Frequently asked questions

Holdings only counts a price when it trusts the source. A token stays unpriced when it is outside the keyless token list, when DefiLlama has no recent price with high confidence, or when the network has no DefiLlama listing, which is the case for Robinhood Chain today.

When DefiLlama has no usable price, ETH falls back to the WETH rate and USDC is counted at $1, and both are labeled that way. Holdings never guesses a price for anything else, so unknown airdropped tokens are not given one. Unpriced tokens still appear with their amounts, but they are left out of the total.

The total adds up only the balances Holdings could read and price. Unpriced tokens and networks that failed to load are left out, and so are DeFi positions and NFTs, which are listed on their own pages. A DeFi position can hold tokens that are already counted in your wallet, and an NFT price is only an estimate, so adding either could make the total wrong.

Without a Zerion key, Holdings reads only a short list of well-known tokens in each wallet. Add a Zerion key to count every verified token.

Open Sources to see what each source covered and where a read failed. A missing record never means your balance is zero or that you lost money.

No holding is added twice. When Zerion's tokens load for a wallet, Zerion's verified list replaces the short public list for that wallet in the total, so a token is counted from one source only. Your wallets and your exchange accounts hold different balances, so adding them together is safe. DeFi positions and NFTs stay out of the total for the same reason.

Holdings prices each exchange balance with that exchange's own public prices, which need no key and carry no account data. A price counts only when it is recent and the market has trading volume. USDC and USDT are counted at $1, and Kraken US dollar cash counts at face value. Any coin without a usable price shows as No price yet and is left out of the total.

Holdings reads wallets on Ethereum, Base, Arbitrum One, BNB Chain, Robinhood Chain and Solana. Exchange balances come from Kraken, Binance.com and Bybit.com Global. Coinbase and Gemini are not supported yet.

Holdings cannot trade or move funds. It reads balances and records so you can review them, and it never places orders, signs transactions or moves money. Confirming a possible transfer only links two records that already exist.

When a security check suggests revoking an approval, Holdings gives you a revoke.cash link to copy. It does not open the link or send anything for you.

Holdings keeps your data on your computer. Saved reviews, transfer decisions and alert history are encrypted in a folder called plugin-data/holdings inside your Hermes home folder. Demo data lives in memory only and is gone when the demo ends.

Exports and clipboard copies are plain text, and they go only to the folder you choose.

Holdings contacts a provider only when you use a feature that needs it. Wallet reads send the public address and the range you asked for. Exchange requests are signed with your key and go only to read endpoints. The market strip sends only fixed public market names.

When you use chat, your Hermes model provider receives your question and what the tools return. Holdings sends no telemetry and does not sync in the background. The Network and privacy page lists every host.

Ask Holdings sends your question and the relevant Holdings records to the model you picked in Hermes, and each answer cites the records it used. Demo records are fictional and can always be sent. Your own records go to the model only after you turn on Allow private portfolio data. If an answer doesn't match the cited records, Holdings shows its own local answer instead.

Support questions do not include your holdings or keys.

Demo mode fills Holdings with fictional balances, transfers and alerts so you can try every page safely. It needs no keys or model. To start it, choose “Just looking? Try the demo” on the setup screen, and choose Exit demo to leave.

Leaving Holdings or restarting Hermes also clears the demo. Nothing from it is saved unless you export a sample file to a folder yourself.

Alert watch runs only while Hermes is open, and only for the wallets you pick to watch. It checks about every 5 minutes. Outflows are checked every 5 minutes. Security, look-alike, price and exchange checks run every 15 minutes. Zerion hack data is refreshed at most every 3 hours. New findings show up in the Holdings alert count in the Hermes status bar, and you can edit, mute or mark them read on the Alerts page.

Alert watch needs the Holdings key so it can save its history. Holdings is read-only and never moves funds. Closing Hermes stops the checks. A separately configured local scheduled job can leave results in Hermes job history. System notifications and alerts sent outside Hermes are not part of this release.

The Holdings key unlocks Alert watch and saved live reviews on this computer. It is optional, advanced setup. Exchange, Zerion and Etherscan keys go in the Hermes plugin settings, but the Holdings key is not entered there. You set it up once with the Holdings key setup, using your Mac Keychain, a Linux secret store or 1Password.

Holdings works without this key. Balances, Activity, Charts, DeFi, Ask and the demo do not need it.

Alert watch checks on a set schedule while Hermes is open, not the moment something happens. Outflows are checked every 5 minutes, which is the check people usually want sooner. Security, look-alike, price and exchange checks run every 15 minutes. Zerion hack data is refreshed at most every 3 hours, because exploit reports move slowly and this stays within a free Zerion key.

Holdings is read-only, so it cannot stop a transfer, and a short delay does not change that.

In Hermes, open Capabilities, then Plugins, then the Holdings settings, and clear the field for that key. For an exchange key, also delete it on the exchange's API management page so it stops working everywhere.

Each source covers a set range, and Holdings shows the dates or blocks it asked for, what came back and any pages that failed. Open Sources to check coverage. Holdings does not rebuild a balance from history, and a gap in history does not mean there was no activity.