Detailed tools for multi-exchange oversight and control
Tebrunavyo brings balances, analysis summaries, and proposed actions into one review workflow. You keep approval authority — the platform provides structure, documentation, and limits.
Read-only connections by design. Rebalancing is proposed for your review — nothing moves without your explicit approval.
Six features that support steady, documented decisions
Each feature is designed to reduce manual checking and make reviews easier to understand, discuss, and document.
1. Unified portfolio view
See connected exchange balances side by side without switching tabs or spreadsheets. Holdings are grouped by asset with a clear breakdown by venue.
- Consolidated balances by asset and exchange
- Consistent layout for regular reviews
- Clear timestamps for each data refresh
2. AI-supported summaries
Get plain-language summaries of allocation shifts, concentration, and recent changes to support your review — with source data always visible.
- Change highlights in review-ready wording
- Context linked to underlying figures
- No automated trading or execution
3. Approval-based proposals
When allocation drifts from your target, Tebrunavyo drafts a rebalancing proposal. You review, adjust, or dismiss it — approval is always required.
- Draft proposals with rationale shown
- Adjust targets before approving
- Dismiss with reason recorded
4. Risk limits and controls
Document your own boundaries for position size, venue exposure, and review frequency. Proposals are checked against those limits.
- Custom limits per asset and venue
- Warnings when limits would be exceeded
- Limits visible on every proposal
5. Reporting and audit trail
Keep a chronological record of summaries viewed, proposals received, and decisions made — useful for internal review and record-keeping.
- Decision log with timestamps
- Exportable summaries for records
- Consistent format across reviews
6. Connection management
Manage exchange connections in one place. Permissions are read-only, and you can pause or remove a connection at any time.
- Read-only API key guidance
- Connection status monitoring
- Simple disconnect at any time
From scattered balances to a single review screen
Connect your read-only keys once, then review holdings, summaries, and proposals in the same workflow.
- ✓Grouped by asset, split by venue. Understand where each holding sits without manual aggregation.
- ✓Summaries with visible data. Every AI-supported note references the figures it is based on, so you can verify quickly.
- ✓Proposals, not orders. Suggested adjustments include target allocation, current allocation, and the difference to review.
| Asset | Share | Status |
|---|---|---|
| BTC | — | Within target |
| ETH | — | Review suggested |
| Stable | — | Within target |
Proposal draft appears below the table with rationale and limit check. Approval required to proceed.
Limits you set, checks you can see
Risk controls are documented rules that shape every proposal. Reporting keeps the history of what was suggested and what you decided.
| Control area | What you define | How Tebrunavyo applies it |
|---|---|---|
| Allocation targets | Target ranges per asset group | Proposals reference current vs. target allocation |
| Venue exposure | Preferred limits per connected exchange | Flags proposals that would increase concentration |
| Review cadence | How often you want to review | Summaries grouped by review period |
| Approval rule | Manual approval for all actions | No execution without your explicit confirmation |
Decision log
Each proposal records its rationale, limit check, and your decision — approved, adjusted, or dismissed.
Exportable summaries
Save review summaries in a consistent format for internal records or discussion with advisors.
Read-only by default
Connections use read-only permissions. You can pause syncing or remove a connection whenever you choose.
A calm, three-step review routine
Features are organized around a simple routine you can repeat weekly or monthly. No constant monitoring required.
Check the unified view
Open one screen to see balances, recent changes, and connection status across venues.
Read the summary
Review the AI-supported notes on allocation drift and concentration, with figures attached.
Decide on the proposal
Approve, adjust, or dismiss the draft rebalancing proposal. Your choice is logged.
Try a more structured review process
Start with a read-only connection and see your unified view, summaries, and first proposal draft. Learn more about the approach on About and Advantages, or find answers in FAQ.