ByteTree

Macro research, model portfolios, and Bitcoin analytics platform founded by former HSBC manager Charlie Morris

Analytics tool Founded 2013 United Kingdom Oct 21

Visit bytetree.com

3.5/ 5

Our score

Good

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Tool type ResearchMarket dataOn-chain analytics

Free plan Yes

What is ByteTree?

ByteTree is an investment research platform that blends traditional financial analysis with digital asset tracking. Designed for private investors, it offers model portfolios, macroeconomic reports, and market trend tracking across Bitcoin, equities, commodities, and gold.

Leadership and corporate background

ByteTree operates under parent firm ByteTree Group Ltd and is based in London, United Kingdom. The company was founded in 2013 by Chief Investment Officer Charlie Morris, who previously spent over a decade managing a multi-asset fund at HSBC Global Asset Management, and full-stack developer Mark Griffiths. Research and advisory services are provided through ByteTree Asset Management Ltd, which operates as an Appointed Representative under Financial Conduct Authority firm Strata Global Ltd.

Research methodology and core services

The platform delivers market intelligence rather than direct asset custody or automated portfolio execution. Its flagship product is The Multi-Asset Investor, which provides two distinct model portfolios: Soda, a steady multi-asset allocation, and Whisky, an active tactical portfolio combining mid- and large-cap stocks, exchange-traded funds, and Bitcoin. The firm also operates ByteTrend, a proprietary trend-following analytics system covering equities, commodities, and crypto, as well as ByteFolio for digital asset allocations and Token Takeaway for altcoin research. In addition, ByteTree developed the BOLD index strategy, combining Bitcoin and gold with risk-weighted rebalancing.

Pricing and subscriptions

Subscribers pay monthly recurring fees charged to standard credit and debit cards. ByteTree does not support direct debits or payments in cryptocurrency. While select research reports such as the Atlas Pulse gold letter and BOLD rebalancing updates are accessible for free, full model portfolios and publications require paid subscriptions, capped at the ByteTree Pro tier for full access.

Track record and platform limitations

Originating as a Bitcoin blockchain research project in 2013, the firm has expanded across global macro and equity analysis, serving thousands of private investors worldwide. Unlike programmatic portfolio trackers or automated on-chain dashboards, ByteTree relies primarily on editorial research, email delivery, and model allocations rather than real-time wallet tracking or direct on-chain connectivity. Users must execute trades independently through their own brokers and crypto exchanges, taking on their own slippage and custody risks.

Founders

Charlie MorrisCo-Founder and Chief Investment Officer

Former multi-asset fund manager at HSBC Global Asset Management.

Mark GriffithsCo-Founder

Full-stack developer who built ByteTrend.io and boldetf.com.

Best for:Macro-oriented Bitcoin and gold investorsTraders seeking multi-asset model portfoliosPrivate investors managing cross-market allocations

Pros and cons

Pros

Run by a former HSBC multi-asset fund manager
Appointed Representative under UK Financial Conduct Authority regulation
Free access available for Atlas Pulse and BOLD rebalancing reports
Provides actionable model allocations combining crypto, gold, and global equities
Track record spanning over a decade in market and Bitcoin analysis

Cons

Does not connect to crypto wallets for automated portfolio tracking
Subscription payments cannot be made using cryptocurrencies
No mobile application is offered for alerts or portfolio updates
Users must manually execute all model portfolio trades on external venues

Our review

3.5/5

Good

ByteTree delivers institutional-grade multi-asset research and Bitcoin trend models, but its focus is strategic market commentary rather than granular on-chain wallet tracking or multichain developer telemetry.

Data quality4.0

Features3.5

Pricing3.0

Ease of use3.5

Coverage3.0

ByteTree operates as a hybrid market intelligence and research advisory service that bridges traditional finance and digital assets. Founded in 2013 by former HSBC multi-asset fund manager Charlie Morris alongside developer Mark Griffiths, the London-based firm combines macro cycle analysis with systematic trend-following models. Rather than operating as an automated portfolio tracker or real-time wallet explorer, ByteTree delivers research publications, model portfolio allocations, and macro indicators tailored for private investors and wealth managers.

The platform's primary strength lies in its macro cross-asset perspective. Flagship publications like The Multi-Asset Investor blend equities and commodities alongside Bitcoin. Dedicated crypto research offerings include ByteFolio, a model portfolio aiming to outperform Bitcoin, and ATOMIC, which synthesizes on-chain metrics with macro indicators. Proprietary market data services such as ByteTrend.io provide systematic trend scores across global assets, while the BOLD strategy tracks risk-weighted allocations between Bitcoin and gold. ByteTree Asset Management operates under UK regulatory oversight as an Appointed Representative of Strata Global Ltd.

