This guide explains how to set up, manage, and customize automated portfolio rebalancing with the Glider API.

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Overview

Glider’s portfolio automation enables your portfolio to maintain its target allocations through automatic rebalancing. This keeps your portfolio aligned with your investment strategy without requiring manual intervention.

The automation lifecycle includes:

  1. Starting automation
  2. Monitoring rebalance status
  3. Pausing/resuming as needed
  4. Triggering manual rebalances
  5. Customizing rebalance schedules

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Setting Up Automation

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1. Start Portfolio Automation

To start automation for a portfolio:

const startResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/start`, {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'X-API-KEY': 'your_api_key_here',
  },
  body: JSON.stringify({
    runRebalanceImmediately: true, // Run a rebalance right away
    interval: {
      every: 86400000, // 24 hours in milliseconds
    }
  }),
});

const startData = await startResponse.json();

The interval parameter specifies how often the portfolio should be checked for rebalancing:

  • every: Time between checks in milliseconds
  • offset: Optional offset in milliseconds from the start time

Common intervals:

  • Daily: 86400000 ms
  • Weekly: 604800000 ms
  • Hourly: 3600000 ms

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2. Check Automation Status

To check if automation is active and retrieve its current status:

const statusResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/automation/status`, {
  method: 'GET',
  headers: {
    'X-API-KEY': 'your_api_key_here',
  },
});

const statusData = await statusResponse.json();
console.log("Automation status:", statusData.data.status);

The response includes details about:

  • Current status (active, paused, etc.)
  • Next scheduled rebalance time
  • Last rebalance result
  • Schedule configuration

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Managing Automation

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Pausing Automation

To temporarily pause automation:

const pauseResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/pause`, {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'X-API-KEY': 'your_api_key_here',
  },
  body: JSON.stringify({
    reason: "User requested pause" // Optional reason
  }),
});

const pauseData = await pauseResponse.json();

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Resuming Automation

To resume previously paused automation:

const resumeResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/resume`, {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'X-API-KEY': 'your_api_key_here',
  },
  body: JSON.stringify({
    reason: "User requested resume" // Optional reason
  }),
});

const resumeData = await resumeResponse.json();

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Triggering Manual Rebalance

To manually trigger a rebalance at any time:

const triggerResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/trigger`, {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'X-API-KEY': 'your_api_key_here',
  },
  body: JSON.stringify({
    skipScheduleValidation: true // Allow triggering even if no schedule exists
  }),
});

const triggerData = await triggerResponse.json();

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Updating Schedule Interval

To change how frequently the portfolio is rebalanced:

const updateIntervalResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/update-schedule-interval`, {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'X-API-KEY': 'your_api_key_here',
  },
  body: JSON.stringify({
    interval: {
      every: 43200000, // 12 hours in milliseconds
      offset: 0, // Optional: Offset from the start time in milliseconds
    },
  }),
});

const updateIntervalResult = await updateIntervalResponse.json();

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Monitoring Rebalance Activity

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Getting Rebalance Status

To check the status of all rebalance activities:

const rebalanceStatusResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/rebalance/status?limit=10`, {
  method: 'GET',
  headers: {
    'X-API-KEY': 'your_api_key_here',
  },
});

const rebalanceStatus = await rebalanceStatusResponse.json();

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Getting Specific Workflow Status

To get detailed information about a specific rebalance workflow:

const workflowStatusResponse = await fetch(`https://api.glider.fi/v1/portfolio/${portfolioId}/rebalance/status/${workflowId}`, {
  method: 'GET',
  headers: {
    'X-API-KEY': 'your_api_key_here',
  },
});

const workflowStatus = await workflowStatusResponse.json();

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Customizing Rebalance Behavior

The rebalancing behavior is determined by the tradingSettings in your portfolio template:

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Threshold-Based Rebalancing

Rebalances when asset allocations drift beyond a specified percentage:

templateData: {
  // ... other template data
  tradingSettings: {
    type: "threshold",
    triggerPercentage: 5 // Rebalance when assets drift 5% from target
  }
}

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Calendar-Based Rebalancing

Rebalances on a fixed schedule regardless of drift:

templateData: {
  // ... other template data
  tradingSettings: {
    type: "calendar",
    frequency: "weekly" // Options: daily, weekly, biweekly, monthly
  }
}

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Best Practices

  1. Start with sufficient funds: Ensure the portfolio has enough assets to cover gas fees for rebalancing
  2. Select appropriate intervals: Choose rebalancing frequency based on your portfolio’s volatility and size
  3. Monitor gas usage: Be aware that frequent rebalancing can lead to higher gas costs
  4. Set realistic thresholds: Too small a threshold may cause excessive rebalancing, while too large may defeat the purpose
  5. Use manual triggers sparingly: Reserve manual rebalancing for significant market events or portfolio changes

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Next Steps

After setting up automation, consider:

  1. Monitoring portfolio performance to track how automated rebalancing affects returns
  2. Updating the portfolio template to fine-tune your allocation strategy
  3. Depositing additional assets to grow your portfolio