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Guides

Creating strategy.

Step 1: Click on the create strategy button from the Dashboard.

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Step 2: Describe your strategy and click on Next.

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Step 3: Select the Uniswap V3 pool on which you wish to create a strategy.

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Step 4: Enter the initial range for your strategy.

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Step 5: Enter the Management and performance fee and click on Next.

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Step 6: Once you have verified the strategy detail, click Publish to publish your strategy.

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Deposit funds in the strategy.

Step 1: Choose a strategy that you want to invest in.

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Step 2: Click on Deposit to add funds to a strategy.

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Step 3: Choose the asset you wish to deposit and add it to the strategy.

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Step 4: Confirm transaction from your wallet.

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Remove funds from the strategy Invested in.

Step 1: Choose strategy from Portfolio to remove funds and click on the Remove button.

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Step 2: Choose the percentage of liquidity you wish to remove.

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Deploying a Limit order resolver.

Step 1: Go to the Manage Strategy page and select the strategy you wish to deploy limit order resolver.

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Step 2: Select the limit order tab.

Step 3: Create task and resolver ID by clicking on Create Task to setup limit order.

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Step 4: This will create a resolver id and grant burn access.

Step 5: If you wish to delete the resolver task you can do so by clicking on cancel task this also cancels limit orders that are set.

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note

The limit order feature is currently in beta.

Add gas fees for executing limit order after creating a resolver.

Step 1: Go to Manage strategy page and select a strategy for you have already deployed resolver.

Step 2: Go to limit order tab and add gas fees using the Deposit button.

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Rebalance/ Partially Rebalance the strategy.

Step 1: Go to the Manage strategy page and click Rebalance.

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Step 2: Select ranges and add liquidity to those ranges. Select deploy unused liquidity to add liquidity from unused liquidity.

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Step 3: Add as many as 20 ranges and click Rebalance.

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Step 4: Swap funds and provide liquidity.

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Step 5: Preview ranges and click on ConfirmRebalance.

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Holding funds for entire strategy.

Step 1: Go to the Manage strategy page and select the strategy whose funds you wish to hold.

Step 2: On the strategy page, click on Hold.

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Step 3: Confirm the transaction from your wallet. This will result in the holding of all the funds of the selected strategy.

Holding funds for particular strategy range.

Step 1: To hold funds in a specific range, click on the Open strategy page button.

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Step 2: Click on Ranges and then click on the Hold button adjoining the range whose funds you wish to hold.

Step 2: Confirm the transaction in the wallet.

Archiving and unarchiving strategy.

Archive a strategy

Step 1: Go to the Manage strategy page and select the strategy to archive.

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Step 2: In the General tab, you will find the archive strategy section.

Step 3: Enter the name of the strategy you wish to archive and click on Archive strategy.

Step 4: Sign the transaction in your wallet.

Unarchive a strategy.

Step 1: To Unarchive the strategy, select the strategy and click on the Unarchive button and sign the transaction using your wallet.

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note

Those already invested in an archive strategy can find it on their Portfolio page.

Whitelisting and removing whitelisted investors for strategy.

whitelisting investors.

Step 1: Go to the Manage strategy page and select the strategy you want to whitelist investors for.

Step 2: Click on the Whitelist Investors tab and enter the addresses of the investors you wish to whitelist.

Step 3: Sign the transaction from your wallet by clicking the Add button.

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removing whitelisted investors.

Step 1: To unlist an investor, click on the Remove button adjoining the already whitelisted investor's address.

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Setting the maximum AUM for the strategy.

Step 1: Go to the Manage strategy page and select the strategy on which you want to add maximum AUM limit.

Step 2: Select the Strategy Limit tab and set the maximum AUM limit amount, then confirm the transaction from your wallet.

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note

Strategy AUM Limit cannot be set when AUM is zero.

Accruing the management and performance fees.

Step 1: Go to the Manage strategy page and select the strategy you want to collect fees from.

Step 2: Select the Management fee tab and click on the Claim button, then confirm the transaction from your wallet.

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note

Management and performance fees are collected through DEShares.

Swap tokens.

Step 1: Go to the Manage strategies page and select the strategy whose assets you wish to swap.

Step 2: Select the Swap tab and enter the amount of token you want to Swap. Click on the Swap button and confirm the transaction from your wallet.

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Enabling notifications for the strategy's liquidity monitoring.

Step 1: Go to the Manage strategy page and select the strategy you want to enable notifications for monitoring liquidity.

Step 2: Select the Notifications tab and paste your webhook URL, then click Save to set up notifications.

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Verify Twitter.

Step 1: On the dashboard, click on the profile.

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Step 2: Simply click on the tweet icon below your address.

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Step 3: To verify the message, sign it from your wallet.

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Step 4: You will then be redirected to Twitter and asked to tweet your unique signature.

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Step 5: Finally, you have been verified.

Change Strategy Visibility

Step 1: Go to the Manage strategy page and select the strategy you want to change the Strategy Visibility for.

Step 2: In the privacy tab you can change the Strategy Visibility using the dropdown.

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Step 3: After selecting the Strategy Visibility click on Save, and sign the transaction from your wallet.

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Connecting a hardware wallet to an app

Step 1: To connect your wallet, go to the app and click on the connect wallet button.

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Step 2: In your metamask, click on the profile icon and select "Connect hardware wallet".

Step 3: Then, select the hardware wallet that you wish to connect and click Continue.

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Step 4: You can then unlock the hardware wallet and check the metamask for the connected hardware wallet.

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