To develop an intuitive and efficient CRM, Trade Scope CRM, designed for streamlined portfolio management and analytics in the venture investment market. The platform integrates data, offers actionable insights, and provides a customizable interface for users to optimize their strategies and decision-making.
A clean and intuitive login screen. Enter your credentials to quickly access the platform and get started without distractions.
A comprehensive snapshot of key metrics and data visualizations to monitor portfolio performance at a glance.
Create a new API key by naming it, selecting permissions (read-only or trading access), and optionally adding an IP address for security.
1) Enter the verification code generated by your authenticator app. Save the API key and securely store the secret key, as it's shown only once. 2) Use your saved API key and secret key to connect your trading platform or wallet to Trade Scope and start synchronizing your data.
Easily link your trading accounts, generate API keys, and manage connections for seamless data syncing and trading.
Organize and track your wallets by strategy or asset type. Easily switch between wallets to view specific data.
A customizable report builder that allows you to filter, select columns, and generate detailed insights for performance tracking. Seamlessly export your trading data in CSV, Excel, or PDF formats for further analysis or record-keeping.
