Holdings watchlist
List cold-wallet and self-custody positions side by side, with labels you chose — not exchange account sprawl.
Software Dev Space
A calm desktop watchlist for self-custody holdings — and a clear list of the rebalance moves you already planned.
What the desk actually does
You keep the keys. The terminal keeps a quiet evening view of positions you already hold, with thresholds and notes for rebalances you intend to make — not signals shouted at you.
Planned rebalances
Write the moves you already decided — trim here, add there — and revisit them when allocation drift shows up on the list.
Human review sessions
When the list feels crowded, sit with us in Hung Hom or online to walk holdings and rebalance notes before you act.
Flagship session
Our holdings review walks your self-custody watchlist line by line, then leaves you with a written rebalance plan you can execute on your own schedule.
Self-custody holdings review
Ninety minutes. Screen-share or Harbourfront Landmark. You leave with annotated allocation notes and a dated list of planned rebalance actions — not custody of anything.
From people who sat with the list
Short notes from clients who used the desktop watchlist and booked a review when the rebalance column got long.
“I finally stopped screenshotting wallet balances into a notebook. The planned rebalance column is where I put the trim I already decided on — nothing more.”— Mei L., after a holdings review in Kowloon
“The session itself was slower than I expected, which helped. We disagreed on one allocation band; I kept my original note and only adjusted the timing.”— Daniel R., remote rebalance walkthrough
From the journal
Rainy evenings and why the watchlist stays quiet
Why Software Dev Space refuses loud alerts — and how a calm list supports self-custody decisions you already made.
What we never ask for during a Hung Hom review
Seed phrases, private keys, and remote-control of signing devices stay out of the room — here is what we look at instead.