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After creating a wallet, you can update its allocation strategy at any time.

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Update the strategy

curl -X PATCH "$BASE_URL/v2/wallets/$WALLET_ID/strategy" \
  -H "Authorization: Bearer $API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "requestId": "6d74dc1c-f1b5-4f2c-8f33-9f7b9e27cd4b",
    "allocations": [
      { "yieldSourceId": "resolv-lp", "pct": 50 },
      { "yieldSourceId": "usdz", "pct": 50 }
    ]
  }'
FieldRequiredDescription
requestIdNoUUID v4 idempotency key (defaults to null if omitted)
allocationsYesNew allocation. Percentages must sum to 100.
Each allocation must include yieldSourceId (from the yield source catalog) and pct (integer, 0-100).

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Response

The strategy update returns the full wallet object with the updated allocations applied: 
{
  "id": "9d1a1c83-3a1c-4c14-9c5a-0c9a57a4a7db",
  "label": "Treasury Portfolio",
  "createdAt": "2026-02-05T08:15:00Z",
  "depositAddresses": {
    "arbitrum": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "base": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "ethereum": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "polygon": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "solana": "7nYzKxM3bP4oEFbqkPmA5E2rYJ8HqKz8vFg9abc1"
  },
  "balance": {
    "totalUsd": "82500.000000",
    "withdrawableUsd": "82500.000000",
    "pendingWithdrawalUsd": "0.000000",
    "inTransitUsd": "0.000000",
    "earnedUsd": "250.000000"
  },
  "positions": [
    { "yieldSourceId": "resolv-lp", "name": "Resolv LP", "valueUsd": "33000.000000", "pct": 50 },
    { "yieldSourceId": "usdz", "name": "T-Bills (M0)", "valueUsd": "49500.000000", "pct": 50 }
  ]
}
The pct values in the positions array reflect the new allocations immediately. The valueUsd values represent the current position values before the rebalance executes.

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What happens during a strategy update

Strategy updates are asynchronous. When you update the strategy:
  1. The new allocations are saved immediately and reflected in each position’s pct in the wallet response.
  2. The system plans a rebalance to move holdings toward the new targets (sells, buys, and bridges as needed).
  3. The rebalance executes over time. For positions with longer unwind windows (e.g. resolv-lp at up to 24 hours), the full rebalance can take hours.
During the rebalance, each position’s valueUsd will gradually converge toward its pct. You can monitor progress by comparing these two fields.

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Strategy webhook

Strategy updates emit portfolio_wallet.strategy.status_changed events as the update is applied. See Webhooks for registration and payload details.