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Fund & Institutional

Multi-seat management, sub-accounts, compliance reports, and SLA.

Who are Fund & Institutional tiers for?

Fund ($1,099/mo) — Crypto-native funds, prop desks, and family offices managing $1M+ AUM. Includes 3 trader/analyst seats with isolated sub-accounts.

Institutional ($1,999/mo) — White-glove service for larger funds and family offices. 5 seats, dedicated SLA, custom strategies, compliance exports, and optional white-label.

Both tiers include everything in Alpha plus enterprise-grade features designed for teams managing significant capital.

Multi-seat management

Fund and Institutional tiers support multiple users under one account:

  • Roles: Admin (full control), Trader (can trade, can't change settings), Viewer (read-only dashboards)
  • Sub-account isolation: each seat has its own exchange credentials, positions, and P&L tracking
  • Per-seat risk limits: set max drawdown %, max position size, and allowed exchanges per trader
  • Custom risk level per seat: one trader can be Conservative while another is Aggressive

Manage seats on /fund → Sub-accounts. Add/remove users, adjust permissions, and monitor per-seat performance in real time.

P&L Attribution

Fund-tier users get portfolio-level P&L attribution that breaks down returns by:

  • Strategy sleeve — which sleeves contributed most to returns
  • Asset — per-coin contribution analysis
  • Time period — daily, weekly, monthly attribution
  • Risk factor — how much return came from market beta vs alpha

Export as JSON or CSV for integration with your fund's reporting systems.

Scheduled Reports

Automate your reporting workflow:

  • Performance reports — weekly or monthly PDF with equity curve, Sharpe, drawdown, and trade summary
  • Attribution reports — sleeve-by-sleeve and asset-by-asset breakdown
  • Compliance reports — full audit trail export for regulatory requirements

Configure on /fund → Reports. Set frequency (daily/weekly/monthly), report type, and delivery email. Reports are generated automatically and sent on schedule.

Priority Execution & SLA

Fund and Institutional accounts get:

  • Priority execution queue — your bot ticks are processed before retail accounts
  • Dedicated support — Slack/Telegram channel with < 1h response time
  • 99.5% uptime SLA (Institutional) with credits for downtime
  • Custom backtest requests — 3/month (Fund) or unlimited (Institutional)
  • 1-on-1 onboarding call — 60 minutes with our quant team
  • IP whitelisting for API — restrict API access to your office IPs