Watchlist setup sitting
Guided labeling of self-custody positions in the desktop terminal so your evening view stays readable.
What we do together
Install or open the desktop watchlist terminal, then enter the holdings you already control under self-custody. We help you choose clear labels, group related positions, and open empty rebalance notes for moves you already have in mind.
What we do not do
We do not import exchange API keys as a substitute for self-custody, and we never ask for seed phrases. If a position is not under your own keys, it stays off this list by design.
After the sitting
You keep a readable evening view of holdings and a blank or partially filled planned-rebalance column ready for later review sessions.