Dashboard
What is in range, what is earning and what needs a rebalance, across the whole book.
Run your clients' DeFi portfolios from one account
Track every LP position, loan and balance across your clients' wallets. Share each portfolio under your own name, and keep a daily audit trail of what it was worth.
The foundation
Position-level data for every wallet you manage
Enterprise includes the full DeFi Orbit app. Add wallets by address and see what each one holds, earns and risks, read from the chain and calculated for you.
DeFi Positions
PnL against holding, fees, impermanent loss and full history for every liquidity position.
Lending & Borrowing
Health factor, liquidation price per asset and Telegram alerts for Aave, Morpho and Kamino.
Balances
Every balance and position across all wallets, with the daily change.
Swap & Bridge
Move capital between tokens and chains without leaving the app.
Wallets Manager
Track as many wallets as you run. Read-only: no keys, no custody.
01 / Customer portfolios
Give each client one link to everything you manage for them
Create a customer, attach their wallets, and choose which ones appear in a single shared portfolio. Your client opens a link. No account needed.
A record per customer
Name, wallets across EVM and Solana, and a running total for each client.
Bundle wallets into one link
Select the wallets to include and generate one portfolio link with the full overview.
Under your name
The shared portfolio reads "Managed by" followed by your firm.
You stay in control
Turn any link on or off whenever you need to.
03 / Audit trail
A dated record of every book you run
DeFi Orbit takes a snapshot of each portfolio every day, so you can show what it was worth on any date and how it changed.
Daily snapshots
Net worth, the wallets included and the change from the day before, for any date range.
Daily PnL variation
A day-by-day chart of gains and losses for the month.
PnL calendar
The same month as a calendar, so good and bad days stand out.
[Screenshot: PnL calendar with a month of data]
04 / FAQ
Questions about Portfolio Enterprise
Teams that manage positions for other people: asset managers, funds, market makers and family offices. If you report to clients, investors or auditors, or more than one person on your team needs access, this is the plan.
Each client gets its own sub-account with its own wallets and its own share link. You see everything in one view, each client sees only what you assign to them, and they don’t need to create an account.
Yes. White-label views carry your name and logo, so the reports your clients open look like yours.
Portfolio Enterprise is on an annual contract, invoiced, with pricing that depends on your needs, plus a one-time onboarding fee when custom reporting is involved. Every setup is scoped first, so you’ll know the full cost before you commit.
Add your wallet addresses and your sub-accounts are live, because there’s no data to migrate. Custom reports and exports are built to your scope on the timeline agreed in the proposal.
Yes. Export CSV, schedule reports, or pull the same data through the API with your own key. The audit trail and daily snapshots come with it.
04 / The Enterprise plan
For portfolio managers, with higher limits throughout
Pricing is custom and depends on the wallets and clients you manage. Tell us about your book and we will quote it.
Everything in Advanced
Unlimited client sub-accounts
White-label portfolio views
Historical snapshots and audit trails
Custom data exports in CSV
Unlimited real-time notifications
Multi-user team access
Dedicated account manager
Custom feature development
SLA guarantee