🛣️Open a Strategy

Here is step by step to open a strategy and Important notes

Step 1: Input Your Initial Information

👉 (1.1) Select One or More Lending Protocols you want to include in your strategy.

👉 (1.2) Select Starting Token (only one): The asset you'll use to begin the strategy.

👉 (1.3) Select One or More Intermediate Tokens (used during the loop). More tokens can increase strategy complexity, but may also lead to higher APR.

👉 (1.4) Select Mode: Multi-Click or One-Click. Multi-Click may bring you better APR but you have to confirm (click) many times because your strategy is separated some action groups. One-Click helps you complete your strategy by only one confirm.

👉 (2.1) Stablecoin-Only: Includes only stablecoins from your selected intermediate tokens. Highest safety level.

👉 (2.2) Bluechip-Only: Includes only bluechip tokens. Relatively high safety.

👉 (2.3) Mixed Strategy: Can include any of your selected intermediate tokens. Higher potential returns, but also higher risks.

→ Choose one of the three to continue.

Step 3: Customize the Strategy

👉 (3.1) Overview: Review the full sequence of steps and their associated conditions.

👉 (3.2) Select LTV: Adjust the loan-to-value ratio at each borrow step. Higher LTV increases potential APR but may reduce Health Factor (HF).

👉 (3.3) Add Additional Wallets (if needed): Some steps may require transferring to another account. If an account is locked, it’s not eligible for that step.

👉 (3.4) Select Loop Count: The system will suggest an optimal loop number, but you're free to adjust it

👉 (3.5) Review Fees & Estimated Payback Time (if applicable): Calculates borrow fees and estimates how long it will take to break even based on the strategy’s APR.

Step 4: Preview the Strategy

Click Start to preview:

👉 (4.1) Conflict Detection: Checks for any violations of protocol rules.

👉 (4.2) HF Simulation (Before & After): Visualized simulation to help assess risk.

→ If issues are found, Lending Agent will suggest solutions.

Step 5: Execute

👉 (5.1) Start: Only when the strategy has passed all checks.

👉 (5.2) Confirm: A dialog box will show grouped actions.

👉 (5.3) Confirm each group step-by-step. If the strategy loops, the confirmation will repeat accordingly. You may stop at any time or finish by clicking “Finish.”

After completing these steps, your strategy will be successfully launched. You can now monitor the positions and view your real-time APR!

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