Rebalance walkthrough
A focused sitting that only covers the planned rebalance column — timing, size, and what to leave untouched.
Holdings Desk
Human sessions that sit beside the desktop watchlist — reviews, rebalance walkthroughs, and quiet setup time for self-custody holdings.
The Holdings Desk is where the terminal meets a second pair of eyes. Bring the positions you already hold under self-custody; leave with clearer notes on allocation drift and the rebalance actions you meant to take.
Self-custody holdings review
A ninety-minute line-by-line walk of your watchlist, ending with a written rebalance plan you execute yourself.
Watchlist setup sitting
Guided labeling of self-custody positions in the desktop terminal so your evening view stays readable.