# Inside the Octav Pro Dashboard

> A tour of the Octav Pro portfolio dashboard — address book, main board widgets, transactions, P&L calendar and reports — and which plan unlocks what.

- **URL:** https://octav.fi/blog/octav-pro-dashboard-tour
- **Published:** 2026-04-25
- **Author:** Octav Team — Portfolio Intelligence for Digital Assets
- **Topic:** Portfolio Management
- **Tags:** octav-pro, dashboard, portfolio-tracking
- **Source:** Octav, Practical guides on crypto NAV reporting, multi-chain portfolio management and digital asset APIs, from the team behind Octav.

---
[Octav Pro](https://pro.octav.fi) is the application layer over the same data
the [API](/crypto-portfolio-api-endpoint-reference) 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](https://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.

| Supports | Example |
| --- | --- |
| EVM addresses | `0x…` |
| Solana addresses | base58 |
| ENS names | `vitalik.eth` |

Labelling matters more than it looks. Knowing which addresses you control is
what stops internal transfers being booked as disposals during
[reconciliation](/crypto-transaction-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:

| Widget | What it answers |
| --- | --- |
| Portfolio Summary | Net worth, and the split between wallet and protocol positions |
| Performance chart | Value over time — 1D, 1W, 1M, 3M, 6M, YTD, 1Y |
| Protocols distribution | Where value sits by protocol |
| Token Overview | Holdings by token with distribution and per-protocol breakdown |
| Funds by category | Wallet vs lending vs LP vs staking |
| Funds by network | Chain-level concentration |
| Recent transactions | Latest decoded activity |
| P&L calendar | Daily profit and loss across a month |

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](/why-portfolio-apis-disagree).

## 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

| Plan | Price | Adds |
| --- | --- | --- |
| Free | $0 | Portfolio tracking, all chains |
| Lite | $149/yr per address | Daily snapshots, historical timeline, analytics widgets, asset exposure |
| Pro | $499/yr per address | Transaction tagging, PDF/CSV reports, asset variation report, P&L calendar |
| Institutional | Custom | Dedicated support, compliance tooling, custom development |

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](/daily-crypto-portfolio-snapshots).

## When to use the app, and when not to

| Use Octav Pro | Use the API |
| --- | --- |
| You want a portfolio view today | You are feeding another system |
| Humans read the output | Machines read the output |
| Reports go to investors or auditors | Data goes into NAV, risk or accounting |
| No engineering time available | You need custom logic |

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](/crypto-portfolio-management-funds) for
how those fit together, and [the full toolset](/octav-tools-overview) for
everything else that sits alongside them.