Inside the Octav Pro Dashboard

Octav Pro is the application layer over the same data the API returns. If you want portfolio intelligence without building anything, this is the product.

Getting in

Authentication is a magic link — enter an email, click the link, no password.

The account is read-only and never asks for private keys. Octav operates on public chain data only, and the platform is SOC 2 Type 1 and Type 2 compliant. For a fund evaluating vendors, that combination — no key custody, no signing authority, independently audited controls — is usually the first question security asks. Details at trust.octav.fi.

The Address Book

Everything starts here. Add the addresses you want tracked, with labels that mean something to your team rather than hex strings.

Labelling matters more than it looks. Knowing which addresses you control is what stops internal transfers being booked as disposals during reconciliation — the single largest source of false taxable events in crypto accounting.

The Main Board

The dashboard is widget-based, with a per-chain filter across every network your addresses touch — Ethereum, Base, Arbitrum, Optimism, Polygon, Avalanche, BNB, Solana, Hyperliquid, HyperEVM, Sonic, Blast, Gnosis, Plasma and more.

Core widgets:

The wallet-versus-protocol split in Portfolio Summary is the one worth understanding first. For an active portfolio, protocol positions routinely dwarf loose tokens — which is exactly the value that token-only trackers miss entirely.

Transactions

Decoded, labelled history with filtering by chain, protocol, type and date range. On Pro, transactions can be tagged and labelled, which is what turns raw activity into something an accountant can work from.

Reports and exports

Pro generates PDF and CSV reports, an asset variation report, and the P&L calendar. These exist so the output of the platform lands in the format the recipient actually wants — an auditor is not going to log in to your dashboard.

Plans

Pricing is per address, which is the thing to model before committing — a fund with forty wallets is making a different decision than an individual with three.

The Lite tier's daily snapshots are the feature most people underrate. History only exists from the day you turn it on; it cannot be backfilled. See Daily Crypto Portfolio Snapshots.

When to use the app, and when not to

Most funds end up using both: the app for day-to-day monitoring, the API for the reporting pipeline. See Crypto Portfolio Management for Funds for how those fit together, and the full toolset for everything else that sits alongside them.