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POST
/
v1
/
trpc
/
userOnboarding.*
curl --request POST \
  --url 'https://api.glider.fi/v1/trpc/userOnboarding.generateInvestingProfile' \
  --header 'Content-Type: application/json' \
  --data '{
    "input": {
      "avatarId": "blue",
      "quiz": {
        "primaryGoal": "growth",
        "timeHorizon": "5y_plus",
        "riskTolerance": "moderate",
        "automationStyle": "guided",
        "strategyInterests": ["core_large_cap", "index_like"]
      },
      "notes": "Prefer a boring core portfolio with room for one experimental sleeve."
    }
  }'

{
  "result": {
    "data": {
      "headline": "Steady growth with room for selective upside",
      "summary": "You want a long-horizon portfolio that compounds through diversified core exposure while keeping automation helpful rather than fully delegated.",
      "profile": {
        "version": 1,
        "completionMode": "generated",
        "avatarId": "blue",
        "primaryGoal": "growth",
        "timeHorizon": "5y_plus",
        "riskTolerance": "moderate",
        "automationStyle": "guided",
        "strategyInterests": ["core_large_cap", "index_like"],
        "preferredChains": ["base", "ethereum"],
        "guardrails": ["keep_stable_buffer"],
        "notes": "Prefer a boring core portfolio with room for one experimental sleeve.",
        "headline": "Steady growth with room for selective upside",
        "summary": "You want a long-horizon portfolio that compounds through diversified core exposure while keeping automation helpful rather than fully delegated.",
        "updatedAt": "2026-03-26T16:00:00.000Z"
      }
    }
  }
}
The userOnboarding namespace currently exposes the AI-assisted profile generation procedure used by the /welcome/preferences step in webapp-v2.
  • Base endpoint: POST /v1/trpc
  • Namespace: userOnboarding.*
  • Auth: wallet-authenticated

​
Procedure

  • userOnboarding.generateInvestingProfile
    • Purpose: convert a structured onboarding quiz plus optional notes into a normalized InvestingProfileV1 payload and narrative copy
    • Used by:
      • /welcome/preferences
      • future settings-based profile editing flows
    • Response shape:
      • headline
      • summary
      • profile

​
Input Contract

generateInvestingProfile accepts:
  • avatarId: string
  • quiz
    • primaryGoal: growth | balanced | income | preservation | exploration
    • timeHorizon: lt_1y | 1_3y | 3_5y | 5y_plus
    • riskTolerance: conservative | moderate | aggressive
    • automationStyle: hands_on | guided | delegated
    • strategyInterests: string[] from:
      • core_large_cap
      • yield_income
      • index_like
      • defi
      • thematic
      • experimental
  • notes: string | null
  • existingProfile?: optional prior InvestingProfileV1 payload used when the user regenerates summary copy from an already-edited board

​
Output Contract

The returned profile is normalized and ready to persist as the user-scoped generic preference investing_profile_v1. InvestingProfileV1 fields:
  • version
  • completionMode
  • avatarId
  • primaryGoal
  • timeHorizon
  • riskTolerance
  • automationStyle
  • strategyInterests
  • preferredChains
  • guardrails
  • notes
  • headline
  • summary
  • updatedAt

​
Persistence Notes

This procedure generates the profile, but does not persist it directly. webapp-v2 now saves the confirmed profile through the dedicated builder surface:
  • v2.portfolio.builder.saveProfile
  • profile: InvestingProfileV1
The saved profile is then read back through v2.portfolio.builder.getProfile and used to drive the onboarding handoff into /start.

​
Generation Behavior

  • Deterministic normalization always runs first and is the source of truth for the structured profile fields.
  • Vertex AI is used only for the narrative headline and summary.
  • If model output is unavailable or invalid, the backend falls back to deterministic copy and still returns a valid InvestingProfileV1.
  • “Use balanced defaults” maps to completionMode: "balanced_defaults" when the request matches the built-in default quiz and omits notes.

​
Example Call

curl --request POST \
  --url 'https://api.glider.fi/v1/trpc/userOnboarding.generateInvestingProfile' \
  --header 'Content-Type: application/json' \
  --data '{
    "input": {
      "avatarId": "blue",
      "quiz": {
        "primaryGoal": "growth",
        "timeHorizon": "5y_plus",
        "riskTolerance": "moderate",
        "automationStyle": "guided",
        "strategyInterests": ["core_large_cap", "index_like"]
      },
      "notes": "Prefer a boring core portfolio with room for one experimental sleeve."
    }
  }'

{
  "result": {
    "data": {
      "headline": "Steady growth with room for selective upside",
      "summary": "You want a long-horizon portfolio that compounds through diversified core exposure while keeping automation helpful rather than fully delegated.",
      "profile": {
        "version": 1,
        "completionMode": "generated",
        "avatarId": "blue",
        "primaryGoal": "growth",
        "timeHorizon": "5y_plus",
        "riskTolerance": "moderate",
        "automationStyle": "guided",
        "strategyInterests": ["core_large_cap", "index_like"],
        "preferredChains": ["base", "ethereum"],
        "guardrails": ["keep_stable_buffer"],
        "notes": "Prefer a boring core portfolio with room for one experimental sleeve.",
        "headline": "Steady growth with room for selective upside",
        "summary": "You want a long-horizon portfolio that compounds through diversified core exposure while keeping automation helpful rather than fully delegated.",
        "updatedAt": "2026-03-26T16:00:00.000Z"
      }
    }
  }
}