Platform Features
Everything you need to see your holdings clearly
A single, structured view of positions, exposure, and activity across every exchange you use — built for investors who prefer clarity over constant checking.
Explore the DashboardOverview
Structure, not more noise
Fogalix brings account data, balances, and activity from multiple exchanges into one consistent layout. The goal is not more alerts — it's a dependable picture you can check in minutes and trust.
One account view, regardless of source
Instead of switching between exchange dashboards, Fogalix consolidates balances and positions into a single, consistent format. Every connected account follows the same layout, so comparisons and reviews take less effort.
- Consistent formatting across every connected exchange
- Read-only data connections — no trading permissions required
- Designed for periodic review, not constant monitoring
Core Capabilities
Detailed feature breakdown
A closer look at how Fogalix organizes and presents your holdings.
Unified portfolio aggregation
Connect multiple exchange accounts and see combined balances, position sizes, and allocation weightings in one consolidated summary — without manually reconciling spreadsheets or switching tabs.
Exposure breakdown
View how capital is distributed by asset, account, or category. This helps identify concentration and overlap that can be difficult to spot when accounts are viewed one at a time.
Historical activity log
A structured record of past transactions and balance changes across connected accounts, organized for review rather than presented as a raw, unfiltered feed.
AI-assisted summaries
Plain-language summaries highlight notable shifts in your data — such as changes in allocation or unusual account activity — so you can scan for what matters without reading every line.
Why It Matters
Built for the way passive investors actually work
Each feature is designed around a simple principle: reduce the effort required to stay informed.
01
Less time spent switching accounts
One dashboard replaces the routine of logging into several exchange platforms just to check where things stand.
02
Fewer things to miss
A consolidated view makes it easier to notice changes across your full portfolio, rather than only within a single account.
03
Clearer periodic reviews
Structured summaries support a calmer, scheduled review habit instead of reactive, constant checking.
How It Works
From connection to overview
Getting a consolidated view of your holdings takes a few straightforward steps.
Connect your accounts
Link exchange accounts using read-only access, so your data can be retrieved without granting trading permissions.
Data is organized
Balances, positions, and activity are pulled into a consistent structure so every account is presented the same way.
Review your dashboard
Open a single view whenever you want to check exposure, review activity, or read an AI-generated summary.
Use Cases
Where Fogalix fits into your routine
Consolidating scattered accounts
If your capital is spread across several exchanges, Fogalix brings the data together so you don't need to track each platform separately just to understand your total position.
Scheduled, not constant, check-ins
For investors who prefer weekly or monthly reviews over daily monitoring, structured summaries make each check-in faster and more informative.
Watching exposure over time
Exposure breakdowns help track how allocation shifts across accounts, supporting decisions grounded in the full picture rather than a single exchange's view.