> ## Documentation Index
> Fetch the complete documentation index at: https://docs.defiorbit.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Enterprise

> Run your clients' DeFi portfolios from one account. Enterprise adds client sub-accounts, shareable portfolio links, and a daily audit trail on top of the full DeFi Orbit app.

Run your clients' DeFi portfolios from one account. Enterprise adds client sub-accounts, shareable portfolio links, and a daily audit trail on top of the full DeFi Orbit app. It's built for teams that manage positions for other people—asset managers, funds, market makers, and family offices.

## What Enterprise Adds

Enterprise includes everything in the Advanced plan, plus:

| **Feature** | **What it does** |
| - | - |
| **Customers** | A sub-account per client, each with its own wallets and its own share link |
| **Share links** | Public read-only portfolio pages your clients, investors, or auditors open without an account |
| **"Managed by" attribution** | Shared portfolios carry a Managed-by attribution, so clients see who runs the book |
| **[Audit Trail](/guides/audit-trail)** | Daily snapshots of portfolio net worth, with a PnL calendar and day-by-day variation |
| **Position metrics on the Portfolio page** | Extra cards—estimated yield, pending fees, yield APR, P\&L, impermanent loss, and total positions value—right on the [Portfolio page](/guides/portfolio-page) |

## Customers: One Sub-Account per Client

The **Customers** section keeps each client's book separate while you see everything from one account:

1. Click **Add New Customer** and give them a name (an email is optional)
2. On the customer's page, attach wallets—add ones you already track or create new ones
3. Generate their share link

Each customer page shows the client's wallets and a running portfolio total. You can rename the customer, add or remove wallets, and copy their portfolio link at any time.

## Share Links

There are two kinds of share link, and viewers never need a DeFi Orbit account for either.

### Customer portfolio links

From a customer's page, select which of their wallets to include and generate **one link with the full portfolio overview**: total value, chart, token holdings, wallet breakdown, and chain exposure. Choose whether wallet addresses are shown, and switch the link on or off whenever you need to.

### Single-wallet links

For a partner, investor, or auditor who should see one wallet and nothing else, share any tracked wallet from the [Wallets Manager](/guides/wallets-manager):

| **Option** | **Choices** |
| - | - |
| **Show wallet address** | On or off (off by default) |
| **Expire after** | 7 days, 30 days, 90 days, 1 year, or never (30 days by default) |

You stay in control: remove a link to revoke it instantly, and archiving a wallet disables its link. Anyone opening an expired or disabled link sees "Sorry, this link has expired."

### What viewers see

Shared pages show a dated snapshot of the portfolio—summary, value chart, token holdings, wallet breakdown, chain exposure, and allocation—labelled with the snapshot date, so the record a client opens is a fixed point in time rather than a moving target.

## The Audit Trail

DeFi Orbit takes a snapshot of each portfolio every day, so you can show what a book was worth on any date and how it changed—as a table, a daily PnL chart, and a calendar. See [Audit Trail](/guides/audit-trail) for the full walkthrough.

## Pricing and Contract

Enterprise pricing is custom and depends on the wallets and clients you manage:

* **Annual contract, invoiced** — scoped first, so you know the full cost before you commit
* **One-time onboarding fee** when custom reporting is involved
* **Dedicated account manager and support channel**, with an SLA guarantee
* **Multi-user team access** with unlimited seats and unlimited client sub-accounts

Onboarding is fast because there's no data to migrate: add wallet addresses and the sub-accounts are live. [Book a demo](https://defiorbit.xyz/book-a-demo) or see the [pricing page](https://defiorbit.xyz/pricing) to get started.


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