Client Notes

I keep BTC and stables on three Korean venues plus one offshore book. After the review we cut two unnecessary transfers and the Desktop finally matched what I actually hold overnight.

— Min-jae K., private investor, Seoul · Multi-Exchange Rebalancing Review

The onboarding call was slower than I hoped on one API key — Upbit permissions took a second pass — but once connected, the drift alert the next morning caught a weight I would have ignored until the weekend.

— Hana S., discretionary trader · Desktop Onboarding

We used the quarterly check to raise the drift band on alt pairs I barely trade. Not glamorous, but it stopped me from rebalancing noise every other week.

— David R., private investor, Busan · Quarterly Drift Assessment

Office session near Teheran-ro felt ordinary in a good way: export files on the desk, fee table on paper, then Desktop settings before I left. I still place every order myself.

— Yuna P., long-term spot holder · Multi-Exchange Rebalancing Review

Extended note — four-venue book, late spring

A Gangnam client arrived with balances split across two domestic venues, one offshore spot book, and a small cold-wallet carve-out they refused to touch. The first thirty minutes were reconciliation only: two USDT figures disagreed until a pending withdrawal cleared. Target weights stayed at 55% major coins, 30% stables, 15% satellite pairs. The order plan used maker fees on the deepest book and avoided a KRW→USDT loop that would have cost more than the drift itself. Desktop drift was set to 4% on majors and 7% on satellites. Two weeks later the quarterly follow-up showed one satellite pair still outside band; the client chose to wait rather than pay another withdrawal. That restraint was the point of the guards we wrote down.