1
A manager defines a portfolio
The manager chooses assets and assigns target weights. This model is the
strategy that users subscribe to.
2
A user subscribes
The user enrols through the frontend. A user-owned smart account holds the
user’s portfolio assets. The user remains the account owner.
3
The user funds the account and enables automation
The user adds USDG and grants delegated permissions for portfolio swaps.
This enables MyStacks to carry out authorised swaps without requesting a
signature for every trade. See the funding guide.
4
MyStacks coordinates rebalancing
Activation starts the first allocation using the manager’s saved weights.
Later rebalances use the saved allocation at each applicable schedule
boundary. The backend prepares swaps for each account and submits them
through the execution layer.
5
The user stays in control
The user can revoke the automation permission. Withdrawing assets is a
separate action authorised by the account owner. The manager does not
receive withdrawal authority. See withdrawals.
Who does what?
See portfolios and strategies for the investment model.
See smart accounts for the ownership boundary.