Guides

Creating a strategy.

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

Step 2: Describe your strategy and click on Next.

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

Step 4: Enter the initial range for your strategy.

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

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

Deposit funds in the strategy.

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

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

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

Step 4: Confirm transaction from your wallet.

Remove funds from the strategy Invested in.

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

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

Deploying a Limit order resolver.

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

Step 2: Select the limit order tab.

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

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.

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.

Rebalance/ Partially Rebalance the strategy.

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

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

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

Step 4: Swap funds and provide liquidity.

Step 5: Preview ranges and click on ConfirmRebalance.

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.

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.

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.

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.

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.

removing whitelisted investors.

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

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.

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.

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.

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.

Verify Twitter.

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

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

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

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

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.

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

Connecting a hardware wallet to app

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

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.

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