Strategy Setup
This page starts after Coinbase Connect. It partitions the visible portfolio into model sleeves, calculates each sleeve’s investment ledger, compares the current sleeve value against the model’s expected path, then shows the target asset allocation and preview-only trade deltas required to implement the plan.
1. Confirm Portfolio
Current portfolio
Assets available for model partitioning
The setup engine partitions the full visible portfolio unless sleeve weights leave a cash reserve unassigned.
2. Choose Models
Select one to five models. Each selected model receives a portfolio sleeve, and each sleeve is tracked as its own investment against that model’s projected path.
3. Partition Portfolio Into Model Sleeves
4. Track Each Sleeve Against The Model
Model ledger
Sleeve value vs projected model path
Each model sleeve is treated as a separate investment. As the scheduled monitor records actual portfolio value, dots show observed sleeve performance against the projected path.
5. Blended Asset Targets
Implementation target
Current allocation vs blended target
The blended target is the aggregate asset allocation implied by all selected model sleeves and their assigned weights.
6. Preview-Only Implementation Deltas
These rows are proposed implementation deltas, not orders. They become Coinbase preview requests only after a connected portfolio, trading consent, a retail portfolio ID, and backend preview gates are all present. Live order commits remain disabled.