Your portfolio. Read-only.
See balances and holdings without giving Vivi authority to trade or withdraw. Choose the supported connection method that fits the account, and keep the permissions narrow.
Vivi is in early access. Join the waitlist for an invitation as places open.
Three ways to bring holdings into view
For a brokerage account, import a readable statement or CSV; Vivi does not provide a live broker connection. For supported exchanges, use a key with the required read-only permissions. For supported wallets, connect or watch a public address.
A read-only exchange key is still sensitive. It can reveal account activity, even though it cannot place an order. A public wallet address can also connect financial activity to your identity.
From a connection to usable data
Input
Choose a statement, a supported exchange’s read-only key or a wallet address. Never provide an exchange password, seed phrase or private key.
Permission check
Vivi checks supported exchange key permissions and rejects trading or withdrawal access, as well as permissions it cannot verify. Keep keys in the dedicated connection flow, not in a chat message or upload.
Output
Review the holdings and the connection’s coverage. Unsupported assets, missing prices or incomplete responses must be considered separately from the available balance.
Choose the right source for the job
Connection choices, not a promise that every provider, chain or asset is supported.
Example requestI want to understand these holdings, not move them. Which connection method and permissions do I need?
| Source | What you provide and check |
|---|---|
| Brokerage holdings | A readable statement or CSV; check its date and confirm the import preview. |
| Supported exchange | A dedicated read-only key; disable trading, withdrawals and transfers. |
| Supported wallet | A public address or supported connection; no seed phrase or private key. |
Read-only access still needs care
Supported providers and chains have different coverage and permission models. A successful connection does not mean every asset, transaction or price is available.
Vivi keeps exchange credentials encrypted and outside the AI’s working files. This limits exposure; it is not a guarantee against every security risk.
Review permissions at the provider and revoke a key there when you no longer need it. Disconnecting in Vivi and revoking at the provider are separate actions. Vivi cannot hold, send or trade your money.
A clearer starting point for your research.
Vivi is in early access. Join the waitlist for an invitation as places open.
Join the early-access waitlistFor research and education, not investment advice. Verify important data before acting.