Portfolio Management

On NashPoint, each Node represents a custom investment strategy created by a Node Owner. Nodes custody user deposits along with the underlying investment assets. Owners define parameters controlling how their Node operates, including how deposits are allocated, managed, and rebalanced.

Node Creation: Owners permissionlessly create Nodes, each defining a unique investment strategy with specific parameters.

Asset Selection & Allocation: Owners select underlying investment components and set target allocation percentages (targetWeight) and acceptable deviations (maxDelta) for each asset.

Reserve Ratio Management: Owners determine a target reserve ratio, specifying the proportion of assets kept readily available to ensure sufficient liquidity for withdrawals.

Rebalancing Parameters: Owners configure rebalancing frequency (rebalanceCooldown) and the length of each rebalancing window (rebalanceWindow) to maintain the portfolio in line with strategic targets.

Swing Pricing: Owners can enable dynamic swing pricing, setting a maximum swing factor (maxSwingFactor) to incentivize user deposits and withdrawals that improve liquidity and stability.

Liquidation Queue: Owners define the liquidation order (liquidationQueue) in which assets are sold or redeemed during user withdrawals, ensuring efficient liquidity management.

Modular Routers and Quoters: Owners manage modular Router contracts (handling DeFi interactions) and Quoter contracts (handling asset valuations and pricing), allowing flexibility and continuous improvements in strategy execution.

Fee Management: Owners set annual management fees (annualManagementFee) and can optimize protocol execution fees by controlling the frequency and thresholds for rebalancing activities.