
19,90€ /month
Billed yearly.
You need the full experience?
Get Starship to bring any size of crypto investment to the next level.
Get Starship
  • All from Master plan
  • Unlimited portfolios / indexes
  • Unlimited account value
  • Prioritized support
B2B
Get a quote
You are an asset manager or a business owner interested in our tools & services ?
Don't hesitate to contact us, we'll gladly work on something specifically tailored for you !
Contact us
  • Whitemark dashboard
  • Custom tailored solutions
  • Private API
  • Partnership

What our community says

Martin Sachs
"Investeer is a very handy cryptocurrency portfolio management app! The tourist package is free and there are no hidden fees 😄
It seems like an excellent choice for anyone looking to manage and rebalance their crypto portfolio."
John Meed
"Great product!
It automatically rebalances our portfolio on a daily basis. I would definitely recommend it to anyone who wants to simplify their cryptocurrency portfolio management."
Danny Maïdi
"The Multi-purpose-portfolio is a blessing. I can finally make sectorised portfolios with different investment goals and respective capital allocation for each 😎"
Emilie Cardinet
"I am glad we found it!
Investeer is a great platform for portfolio management.
Every other app we've tried just seemed unintuitive and cumbersome. This one has a sleek, modern interface that is easy to navigate so you can build and set the best strategy for your crypto portfolio."
Pierre Maugrais
"I was looking for a relative threshold auto-rebalancing feature for so long... I am absolutely delighted to have finally stumbled upon Investeer!!"
Zak Vanter
"Nice dashboard tool for managing your cryptocurrency portfolio. It's like a robot-investing app that will help you build an effective "smart beta" strategy for your portfolio.
I also love that you can see in advance what will be purchased and what will be sold next time you rebalance."
Jeremy Martin
"I used to like pies before. But now I have discovered auto-rebalanced pies! 🥧🥧🥧"
Alex Harrison
"Before, when I felt that the whole crypto market was about to crash, I used to sell a percentage of every coin of my portfolio one by one manually. It happened every time at the most inconvenient time of the day. Now I just enter the desired cash-out percentage in the app and everything is done automatically."
Malik Dansel
"The ETF-like feature is absolutely perfect for my needs. I no longer feel a FOMO every time coins start pumping, as they are already included in my custom crypto index and will be sold progressively higher and higher."

Who is behind Investeer ?

Félix Edouard - CEO

Félix is passionate about cryptos, finance & tech for many years.
He graduated from a M2 in Finance at Sciences Po.
He has also 3+ years experience in dev full-stack.
He is in charge of business, product, marketing and UX-UI.

Régis Canioncq - CTO

Régis has 15+ years experience in dev.
He has work for big french tech companies like Atos, Inria, Softeam.
He is passionate about code, well-though infrastructures, and tech scalability & reusability.

Ignas Tornau - Lead Dev

Ignas has 5+ years experience in dev.
He graduated from a MSc Computer Science in Edinburgh University.
He is in charge of all the features (back-end & front-end), as well
as financial algorithms.

You ?

We are looking for a Growth hacker and/or Marketing profile that could help us reach a broader audience.
We seek to challenge our marketing strategy and bring new users to Investeer.
Contact us so we can discuss !
Answers to

FAQ

What exactly is Investeer?
Investeer is a tool made to better organize, manage, automate and visualise your existing cryptocurrency investments.

It connects to your broker (Binance,Kraken, Coinbase Pro) through an API key, and automates for you the desired actions on your portfolio.

With Investeer you can track your portfolio, rebalance your target allocation, have a clear view of your performances, and automate many time taking actions about crypto investment.
Why would I use Investeer?
If you are interested in personal portfolio management theory and techniques, Investeer will provide you with many handy features to manage efficiently your crypto portfolio investing.

For example instead of using a basic overview app or a manual Excel Sheet to track you cryptos, Investeer provides you with dynamic, detailed views and powerful automatable actions on your entire portfolio.
Is Investeer secure?
Security is our top priority.
We are using the latest technologies and industry standard practices to keep everything safe and sound:

- Our database is entirely encrypted, stored and replicated through a highly reliable MongoDB Atlas Cloud Service.

