Portfolio Managers

Benefits for Portfolio Managers

(Funds, Risk Teams, Treasury Teams, Analysts, CFO Functions)

Unified visibility across wallets, tokens, and strategies Analyze any combination of wallets and tokens as a single portfolio. Track NAV, performance, exposures, liquidity, and risk holistically rather than per-protocol or per-wallet.

Institutional-grade analytics without internal tooling YieldFi Prime provides built-in analytics typically requiring Bloomberg + custom quant tooling:

• Sharpe / Sortino Ratios

• VaR / CVaR

• Drawdowns + recovery

• Liquidity ladders

• Exposure by asset, protocol, chain

• Concentration risk

• Redemption SLA history

No need to build internal dashboards or subscribe to fragmented tooling.

Benchmarking becomes trivial Compare:

• One vault vs another vault

• Your portfolio vs any vault

• Your strategy vs market-neutral alternatives

• Wallet A vs Wallet B

This enables data-driven allocation decisions instead of narrative-based decisions.

Risk management becomes continuous, not periodic Instead of monthly reports, risk is observable in real time. Portfolio managers can react faster to:

• Liquidity compression

• Exposure drift

• Drawdown acceleration

• Concentration build-up

Better portfolio construction Because vault tokens are standardized and analyzable, PMs can construct portfolios the way they would with ETFs or funds:

• Blend risk tiers

• Size positions

• Manage correlation

• Optimize risk-adjusted yield

Works across onchain and offchain exposure Even if capital is deployed across multiple wallets, chains, or managers, YieldFi Prime can normalize the analytics layer into one coherent portfolio view.