From a portfolio decision to a trade
1
Prepare the rebalance
Activation starts the initial allocation from the manager’s saved weights.
Later rebalances use the saved allocation at each applicable schedule
boundary. MyStacks determines the trades needed for each user’s holdings.
2
Request a swap quote
The routing layer obtains a quote through a supported swap aggregator. The
quote supplies the transaction data needed to perform the swap.
3
Prepare the account calls
MyStacks prepares the approval and swap calls for the user’s account. The
execution must fit the account’s delegated permission.
4
Sign and submit the execution
KMS signs the request using the session signing key. The MyStacks execution
layer coordinates the authorised account calls. The selected execution path
supports sponsored transactions.
5
Observe the result
The execution result and onchain receipts show whether the trade settled. A
successful quote or submission alone does not mean the portfolio has
changed.
Routing and execution have different jobs
The routing layer obtains quotes through supported swap aggregators.
The execution layer carries out the authorised trades in each user’s account.