iYield is the first comprehensive financial planning tool designed for crypto natives born out of necessity. Managing crypto assets across a rapidly evolving, cross-chain ecosystem is cumbersome, notoriously complex, and involves tracking spreadsheets, countless wallets, and navigating various dashboards. The Founder, Gentleman James, set out to build a purpose-built personal finance platform that streamlines the ability to monitor a digital and traditional asset portfolio. This report will cover iYield’s unique features and competitive advantages, outlining how it simplifies financial planning and empowers users across web3.
Key Features
iYield is a free crypto financial planning tool designed to improve the average crypto investor’s user experience. It merges crypto and offchain assets into a comprehensive Dashboard. Integrated across 17+ blockchains, 40+ DeFi protocols, and with access to 16,000+ tokens, iYield supercharges users’ ability to monitor their portfolios tailored to financial goals. Powered by iYield’s standardised yield reporting, which ensures precise portfolio tracking. When combined with iYield’s budgeting tools, iYield’s Dashboard allows users to achieve a 360-degree view of their net worth with iYield’s Dashboard.
Spaces (Multiple-Portfolio Management)
Spaces on the iYield tool serve as independent financial portfolios, allowing users to segment their assets, liabilities, and budgets to reflect different economic goals. Each Space functions as a standalone portfolio, displaying its net worth, composed of onchain and offchain assets, debts, income, and expenses. Users can create multiple Spaces and edit, duplicate, or remove them to fit their strategy and objectives.
The ability to create multiple Spaces offers a structured approach to monitoring active and/or hypothetical portfolios, personal or business Each Space can be personalised with unique names and custom icons, making portfolio management more personal and intuitive. By duplicating a Space, users can develop new trading strategies to track different financial scenarios while preserving the composition of their actual portfolio holdings.
Spaces provide a clear and efficient framework for tracking and analysing multiple financial portfolios within a single iYield account. They ensure that users maintain clarity and control over their diverse financial activities while eliminating the confusion of overlapping assets and liabilities.
Data Integrations and Support
iYield supports the constantly evolving crypto landscape by integrating with leading blockchains and DeFi protocols. Users can link their web3 wallets and search wallet addresses to import asset balances, staked positions, and DeFi yield data automatically or manually.
Beyond self-custodied assets, iYield enables traders and long-term investors to track holdings across centralized exchanges (CEX) within a single interface. iYield’s Binance integration now includes full support for funding wallets and Simple Earn vaults, tracking both locked and flexible income models. It also provides comprehensive tracking for margin wallets, including debt and balance monitoring, as well as USD-M and COIN-M futures wallet balances.
For Coinbase and Bybit, iYield supports the tracking of spot balances, ensuring users can consolidate their portfolio data with accurate, real-time updates. By prioritizing secure and automated integrations, iYield streamlines portfolio management, making crypto financial planning more efficient.
Supported Blockchains
The iYield Team prioritises blockchain support based on demand, integrating with over 15 blockchains. These include: Bitcoin, Ethereum, Solana, BNB Chain, Avalanche, Fantom, Base, Arbitrum, Optimism, Polygon, Thorchain, Zcash, Dogecoin, Litecoin.
More chains will come onboard as iYield reviews feedback on new features and support requests.
Supported Wallets
iYield supports a range of Web3 browser wallets. Users can connect, manage, and track their crypto assets across multiple wallets. Supported wallets include:
By integrating these wallets, iYield provides users transparency into their onchain portfolios, ensuring seamless integrations and a portfolio tracking experience that’s easy to navigate.
Each wallet offers different capabilities, such as multi-account management and direct sign-in options. The table below highlights the features of supported Web3 browser wallets.
iYield allows the simultaneous connection of multiple accounts, such as Brave Wallet and MetaMask, without disrupting functionality and connectivity. The platform automatically detects the active wallet set by the browser but allows users to toggle or turn off specific wallet extensions to prevent unwanted auto-detection. This feature ensures that users retain complete control over their wallet interactions.
Supported Protocols
iYield supports most of the leading DeFi protocols, including: Aave, Uniswap, Compound, Curve, GMX, Pendle, Eigenlayer, SushiSwap, Sommelier and others.
This allows users to monitor their APY, validator rewards, and restaking yields directly within the platform. Additionally, iYield tracks Liquid Staking Tokens (LSTs) and Liquid Restaking Tokens (LRTs), integrating with Lido, Rocket Pool, Frax, Ether.fi, and other major staking and restaking protocols.
Dashboarding
Each Space in iYield includes a Wealth and Budget Dashboard built from Assets, Debts, Incomes, and Expenses that users can add or integrate. These financial inputs form the foundation of each Dashboard, providing a visualisation representing a user’s net worth, savings rate, capital efficiency, and overall financial health.
Assets and debts fuel the Wealth Dashboard, where users can add new items to a Space with the ability to specify a preferred fiat currency. They can also apply custom tags, for example, ‘Fiat,’ ‘Locked,’ ‘To Sell.’ This allows users to easily track assets, manage debt, and assess financial efficiency. The Wealth Dashboard empowers users to organise or filter their holdings accurately.
These tracking inputs feed into key Wealth Dashboard metrics, capturing a snapshot of a user’s: Net Worth, Capital Efficiency, Return on Assets (ROA), Return on All Assets, and Asset Allocation. This offers a real-time portfolio overview. Using tags enhances categorisation and analysis. Tracking investment performance using intuitive tables and visualization charts, combined with tags, simplifies the analysis of trends, assets, and liabilities.
Complementing the Wealth Dashboard, the Budget Dashboard provides a detailed breakdown of cash flow. Users can enter incomes and expenses as fixed amounts or percentages of an asset’s value with adjustable frequencies. This helps users monitor savings rates, projected savings, and their overall budget makeup.
Like the Wealth Dashboard, users can apply custom tags, filter, and edit transaction details. They can even link specific incomes or expenses to assets, enabling granular portfolio analysis. This customisability allows users to precisely categorise and track financial movements, ensuring better budgeting decisions and long-term financial planning.
With custom tagging, flexible organisation, and a visually intuitive layout, the iYield Dashboard transforms complex financial data into valuable insights. It allows users to streamline financial planning, optimise yield strategies, and maintain complete control over their aggregate wealth in a unified interface.
Account Setup Overview
iYield offers a fully functional Free Plan with every feature, including up to 1,000 Tracked Items, 10 Spaces, and 10 Watchlist Pairs. The Free Plan should accommodate the majority of users. For those who need expanded limits and premium support, the Pro Plan ($39/year, payable in crypto) increases all feature limits by 20x (e.g., 20,000 Tracked Items, 200 Spaces, etc.) and grants access to a private Discord server for a more white-glove experience. The Account Settings panel allows users to manage their subscriptions, connected services, and personal tags, with the option to permanently delete their account(s). Whether using the Free or Pro Plan, iYield provides every user with a streamlined and customisable experience.
Setting up an iYield account is easy, with multiple login options to suit user preferences. An account can be set up using email and password, Discord, or a web3 wallet like MetaMask, enabling seamless read-only access to their wallet data. Once logged in, users can connect exchange accounts (e.g., Binance), manage account preferences, and select their desired local currency and time frame for charts.
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