Octav

Octav is a portfolio intelligence and NAV reporting platform built for digital asset funds, DAO treasuries, and institutional managers who need automated, compliance-grade reporting across multi-chain portfolios — including full Solana support.

What Octav Does

Where most portfolio trackers display a live balance sheet, Octav focuses on turning complex on-chain activity into structured financial intelligence. The platform aggregates wallet balances and DeFi positions across 90+ blockchains into a unified dashboard, then adds a reporting layer — daily NAV snapshots, transaction tagging, performance analytics, and exportable reports — that enables funds and treasuries to meet compliance and accounting obligations without manual reconciliation.

The product is marketed primarily under the Octav Pro brand, accessible at pro.octav.fi, and is positioned for teams that need more than a live token price list: asset managers tracking fund exposure, Web3 CFOs reconciling protocol revenue, and on-chain organizations preparing reports for investors or auditors.

Core Mechanism

At the infrastructure level, Octav indexes on-chain data across supported networks and normalizes it into a consistent data model. This allows the platform to generate point-in-time portfolio snapshots — capturing net asset value on any historical date — rather than just real-time balances. The platform tracks over 2 million tokens and has indexed more than 1.1 billion transactions.

Key mechanisms include:

• Daily NAV Snapshots: Automated day-over-day portfolio valuations that can be exported as PDF or CSV reports. These snapshots support fund-level accounting, investor reporting, and audit preparation.
• AI-Powered Transaction Labeling: Artificial intelligence tags and categorizes on-chain transactions to produce readable ledger entries, reducing the manual overhead of classifying DeFi activity like staking rewards, LP deposits, or protocol fees.
• Multi-Board Dashboards: Users can build multiple independent dashboards — one for big-picture exposure, another for revenue tracking, another for risk — using a widget-based interface that requires no developer assistance.
• Unified Portfolio View: A single dashboard aggregates wallet holdings, DeFi positions (staking, liquidity pools, yield), and transaction history across all connected chains.

Solana Integration

Solana is supported natively alongside over 90 other blockchains. Users can add Solana wallet addresses (in standard base58 format) directly to the dashboard. Solana positions — including SPL tokens and DeFi protocol integrations on the network — are automatically tracked alongside EVM holdings, Starknet positions, Hyperliquid exposure, and other non-EVM chains. This cross-chain unification is a core differentiator for multi-chain funds that hold Solana assets alongside Ethereum ecosystem positions.

API Offering

Octav exposes a unified REST API — marketed separately at octav.fi/api — that provides developers and institutional clients programmatic access to wallet balance data, DeFi position tracking, transaction history, and historical portfolio snapshots. The API covers 50+ blockchain networks including Solana and operates on a credit-based pricing model across three tiers:

• Lite: 4,000 credits ($100)
• Growth: 100,000 credits ($2,500)
• Enterprise: 1,000,000 credits ($20,000)

With over 100 API clients, the API is used for protocol integrations, compliance tooling, AI agent data feeds, and application-layer portfolio features.

Key Products and Features

Octav Pro is the flagship dashboard product, serving over 200 digital asset managers. Core features include:

• Portfolio overview with 24-hour performance metrics
• Asset and exposure distribution breakdowns by blockchain
• Transactions Report — exportable web report or CSV of all on-chain activity
• DeFi position tracking across staking, liquidity pools, and yield protocols
• Historical timeline views and P&L calendars
• Variation reports for period-over-period comparison

Octav Tools (tools.octav.fi) provides standalone on-chain analytics utilities separate from the main dashboard.

Daily Snapshot is a dedicated reporting workflow for generating daily NAV records, designed for funds and treasuries that need recurring point-in-time records for investor or compliance reporting.

Security and Compliance

Octav operates as a read-only platform — it never requests private keys and accesses only public blockchain data. Octav holds SOC 2 Type 1 and Type 2 certification, a meaningful compliance credential for institutional clients whose own operations may require vendor due diligence. Wallet addresses are stored encrypted. Authentication uses a passwordless magic link system via email.

Tokens and Tokenomics

Octav has no native protocol token. The platform operates as a SaaS product with subscription and API credit pricing.

Pricing

The platform offers four tiers targeting different user scales:

• Free: Basic portfolio tracking
• Essentials ($149/year): Historical data and analytics
• Pro ($499/year): Transaction tagging and full reporting
• Enterprise: Custom pricing with dedicated support

API access is priced separately on a credit model.

Ecosystem Fit

Octav fills a gap in the Solana and broader multi-chain ecosystem for institutional-grade portfolio reporting. While individual DeFi users are well served by balance-focused trackers, asset managers, DAO treasuries, and Web3 CFOs managing Solana positions alongside multi-chain exposure need the kind of structured, auditable, historically queryable data that Octav provides. SOC 2 certification, daily snapshot capability, and an API-first approach make Octav particularly relevant for funds that need to report NAV to investors or operate under compliance frameworks.

Founded in October 2021, Octav has grown to serve over 200 digital asset managers and maintains an active development cadence, with recent updates adding multi-board dashboards, AI transaction labeling, and expanded API capabilities.