Signals Today
5
+2 since yesterday
Demo environment - all deals, scores, and portfolio data are illustrative.
Workspace
Crypto Portfolio Dashboard
Institutional digital-asset oversight across custody, liquidity, staking, and policy controls.
Pending Review
5
Awaiting PM action
Policy Pass Rate
40%
2 of 5 pass current policy
AUM Under Watch
$124,500,000
Institutional portfolio
Start here
What should the committee understand first?
Plain English
The portfolio is mostly inside policy, but ETH staking concentration and SOL trade sizing need review before execution.
Next action
Open the flagged signal, read the reason, then approve, defer, or block with an audit trail.
Deep dive
Finance users can expand each card for policy rules, source strength, and execution implications.
Decision map
Portfolio profile by policy outcome
2
Pass
2
Review
1
Block
BTC
Increase core allocation 2%
BTC can move forward under the current mandate. The proposed action stays inside liquidity, sizing, custody, and risk controls.
PASSpending
ETH
Reduce provider concentration
ETH is investable but needs committee review because Drawdown circuit breaker, Staking provider concentration requires a documented decision.
REVIEWpending
SOL
Resize rebalance into clips
SOL is investable but needs committee review because Max drift from benchmark, Max transaction size, Drawdown circuit breaker requires a documented decision.
REVIEWpending
USDC
Maintain settlement reserve
USDC can move forward under the current mandate. The proposed action stays inside liquidity, sizing, custody, and risk controls.
PASSpending
XMR
Block new exposure
XMR should not move forward until policy changes. The blocking issue is Slippage tolerance, Drawdown circuit breaker, Institutional liquidity eligibility, Restricted asset screen.
BLOCKpending
Operating loop
Discovery, benchmark decision, investment action.
Institutional digital-asset benchmarking across discovery, understanding, permissioning, and governed execution.
Discovery+
Token signals, custody status, staking exposure, liquidity score, portfolio holdings, and mandate limits enter one benchmark queue.
Understanding+
The platform resolves claim type, benchmark standing, liquidity role, and structural risk before any action is proposed.
Permissioning+
Policy, counterparty, custody, and restricted-asset constraints are evaluated before the asset is treated as executable.
Execution+
The server returns PASS/REVIEW/BLOCK labels, execution actions, client-note copy, IC records, and CSV audit exports.
Crypto signal queue
Market, custody, and protocol signals ready for PM review
BTCBitcoin
PASSpending
BTC liquidity supports a measured increase to the core allocation.
The proposed BTC add is sized within the model drift and trade-notional limits. Execution depth remains suitable for the requested block, while custody remains inside the approved institutional operating model.
Confidence
high
Read time
4 min
Sources
2
Action
Increase core allocation 2%
Plain-English readout+
BTC can move forward under the current mandate. The proposed action stays inside liquidity, sizing, custody, and risk controls.
Policy and evidence drilldown+
Max drift from benchmarkPASS
Max transaction sizePASS
Slippage tolerancePASS
Drawdown circuit breakerPASS
Staking provider concentrationPASS
Institutional liquidity eligibilityPASS
Restricted asset screenPASS
UV Terminal research / Bitcoin market structure and liquidity review / strength 86
Custody policy pack / Institutional custody operating controls / strength 79
ETHEthereum
REVIEWpending
ETH staking-provider concentration requires committee review.
The ETH allocation remains liquid and custody eligible, but the current staking-provider dependency exceeds the portfolio control limit. The recommendation is to rebalance validator exposure before adding incremental ETH risk.
Confidence
high
Read time
5 min
Sources
2
Action
Reduce provider concentration
Plain-English readout+
ETH is investable but needs committee review because Drawdown circuit breaker, Staking provider concentration requires a documented decision.
Policy and evidence drilldown+
Max drift from benchmarkPASS
Max transaction sizePASS
Slippage tolerancePASS
Drawdown circuit breakerFAIL
Staking provider concentrationFAIL
Institutional liquidity eligibilityPASS
Restricted asset screenPASS
Protocol risk review / Ethereum validator concentration monitor / strength 89
UV Terminal policy pack / Staking counterparty control standard / strength 82
SOLSolana
REVIEWpending
SOL model rebalance exceeds trade-notional and drift limits.
The model target calls for a smaller SOL sleeve, but the proposed rebalance is too large for the current execution mandate. The trade should be split into policy-compliant clips or escalated for an authorised exception.
Confidence
medium
Read time
3 min
Sources
2
Action
Resize rebalance into clips
Plain-English readout+
SOL is investable but needs committee review because Max drift from benchmark, Max transaction size, Drawdown circuit breaker requires a documented decision.
Policy and evidence drilldown+
Max drift from benchmarkFAIL
Max transaction sizeFAIL
Slippage tolerancePASS
Drawdown circuit breakerFAIL
Staking provider concentrationPASS
Institutional liquidity eligibilityPASS
Restricted asset screenPASS
Market structure review / Solana liquidity and volatility monitor / strength 77
UV Terminal policy pack / Institutional crypto execution controls / strength 72