Implement Core Portfolio Management Functionality for DynamoFi#1
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Implement Core Portfolio Management Functionality for DynamoFi#1
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- Implemented get-portfolio, get-portfolio-asset, and get-user-portfolios read-only functions - Enables efficient querying of portfolio and asset details by users - Improves protocol transparency and user experience
- Implemented calculate-rebalance-amounts read-only function - Added private functions for token ID and percentage validation - Improves portfolio integrity and supports automated rebalancing logic
- Implemented add-to-user-portfolios to manage user portfolio lists - Added initialize-portfolio-asset and initialize-token-at-index for asset setup - Streamlines portfolio creation and asset allocation processes
- Adds create-portfolio to allow users to create portfolios with custom tokens and allocations - Initializes up to 10 tokens per portfolio and validates input constraints - Updates user portfolio list and increments portfolio counter - Enhances protocol usability and onboarding for new portfolios
- Implemented rebalance-portfolio to update last rebalanced timestamp - Added update-portfolio-allocation for dynamic asset allocation changes - Introduced initialize for protocol ownership transfer - Improves protocol flexibility, security, and portfolio management
- Provides detailed protocol overview, architecture, and smart contract logic - Documents features, security, error handling, and roadmap - Improves developer onboarding and project transparency
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Summary:
This PR introduces the core functionality for the DynamoFi protocol smart contracts, enabling users to create, manage, and track self-custodial portfolios on the Stacks L2.
Key Changes:
Read-Only Functions
get-portfolio: Fetch portfolio metadata by ID.get-portfolio-asset: Retrieve asset details by portfolio and index.get-user-portfolios: List all portfolio IDs owned by a user.calculate-rebalance-amounts: Determines if rebalancing is required.Private Helpers
initialize-token-at-index,initialize-portfolio-asset,add-to-user-portfoliosPublic Functions
create-portfolio: Creates a new portfolio with up to 10 token allocations (basis point-based).rebalance-portfolio: Updates portfolio state post-rebalancing.update-portfolio-allocation: Allows users to adjust target allocations.initialize: Sets the protocol owner/admin.Benefits:
Developer Notes: