Octav

This page describes step-by-step instructions on how to connect Octav to the Admin App.

1. Create a public Bundle

In order for Enzyme Onyx to fetch the entire portfolio from Octav, a public bundle must be created. First, create a bundle in the Octav app:

Then, set its visibility to Public in the account settings.

This is how it should look. The bundle URL can be found on the screen below. In this example, the Bundle Name is my-lite-bundle, and the Bundle URL ID is T6yrwgVC. Write down these values, as you will need them in a later step.

2. Create an API key

To create an API key, follow the steps in the Octav docs: https://docs.octav.fi/api/authentication. Save the API key in a secure place, as you will need it in the next step.

3. Connect Octav to Onyx in the Admin App

Navigate to Vault > Advanced > Portfolio Value Provider.

Fill out the form with the following values:

• API Key – use the value from Step 2

• Bundle Name – use the value from Step 1; in our example, it is my-lite-bundle

• Bundle URL ID – use the value from Step 1; in our example, it is T6yrwgVC

Click the "Connect" button. The values will be automatically verified upon submission, and you will receive a confirmation once the connection is successful.