Monthly Holding Summary

Who this is for

Investors who already self-custody on hardware wallets or air-gapped signers and want a consistent written record—not live portfolio tracking, not exchange statements, but a human-prepared summary tied to a calendar rhythm.

What you receive

Each month you receive a bound summary containing your approved address register, balance tables with observation timestamps, a movement log for transfers you disclosed during the session, and a one-page variance note when holdings differ from the prior report.

Scope

Included: up to eight wallet addresses across Bitcoin, Ethereum, and two additional chains you nominate; one revision round within seven days of delivery; secure courier within Seoul metropolitan area.

Excluded: tax filing, transaction signing, seed phrase handling, exchange API imports, or recovery of lost keys.

Process

1. You complete the intake form with address labels and preferred verification window.
2. We confirm the session and send a preparation checklist (devices charged, labels visible, no network required beyond optional video).
3. During the session you display balances; we record figures you dictate or confirm on screen share under our no-key policy.
4. Draft circulates for your factual corrections; final prints and encrypted PDF follow.

Provider

Prepared by Content Birchline custody documentation staff under supervision of lead archivist Min-jae Park. Sessions may be conducted at our Seongdong-gu office or via encrypted video for established clients.

Next step

Request an intake call through the contact form. New clients typically begin the following calendar month after onboarding.