Turnqey Developer Documentation
Turnqey is the data layer that bridges traditional wealth management and onchain assets. Through one normalized API, adviser platforms get reconciled holdings, cost basis and tax lots, transaction history, portfolio intelligence, and compliance-ready data across exchanges, custodians, wallets, staking, DeFi, stablecoins, and tokenized assets.
The wealth stack was built for accounts, not wallets. Turnqey adds the connective layer so cryptoassets show up natively in the tools advisers already use: read-only, real-time, and fiduciary-ready.
What you can do with Turnqey
- See it all. Real-time consolidated portfolios across exchanges, wallets, staking positions, DeFi protocols, and tokenized assets.
- Calculate basis. Lot-level cost basis and tax accounting across fragmented venues, fully reconciled and audit-ready.
- Project the future. Portfolio modeling, scenario analysis, and retirement projections built on normalized cryptoasset data.
- Execute with confidence. Estate, beneficiary, custody-chain, and onchain transfer documentation for fiduciary completeness.
Who should use these docs
Advisers and partner teams
Use these docs to understand Turnqey's products and integration workflows:
- Read-only exchange and wallet connections
- Client crypto discovery
- Holdings, balances, and transaction visibility
- Cost basis and tax-lot reporting
- Wealthbox and Morningstar integrations
- Security, compliance, and supported sources
Developers
Use these docs to build and test Turnqey integrations:
- Authentication and account authorization
- Account collection and identity lookups
- Balance and transaction retrieval
- Data freshness and caching
- Error handling and retries
- Sandbox testing and production onboarding
The Turnqey product suite
One platform, delivered through a single normalized contract.
| Product | What it does |
|---|---|
| Unified API | One normalized contract for cryptoasset data across exchanges, custodians, wallets, staking, DeFi, stablecoins, and tokenized assets. |
| TAIP™ | Adviser platform for crypto accounts, holdings, reporting, and performance visibility. |
| Qeychain™ | Crypto accounting and tax engine with FIFO cost basis, Form 8949, and wash-sale detection across chains. |
| QScore™ | Cryptoasset risk and suitability scoring for portfolio review and compliance support. |
| Q-Sim™ | Backtesting and scenario analysis for crypto portfolios. |
| Turnqey Institute | Adviser and CPA education on cryptoasset portfolio management and tax compliance. |
Built for institutions
Turnqey is purpose-built for RIAs, broker-dealers, custodians, and wealthtech platforms, not repackaged consumer crypto tools. Founded and led by a Registered Investment Adviser, it pairs two decades of wealth-management experience with deep cryptoasset infrastructure.
Turnqey plugs into the platforms advisers already trust, including Morningstar for research and portfolio analytics and Wealthbox for CRM, so cryptoassets appear natively in the tools that already run the business.
Read-only by design
Turnqey is built for visibility and reporting. It is strictly read-only: Turnqey cannot place trades, withdraw or transfer assets, custody funds, access private keys, collect seed phrases, or move client money.
Partners use Turnqey to view and report on crypto assets, not to control them.
Support
For integration support, contact support@turnqey.xyz.