However, the platform presents notable trade-offs for active Web3 users. ByteTree lacks live personal wallet integration and real-time transaction tracking common to automated portfolio tools. Crypto coverage centers heavily around Bitcoin and major macro assets rather than wide EVM or altcoin chain ecosystems. Key portfolio allocations sit behind monthly paid subscriptions, and billing requires traditional debit or credit cards rather than crypto checkout options.

ByteTree suits macro-oriented investors and private wealth allocators who want vetted model portfolios and disciplined market analysis across traditional assets and Bitcoin. Traders seeking live multi-chain DeFi telemetry or API-driven portfolio rebalancing should choose dedicated on-chain analytics platforms instead.

Listings are researched and drafted with AI assistance from public sources, then checked for accuracy and readability. Spot an error? Tell us. Editorial policy.

Sources (3)

Specs

Tool type	Research, Market data, On-chain analytics · unverified
Free plan	Yes · unverified
Wallet tracking	No · unverified
NFT data	No · unverified

Not disclosed by the provider: Paid plans from (per month), Chains covered, API access, Alerts, Mobile app, CSV export.

Data from the provider's website and public sources. Fees and availability change; confirm on the official site before you sign up.

Key features

The multi-asset investor

Provides model allocations across the low-turnover Soda portfolio and the actively traded Whisky portfolio, blending equities, funds, gold, and Bitcoin.

ByteFolio crypto model

Delivers an actively managed digital asset model portfolio structured to outperform Bitcoin using fundamental and technical inputs.

ByteTrend market radar

Tracks momentum and trend-following signals across traditional exchange-traded funds, commodities, foreign exchange pairs, and digital assets.

BOLD index tracking

Analyzes an inflation-hedging asset strategy that rebalances exposure between Bitcoin and gold on an optimal risk-weighted basis.

Token Takeaway reports

Publishes dedicated research covering utility tokens, alternative layer-one networks, and cryptocurrencies beyond Bitcoin.

ATOMIC cross-market research

Combines on-chain metrics, technical indicators, macroeconomic data, crypto stocks, and institutional fund flows in regular updates.

Inside ByteTree

The Multi-Asset Investor (TMAI)

The flagship research service provides two model portfolios, Whisky and Soda, balancing traditional equities, bonds, investment trusts, and Bitcoin.

ByteFolio

A specialized digital asset model portfolio strategy aimed at outperforming Bitcoin through tactical crypto asset selections.

ByteTrend

A proprietary trend-following dataset and market radar that monitors price momentum and relative strength across crypto, equities, FX, and commodities.

ATOMIC

A market intelligence publication combining technical analysis, on-chain indicators, macro trends, investment flows, and crypto-related equities.

ByteTree Quality

An equity research strategy that recommends a portfolio of 20 to 30 large, liquid global companies showing durable competitive advantages at reasonable valuations.

ByteTree Venture

A higher-risk deep-value research tier focused on global small, mid, and large-cap equity opportunities across developed and emerging markets.

Atlas Pulse & BOLD

Monthly analysis of gold market dynamics alongside research on BOLD, an investment index that systematically rebalances exposure between Bitcoin and gold.

ByteTree screenshots

ByteTree Research homepage with investment research information, video, navigation, and a cookie banner · Oct 21, 2026

ByteFolio: ByteTree Research page with investment research information, embedded video, navigation, and cookie banner · Oct 21, 2026

User reviews

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FAQ

Who founded ByteTree?

ByteTree was founded in 2013 by Charlie Morris, a former multi-asset fund manager at HSBC Global Asset Management, and developer Mark Griffiths. The company is headquartered in London, United Kingdom.

What tools and research services does ByteTree provide?

ByteTree provides model portfolio services like The Multi-Asset Investor and ByteFolio, market intelligence through ByteTrend.io, and specialized reports including Atlas Pulse and ATOMIC. These services analyze asset trends across Bitcoin, gold, equities, and commodities.

Is ByteTree free to use?

ByteTree provides several free resources, including the Atlas Pulse gold report and basic market trend insights without requiring an account. Complete access to model portfolios and research tiers like ByteTree Pro requires a monthly paid subscription.

Can you pay for ByteTree subscriptions with cryptocurrency?

No, ByteTree does not accept cryptocurrency for subscription plans. Payments are billed on a recurring monthly schedule using standard debit and credit cards.

Does ByteTree track personal crypto wallets?

ByteTree does not offer personal wallet tracking, exchange API synchronization, or portfolio balances. It functions as an investment research advisory service providing model portfolios rather than an automated portfolio dashboard.

Is ByteTree regulated?

ByteTree Asset Management Ltd is an Appointed Representative of Strata Global Ltd, which is authorized and regulated by the UK Financial Conduct Authority. The business operates under parent company ByteTree Group Ltd.

