Engagement
Desktop Onboarding Session
Install and configure Crypto Portfolio Desktop with your venues, read-only connections, and first drift alerts.
Scope
A focused hour to get Crypto Portfolio Desktop running with the exchanges you already use. We walk installation from Microsoft Store, read-only API connection hygiene, first allocation targets, and how overnight drift alerts appear on your machine.
Included
- Installation check on Windows
- Connection of up to four venues
- First target allocation and a single drift threshold
- A one-page checklist for rotating API keys
Excluded
Full rebalancing order plans and multi-session advisory. Those belong in the Multi-Exchange Portfolio Rebalancing Review.
Next step
Request an onboarding slot via contact after installing from Microsoft Store, or ask us to schedule onboarding first.