Reference

Glossary

Portfolio — a structured collection of underlying assets governed by configurable parameters.
Portfolio position — a blockchain-native representation of proportional interest in a portfolio.
Target allocation — the intended percentage composition of a portfolio.
Allocation drift — the deviation of current composition from target weights.
NAV — net asset value; total value of underlying assets divided by outstanding portfolio positions.
Threshold rebalancing — adjustment triggered when deviation exceeds a configured range.
Time-based rebalancing — reassessment at predetermined intervals.
Hybrid rebalancing — a combination of timing and deviation conditions.