Update Strategy

After creating a wallet, you can update its allocation strategy when no incompatible withdrawal or rebalance workflow is active.

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": {
      "usdc": [
        { "yieldSourceId": "cash", "pct": 20 },
        { "yieldSourceId": "syrup-usdc", "pct": 80 }
      ],
      "usdt": [
        { "yieldSourceId": "cash", "pct": 50 },
        { "yieldSourceId": "syrup-usdt", "pct": 50 }
      ]
    }
  }'

curl -X PATCH "$BASE_URL/v2/wallets/$WALLET_ID/strategy" \
  -H "Authorization: Bearer $API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "requestId": "de75d801-4c13-4a08-8995-79609bd31ca1",
    "allocations": {
      "usdc": [
        { "yieldSourceId": "cash", "pct": 100 }
      ]
    }
  }'

curl -X PATCH "$BASE_URL/v2/wallets/$WALLET_ID/strategy" \
  -H "Authorization: Bearer $API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "requestId": "a6b5f57c-1460-4af0-aec1-e75015f38d77",
    "allocations": {
      "usdt": [
        { "yieldSourceId": "cash", "pct": 100 }
      ]
    }
  }'

Field	Required	Description
`requestId`	Yes	UUID v4 idempotency key
`allocations`	Yes	An object keyed by the token groups to update. Each included group must sum to 100%.

Each allocation must include yieldSourceId (from the yield source catalog) and pct (0-100, supporting 0.1% increments). Each included token group is replaced in full. If a request includes only usdc or only usdt, the omitted group is not changed.

Response

The strategy update returns the full wallet object with the updated allocations applied:

{
  "id": "9d1a1c83-3a1c-4c14-9c5a-0c9a57a4a7db",
  "label": "Core Yield Portfolio",
  "status": "idle",
  "failureReason": null,
  "createdAt": "2026-02-05T08:15:00Z",
  "depositAddresses": {
    "arbitrum": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "base": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "ethereum": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "polygon": "0x21246509968c4d24611f414560971AEc2e3A079B",
    "solana": "7nYzKxM3bP4oEFbqkPmA5E2rYJ8HqKz8vFg9abc1"
  },
  "balance": {
    "totalUsd": "100000.000000",
    "withdrawableUsd": "100000.000000",
    "reservedUsd": "0.000000",
    "earnedUsd": "1250.000000"
  },
  "positions": [
    { "id": "syrup-usdc", "kind": "yield_source", "label": "Syrup USDC", "valueUsd": "40000.000000", "yieldSourceId": "syrup-usdc", "pct": 40 },
    { "id": "morpho-gauntlet-usdc", "kind": "yield_source", "label": "Morpho Gauntlet USDC Prime", "valueUsd": "30000.000000", "yieldSourceId": "morpho-gauntlet-usdc", "pct": 30 },
    { "id": "morpho-steakhouse-usdc", "kind": "yield_source", "label": "Morpho Steakhouse USDC Prime", "valueUsd": "30000.000000", "yieldSourceId": "morpho-steakhouse-usdc", "pct": 30 }
  ],
  "strategyAllocations": {
    "usdc": [
      { "yieldSourceId": "syrup-usdc", "targetWeightBps": 4000 },
      { "yieldSourceId": "morpho-gauntlet-usdc", "targetWeightBps": 3000 },
      { "yieldSourceId": "morpho-steakhouse-usdc", "targetWeightBps": 3000 }
    ],
    "usdt": [
      { "yieldSourceId": "cash", "targetWeightBps": 10000, "token": "usdt", "chain": "ethereum" }
    ]
  }
}

strategyAllocations reflects the desired token-keyed targets immediately. positions represents current holdings and can remain different until a rebalance executes.

What happens during a strategy update

Strategy updates are API-authenticated target-allocation changes. They do not create a Turnkey approval activity and do not immediately commit or enqueue a rebalance. When you update the strategy:

The included token groups are saved immediately and reflected in strategyAllocations.
A later rebalance may move holdings toward the new targets when the wallet has executable work and no incompatible workflow is active.
If a later rebalance is created, execution happens over time. For positions with longer unwind windows such as syrup-usdc, the full rebalance can take hours even if synchronous ERC-4626 legs such as the supported Morpho vaults move immediately.

If a rebalance runs, each position’s valueUsd may move toward its pct. You can monitor progress by comparing these two fields.

Strategy webhook

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

Getting Started

Wallet Lifecycle

Approvals

Monitoring & Webhooks

Security

Resources

Update Strategy

Update the strategy

Response

What happens during a strategy update

Strategy webhook

​Update the strategy

​Response

​What happens during a strategy update

​Strategy webhook

Update the strategy

Response

What happens during a strategy update

Strategy webhook