Terminology: Allocations belong to Operational Wallets (OpWallets). API responses may use
managedWalletId or opWalletId - these fields are interchangeable. See the Glossary for complete definitions.Allocations Endpoints
Manage yield allocations and portfolio tracking.GET /api/v1/allocations
List all active allocations and get portfolio summary. Headers:status(optional) - Filter by status:ACTIVE,UNWINDING,CLOSED
GET /api/v1/allocations/:id
Get detailed information for a specific allocation. Headers:POST /api/v1/allocations
Create a supply operation to deploy funds to yield. Headers:You can also use
managedWalletId instead of opWalletId - both field names are accepted and interchangeable.This endpoint creates a reservation and queues a supply operation. The actual deployment happens when your custody agent picks up and executes the transaction.
Allocation States
ACTIVE
ACTIVE
Allocation is deployed and earning yield. This is the normal operating state.
UNWINDING
UNWINDING
Allocation is being withdrawn. Funds are in the process of returning to the wallet.
CLOSED
CLOSED
Allocation has been fully withdrawn and is no longer active.
Example Usage
Portfolio Management
Diversification
Allocations are automatically diversified across protocols based on:- Protocol TVL and security
- Historical APY and stability
- Available liquidity
- Risk-adjusted returns
Performance Tracking
Monitor allocation performance:Rebalancing
Automatic rebalancing based on:- Protocol performance changes
- APY fluctuations
- Risk score updates
- Capacity constraints
Withdrawal Process
To withdraw funds from allocations:- Create disburse operation - Use dedicated endpoint or adjust buffer amount
- System unwinds allocation - Exits yield position
- Funds return to wallet - Available balance increases
- Allocation marked CLOSED - No longer earning yield
Lowering the buffer amount triggers automatic unwinding. Contact us for dedicated withdrawal endpoint access.
Best Practices
Monitor Regularly
Monitor Regularly
Check allocations daily to track performance and ensure yields meet expectations.
Diversify Deployments
Diversify Deployments
Don’t deploy all funds at once. Stagger deployments to optimize entry timing and reduce risk.
Track Yield Trends
Track Yield Trends
Monitor historical yield to identify seasonal patterns and optimize deployment timing.
Maintain Buffer
Maintain Buffer
Always keep sufficient buffer for operational needs. Don’t over-optimize for yield at the expense of liquidity.
Rate Limits
Creation endpoints are rate limited:- POST /api/v1/allocations: 10 requests per minute
- GET /api/v1/allocations: 100 requests per minute
Data Types
This API uses standard data types for consistency across all endpoints:Amount
2-field format for monetary values:
{ amount, currency }APY
Percentage string format:
"6.0" for 6% APYTimestamp
Dual format with ISO 8601 and Unix epoch
Error Response
Standard error structure with codes and details