Portfolio Strategies gives platforms a way to offer managed multi-asset baskets to their end users without building the orchestration, credit-check, or execution layer in-house. You define a Strategy, enroll your users into it, and trigger a rebalance whenever the target allocation changes. zerohash takes care of order calculations, per-user credit checks, trade sequencing, and settlement through a single API.

Use Cases

• Multi-asset portfolios: End users hold a curated basket (for example, "Blue Chip Crypto" at 50% BTC, 30% ETH, 20% SOL) and zerohash keeps every subscriber's holdings aligned with the target weights.
• Thematic baskets and index products: Launch single-ticker style products that map to a multi-asset allocation under the hood.
• Copy trading or strategy following: End users mirror a portfolio managed by the platform or a third-party strategist.
• Batch onboarding and exits: Enroll, top up, partially sell, or liquidate dozens or thousands of users in one API call. Each user is processed independently.

Flow

1. Platform defines a Strategy (target allocation across assets)
2. Users enroll with a fiat amount
3. zerohash creates a Trader per user and places the initial buys
4. When the platform triggers a rebalance, top-up, partial sell, or liquidation, zerohash calculates per-user trade amounts, runs a credit check, and executes every user's trades at a uniform price
5. Webhooks confirm settlement

Key Features

• Atomic execution: Before any rebalance trade is placed, zerohash validates every Trader across every leg (sell-side balances, instrument eligibility, concurrent holds). Traders that fail any check are excluded entirely, so a partial-state rebalance can't happen.
• Uniform user pricing: For each asset in an Operation, every in-scope Trader receives the same price, locked in before execution. No user is advantaged or disadvantaged within a single rebalance.
• Per-user isolation: Each Trader's Execution is independent. One rejection doesn't affect any other user in the same batch.

Overview

Create Strategy and Enroll

Rebalance Strategy

Available Endpoints