Opening Snapshot Documentation
Establish a dated baseline record of your cold portfolio allocation before your first annual rebalance cycle.
For holders setting up their first written record. We capture your current allocation across all cold devices, photograph your target worksheet, and produce a baseline folder that future annual sessions build upon.
Includes device inventory by label, allocation pie chart, and a signed opening attestation. Does not include trade chronology — that begins with your first annual session after trades occur.