PRODUCT

One core. Portfolio, risk, alerts and reporting workflows.

Treasury Desk helps teams move from fragmented data to repeatable treasury visibility and pack preparation.

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Current product modules

Portfolio status, AUM/NAV context, allocations and basic risk signals.

Strategy and yield discovery surface with source and risk context.

Side-by-side review of strategies, APY, TVL and constraints.

Impermanent loss scenario review for LP positions and assumptions.

Monitoring rules for APY drops, TVL changes, depeg watch and risk events.

Read-only source connection model for wallets, CEX data and protocol context.

Step	What Treasury Desk helps with	Boundary
1. Connect or review sources	Bring read-only source data into one monitoring view.	No custody and no trading permissions.
2. Monitor portfolio state	Review NAV, allocations, source freshness and risk signals.	Data can be delayed or incomplete by source.
3. Compare options	Use Catalog and Compare to review alternatives.	No recommendation to buy, sell or allocate.
4. Prepare reporting output	Create sample board-pack style views and evidence-grounded summaries.	Human review required before use.

Important: Treasury Desk supports monitoring and decision-support workflows. It does not execute, rebalance or manage user assets.