Category: digital-asset portfolio intelligence / NAV-reporting control plane / crypto portfolio analytics API / institutional reporting infrastructure
Summary: Octav is best understood as a portfolio-intelligence and NAV-reporting control plane rather than as a simple wallet dashboard or generic analytics site. Its official materials jointly expose a read-only multi-chain portfolio platform, automated portfolio snapshots and transaction reports, a credit-based API for NAV / portfolio / transaction / historical queries, and explicit AI-agent and MCP integration docs. The clearest categorization clue in this pass is that Octav is packaging operational reporting, exposure monitoring, and application-facing data access into one system for funds and other digital-asset operators, not just offering a consumer portfolio tracker.
What it does:
Tracks wallet and protocol exposure across a large multi-chain footprint through a portfolio dashboard and address-book model
Generates portfolio snapshot, transaction, and asset-variation reports with WEB, PDF, and CSV export flows
Exposes a read-only API for portfolio holdings, NAV, transactions, historical snapshots, sync status, credits, chain lists, and related analytics
Supports developer and agent workflows through API docs, llms.txt, OpenAPI, and MCP / AI-development guides
Positions itself as a reporting and monitoring layer for digital-asset managers rather than as a custody or execution venue
Key claims:
The homepage says Octav Pro offers automatic NAV reports, instant exposure insights, and exportable snapshots for digital-asset portfolios
The homepage claims usage by 200+ digital-asset managers, 2,000,000 tracked tokens, 10,000+ protocols, 1.1B+ indexed transactions, and 100+ API clients
The platform quickstart says Octav supports 90+ blockchains in the portfolio product and automatically tracks supported chains once an address is added
The API introduction says the API supports portfolio tracking, transaction history, token analytics, historical snapshots, and a 360 requests-per-minute rate limit with https://api.octav.fi as the base URL
The llms.txt index describes Octav as a read-only credit-based REST API for multi-chain portfolio data, transaction history, DeFi positions, and historical snapshots, and it explicitly includes AI-agent and MCP integration guides
The reports docs say Octav supports portfolio snapshot, transaction, and asset-variation reports with WEB / PDF / CSV exports and recurring scheduled-report workflows
Whitepaper: No canonical standalone Octav whitepaper or litepaper surfaced in this pass. The clearest current source of truth is the official homepage plus the docs corpus, especially the platform quickstart, reports docs, API introduction, NAV endpoint docs, and llms.txt; see ../whitepapers/octav-primary-sources-2026-04-30.md.