# 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.

- **URL:** https://octav.fi/blog/octav-tools-overview
- **Published:** 2026-05-07
- **Author:** Octav Team — Portfolio Intelligence for Digital Assets
- **Topic:** API & Developers
- **Tags:** tooling, octav-pro, api
- **Source:** Octav, Practical guides on crypto NAV reporting, multi-chain portfolio management and digital asset APIs, from the team behind Octav.

---
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](https://tools.octav.fi).

## If you want to look at a portfolio

| Tool | What it is |
| --- | --- |
| [Octav Pro](https://pro.octav.fi) | The full dashboard — NAV, positions, transactions, reports. [Tour](/octav-pro-dashboard-tour) |
| [Authless](https://authless.octav.fi) | Check any EVM portfolio with no key and no account |
| [Transparency Dashboards](https://transparency.octav.fi) | Public NAV pages for treasuries and vaults. [Guide](/defi-treasury-transparency-dashboards) |

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](/crypto-portfolio-api-endpoint-reference) | Your backend needs portfolio data |
| [Widget Studio](https://studio.octav.fi) | You want a portfolio *view* in your product, not data. [Guide](/embed-crypto-portfolio-widget) |
| [Octav Data](https://data.octav.fi) | Managing API keys, credits and snapshot subscriptions |
| [Token Logo API](https://logo.octav.fi) | Fetching a token logo by name or contract address |
| [Supported Protocols](https://protocols.octav.fi) | 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](/crypto-portfolio-mcp-server) | The agent runs in Claude, Codex or Gemini |
| [API Skill](https://github.com/Octav-Labs/octav-api-skill) | You want the agent to learn the API's conventions |
| [Rust CLI](/octav-cli-rust) | The agent has shell access |
| [x402](/x402-pay-per-call-api) | 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](/ai-agent-tools-crypto-data).

## If you need history or research

| Tool | What it does |
| --- | --- |
| [Snapshots](https://snapshot.octav.fi) | Records a full daily portfolio from the day you subscribe. [Why](/daily-crypto-portfolio-snapshots) |
| [Octav Perps](https://perpstats.octav.fi) | Funding rates across nine venues. [Guide](/perp-funding-rates-dashboard) |
| [Benchmark](https://benchmark.octav.fi/report) | Nine portfolio APIs measured. [Results](/crypto-portfolio-api-benchmark) |

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](https://trust.octav.fi) | SOC 2 Type I, independently verified controls |
| [Documentation](https://docs.octav.fi) | 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](/solana-defi-portfolio-tracking),
[perps](/hyperliquid-perps-portfolio-tracking) and
[options](/derive-options-portfolio-tracking). The choice is about interface,
not about coverage.