LEDGERONE · OVERVIEW
Build structured allocations, define clear rules, and track execution against your plan—so decisions stay consistent through volatility.
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LedgerOne · Overview
Portfolio plan overview (illustrative)
Strategy P/L vs Buy & Hold · Drift = Planned − Baseline
Key metrics
DemoNet invested
$1.28M
vs target allocation
Plan progress
37 / 52
Next band within 3.2%
Risk metric
0.63
Risk posture: Balanced
Top holdings · plan tracking (illustrative)
Drift = Planned − Baseline
Illustrative only. Example values are for product demonstration and do not represent expected outcomes.
Institutional-style workflows for long-horizon crypto investors—built around process, discipline, risk controls, and clean reporting.
LEDGERONE · PRINCIPLES
LedgerOne is designed to reduce noise and increase consistency—by turning portfolio management into a repeatable workflow.
Rules-first planning
Define targets, bands, and ladder levels up front—so actions follow a plan, not headlines.
Portfolio-level visibility
Track positions, progress, and drift in one place with clean, calm reporting.
Risk posture and guardrails
Stay within a defined mandate using structured constraints that help keep decisions consistent.
PRODUCT · WORKFLOW
Define rules → execute with discipline → review progress over time.
01 · Define
Define your allocation rules
Set targets, bands, and ladder levels per asset—before markets move.
02 · Execute
Execute with discipline
Identify when a level is in range, triggered, or filled—so actions follow the plan.
03 · Review
Review risk & progress
Track drift, exposure, and plan adherence with clean portfolio-level reporting.
LedgerOne started as a simple need: manage crypto positions with the same structure used in institutional portfolio workflows. Spreadsheets were fragile, dashboards were noisy, and most tools were built for watching—not planning. LedgerOne focuses on your ledger, your rules, and clean reporting so decisions stay consistent across volatility.
RESOURCES · WHO IT’S FOR
A rules-based workspace that prioritizes clarity and consistency over noise.
Everyday investors
Replace spreadsheets with a single workspace for positions, cost basis, and planning.
Process-driven allocators
Set guardrails and allocation bands to reduce reactive decisions during volatility.
Long-horizon builders
Scale in and out over months or years with a plan you can actually stick to.
TRUST · SECURITY & DATA
LedgerOne is designed as a portfolio workflow tool. It helps you define rules, track progress, and stay consistent — without acting as a custodian or broker.
No custody
LedgerOne is a planning workspace. It does not hold your assets.
No execution
LedgerOne does not place trades. Your actions remain under your control.
Process-first design
The product is built to support discipline: targets, bands, ladders, and clean reporting.
Ready to bring structure to your portfolio?
Sign in or request access to start using LedgerOne.
LedgerOne is a planning and tracking tool. It does not provide investment advice.
FAQ · QUICK CLARITY
Keep the workflow simple. Keep expectations precise.
No. LedgerOne is a planning and tracking tool. It helps you organize your own process and reporting.
LedgerOne is designed as a workflow tool. It does not act as a custodian. (If you add integrations later, keep them clearly disclosed and permission-scoped.)
No. LedgerOne does not execute trades. It is designed to support rules-based decision-making and review.
Long-horizon investors who want a structured workflow: allocations, bands, ladders, and consistent review.
Most users can define a basic structure quickly, then refine over time. The goal is a repeatable process, not a perfect day-one configuration.