- Once API keys are entered in our systems, the private/secret key will never be sent back to the browser. Our servers will only decrypt your keys at run time in order to use them.
- Your API keys benefit from an extra layer of encryption to avoid pattern identification in the database.
- Your API keys are "permission restricted". We guide you through the process of giving Investeer only the minimal necessary permissions. It means neither us neither a potential hacker will be in capacity to withdraw your funds from your exchange.
- You have the possibility to setup a 2FA authentication for your Investeer account to add an extra layer of security.

- We charge you through Stripe which is a secure payment provider used by 100.000+ companies worldwide.
- All your data is carried along through HTTPS protocol with SSL encryption.
How can I ensure my money is not at risk?
Your money will never leave your exchange account.

As explained in the security section: When you create the API keys on your exchange (Binance, Kraken, Coinbase), you will be guided to set restrictions that will always prevent Investeer or a potential hacker to use your keys to withdraw your money.
Thanks to these restriction, even if a withdrawal is intented with the key, the exhange server will always refuse the operation as the keys do not have sufficient permissions.

We also recommend you to setup our 2FA (Two-Factor Authentication) functionnality to add an extra security layer to your Investeer account.

Regarding the trades passed on your account through Investeer, we ensure as much as possible that our algorithms are always up to date to do what they are intended to. We are using them too with our own money on the line.
In case something unexpected occurs (exchange server unavailable, exchange conversation protocol modified etc.), we will inform you as soon as possible.

[WARNING]: Investing in cryptocurrencies in general is puting your capital at high risk, whether your are using a service like Investeer or not. We do not guarantee any investment performance, market conditions or broker service availability. We are simply automating what you would do manually on your exchange or on an Excel Sheet.
How do Investeer handles my personal data and my API keys ?
As crypto users ourselves we highly value your privacy.
Your personal data and your API keys are stored fully encrypted in an industry standard database and decrypted only at runtime by our server for the software to work.

API keys benefit from an extra layer of encryption to avoid pattern recognition. They are used only to communicate with your exchange account. They are never sent back to you or to any other external service .

We are using few mainstream analytics services (like Hotjar & Google Analytics) to ensure everything works as intended and provide the best user experience to everyone. This data is anyway anonymised by the third party service.

We do not sell any of your data to anyone.
Do I need to send my funds to Investeer in order to use it?
No. We do not accept any deposits of funds. Everything happens directly on your existing crypto exchange.
Investeer is an interface made to help your better manage your existing cryptocurrencies on a pre-existing crypto exchange like Binance, Kraken or Coinbase Pro.
Can I withdraw my money through Investeer?
If you need to withdraw some funds, you will have to do it directly on your crypto exchange. Our service can not withdraw any funds from your accounts (see API keys restriction security from "Is Investeer secure?" question).

Investeer only connects to your exchange account to make the trades needed for your rebalancing and your strategies. Therefore your money is secured by your favorite crypto exchange.
How is my portfolio rebalanced by Investeer?
Investeer uses custom tailored algorithms to keep your portfolio balanced.
Our servers will connect securely to your exchange account through API keys to perform the needed trades.
What is an ETF-like index ?
What we call an "ETF-like index" or "index" is the possibility to create a portfolio whose assets are dynamically rearranged given certain customised criteria. It can be for example: market capitalisation rank, specific sector or category, daily traded volume etc…
Is there an account minimum to have on my exchange?
It depends on the number of asset and their respective allocation in the portfolio.
All the crypto exchanges have a minimum trading amount of around $10.

If you try to build a portfolio with 100 different assets with a total portfolio value of $100, it will definitely not be enough money per coin to exceed the exchange trading minimums.

On the other hand, having a portfolio worth $100, split into two assets 50%-50% would likely do. But the same portfolio split 95% - 5% will not have enough money allocated on the 5% part of the portfolio to meet the minimum order execution requirements.

If you have a small account value, just don't diversify your portfolio or index too much.
Why don't I see all the advertised features yet?
Certain features are still currently in development stage. We will try to ship them as soon as we can. They are part of the core value proposition and the early vision. This is why they are already advertised on our website.

Please don't hesitate to contact us to help us improve and shape the features the way you need them.
Is there an early access program to Investeer?
Yes there is. The early bird access program will give you life-time access to our services.
There is a limited number of seats though.

Ifyou are interested, fill the form below explaining quickly why you want to bepart of our early bird program. We'll be happy to send you an invite link afterwards !
Join & help us improve

Get in touch with us.

Thank you! Your submission has been received!
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