Octav

Octav is a portfolio intelligence platform built for digital asset managers, hedge funds, and institutional investors who need to track, reconcile, and report on positions spread across multiple blockchains and DeFi protocols. Founded in 2021, the platform positions itself as infrastructure for professional fund operations rather than a consumer-facing tracker — its core value proposition is producing auditor-acceptable NAV (Net Asset Value) reports automatically, without manual spreadsheet work.

What It Does

The fundamental problem Octav solves is that DeFi positions are hard to count. A fund operating across Ethereum, Solana, Arbitrum, and a handful of L2s can have hundreds of wallets, thousands of transactions, and positions inside liquidity pools that return LP tokens rather than their actual underlying asset values. Manually aggregating that into a consistent daily NAV is error-prone and unscalable — different analysts pulling token prices at different times get different numbers, and auditors reviewing those figures months later have no way to verify them.

Octav addresses this by indexing blockchain data across 50+ chains and 10,000+ protocols, then exposing it through a dashboard and API that treat reproducibility as a first-class requirement. Every snapshot is timestamped with consistent price sources, so a NAV figure from three months ago remains verifiable and re-exportable long after the fact. The platform has indexed over 1.1 billion transactions and serves more than 200 digital asset managers and 100 API clients.

How It Works

Octav operates as a read-only analytics layer. Users connect wallet addresses — Ethereum (0x format), Solana (base58), ENS names, or addresses from any of the 90+ supported blockchains — without sharing private keys. The platform automatically discovers positions on all connected chains by default, without requiring users to manually configure which networks to monitor.

Once wallets are connected, the platform aggregates holdings and protocol positions into a unified dashboard. A modular widget system lets users build custom layouts covering token balances, DeFi positions, historical performance charts, transaction logs, and data reports. A recently added Dune widget allows embedding any Dune Analytics chart or query directly alongside live portfolio data.

The AI-powered transaction labeling layer classifies complex DeFi activity — swaps, bridges, liquidity provision events, yield claims — into categories that produce stable NAV snapshots. This matters because raw transaction data from active DeFi usage makes it nearly impossible to distinguish internal fund transfers from actual dispositions that affect NAV.

Daily snapshots capture the full portfolio state at a specific point in time and store it immutably. These snapshots become the basis for historical timeline views, asset variation reports, and PDF or CSV exports that can be delivered to auditors or limited partners.

NAV Reporting

NAV (Net Asset Value) represents total assets minus total liabilities, divided by units outstanding. For digital asset funds, the challenge lies in valuing positions spread across multiple chains where different analysts pulling token prices at different times produce inconsistent figures that cannot later be reproduced by an auditor.

Octav addresses this directly: it discovers all fund positions automatically, values them using consistent timestamped price sources, and creates immutable daily snapshots that remain verifiable and re-exportable months later. The exports are designed to be auditor-acceptable without manual data re-entry.

API

Octav exposes a unified REST API covering six endpoint categories: portfolio (net worth, balances, protocol positions), transactions (filterable by chain, type, asset, and protocol), NAV, historical snapshots, approvals, and airdrop data. The API supports batch requests to reduce credit consumption, with a throughput limit of 360 requests per minute.

Pricing is credit-based: each API call costs one credit, plus one additional credit per 250 indexed transactions. Tiers range from a Starter package at 100 USD for 4,000 credits to an Enterprise package at 20,000 USD for one million credits. Octav also maintains an open-source CLI written in Rust (octav-cli) and a TypeScript starter template for developers building on the API. A recently released MCP integration (octav-api-mcp) enables AI agents to query Octav API data directly.

Solana Support

Solana is a first-class supported chain within Octav's multi-chain coverage. The platform accepts Solana base58 wallet addresses and tracks token holdings and DeFi positions on Solana without requiring separate configuration. This makes Octav relevant for funds and managers with meaningful Solana allocations who need those positions included in the same NAV reporting workflow as their EVM-chain activity.

Pricing

For direct platform access (separate from API), Octav offers four tiers. A free plan provides basic portfolio tracking. The Essentials tier at 149 USD per year adds historical snapshots, daily timelines, and analytics. The Pro tier at 499 USD per year adds AI transaction tagging, PDF and CSV report exports, and P&L calendars. An Enterprise tier provides custom pricing with dedicated support and compliance tooling targeted at institutional fund managers.

Security and Compliance

Octav holds SOC 2 Type 1 and Type 2 certifications, covering both the design and operational effectiveness of its security controls. The read-only access model means the platform never requests private keys — it reads only publicly available on-chain data. Wallet addresses are stored encrypted, and authentication uses passwordless magic links rather than passwords.

Team and Development

Octav Labs, the development entity behind the platform, maintains an active open-source presence on GitHub with repositories spanning the API CLI (Rust), frontend integration templates (TypeScript), an MCP integration for AI agent access, and a project called Fluvia focused on USDC treasury management across chains. The team has operated continuously since the 2021 founding and the platform has remained in active development through mid-2026, with recent feature releases including Dune dashboard integration and expanded API documentation.

Ecosystem Position

Octav occupies a specialized segment of the crypto infrastructure stack: professional-grade reporting and compliance tooling for institutions. Its closest competition comes from dedicated crypto tax engines and analytics dashboards, but its differentiation lies in reproducible NAV snapshots and auditability rather than tax optimization. For Solana-native funds or multi-chain managers with Solana exposure, Octav provides a way to bring on-chain Solana positions into the same reporting framework as EVM activity without building custom data pipelines.