Managing thousands of crypto assets across chains, protocols, and exchanges has never been more challenging. Today, we’re solving that with Asset Clustering.
What is Asset Clustering?
Asset Clustering lets you group digital assets into custom collections based on any criteria that matters to your business—asset type, risk profile, strategy, or regulatory treatment.
Think of it as smart folders for your crypto portfolio, but with powerful filtering, reporting, and analysis capabilities built in.
Why Asset Clustering Matters
For CFOs & Finance Teams
Before Asset Clustering:
- Manual tracking of asset categories in spreadsheets
- No visibility into portfolio composition by strategy
- Hours spent aggregating data for board reports
- Risk exposure unclear across different asset types
After Asset Clustering:
- One-click portfolio breakdowns by any dimension
- Real-time visibility into strategic allocations
- Automated reporting on cluster performance
- Clear risk exposure by asset category
For Crypto Treasuries
Manage complex multi-strategy portfolios:
- Stablecoins cluster: USDC, USDT, DAI, FRAX—track your liquidity reserves
- DeFi yield cluster: Assets deployed across Aave, Compound, Curve—monitor returns
- Large cap cluster: BTC, ETH, SOL—understand core holdings
- Governance tokens: Track voting rights across protocols
For Accounting Firms
Serve clients more efficiently:
- Client-specific clusters: Organize assets by client needs
- Tax treatment clusters: Separate securities vs commodities
- Material vs non-material: Focus audit efforts effectively
- Related party assets: Track insider holdings
How It Works
1. Create Custom Clusters
Define clusters that match your business logic:
Cluster: "Liquidity Reserves"
Assets: USDC, USDT, DAI, BUSD
Purpose: Monitor treasury liquid positionCluster: "High Risk DeFi"
Assets: Protocol tokens from emerging DeFi protocols
Purpose: Risk management & portfolio diversification tracking2. Assets Can Belong to Multiple Clusters
Real-world portfolios are multidimensional. So are our clusters.
Example: ETH can be in:
- “Large Cap” cluster (by market cap)
- “Layer 1” cluster (by technical category)
- “Staking Assets” cluster (by strategy)
- “Long-term Holdings” cluster (by intent)
3. Filter Transactions by Cluster
Apply cluster filters across all Coincile features:
- Transaction view: Show only “Stablecoins” transactions
- Reports: Generate P&L for “DeFi Yield” cluster
- Automation: Create rules like “Label all ‘High Risk DeFi’ transactions for review”
- Reconciliation: Reconcile clusters separately
4. Dynamic Autocomplete Search
No need to scroll through thousands of assets. Start typing “ethereum” and instantly add ETH, WETH, stETH, and any ERC-20 token to your cluster.
Our smart search handles:
- ✓ Ticker symbols (BTC, ETH, SOL)
- ✓ Full names (Bitcoin, Ethereum, Solana)
- ✓ Contract addresses (0x…)
- ✓ Fuzzy matching (“etherum” → Ethereum)
Real-World Use Cases
Treasury Management
“We have stablecoins across 8 chains. Asset Clustering let us see our total liquidity position instantly—no more manual consolidation.” — CFO, Multi-chain DeFi Protocol
Risk Management
“We cluster assets by risk profile: stable, moderate, high. Now our board gets weekly reports on exposure without our team spending hours in Excel.” — Head of Finance, Crypto Hedge Fund
Regulatory Compliance
“MiCA requires us to separate e-money tokens from other crypto-assets. Asset Clustering makes this trivial—one cluster, instant compliance.” — Compliance Officer, EU Exchange
Accounting Firms
“We serve 50+ crypto clients. Custom clusters for each client’s unique portfolio structure saves us 10+ hours per month.” — Partner, Accounting Firm
Key Benefits
1. Simplify Asset Management
- No more spreadsheet gymnastics
- Portfolio structure visible at a glance
- Changes reflect instantly across all views
2. Improve Analysis & Decision Making
- Compare cluster performance over time
- Identify trends by asset category
- Spot concentration risks early
3. Streamline Regulatory Compliance
- Separate asset classes per regulation
- Generate cluster-specific reports
- Audit trail for all classifications
4. Accelerate Monthly Close
- Group assets by accounting treatment
- Review clusters instead of individual assets
- Faster variance analysis
5. Better Risk Management
- Monitor exposure by strategy
- Set alerts on cluster thresholds
- Rebalance based on cluster metrics
Technical Highlights
Built for scale from day one:
- Fast: Autocomplete search across millions of assets in <100ms
- Flexible: Many-to-many relationships (assets in multiple clusters)
- Integrated: Cluster filters work everywhere in Coincile
- Auditable: Track cluster changes over time
Getting Started
Asset Clustering is available on all Professional and Enterprise plans.
Quick Start Guide:
- Navigate to Assets → Clusters tab
- Click “Create Cluster”
- Search and select assets
- Use your cluster in transaction filters, reports, and automation
Pro Tips:
- Start with 3-5 essential clusters (e.g., Stablecoins, Large Cap, DeFi Yield)
- Use descriptive names and add descriptions for team clarity
- Combine clusters with favorite filters for powerful workflows
- Review and refine clusters monthly as your portfolio evolves
What’s Next
Coming soon:
- Cluster performance metrics: See ROI and PnL by cluster
- Cluster-level reconciliation: Reconcile clusters independently
- Smart clusters: Auto-populate based on rules (e.g., “All stablecoins”)
- Cluster templates: Industry-standard classifications pre-built
Try It Today
Asset Clustering is live now for all Professional and Enterprise customers.
Questions about implementing Asset Clustering for your organization? Contact our team for a personalized walkthrough.