# Index Manager Dashboard The Index Manager Dashboard is where strategies are run after launch. Once you've used [Build](/trustedstake/strategies/build-your-fund-portfolio.md) to create a strategy, all ongoing operations — performance tracking, delegator management, rebalances, share-link distribution, and strategy edits — happen here. This page covers what you can do once you're signed in. *** ### Signing in Open the Index Manager from the [TrustedStake app](https://app.trustedstake.ai) and sign in with the wallet you whitelisted at launch. Any wallet whitelisted as a manager on a strategy can sign in and manage that strategy. {% hint style="info" %} Recommended wallets. TrustedStake supports the [Taostats Wallet](https://taostats.io), Talisman, the Bittensor (now TAO(dot)com) extension, PolkadotJS, Crucible Labs, and Nova plus many other polkadot js Bittensor supported wallets . For high-value wallets — manager keys, large delegator positions, custodian wallets — pair with a Ledger hardware add-on for signing.
{% endhint %} You can have multiple strategies linked to a single manager wallet. The dashboard aggregates across all of them. *** ### Dashboard overview The top-level view of the Index Manager shows everything tied to your whitelisted wallet at a glance. #### Aggregate metrics * Total AUM across all of your strategies, public and private combined. * Per-strategy summary cards — each card shows the strategy name, APY, AUM, visibility (public/private), and a link into its detail view. #### Delegators view (across all strategies) * A consolidated list of every wallet delegated to any of your strategies. * Each delegator row links out to TaoMarketCap for deeper wallet-level information. * An Export CSV button generates a clean, exportable file of your full delegator base across every strategy. Useful for tracking, reporting, and reconciling. #### Whitelist actions for private strategies If you're running a private strategy and want to admit a community member directly:
1. Click Add to whitelist. 2. Select the private strategy from the dropdown. 3. Paste the wallet address you want to whitelist. That wallet is now permitted to delegate into the strategy. (For batch onboarding, see [Share links](#manage-invite-links) below.) *** ### Strategy detail view Click any strategy card to open its detail view. This is where the depth of the manager tooling lives. #### Performance metrics * AUM history — up to a 1-year look-back of strategy AUM. * ROI — up to a 3-month look-back of return on invested capital. * Drawdown — peak-to-trough decline over the look-back window. * Sum of Subnets (SOS) benchmark — a running comparison of your strategy's performance against the broader subnet ecosystem aggregate. SOS is the natural benchmark for any subnet investing strategy. * Allocation breakdown — current weights across all constituents, with Root TAO allocation called out separately. #### Performance report export Click Export performance report to generate a clean, presentable report of the strategy's metrics. This is designed to be shared with delegators, off-chain investors, or LP-style stakeholders without further reformatting. #### Delegators The Delegators tab on a strategy shows every wallet delegated specifically to that strategy. From here you can: * Add wallets to the whitelist for private strategies. * Remove wallets from the strategy. Useful when a delegator stops paying fees, violates community rules, or otherwise needs to be revoked. * Drill into individual delegator rows that link out to TaoMarketCap. #### Transactions The Transactions tab shows the strategy's full transaction history — every rebalance, every constituent change, every delegator entry/exit. This is the auditable on-chain record for the strategy. #### Settings In Settings (the gear/settings button next to Transactions, near the top of the strategy view), you can: * Rename the strategy. * Update the description displayed on the public or private strategy card. * Add a community link — paste a Telegram or Discord invite and it will be displayed on the strategy card. Use this to funnel delegators into your community. * Delete the strategy if it is no longer useful. The same action applies whether you're running a shared strategy or a managed-fund-only portfolio for yourself and off-chain investors. #### Live portfolio tracker The Live Portfolio Tracker lets you supply a benchmark wallet of your choosing and track its drift in real time relative to your strategy's last-set target weights.
This is purpose-built for managers who want to see, at a glance, how far the live wallet has moved since the last weight update — so they know when it's time to retune the strategy or trigger a rebalance. *** ### Top-right action buttons Inside any individual strategy, the top-right of the dashboard has the buttons used most often. These are the operational tools managers reach for during active management. #### Share strategy Generates a private invite link that can be sent to delegators, investors, or community members. Configurable per link: * Usage limits — one-time use, a fixed number of uses, or unlimited. * Expiry — from one day, to a custom expiration date, to never. * Summary panel — at the bottom of the share dialog, you'll see a summary of the link settings before generating. #### Manage invite links The button next to Share opens link management for the strategy. From here you can:
* View every invite link you've issued. * Revoke (delete) links you no longer want active. * Issue new links without leaving the dashboard.
This is the right place to keep your private strategy's onboarding hygiene tight — kill stale links the moment they've served their purpose. #### Rebalance now Rebalance Now triggers a rebalance for every delegator in the strategy as soon as possible. This button is most valuable right after you submit edits to the strategy and want all delegators rebalanced immediately, rather than waiting for the next rebalancing epoch.
The default behavior — without Rebalance Now — is that delegators rebalance at the next scheduled threshold check, with TWAP-aware scaling in and out of positions for clean execution. Rebalance Now overrides that default and pushes execution ahead of schedule. #### Quick reweight Quick Reweight lets you adjust weights across all constituents of the index without going back through the full Build wizard. You can:
* Switch the weighting method (custom or market cap) from the same panel. * Submit new weights in seconds. This is the fast path when the strategy's constituents are unchanged but the conviction mix needs to shift. #### Edit strategy Edit Strategy opens the full Build wizard against the existing strategy. Every option you set during initial creation — name, description, privacy, rebalance mode, constituents, weighting method — can be reconfigured here. Changes submitted via Edit Strategy will trigger a rebalance on the next hourly check unless you also click Rebalance Now. *** ### Common workflows A few patterns most managers settle into: * Solo portfolio, set and forget. Build with auto rebalance, market cap weighting, launch and delegate own wallet. Check the dashboard occasionally for AUM history and performance vs SOS benchmark. * Active portfolio (day trading). Build with manual rebalance, custom weighting. Use Rebalance Now and Quick Reweight frequently throughout the trading day to skim profits and exit positions quickly. * Public community fund. Build public with auto rebalance. Use the Share Strategy panel only for marketing links. Settings → community link points to the manager's Telegram or Discord. Export CSV regularly to track the delegator base. * Private community fund. Build private with auto rebalance. Whitelist members via Add to Whitelist or distribute time-bound, single-use share links. Remove non-paying delegators via the Delegators tab. * Fund manager with separate custodian. Build private, skip delegation at launch. Custodian wallets delegate to the strategy under multi-sig with TrustedStake added as a staking proxy. The manager wallet never holds TAO and only signs strategy edits. *** ### Security reminders * The manager wallet has authority to edit strategy parameters. Treat it as a high-value key — use Ledger signing. * Delegator wallets retain custody of their TAO at all times. The proxy granted to TrustedStake is staking-only via the Substrate Proxy Pallet. * Multi-Sig is supported on the custodian side when adding TrustedStake as a staking proxy. For institutional setups, this is the recommended path. For deeper detail, see the full [Security](/trustedstake/basics/editor.md) page. *** ### Support * App: [app.trustedstake.ai](https://app.trustedstake.ai) * Discord: [discord.gg/tnFPQ8YYk8](https://discord.gg/tnFPQ8YYk8) * X: [@TrustedStake](https://x.com/TrustedStake) * Email: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://trustedstake.gitbook.io/trustedstake/strategies/index-manager-dashboard.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.