> For the complete documentation index, see [llms.txt](https://trustedstake.gitbook.io/trustedstake/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://trustedstake.gitbook.io/trustedstake/strategies/build-your-fund-portfolio.md).

# Build Your Fund Portfolio

The Build flow is how any TrustedStake user creates a custom subnet investing strategy from scratch. There are no templates you have to live inside of — you define the constituents, the weights, the rebalancing behavior, and the visibility, then either run it for yourself or open it up for delegators to join.

Build sits alongside our core indices as the user-driven side of the alpha strategy marketplace. The same trading engine, rebalancer, and non-custodial proxy architecture that powers our core indices is exposed to anyone who wants to define their own strategy.<br>

This page walks through the full Build wizard step by step. If you only want a quick mental model: Build is a multi-step form that produces a live, on-chain delegation strategy backed by TrustedStake's non-custodial proxy architecture and trading infrastructure.

{% hint style="info" %}
Anyone can use Build. The same flow powers a private one-person portfolio, a private community fund, and a publicly listed strategy in the TrustedStake community strategies page.<br>
{% endhint %}

***

### Who Build is for

Build serves several distinct user types with the same flow:

* Solo investors who want to run their own subnet portfolio with TrustedStake's rebalancing and security stack — and don't want to share their edge with anyone.
* Community managers who want to publish a strategy others can delegate to, either openly or by private invite.
* Off-chain fund managers and TAO custodians who run capital on behalf of others and want a managed, auditable strategy with strict separation between manager and stack.
* Trading communities, quants, bots and agents building algorithmic or thesis-driven strategies they want to run, monetize, or distribute to delegators.

The wizard is the same for all of them. What changes is how you answer the privacy and delegation questions along the way.

***

### Starting the wizard

From the [TrustedStake app](https://app.trustedstake.ai), click Build. You will be taken into a multi-step process. You can navigate between steps, save progress, and exit and return later via Save as draft.

#### Step 1 — Name and describe your strategy

Give the portfolio a name and a short description. The description is what investors see on the strategy card if you ever publish or share it, so write it for the audience you intend to attract.

This step also includes the privacy toggle:

* Public — your strategy is listed on the TrustedStake community strategies page and anyone can delegate to it.
* Private — your strategy does not appear publicly. Only wallets you whitelist (directly or via a shareable invite link) can delegate to it.

{% hint style="info" %}
When to keep it private: you want to protect your edge, you only want to manage your own capital, or you want to hand-pick the community of delegators. Private strategies still get the full TrustedStake rebalancing engine and non-custodial proxy security — visibility is the only thing that changes.&#x20;
{% endhint %}

#### Step 2 — Choose a rebalancing mode

You will pick one of two rebalancing modes. This decision is the biggest determinant of how your strategy behaves day to day.

**Auto rebalance**

Auto rebalance uses TrustedStake's prepackaged trading infrastructure. It is available across all core indices and on most community strategies that opt into it.<br>

How it works:

* The system continuously monitors weight drift relative to your target weights and runs rebalancing checks hourly, firing whenever drift exceeds a calibrated threshold.
* The threshold is calibrated against wallet size for optimal execution — small wallets trigger differently than large wallets to avoid wasteful trades or thin-pool slippage.
* Trades execute through the TrustedStake [trading engine and rebalancer](/trustedstake/basics/trading-engine-and-rebalancer.md), which applies:
* Wallet-sensitive TWAP/DCA — orders are dynamically scaled to your wallet size and the constituent's pool depth, optimizing buy/sell executions for minimal market impact.
* Internal slippage guards — caps slippage per trade to prevent execution into thin liquidity.
* Price-impact controls — sizes trades against available liquidity rather than blindly executing the full delta.
* Proprietary MEV shielding — protects each trade from front-running and sandwich attacks.

Auto rebalance is the right choice for the majority of investors and managers — anyone who wants disciplined, mechanical execution of target weights without manually placing trades or calling rebalances themselves.

**Manual rebalance**

Manual is for day traders and active managers who do not want TWAP scaling them slowly into and out of positions. It is built for fast execution — seconds to minutes — when you need to skim profits, react to a subnet move, or rotate constituents intraday.

This mode is perfect for algorithmic/programatic strategies and agentic or bot traded strategies. Use the manager API to place programatic trades within seconds.&#x20;

Users on manual rebalance typically place multiple subnet trades per day on their portfolio.

{% hint style="info" %}
Manual disables the protective TWAP scaling of auto rebalance. The slippage and MEV protections still apply, but you are responsible for sizing and timing. Manual is the wrong choice if you do not actively monitor your positions.&#x20;
{% endhint %}

#### Step 3 — Constituents and weighting

This is where you define what your portfolio actually holds.