Latest from ByteTree on X

ByteTree

@ByteTree · 4.7K followers

Nov 2, 2026

In the 1920s, Radio Corp. of America was one of the hottest stocks on the market. Radio was the internet of its day: cheap, mass communication that would change everything.

📈 And it did change everything. But like the dot-com era 70 years later, the boom was followed by a bust.

Radio didn’t die, though. It went digital, had its own wave of late-1990s excitement, and today’s Venture recommendation has come out the other side highly profitable.

Read our latest update by @AtlasPulse and @WinderKit - link in reply 👇

2 2 4 256 View on X

Nov 2, 2026

The #AI trade is unwinding.

Friday’s tech crash was a big move, but the market breadth is recovering underneath it. Previously weak stocks are taking up the slack.

⚙️ Semiconductors, the engine behind AI, are deteriorating rapidly. Software is on the mend as the bear case fades.

⚓ Basic materials are the weakest sector, with 56% of stocks in a losing trend. The damage clusters in the Middle East, India and China, where input costs through Hormuz have outrun commodity prices.

⚡ Pharma ($TMO, $DHR), energy and Chinese banks are the selloff’s beneficiaries. Medical diagnostics has turned the corner.

📈 Emerging trends remain the best-performing group, and bear trends have stabilised.

As @AtlasPulse and @WinderKit note, this is a great market for contrarians.

Read our full report for free - link in reply👇

$SMH #Semiconductors

1 0 1 180 View on X

Oct 30, 2026

A window into the power of @ByteTrend

0 0 2 200 View on X

Oct 30, 2026

October was a good month for the ByteTree Quality portfolio.

"This chart shows the change in each sector’s trend over the past month, with a higher score being better. We own insurance stocks but no banks, and no tech, materials, or industrial stocks, which fell back in October. Consumer Defensives have been the biggest winners in this rotation, and they are our largest position."

1 0 1 437 View on X

Oct 29, 2026

Prediction markets went from US$12bn in monthly volume in December 2025 to over US$72bn by September 2026, a 500% jump in nine months.

📈 October isn’t even finished, and volume has already broken US$100bn for the first time. (Source: @TheBlockCo)

#Kalshi dominates, with 76% of the last 30 days’ volume, and Robinhood ($HOOD) and Coinbase ($COIN) have both piled in.

For crypto, though, the bigger story is #Polymarket. Its odds now appear on Google Finance, and many of its users never realise there’s a blockchain underneath.

That might be the closest crypto has come to a genuine mass-market product.

Gnosis and Augur built on-chain prediction markets years earlier, but they never took off. So what did Polymarket get right?

Our latest update examines the state of prediction markets, the role blockchain plays, and what they reveal about the road to crypto mass adoption.

Link in reply 👇

3 0 2 567 View on X

Recent public posts from @ByteTree, shown as published. Not reviewed or endorsed by CryptoReview.

Latest from ByteTree on Telegram

ByteTree

@bytetree · 113 subscribers

Join

May 20, 2025

We've weathered the tariff storm, but there is a new one brewing...

Bond yields are rising again, and the UK 30-year gilt (blue) is now well above the levels when Liz Truss was the UK Prime Minister, albeit for a short time.

US yields (black) are close behind and are also rising. Europe (green) is climbing above 3% despite seven rate cuts. Japanese yields (red) are also rising rapidly. Only China (purple) has falling yields, making them the cheapest source of funding in the world.

The rising bond yields explain the strength in Value stocks (industrials and financials) and the weakness in Quality (consumer brands). It also explains the resurgence of Bitcoin over gold.

👉 Bond Yields in…

83 View on Telegram

May 13, 2025

Our latest Venture update by Charlie Morris highlights an undervalued world-class UK company that specialises in high-end industrial technology. Over the past 30 years, it has rarely offered investors the opportunity to buy at these knockdown prices.

👉 Venture: UK Industrial

72 View on Telegram

May 7, 2025

This Venture update highlights a European software company, which fell foul of the 2021 tech bubble. That’s now behind them, and recent results point towards this being an excellent company, which is now undervalued - our favourite combination.

👉 Venture: European Software

73 View on Telegram

May 1, 2025

On 27th April 2022, a time when Bitcoin was in a bear market, and investors were losing interest in Gold, we took the opposite view and saw it as a good time to launch BOLD on the SIX Exchange in Zurich, Switzerland. Our Founder Charlie Morris (right) marked the occasion by ringing the cowbell when the market opened.

Since launching BOLD, two things have changed: Gold is beating the S&P500 by quite the margin, while Bitcoin has run ahead of the NASDAQ. Due to Bitcoin and Gold performing well, BOLD has naturally been a hugely successful investment strategy. But more importantly, is the resilience and outperformance the BOLD strategy has shown over simply holding Bitcoin and Gold on their…

66 View on Telegram

Recent posts from the official Telegram channel @bytetree, shown as published. Not reviewed or endorsed by CryptoReview.

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