Developer Tools
Build a crypto market dashboard
Kliv is an AI app builder. Describe the crypto dashboard you need — read-only balances, cost basis, policy bands, venue reconciliation, and board reports — and it builds it without keys that can move funds.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a trading terminal or a portfolio app — it’s an AI that builds software for you.
You describe the app you need in plain words, and Kliv builds it: the database, the scheduled jobs, the screens, the roles, and the reports. What you get is a real app for your team. You can use it, change it later by asking, and keep the records in your own system. It isn’t a template.
On this page, that app is a crypto market dashboard for treasury reporting. Kliv builds all kinds of web apps; this is one example.
Why build your own crypto dashboard?
Many crypto portfolio apps are built for traders. A company treasury has a different question: what do we hold, where is it held, what did it cost, and are we inside the policy the board approved?
Kliv builds a dashboard for that work. Balances, venues, acquisitions, prices, policy bands, and board reports become records and queries. It is reporting software, not a tool that trades or moves coins.
What the treasury holds
Five records turn balances across venues into numbers with sources.
The position
Asset, venue, quantity, and timestamp. Headline balances are sums over rows that finance can inspect.
The acquisition
Date, quantity, price, and fees. Cost basis comes from acquisition records rather than a year-end estimate.
The mandate
The board’s policy as data: target allocation, 8% band, and rebalance rule. A breach is a dated record with duration.
Movements
Transfers between venues can be recorded with proposer and approver before they count as reconciled, giving auditors the two-name record they ask for.
Venues
Each exchange, custodian, and cold wallet has its own reconciliation cadence and read-only feed. A stale feed shows as stale, not as money.
Reconciled, banded, board-ready
A treasury dashboard is judged by the checks it can repeat every day.
One number from many sources
Scheduled functions pull balances from each venue and prices from the feeds you choose. Disagreements between sources are surfaced and dated for review, not silently averaged.
Cost basis with a method
Disposals match against acquisitions under the method your accountant names. Realized and unrealized numbers stay separate.
Policy breaches open early
When allocation drifts outside policy, a breach row opens with a timestamp and a message can land in the finance Slack channel while the drift is still small.
Directors get read-only access
Directors can have a viewer role: numbers and history, no edit paths. The CFO and board read the same rows.
The quarter closes from queries
Holdings, basis, band history, and movements assemble into the board pack from the database on a schedule.
An example: Vikram’s treasury dashboard
Here’s how one finance team might use it. It’s only an example — you would describe your own assets, venues, policy rules, feeds, and reporting cadence.
Daily balances reconcile across venues
Vikram’s dashboard pulls read-only balances from an exchange, a custodian, and two cold wallets. Each snapshot keeps asset, venue, quantity, and timestamp.
A stale feed becomes an exception
One custodian feed misses its reconciliation window. The dashboard marks the feed stale and opens an exception instead of treating old data as current.
The policy band catches drift
Bitcoin rises enough to move the allocation outside the board’s 8% band. A breach row opens and the finance team gets a Slack message with the duration and size.
A movement has two names
A transfer between venues is recorded with a proposer and approver before it counts as reconciled. The dashboard records the movement without gaining the power to move funds.
The board pack uses the same records
At quarter end, holdings, cost basis, policy-band history, and movements assemble from the rows the team has been using all quarter.
Describe the dashboard you want
Kliv builds from your description, so the more detail you give, the closer the first version. Include assets, venues, feeds, roles, policy bands, and reports. Here are three to build on:
Company treasury dashboard
Daily reconciliation, policy bands, and finance alerts.
“Build a crypto treasury dashboard for our bitcoin and ether holdings. Reconcile Coinbase Prime, our custodian, and two cold wallets every day; track allocation against a board-approved 8% policy band; alert the finance team in Slack when the band is breached; and give directors read-only access.”
Cost-basis ledger
Acquisitions, disposals, fees, and year-end export.
“Build a crypto bookkeeping ledger where every acquisition and disposal is a row with date, quantity, price, venue, and fees. Match gains using FIFO unless we change the method, separate realized and unrealized gains, and export a year-end report for our accountant.”
Multi-wallet reconciliation
Scheduled snapshots and exception handling.
“Build a reconciliation tool that snapshots balances across five wallets and two exchange accounts every morning, compares them with what our books expect, and opens an exception for any difference above 0.01 BTC or 0.5 ETH.”
Reporting without custody risk
Nothing here can move a coin. Exchange and custodian keys are read-only, stored in the secrets vault, and used only by functions that fetch balances. Trading, staking, withdrawals, and custody stay wherever you handle them now.
Prices are rows you own. Kliv does not ship market data. Your scheduled functions write prices from the sources you trust into your own table, with source and timestamp kept.
The history answers audit questions. “Were we inside policy last quarter?” is a query over band rows, alerts, and movement records. The episode can be reconstructed later.
Tools that touch money should have the smallest possible powers and the clearest record. The internal tools a CFO signs off on are built the same way.
Common questions
What exactly is Kliv?
Kliv is an AI app builder for custom web apps. You describe the dashboard and reporting workflow you need, it builds the app, and you own the result.
Do I get a real app, or a template?
A real app. Kliv builds the database, scheduled jobs, roles, screens, and reports around your treasury workflow.
Can I change it after it’s built?
Yes. You can ask for new feeds, new assets, a different policy band, a new report, or changed roles later.
Can this dashboard move our funds?
No. The keys it stores are read-only. Withdrawals, staking, and trading stay wherever you do them today.
Where does the price data come from?
From the feeds you choose. Kliv does not provide market prices. Scheduled functions call your sources and write price rows with source and timestamp.
Will the accountant accept the cost-basis numbers?
The app is built to show its work: acquisitions and disposals are dated rows, matching follows the method your accountant names, and exports trace realized figures back to the lots behind them.
Who gets to see it?
Roles decide. Finance can edit, executives can view, and directors can have read-only access to the same records.
What happens if a feed is stale?
The dashboard can mark the feed stale and open an exception. It does not have to treat an old balance as current.
Can it alert us when policy bands are breached?
Yes. A breach can open as a dated row and notify the finance team on the channel you choose.
Can I move off Kliv later?
Yes. The code syncs to your own Git repository, so leaving is a git pull rather than a rebuild.
Do I need a separate reporting tool?
No. The app can include its own dashboards, board-pack exports, and read-only views.
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Build the dashboard finance can explain
Describe your venues, assets, read-only feeds, cost-basis method, policy bands, and board reporting cadence. Kliv builds the dashboard from those rules.