Migrate To Recommended Portfolio

After completing the previous step—Investment Portfolio Recommendation—you can use the "Dynamic Investment Adjustment" feature to transition your "Current Portfolio" to the "Recommend Portfolio". This section will guide you through the process of reviewing and executing the necessary on-chain operations to make this adjustment:

Step 1: Review the Dynamic Investment Adjustment

• Once the "Recommend Portfolio" is generated, go to the "Dynamic Investment Adjustment" section in the platform.

• This section will display a detailed list of all the on-chain operations required to migrate your "Current Portfolio" to the "Recommend Portfolio". These operations may include:

  • Withdrawal from Investment: Withdrawing assets from your existing investments.

  • Token Exchange: Swapping one token for another.

  • Deposit into Investment: Depositing assets into new investment opportunities.

• Each operation is clearly outlined, giving you a full picture of the steps involved.

Step 2: Understand the Operation Details

For each operation, the platform provides detailed information to help you understand what’s happening:

• Withdrawal from Investment:

  • Shows the total withdrawal amount, broken down into:

    • Principal: The original amount you invested.

    • Earnings: The profits earned from your investment.

    • Rate of Return: The percentage gain on your investment.

• Token Exchange:

  • Displays the exact number of tokens you’ll receive after the exchange, allowing you to preview the result.

• Deposit into Investment:

  • Indicates the specific amount of assets that will be deposited into the new investment.

Step 3: Review the Impact and Costs

• At the bottom of the "Dynamic Investment Adjustment" section, you’ll see the overall impact of the portfolio adjustment:

  • APY Change: The difference in Annual Percentage Yield between your current and recommended portfolios.

  • TVL Change: The change in Total Value Locked, showing how your assets are redistributed.

• All on-chain operations come with certain costs, which are transparently displayed:

  • Gas Fee: A fee paid in the network’s native token (e.g., ETH) to process transactions on the EVM network. This fee depends on the network you’re using and its current congestion level.

  • Protocol Fee: Some DeFi protocols charge a fee for their services. For example, the Pendle protocol might charge around 0.02% of the transaction amount.

  • Price Impact: When exchanging tokens (e.g., stablecoin swaps or cross-chain transactions) or assets (e.g., buying/selling Pendle PT) using liquidity pools, the value of your assets may shift due to liquidity conditions.

  • Platform Fee: AutoStaking charges a fee for certain services, such as 0.02% for token exchanges. This fee can be waived by subscribing to the platform’s premium services.

Step 4: Execute the Adjustment

After reviewing the operations, their impact, and the associated costs, you’re ready to proceed.

If everything looks good, click the "Apply" button at the bottom of the section.

With one click, all the required on-chain operations will be executed, seamlessly migrating your assets to the recommended portfolio.