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TAIP™️

Turnqey Asset Intelligence Platform™️ for Cryptoasset Management

TAIP™️ is Turnqey's comprehensive asset management platform that unifies cryptoasset data, analytics, and actionable insights for financial advisers and institutional wealth managers, built on Turnqey's API infrastructure.

What TAIP Delivers

Combines real-time data from exchanges, custodians, and blockchain networks with analytics so advisers can manage crypto with the same rigor as traditional portfolios.

The Platform Advantage:
  • Unified Client View: Complete holdings across all sources
  • Intelligent Analytics: performance measurement and risk assessment
  • Tax Optimization: real-time cost basis tracking and loss harvesting
  • Seamless Integration: works standalone or alongside existing systems

Core Platform Features
Portfolio & Performance Analysis
  • Money-Weighted Rate of Return (MWRR/XIRR) for client-specific performance
  • Time-Weighted Rate of Return (TWRR) for strategy and manager comparison
  • YTD performance tracking across assets and exchanges
  • Performance attribution across assets, exchanges, and time periods
Cost Basis & Tax Calculations
  • Automated FIFO tax lot accounting with full lot lifecycle tracking
  • Real-time unrealized gain/loss tracking by tax lot
  • Tax loss harvesting identification with wash sale risk detection
  • Form 8949 generation with Box C/F classification and PDF export
  • Manual cost basis entry for lots with unknown acquisition cost
  • Cost basis and transaction details for compliance

Portfolio Risk Assessment

Portfolio-level risk analysis for cryptoasset holdings:

  • Concentration risk across assets and exchanges
  • Custody risk evaluation
  • Volatility assessment

Platform Functionality

Cryptoasset Data Aggregation

Purpose: Provide a complete, unified view of client cryptoasset holdings regardless of where they're held.

How It Works:

  • Secure, read-only API connections
  • Onchain data via Zerion and node providers
  • Data reconciliation and normalization with automated transaction categorization (trades, transfers, income, fees)
  • Real-time synchronization.

Supported Exchanges

• Exchange: Coinbase • Status: Active

• Exchange: Gemini • Status: Active

• Exchange: Kraken • Status: Active

• Exchange: Robinhood (Crypto) • Status: Coming Soon

Access

TAIP is available here

• Waitlist: https://lnkd.in/gDhV49Fx

• Contact: support@turnqey.xyz