Solisia Core v17 unified portfolio dashboard displayed across multiple screens

Every position, every exchange, one clear view

Solisia Core v17 brings your holdings, orders, and performance data together so you can stop switching tabs and start making decisions with full context.

Built for freelancers and independent investors managing capital across several venues.

A single layer for analysis, not another exchange

Solisia Core v17 doesn't move your funds or place trades on your behalf. It reads your data, organizes it, and gives you the reporting tools that individual exchange apps rarely offer.

Consolidated visibility

Connect the venues you already use and see balances, open positions, and historical activity in one consistent format — no more reconciling numbers by hand between apps.

Every feature below is designed to reduce the time you spend gathering information before you can actually think about your portfolio.

  • 01

    Multi-exchange aggregation

    Link multiple accounts and view combined balances and positions without exporting spreadsheets manually.

  • 02

    Read-only connections

    Data access is limited to viewing activity — Solisia Core v17 is not able to place orders or withdraw funds from linked accounts.

  • 03

    Performance breakdowns

    Track gains and losses by asset, by exchange, or across your entire portfolio over the time frame you choose.

  • 04

    Custom reporting periods

    Generate summaries for the week, month, or quarter — useful for personal record-keeping or client updates.

A dashboard that reflects your actual holdings

Once your accounts are linked, Solisia Core v17 pulls together the figures that matter most, refreshed automatically and displayed in plain, comparable terms.

Exchange A Exchange B Exchange C Exchange D + more
Total portfolio value Aggregated
Allocation by exchange Visualized
Realized performance Tracked
Unrealized performance Tracked
Data refresh Automatic

From scattered accounts to one view

Setting up Solisia Core v17 follows the same three steps regardless of how many exchanges you use.

Step 01

Connect your accounts

Add read-only connections to each exchange you hold assets on. No trading permissions are requested at any point.

Step 02

Let data sync

Solisia Core v17 pulls balances, orders, and history into a shared structure so figures line up across every source.

Step 03

Review and decide

Use the consolidated dashboard and reports to understand your position before making your next move.

Built around how independent traders actually work

Freelancers

Keep client-facing numbers straight

If you manage positions across accounts for different clients or projects, Solisia Core v17 helps you separate and summarize activity without maintaining parallel spreadsheets.

Independent investors

See the whole portfolio, not fragments

When your holdings are spread across several exchanges for security or access reasons, Solisia Core v17 reassembles them into one coherent picture for ongoing review.

Long-term tracking

Understand performance over time

Rather than checking each exchange individually, use consolidated history to see how your allocations and returns have shifted across weeks, months, or longer.

Solisia Core v17 interface showing account connections and portfolio summary

Analysis first, always read-only

Solisia Core v17 was designed around a simple boundary: it observes and organizes your data, it never acts on it. That means no order execution, no withdrawal permissions, and no custody of assets at any stage.

This keeps the product focused on what it does well — clear, consolidated reporting — while leaving trading itself to the exchanges you already trust.

Read-only by design. Connections are limited to data access only.

See your full portfolio in one place

Connect your exchange accounts and get a consolidated view of your positions, performance, and history.

Explore the Dashboard

Solisia Core v17 provides analysis and reporting tools only. It does not offer financial advice, execute trades, or hold custody of funds.