Root allocation. Set the share of the portfolio that stays in Root TAO versus subnet alpha tokens. This is your reserve / bond-equivalent position inside the strategy.

Constituents. Add the subnets you want in the index. There is no minimum or maximum — you can run a concentrated 3-subnet thesis or a broad 100+ subnet exposure.

Weighting method. Choose one:

* Market cap weighted — TrustedStake automatically pulls live market cap for every subnet in the index and weights accordingly. Rebalances as the cap distribution shifts materially.
* Equal weighted — each constituent gets the same weight, computed from the number of constituents you've added.
* Custom weighted — you set the weight on each constituent yourself. Use this when you want explicit control over conviction sizing.

You can change the weighting method later from the Index Manager dashboard, which will trigger a rebalance to the new targets.

#### Step 4 — Save as draft, or launch

At this point you have two options:

* Save as draft — the strategy is stored against your wallet and is not live. You can return any time to finish configuring and launch it.
* Launch — your strategy goes live. If it's public, it will appear in the community strategies page. If it's private, it exists but is not visible until you share an invite link.

#### Step 5 — Delegate your wallet (or skip)

When you launch, you are asked whether the wallet you launched from should also delegate into the strategy.

"Yes, delegate my wallet" — the launching wallet's TAO is delegated into the strategy immediately via TrustedStake's staking-only proxy. The same wallet is whitelisted as the strategy's index manager (the wallet allowed to sign in to the dashboard and edit the strategy later). This is the right path if you are building a portfolio for yourself.

"Skip for now" — the strategy launches, but no TAO is delegated from the launching wallet. The launching wallet is still whitelisted as the index manager. This is the right path if:

* You are a community manager whose delegators will join from their own wallets.
* You are a fund manager and a separate TAO custodian will delegate on your behalf.
* You want to act purely as the strategy's manager and never custody capital yourself.

{% hint style="info" %}
Why this matters for security: by skipping delegation, you separate the manager from the stack. The manager wallet has signing authority over strategy parameters. The custodian wallets hold the actual TAO and grant TrustedStake a staking-only proxy. This separation of roles reduces the risk area for managers since the TAO they are trading isn’t actually held in their wallet. <br>
{% endhint %}

***

### What gets created when you launch

Launching a strategy does several things at once:

1. The strategy is created on-chain and assigned a strategy ID. Public strategies are reachable at app.trustedstake.ai/strat?strategy=\<id>.
2. Your launching wallet is whitelisted as the index manager — the address allowed to sign in to the manager dashboard and modify the strategy.
3. If you elect to delegate an addProxy transaction with staking proxy type this establishes the proxy relationship with TrustedStake. The proxy can stake, rebalance, and rotate validators on your behalf; it cannot transfer or custody your TAO. (See[ Quickstart](/trustedstake/getting-started/quickstart.md) for the full delegation walkthrough.)
4. If public, the strategy is listed on the community strategies page. If private, it exists but is not discoverable.

From this point on, all changes to the strategy — constituents, weights, rebalance triggers, share links, delegator whitelisting — happen in the [Index Manager Dashboard.](/trustedstake/strategies/index-manager-dashboard.md)

***

### Security model at launch

A few details worth keeping in mind:

* Non-custodial proxy. TrustedStake never takes custody of TAO. Delegators grant a staking-only proxy via the Substrate Proxy Pallet that can stake, rebalance, and rotate validators — and nothing else. (See [Security](/trustedstake/basics/editor.md).)
* Multi-Sig option. Custodians who delegate to a strategy can add TrustedStake as a staking proxy under a multi-sig wallet for an additional security layer. This is the recommended setup for institutional or fund-managed capital.
* Recommended wallets. TrustedStake supports the [Taostats Wallet](https://taostats.io), Talisman, the Bittensor (Opentensor) extension, PolkadotJS, and Nova. For high-value wallets — manager keys, large delegator positions, custodian wallets — pair with a Ledger hardware add-on for signing.
* Manager separation. The wallet that signs into the index manager does not need to hold TAO. Public managers and fund managers commonly run strategies with delegators on the other side — the manager wallet only ever signs strategy edits.

***

### After launch

Once a strategy is live, ongoing work happens in the [Index Manager Dashboard](/trustedstake/strategies/index-manager-dashboard.md) — performance tracking, delegator whitelisting, rebalance triggers, share-link management, and strategy edits.

If you saved a draft instead of launching, you can return any time, finish the wizard, and launch from the same flow.

***

### Support

* App: [app.trustedstake.ai](https://app.trustedstake.ai)
* Discord: [discord.gg/tnFPQ8YYk8](https://discord.gg/tnFPQ8YYk8)
* X: [@TrustedStake](https://x.com/TrustedStake)
* Email: <support@trustedstake.ai>