Getting Started·4 min read·Updated 2026-11-14
Set Up Spot, Futures, and Reserve Portfolio Books
Separate spot holdings, leveraged futures books, and defensive reserve allocations into dedicated Portfolio Books inside usestriv.com.
How Portfolio Books structure your ledger
Striv organizes activity inside isolated Portfolio Books instead of dumping long-term accumulation, futures contracts, and reserve holdings into a single mixed table.
Portfolio Books never request withdrawal credentials or live brokerage execution keys. Every ledger acts as a clean analytical record tied to your workspace.
Recommended isolation across multi-asset books
- Dedicated Spot book: Track unleveraged core holdings and accumulation lots with accurate weighted cost basis.
- Dedicated Futures book: Record leveraged directional trades, funding fees, and stop invalidation without skewing spot metrics.
- Defensive reserve tagging: Track gold (PAXG), Treasury holdings (ONDO), or equity reserves separately inside Holdings.