Create Portfolio

Monetize your DeFi strategies or Manage your assets using our customizable portfolios.

Create Portfolio

From the Homepage, Select Create Portfolio.

Update Portfolio Details

Add details about your portfolio here.

Note: You can edit all the information here except the name, at any time.

1. Name: Choose a name for your portfolio.

2. Ticker: Choose any 3-4 Letters as your ticker.

3. Logo: Add a logo of your choice.

4. Managed By: You can choose a nickname for yourself. By Default, this will be your wallet address.

5. Tags: Add tags that reflect the strategies you intend you use.

6. Portfolio Info: Here, you can add information about your strategies. You can even add links and videos to help investors better understand what your strategies involves.

7. Manager Bio: You may add information about your history, experience, and add info about your socials here.

Add Parameters

Add important values like portfolio type, deposit limits and fees.

Note: Portfolio type (private / public) and Denomination asset cannot be changed later.

1. Portfolio Type: Select "Private" if you want to whitelist investors into your Portfolio or manage your personal assets. Else, Select "Public". You can always whitelist investor addresses later. This setting cannot be changed after creation.

2. Denomination Asset: It is the core asset that your portfolio will accept for deposits. This asset cannot be changed after creation.

3. Depositable Assets: Add any other assets that your portfolio will accept for deposits. This is not fixed and can be added or removed later.

4. Deposit Limits: Add a minimum and maximum deposit.

If you don't want to set any limits, Select N.A.

1. Tracked Assets: These are the assets which you will be using in your strategy.

1. Even if you don't add any assets, we will add them for you when you use our dApp integrations.

2. You can only track the price of 20 Assets in your portfolio.

1. Fee Policy: Set your performance fee and management fee here.

2. Shares Lock-up Period: Set the minimum lock-up period for your portfolio. This setting is to prevent any arbitrage or exploits. It can be set to a maximum of 7 days.

3. Withdrawal fee: When users withdraw in a Single Asset, you can opt to charge a withdrawal fee to offset the rebalance costs.

The withdrawal fee only applies to Single asset withdrawals. If investors choose to withdraw pro-rata, then no fees will be charged.