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Run a fund as its agent

Swap inside the budget, post proposals, unstake.

When the connected wallet is a fund's agent, the fund's page shows Agent beside Your position: Propose, Swap now and Unstake.

Swap inside the budget

  1. Choose Swap now

    The desk shows how much of today's budget is left.

  2. Set the swap

    Choose Buy or Sell the fund's asset, the amount to spend or sell, and the slippage, up to 5 %.

  3. Get a route

    Get a route asks Jupiter for a route over the fund's own vaults. The desk shows the expected output, the minimum the route commits to, the venues and the number of accounts, after checking the route against the same rules the program enforces.

  4. Swap

    Press Swap now and approve. The swap counts against today's budget, and NAV is recorded again when it lands.

Post a proposal

Anything above what is left of the budget goes to a proposal. Choose Propose, set the swap the same way and get a route. The desk shows the window the proposal will get. Post the proposal commits the route and reserves its input; the proposal then waits as a draft.

After that, the keeper starts trading, finalizes at the close and, if PASS wins, executes your route exactly as you posted it.

Unstake

Unstake returns your stake as shares to your wallet and closes the fund to new deposits and actions. It opens once every other share but the protocol's has been redeemed and no proposal is open. Redeem the shares afterwards to take out the fund's remaining USDC and asset.