Training session
Desktop importer walkthrough
A focused session teaching your team to run the multi-exchange import desktop, read the ledger view, and spot obvious balance gaps.
Session outline
We install or open the desktop importer from the Microsoft Store path you use, connect one sample exchange, pull balances into the portfolio ledger, and practice a simple side-by-side check. Up to three participants from your team may join.
Bring one exchange you already access and a non-production labeling scheme. This session does not replace a full reconciliation when material mismatches already exist.