1Token

This page describes step-by-step instructions on how to connect 1Token to the Admin App.

1. Create an API Key & Secret

Go through the 1Token docs on creating an API Key & Secret: https://1token.tech/cam-docs/openapi-docs/#section/Tutorial/Quick-Start

In the scope, choose the portfolio you want to use. For the permission, select All Business Viewers (cannot export). This is the minimal access Onyx requires to retrieve the NAV of the portfolio.

Store the API Key & Secret in a secure place — you will need them in the next step.

2. Get the Portfolio ID

Go to Ops & Accounting > Portfolio Setup. Enable the Portfolio ID column (it is not shown by default). Copy and save the Portfolio ID, as you will need it in the next step.

3. Connect 1Token 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 1

• API Secret – use the value from Step 1

• Portfolio ID – use the value from Step 2

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