From spreadsheets to smart dashboards: iYield’s approach to portfolio clarity

If you’ve ever tried tracking your DeFi earnings, crypto holdings, and fiat assets across multiple platforms, you already know—it’s chaos.

In Episode 182 of Web3 with Sam Kamani, Gentleman James, founder of iYield, joins the conversation to talk about cleaning up that chaos—one automated dashboard at a time. His journey from discovering Bitcoin in 2012 to building a seamless cross-asset tracker offers both technical insight and practical takeaways for crypto holders at every level.

Why iYield was built

Gentleman James didn’t set out to build a product. He set out to solve a personal problem—one that almost every crypto user faces today: managing a portfolio scattered across wallets, exchanges, chains, and spreadsheets.

“I was tired of logging into five different platforms just to check my balances,” James shares. That frustration led to iYield—a clean, read-only dashboard that pulls together DeFi earnings, crypto holdings, fiat accounts, and net worth into a single view.

🧠 iYield supports exchange APIs like Binance, allowing for secure, read-only portfolio aggregation without compromising control.

A new layer of DeFi visibility

iYield doesn't just show your wallet balances. It fetches on-chain data, integrates with DeFi protocols, and tracks your yields across staking, farming, and lending positions. Whether you're into Ethereum vaults, restaking platforms, or stablecoin yields, iYield simplifies the monitoring process.

This matters because most tools today focus on either fiat or crypto—not both. And almost none bridge CeFi and DeFi assets into one consolidated dashboard.

The future is automated (and opt-in)

Automation is a big theme in this episode. James talks about the rise of vault strategies—automated investment positions that optimize yield and risk exposure without micromanagement.

“We’re entering an era where your portfolio should work for you—not the other way around,” James explains.

Features like net worth projections, vault customization, and yield optimization are on iYield’s roadmap. And unlike traditional asset managers, users retain full control and can opt in to advanced features through an optional pro tier.

Bitcoin staking and the restaking boom

One of the most insightful parts of the conversation is the segment on Bitcoin and restaking. With more products now enabling BTC to be staked or used in DeFi, James discusses the risk-reward tradeoff and how these tools are evolving. It’s not about hype—it’s about whether these products offer meaningful yield and transparent risk.

🔍 James sees restaking as a foundational building block for DeFi’s next phase—bringing more capital efficiency to assets that traditionally just sit idle.

What’s next for iYield?

New integrations. Smarter projections. More asset types. As James puts it: “We want iYield to be the first tab you open when you want to understand your financial health—crypto, fiat, all of it.”

You can try it free with no strings attached—and experience what automated clarity feels like.

🎧 Listen to the full episode:

• Spotify
• Apple Podcasts

🔗 Connect with iYield and Gentleman James:

• Website: https://iyield.com/
• Twitter: @iYieldCrypto | @gentlemanjamesw
• LinkedIn: iYield | James Canning-Win
• Be a guest or connect: https://www.web3pod.xyz/

‍