Building your own Portfolio

This guideline shows how to use the Builder App to construct your desired portfolio.

In this section of the app, you can create your own portfolio. If this is your first time visiting this section, as with the index fund, you will encounter a similar dashboard:

As with the index app, the first step is to connect your wallet by pressing the “Connect” button. This action will activate your wallet and prompt you to approve the connection. Once approved, you will be logged in.

By default, you will be on the Base network, similar to the index section. You can change this if desired or leave it as is.

Next, press “New Account.” Since this is your first time, you will need to create an account on our platform. Please note that the index and builder contracts are separate. Therefore, if you wish to create your own portfolio and also have an account for the index, you will need to create accounts in both sections.

After creating your account, you will see the final panel setup:

For this example, we will deposit approximately 0.001 ETH. Once the deposit is in your account, you can start using all the features, such as creating your own portfolio. After 10 interactions (rebalances), you can press the “Get Rank” button if you wish to get ranked and participate in the index fund asset allocation.

Initially, your asset allocation will look like this:

You can toggle “Show All” to view all supported assets. Use the selection checkboxes to add desired assets to your portfolio. After making your selections, you can switch off the toggle to display only the assets you’ve chosen. Once you’ve set your new asset allocation, press “Rebalance” and approve the transaction.

For example, we’ve selected four assets, applied “Equal weights,” and then pressed “Rebalance” to achieve the following allocation:

To allocate assets to the lending market, you can select them individually in the “Earn” column or send all assets as previously described. Please note that if any asset is in the lending market, you won’t be able to withdraw or rebalance your portfolio. You must first collect all assets and return them to your account.

After these interactions, you will see in the panel that you have completed 2 out of the 10 interactions needed to be eligible for ranking.

Once you complete the 10 interactions and achieve a ranking, you will appear in the list of contributors on the index fund page if you are among the top 20. In this case, you will start collecting rewards every time someone uses the index fund to set their asset allocation. A percentage of the fee charged to users will be credited to your account as rewards. In the Index app, you can press “Redeem,” and your earned ETH will be deposited into your wallet.