Crown Zinselm dashboard overview showing unified exchange data on a desk setup
AI-Powered Portfolio Analysis

One dashboard for every exchange you trade on

Crown Zinselm pulls data from your connected exchanges into a single view, applies predictive modelling to flag risk, and surfaces income opportunities you would otherwise track by hand.

Built for professionals managing positions across more than one exchange, without a full-time analyst on staff.

The Fragmentation Problem

Spreadsheets break down once you trade on more than two platforms

Most professionals diversifying their income start with two or three exchange accounts and a spreadsheet to tie them together. The spreadsheet works until a price moves fast, an API changes, or a new position needs reconciling against five other open trades.

Crown Zinselm replaces that manual process. Every connected account feeds into one dashboard, updated continuously, so you review one screen instead of five logins.

5+ exchanges typically consolidated into a single Crown Zinselm view by active users
Unified Dashboard

Built around one problem: too many logins, not enough clarity

Integration

Multi-exchange connections

Connect major UK and international exchanges through read-only API keys. Crown Zinselm never requires withdrawal permissions, so your funds stay under your control at all times.

Real-Time Sync

Continuous data refresh

Balances, open positions, and order history update as new data arrives from each exchange. You see current figures, not a snapshot from your last manual export.

Predictive Modelling

Forward-looking risk signals

The model analyses historic volatility and correlation across your holdings to flag concentration risk before it becomes a problem, rather than reporting it after the fact.

How Recommendations Are Formed

Transparent logic, not a black box

Data aggregation

Account data from each connected exchange is standardised into one format, so positions denominated in different assets can be compared directly.

Risk assessment

The model scores each position against volatility, exposure concentration, and historical drawdown, producing a risk profile for your portfolio as a whole.

Actionable insights

Recommendations are presented with the underlying reasoning shown alongside them, so you can accept, adjust, or disregard each suggestion on its own merits.

Practical Applications

Where the dashboard earns its place in your routine

Strategic hedging across accounts

When a position on one exchange is exposed to the same underlying risk as a position on another, the correlation can be easy to miss until both move against you at once. Crown Zinselm highlights these overlaps across your connected accounts, so hedging decisions account for your full exposure, not just what is visible on a single platform.

Exposure Overlap Cross-exchange correlation flagged between two holdings with shared underlying risk, reviewed before position sizing is adjusted.

Yield optimisation across platforms

Yield-bearing products vary in rate and lock-up terms from one exchange to the next. Comparing them manually means checking several interfaces and converting terms into a common basis. The dashboard lists comparable yield options side by side, with lock-up period and historical rate stability shown together, so the trade-off is clear before funds move.

Yield Comparison Three yield products across two exchanges ranked by net return after accounting for lock-up duration and rate variability.
Common Questions

Decision support, not a sales pitch

How is my exchange data kept secure?

Crown Zinselm connects to exchanges using API keys scoped to read-only permissions wherever the exchange supports it. Credentials are encrypted at rest and in transit, and no withdrawal or trading authority is requested during setup.

Which exchanges does Crown Zinselm support?

Support covers major exchanges commonly used by UK-based investors, with additional connections added on request. The full current list is reviewed and updated on the Connect Exchanges page once you create an account.

How accurate is the predictive model?

The model is built on historical market data and known statistical methods for volatility and correlation analysis. It is designed to support your decisions, not replace your judgement, and every recommendation is shown with the data behind it so you can assess it yourself.

Do I need a minimum portfolio size to use this?

No minimum is required. The dashboard is built to scale with the number of connected exchanges and positions, so it is equally useful for a small, early-stage portfolio and a more established one.

Connect your exchanges and review your first unified report

Set-up takes a few minutes per exchange. There is no obligation to act on any recommendation the platform generates.

Connect Exchanges Read terms before you start