> ## Documentation Index
> Fetch the complete documentation index at: https://docs.groundtech.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure strategy and source modes

> Choose admitted sources, control entry and exit, and set target allocations.

Strategy configuration has two parts: a mode that controls whether the vault may enter or exit each source, and target weights that guide rebalancing.

## Prerequisites

* An active MicroVault `VAULT_ID`
* Its MicroVault account `CUSTOMER_ID`
* A target allocation that totals no more than `10000` basis points; the remainder stays in idle USDC

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
export GROUND_API="https://sandbox.groundtech.co"
export GROUND_API_KEY="..."
export AUTH="Authorization: Bearer $GROUND_API_KEY"
export CUSTOMER_ID="8ef3d494-7b6f-4df4-9d45-09f31196368f"
export VAULT_ID="d9902b20-6499-4465-a4c3-5d2208182f79"
```

## 1. Discover admitted sources

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
curl -sS "$GROUND_API/v2/microvaults/yield-sources?chainId=11155111" -H "$AUTH"
```

Use `sourceId` values from this response. Fetch the catalog at runtime because source availability and APYs can change.

## 2. Set each source mode

Choose the mode based on the movement you want to allow:

| Mode        | New allocations | Exits   |
| ----------- | --------------- | ------- |
| `active`    | Allowed         | Allowed |
| `buy_only`  | Allowed         | Blocked |
| `sell_only` | Blocked         | Allowed |
| `disabled`  | Blocked         | Blocked |

Prepare one authorization for each changed source:

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
curl -sS -X POST "$GROUND_API/v2/microvaults/customers/$CUSTOMER_ID/authorizations" \
  -H "$AUTH" \
  -H 'Content-Type: application/json' \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
    "action": "set_source_mode",
    "vaultId": "'"$VAULT_ID"'",
    "parameters": {
      "sourceId": "0x1111111111111111111111111111111111111111111111111111111111111111",
      "mode": "active"
    }
  }'
```

Authorize the returned payload and wait for confirmation before relying on the new mode.

## 3. Set target allocations

This example targets `60%` in one source and `30%` in another. The unlisted `10%` becomes the idle-USDC target.

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
curl -sS -X POST "$GROUND_API/v2/microvaults/customers/$CUSTOMER_ID/authorizations" \
  -H "$AUTH" \
  -H 'Content-Type: application/json' \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
    "action": "set_allocation_targets",
    "authorizationMode": "customer",
    "vaultId": "'"$VAULT_ID"'",
    "parameters": {
      "sourceIds": [
        "0x1111111111111111111111111111111111111111111111111111111111111111",
        "0x2222222222222222222222222222222222222222222222222222222222222222"
      ],
      "targetBps": [6000, 3000]
    }
  }'
```

The arrays are positional: each `targetBps` value applies to the source at the same index. Omit zero-weight sources. No more than eight sources may have non-zero targets.

## 4. Wait for the rebalance

The confirmed target update changes the desired portfolio. Ground then moves idle assets and existing positions toward those targets, subject to source modes and source settlement times.

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
curl -sS "$GROUND_API/v2/microvaults/vaults/$VAULT_ID/sources" -H "$AUTH"
curl -sS "$GROUND_API/v2/microvaults/vaults/$VAULT_ID/activity" -H "$AUTH"
```

Do not treat authorization confirmation as rebalance completion. Track the rebalance activity and source positions until the activity is confirmed and in-flight source amounts have cleared.

## Confirm the strategy

Verify that the vault detail reports the intended allocation targets, each source reports the intended mode, and the latest rebalance has completed. If a rebalance cannot enter or exit a source, check its vault-level mode and current global availability before changing the target again.