Your treasury,
explained in plain English
Know what's in your tokenized portfolio, understand why it moved, and prove it to auditors — without touching a key.
Example data
Total AUM
$2.23M
Audit chain
✓ Valid
Last sync
4 min ago
Supported protocols
Covering 7 of the top tokenized T-bill protocols by market cap
How it works
Up and running in minutes. No installs, no keys, no custody.
Add your wallets
Paste in your wallet addresses across Ethereum, Base, Polygon, and Arbitrum. Portfi never asks for private keys — read-only RPC access only.
Portfi syncs on-chain
Balances, transfer events, and daily snapshots are pulled every 5 minutes and stored in a tamper-evident audit log.
Analyze, ask, and export
View live KPIs, ask natural-language questions, set policy thresholds, and export finance-ready CSVs — all in one place.
Product Tour
See it in action
A look at Portfi in practice.
Dashboard
Live AUM & KPIs at a glance
All wallets, all assets, one view. Sparklines show 30-day movement. Syncs every 5 minutes via read-only RPC — no keys, no custody.
Total AUM
$2.23M
↑ +2.1%
Wallets
4
active
30d Volume
$840K
transfers
AUM History — 30 days
OUSGEthereum$1.42M
USDYEthereum$510K
BUIDLEthereum$308K+ 4 more assets
AI Autopilot
Ask questions, get cited answers
Natural-language questions about your treasury answered in seconds. Every response is grounded in your real on-chain data with source citations — no hallucinated values.
Ask Portfi
You asked
“What was our net OUSG flow last week?”
Net inflow of +$142,000 OUSG across 3 wallets. Largest transfer: $95K on Apr 3 from 0x7f...a3. [Transfer #847]
Every answer cites the exact on-chain record it used.
Policy Governance
Set thresholds. Get alerted. Never blocked.
Define exposure limits per asset and wallet. Violations are detected on every sync, logged to the audit trail, and surfaced in the dashboard — governance that informs without interrupting.
Policy Violations
1 active0x4f...d1 · 63.4% of total AUM
0x8c...b7 · resolved Apr 2
Violations are logged and surfaced — never blocking.
Audit Log
Tamper-evident by design
Every action is recorded in a SHA-256 hash-chained append-only log. Verify the entire chain with one click — any tampering breaks the hash and is immediately visible.
Chain valid — 1,247 entries verified
CSV Exports
Finance-ready in one click
Export holdings snapshots, transfer history, daily AUM totals, and a double-entry accounting ledger with USD values — ready to drop into your accounting system or send to auditors.
Finance-grade exports
Holdings
Current balances · CSV
Transfers
Event history · CSV
Snapshots
Daily totals · CSV
Accounting
Double-entry ledger · CSV
Built for institutional holders
Whether you run a treasury desk or a DAO, your on-chain positions deserve the same rigor as any other asset class.
Corporate Treasury
Tokenized cash reserves need policy controls and a clean audit trail to survive month-end close.
- Live AUM dashboard with per-asset and per-wallet breakdowns
- Policy engine with configurable exposure limits and violation alerts
- Finance-ready CSV exports: holdings, transfers, daily snapshots, double-entry ledger
Family Office
Positions span multiple issuers and wallets. Principals need clean reporting — not raw block explorer links.
- Unified wallet monitoring across Ethereum, Base, Polygon, and Arbitrum
- Full transfer history with human-readable annotations
- Tamper-evident audit log for principal or external auditor review
Hedge Fund & Asset Manager
Governance-grade audit trail and exposure limits across strategies — without building internal tooling.
- Policy violation detection with a full resolution and reopen workflow
- Hash-chained audit log; integrity verifiable with one click
- Accounting export: double-entry ledger CSV with USD values per transfer
DAO Treasury
On-chain treasury activity needs to be legible and auditable for the community, not just core contributors.
- Transfer event history with annotated context for governance transparency
- Approved asset list policy — flag unauthorized positions automatically
- Audit chain verification the whole community can run
Simple pricing
Start free. Scale when you're ready.
Starter
Free
during early access
- Up to 3 wallets
- Real-time balance tracking
- Transfer history & CSV exports
- Role-based access control
Pro
$499
per month
- Up to 25 wallets
- AI Autopilot (daily digest, ask, explain)
- Policy engine & violation alerts
- Audit log hash-chain verification
- Accounting-grade CSV exports
Enterprise
Custom
contact us
- Unlimited wallets
- Everything in Pro
- Dedicated support & SLA
- Custom onboarding & integrations
Common questions
Is my wallet safe? Does Portfi need my private keys?
No. Portfi is strictly read-only. You provide wallet addresses — never private keys or seed phrases. All on-chain data is fetched via public RPC endpoints. Portfi cannot move, sign, or interact with any funds.
Which chains and assets are supported?
Portfi supports Ethereum, Polygon, and Arbitrum. Supported tokenized T-bill protocols include OUSG and USDY (Ethereum, Ondo Finance), BUIDL (Ethereum, BlackRock), USYC (Ethereum, Hashnote), FOBXX (Polygon, Franklin Templeton), USTB (Ethereum, Superstate), TBILL (Ethereum, OpenEden), and JTRSY (Arbitrum, Janus Henderson Anemoy). New assets are added regularly.
How does the AI know my data is accurate?
Every AI answer is grounded exclusively in your synced on-chain data — not training data or external sources. Each response cites the specific transfer records or balances it used, so you can verify any number against the raw on-chain record.
Can I use Portfi for accounting or audits?
Yes. Portfi exports a double-entry accounting ledger CSV with USD values, daily snapshot totals, and a full transfer history — all tied to a tamper-evident audit log you can verify with one click.
How do I get started?
Sign up for free, add your wallet addresses, and Portfi starts syncing immediately. No credit card required on the Starter plan.
Your portfolio, finally legible.
Start free. No keys. No custody. Cancel anytime.