Self-custody holdings review
A ninety-minute line-by-line walk of your watchlist, ending with a written rebalance plan you execute yourself.
Who it is for
People who already hold assets in self-custody — hardware wallets, multisig setups, or offline ledgers — and keep a Software Dev Space watchlist of those positions. You want a structured review before you act on planned rebalances, not someone else to take custody.
What you receive
- A shared walkthrough of your current holdings list as shown in the desktop watchlist terminal
- Notes on allocation bands you set versus where positions sit today
- A dated list of planned rebalance actions (trim, add, leave alone) written in plain language
- Clarification of what is not included: we do not move funds, hold keys, or place trades on your behalf
How the session runs
- Preparation (before the day) — You export or screen-share your watchlist labels and any rebalance notes already drafted. Do not send seed phrases or private keys.
- Opening (first 15 minutes) — We confirm scope: which wallets and which planned moves are on the table.
- Holdings pass (about 45 minutes) — Each line on the watchlist is discussed for drift, concentration, and timing constraints you named.
- Rebalance draft (about 25 minutes) — We turn the discussion into a short written plan you can keep next to the terminal.
- Close — You receive the notes by email within one business day.
Duration and place
Ninety minutes. At Harbourfront Landmark, 11 Wan Hoi Street, Hung Hom, Kowloon, Hong Kong, or by remote screen-share. Evening slots are available when rainy-window focus suits you better than midday.
Pricing basis
From HKD 2,800 per session. Complex multisig reviews with more than eight labeled positions may be quoted higher after a short intake email.
Next step
Request a holdings review and mention preferred dates. We reply within two business days with availability.