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Clients/Asset Managers

Run client liquidity with numbers you can stand behind

Position-level PnL, risk and history for every wallet you manage, organized by client and ready to share.

Interactive demo · click to explorePortfolio

Portfolio

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Meridian FundAll Wallets

Your portfolio value is

$110,041.68

Portfolio

Date range

$110,041.68

Last 5 days

122.3K116.8K111.2K105.7K100.1K
7 Oct, 1:44 pm9 Oct, 5:51 am10 Oct, 9:58 pm12 Oct, 3:18 pm

Token Holdings (37)

View All
USDC36%$1.00$35,420.36
cbBTC20%$82,999.51$19,712.38
ETH13%$2,512.90$13,078.77
SOL10%$108.08$10,177.09
ETH8%$2,512.90$7,590.30

Wallet Breakdown

SAFE Multi-Sig

$98,561.81

90%

Chain Exposure

Arbitrum

$45,876.97

41.7%

Idle ($98,730.20)

Stablecoins$37,376.67
Majors$28,729.39
Tokens$32,624.14

Deployed ($11,301.11)

Lending$5.06
Deposits$0
Borrowing- $45,943.07
Vaults$57,239.12
Staked$0
Est. Total Yield

$412.38

Pending Fees

$126.44

Yield APR

19.48%

Profit & Loss

+$2,318.70

Impermanent Loss

$0.00

Total Positions Value

$11,301.11

Wallets ($110,041.67)

Manage
SAFE Multi-Sig(0xdbc6...4791)$98,561.81+0.42%
Token / Network ($98,546.38)Price Holdings Value
USDCBase$135,377.87$35,420.36
cbBTCArbitrum$82,999.510.24$19,712.38
ETHEthereum$2,512.905.2$13,078.77
SOLArbitrum$108.0894.16$10,177.09
ETHArbitrum$2,512.903.02$7,590.30
WETHArbitrum$2,515.372.35$5,900.63
DAIArbitrum$11,927.91$1,927.91
BNBBSC$746.102.35$1,750.27
WETHBase$2,512.900.63$1,585.90
cbBTCBase$82,999.510.0098$817.45
WBTCArbitrum$82,899.860.0065$542.15
DAIPolygon$124.43$24.43
USDT0Arbitrum$0.9916.13$16.11

dApp Holdings ($15.41)

GMX V2$10.36
Aave V3Supported by DeFi Orbit$5.06
Squad Multi-sig(7FvUzc...aiM8)$11,479.86+0.42%
Token / Network ($11,479.86)Price Holdings Value
SOLSolana$108.0861.42$6,638.27
USDCSolana$14,410.32$4,410.76
JUPSolana$0.62695.22$430.83

dApp Holdings ($0.00)

DeFi Orbit gives asset managers one record for every client they report to

How it is done today
With DeFi Orbit
×Lots of hours spent on manual report verifications
✓Everything automated in real-time using on-chain data
×Client reports rebuilt in spreadsheets every month
✓A dashboard per client, shared by private link
×The same pool tracked wallet by wallet
✓Every client position in a pool bundled into one line
×One PnL number with no explanation behind it
✓PnL split into market movement and LP performance
×History reconstructed from block explorers
✓Daily snapshots and a PnL calendar for any covered date range
×Wallet addresses exposed in every report
✓Option to hide addresses on shared client views
01 / Use cases

What asset managers do with DeFi Orbit

Give every client their own live report

›Group wallets under a customer record for each client
›Share a private link. Your client needs no account
›Hide wallet addresses on shared views
›Positions, lending and portfolio in one client view
See the app →
[Screenshot: customer view with share link]
02 / How you would use it

Three ways to use DeFi Orbit as an asset manager

One data layer behind all three. Most teams start with one and add the others.

Use it

Portfolio Enterprise

A record per client, shared reports and a daily audit trail, with nothing to build.

A customer record and share link for each client
Every client position in a pool as one line
Daily snapshots and a PnL calendar
See Portfolio Enterprise →
Build on it

API Platform

The same data in your internal tools and client reporting templates.

Positions, PnL and lending risk by API
Batch requests across many client wallets
A fixed credit cost on every endpoint
See API Platform →
Chat with it

DeFi Orbit AI

Our MCP server gives your team's AI agents the same data, so they can ask about any client in plain language.

"How did this client's book perform this month?"
Read-only: no tool can move funds
Same API key and credits as the API
See DeFi Orbit AI →
03 / In their words

Client-grade reporting from position-level data

Daily snapshots, fee and PnL attribution and shareable portfolio views give teams and their clients the same numbers — exportable, auditable and consistent across chains.

Questions asset managers ask

No. You create a share link for each client, and they open it in a browser. You decide what the link shows and you can turn it off at any time.

Yes. When a mandate ends you archive the wallet instead of deleting it. Its history and snapshots stay in the audit trail, so you can still produce a report for that period years later.

No. You can add as many wallet addresses to your account as you need, without connecting a wallet. From then on, DeFi Orbit only reads public on-chain data for those addresses.

No. Each client lives in its own sub-account with its own wallets and its own share link. A client only ever sees the wallets you’ve assigned to them.

You’ll still see the balance and value of those positions, across +500 protocols. The detailed figures, such as fees, PnL and impermanent loss, are calculated for six protocols today, and we add more through Custom Data projects when a client needs them.

Auditors want to trace a number back to its source, and that’s how the reports are built. Every figure comes with a daily snapshot, the on-chain events behind it and a CSV export, so the value on any date can be checked against the chain.

No. The features asset managers need, such as customer management, wallet sharing, white labeling and daily PnL, are part of the Enterprise plan.

Show us one client’s wallets and we will show you their report.