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Portfolio Management

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Last updated 3 days ago

You can create a personal or public portfolio (vault) on Velvet if you'd like others to see your performance & track record or join your strategy. It's an easy way to launch your own onchain hedge fund & get your first clients.

To create one, click “Create Portfolio” in the menu.

Then select Public Portfolio on the right.

From there you will be taken through six steps for setting up and deploying the Public Portfolio.

  1. Basic Info: Set the Portfolio Name, Ticker (what it will show up as in your wallet), Creator Name, and a description (to let others know the strategy you will be running)

  2. Settings: Here you will set the portfolio visibility, Transfer Restriction (whether people can send the portfolio tokens to others or not), and Whitelisting (where you can decide who is able to join the portfolio)

  3. Fees: Here is where you can earn on the Portfolio by setting Management (based on TVL of the portfolio), Performance (based on your return), and entry and exit (where you earn when someone deposits or withdraws). Not all portfolios have fees, so this is optional. If you don’t set fees a burner wallet will be in the Fee Wallet and nothing will be collected.

  4. Token Set Up: This step is where you set the initial amount of tokens created and the minimum amount needed to deposit.

  5. Asset Configuration: On this step, you will choose the assets you want in your portfolio. These assets can be spot assets or DeFi pools. This will just be the initial configuration and can be changed by trading in your portfolio once you have made the initial deposit. You can also just create it with one token (e.g., USDC or ETH) as a starting point for your strategy. Asset whitelisting will restrict your strategy only to the token you whitelist and can't be changed after the vault is created.

  6. Review: Now everything is set up, you just have to review the Portfolio settings, press deploy (and confirm the transactions), and then make your initial deposit.

Once the portfolio is deployed you can go to “My Portfolio” to find it (will also be on the Marketplace if it is Public) and go to the portfolio page to run your strategy. You can trade tokens and manage DeFi positions within your portfolio by using the trade section on the right.

The fees you set up for the vault can be claimed by pressing “Claim Fees” at the bottom of the vault page. You can also change the fees by pressing "edit", they will only be changed after a 30-day cooldown period to give the depositors time to exit the vault before the fees change.

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