Every Octav Tool and When to Use It
A map of the Octav toolset — dashboard, API, CLI, MCP server, widgets, snapshots, transparency pages and free utilities — and which one fits which job.
Octav is one dataset with a lot of front doors. This is the map, grouped by what you are actually trying to do. The full list lives at tools.octav.fi.
If you want to look at a portfolio
| Tool | What it is |
|---|---|
| Octav Pro | The full dashboard — NAV, positions, transactions, reports. Tour |
| Authless | Check any EVM portfolio with no key and no account |
| Transparency Dashboards | Public NAV pages for treasuries and vaults. Guide |
Authless is the fastest way to see what decoded data looks like before committing to anything — no signup, no server-side storage.
If you are building software
| Tool | Use when |
|---|---|
| REST API | Your backend needs portfolio data |
| Widget Studio | You want a portfolio view in your product, not data. Guide |
| Octav Data | Managing API keys, credits and snapshot subscriptions |
| Token Logo API | Fetching a token logo by name or contract address |
| Supported Protocols | Checking coverage before you integrate |
Check coverage first. The protocols explorer answers "do you decode the thing my users actually hold" faster than any sales conversation.
If you are building with AI agents
| Tool | Use when |
|---|---|
| MCP server | The agent runs in Claude, Codex or Gemini |
| API Skill | You want the agent to learn the API's conventions |
| Rust CLI | The agent has shell access |
| x402 | The agent should pay per call with no provisioned key |
Why four? Because "give an agent data" means different things in an IDE, a CI job and an autonomous loop. The reasoning is in AI Agent Tools for Crypto Portfolio Data.
If you need history or research
| Tool | What it does |
|---|---|
| Snapshots | Records a full daily portfolio from the day you subscribe. Why |
| Octav Perps | Funding rates across nine venues. Guide |
| Benchmark | Nine portfolio APIs measured. Results |
Snapshots is the one with a deadline attached — it only records forward, so every day you delay is a day of history that does not exist.
Trust and documentation
| Trust Center | SOC 2 Type I, independently verified controls |
| Documentation | API reference, app guides, CLI, integration tutorials |
The short version
| Your situation | Start here |
|---|---|
| "I want to see my portfolio" | Octav Pro, or Authless to try it free |
| "I need this data in my product" | REST API |
| "I want a portfolio view in my UI" | Widget Studio |
| "My AI agent needs wallet data" | MCP server |
| "I need last quarter's NAV" | Snapshots — subscribe today, not later |
| "I need to prove our treasury holdings" | Transparency Dashboards |
| "I'm comparing providers" | The benchmark |
Everything above reads the same underlying data — including Solana DeFi, perps and options. The choice is about interface, not about coverage.
Keep reading
API & DevelopersHow to Choose a Crypto Portfolio API
A buyer's guide to evaluating crypto portfolio APIs — the tests to run, the questions vendors dislike, and the trade-offs between coverage, cost and latency.
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API & DevelopersCrypto Portfolio API Endpoint Reference
Every Octav API endpoint with its parameters, credit cost and response, plus authentication, rate limits and caching behaviour for building on portfolio data.
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API & DevelopersHow to Pull Portfolio Data From a Crypto API
A practical walkthrough of fetching multi-chain wallet balances, protocol positions and transaction history from a crypto portfolio API, with worked examples.
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