Overview
Octav Reports provide:Portfolio Snapshots
View your portfolio by wallet, NFTs, and DeFi positions
Transaction Reports
Create custom reports of your transaction data
Asset Variation Reports
Track how your assets change over time
Multiple Export Formats
WEB, PDF, and CSV export options
Flexible Selection
Report on individual addresses or bundles
Custom Date Ranges
Generate reports for any time period
Report Types
- Portfolio Snapshot
- Transactions
- Asset Variation
Portfolio Snapshot Report
Get a comprehensive view of your portfolio including wallets, NFTs, and protocol positions at any point in time.
- Complete wallet balances
- NFT holdings
- DeFi protocol positions
- Current asset values
- Portfolio allocation breakdown
- WEB - Interactive view in browser
- PDF - Professional formatted report
- CSV - Spreadsheet-compatible data
- Portfolio performance tracking
- Net worth snapshots
- Sharing with stakeholders
- Record keeping
- Historical portfolio analysis
Generating Reports
Portfolio Snapshot Report
Navigate to Reports
Go to the Reports page from the main navigation
Click Create Snapshot
Select “Create” under Portfolio Snapshot Report
Select Addresses or Bundles
Choose the addresses or bundles to include in your snapshot
Choose Export Format
Select WEB, PDF, or CSV format
Generate Snapshot
Click “Generate Snapshot” to create your report
Transaction Report
Navigate to Reports
Go to the Reports page from the main navigation
Click Create Transaction Report
Select “Create” under Transactions Report
Select Addresses or Bundles
Choose which addresses or bundles to include
Apply Filters (Optional)
Use the available filters to narrow down transactions:
- Networks
- Protocols
- Categories
- Assets
- Transaction Types
- Date Range
Configure Options
- Choose export format (WEB or CSV)
- Toggle “Hide spam transactions” if desired
- Review transaction count
Generate Report
Click “Generate Report for X txs” to create your report
Asset Variation Report
Navigate to Reports
Go to the Reports page from the main navigation
Click Create Asset Report
Select “Create” under Asset Variation Report
Select Addresses or Bundles
Choose which addresses or bundles to include
Set Date Range
Select the time period for comparison (e.g., compare two months)
Apply Filters (Optional)
Use the available filters:
- Networks
- Protocols
Configure Options
- Choose export format (WEB or CSV)
- Toggle “Hide spam assets” if desired
- Review asset count
Generate Report
Click “Generate Report for X assets” to create your report
Managing Your Reports
Your Reports Section
All generated reports are saved and accessible in the “Your Reports” section.
- Search through your reports
- Filter by report type (Snapshot, Transaction, Asset)
- Filter by addresses or bundles
- Filter by date range
- View report metadata
Report Details
- Creation date
- Report name
- Report type
- Associated addresses/bundles
Scheduled Reports
- Active/inactive status
- Next snapshot date
- Last snapshot date
- Number of addresses included
Filtering Your Reports
Use the built-in filters to quickly find reports:- Search Bar - Search reports by name
- Address/Bundle Filter - Select specific addresses or bundles
- Date Picker - Filter by creation date
- Report Type Tabs - Toggle between Snapshot, Transaction, and Asset reports
Scheduled Reports
Create recurring reports that generate automatically on a schedule.
- Set as Active or Inactive
- Automatic generation at specified intervals
- View next scheduled generation date
- Access all historical snapshots
- Manage multiple scheduled reports per bundle
Report Scope Options
Individual Addresses
Generate reports for specific wallet addresses:- Single address reporting
- Focused analysis
- Granular tracking
Bundles
Generate reports for grouped addresses:- Multiple addresses combined
- Portfolio-level view
- Simplified management
- Consistent reporting across related wallets
Mixed Selection
Combine individual addresses and bundles:- Maximum flexibility
- Custom groupings
- Ad-hoc analysis
- Compare different portfolio segments
Export Formats
- WEB
- PDF
- CSV
Interactive Web View
Features:- Interactive tables
- Sorting and filtering
- Real-time updates
- Shareable links
- Responsive design
- Portfolio Snapshot Reports
- Transaction Reports
- Asset Variation Reports
Common Use Cases
Monthly Portfolio Review
Create Scheduled Snapshot
Set up a monthly scheduled snapshot for your main portfolio
Compare Month-to-Month
Use Asset Variation Report to compare changes between months
Review Transactions
Generate Transaction Report for the month to see all activity
Export and Archive
Download PDF snapshots for your records
Protocol-Specific Analysis
Filter by Protocol
Use Transaction Report filters to select specific protocols
Set Date Range
Choose the analysis period
Export to CSV
Download data for detailed analysis
Track DeFi Positions
Use Portfolio Snapshot to see current protocol positions
Multi-Wallet Management
Create Bundle
Group related wallets into a bundle
Schedule Reports
Set up automatic snapshots for the bundle
Track Combined Activity
Generate transaction and variation reports for the entire bundle
Monitor Individual Wallets
Create separate reports for specific addresses when needed
Privacy & Security
Data Handling
On-Demand Generation
Reports generated on-demand when requested
Secure Access
Reports only accessible to your account
Encrypted Storage
All data encrypted at rest and in transit
No Public Links
Reports are private by default
Getting Help
Resources
View Transactions
Learn about transaction tracking
Address Book
Manage and organize your addresses
Contact Support
Get help from our team
Getting Started
Learn how to use Octav