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Monthly reports

Monthly Reports

Your portfolio check-in delivered through an approved Selun x402 endpoint.

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Summary

March 2026

Assessment: On track
+6.8%

The portfolio remained balanced while capturing upside from SOL.

Change vs last month

Up from +4.2% last month

Risk posture

Risk posture unchanged

Allocation shift

Exposure to SOL increased

Highlights

SOL was the strongest contributor this month.

BTC and ETH continued to anchor the core.

USDC remained available for the next guided move.

System view

The mix stayed aligned with the original long-term growth goal.

Fresh capital can still favor majors plus one selective add.

A rebalance would tighten sizing before adding more beta.

What to do next

3 actions

Suggested Next Steps

Use this report to review allocation, run a rebalance plan, and research the next selective add.

Move from check-in to action with context.

+6.8%

Performance Overview

Returns improved as SOL and ETH added upside without forcing a posture change.

Up from +4.2% last month.

Balanced

Risk Posture

Cash and majors kept the portfolio aligned with a long-term growth mandate.

Risk posture unchanged.

SOL +5%

Allocation Changes

Recent market strength pushed SOL above its earlier sizing and created a cleaner case for review.

Exposure to SOL increased.