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A portfolio is a named container for positions, bound to a wallet address that you control. You need one before you can supply or borrow.

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Steps

  1. Go to Account → Portfolios and choose to add a portfolio.
  2. Name it. The name is for your own reference: a mandate, strategy, or desk name is more useful than “Portfolio 1”.
  3. Connect a wallet. Choose your provider from the list. Supported connections include browser wallets, WalletConnect-compatible wallets, Coinbase Wallet, and institutional custody providers.
  4. Sign the ownership message. Your wallet will present a message to sign. This proves you control the address.
  5. The portfolio becomes visible once the signature is verified.
  6. Compliance screening, a 24-hour cooling period, and whitelist approval by AGI3 run before the new wallet can transact. See below.

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What the signature is

The message you sign is a proof of address ownership. It is not a transaction, it moves nothing, and it grants no spending permission. The message includes a challenge value issued by AGI3, the address being bound, this site’s domain, and a timestamp. It expires five minutes after issue. Two things to check before signing, as you should with any wallet signature:
  • The domain shown in the message matches the AGI3 site you are using.
  • The address in the message is the one you intend to bind.
If either does not match, reject it. A signature request that does not name the site you are on is characteristic of phishing. If more than five minutes pass, the challenge expires and you will be asked for a fresh signature. This is normal.

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Before the wallet can transact

A newly verified wallet cannot transact immediately. A cooling period of 24 hours runs from the moment ownership is verified, and the platform notifies you when it starts and again when it completes. During the window the wallet also goes through compliance screening, and AGI3 then approves the address onto the AGI3 whitelist. The wallet can transact once the cooling period has passed, screening is clear, and the address is whitelisted. The 24-hour cooling period is a security control. Plan onboarding around it: connect the wallet early following platform registration.

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Multiple wallets and multiple portfolios

A portfolio corresponds to a single wallet address. You can hold many portfolios in your account. The usual reason for multiple portfolios is to keep strategies separately measurable, since performance, positions, and health score are all reported per portfolio.

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Using the right wallet

Actions on a position must come from the address bound to its portfolio. If your wallet is connected but set to a different address than the position’s, the platform will tell you and prompt you to switch rather than letting you submit a transaction that would fail. The same applies to networks: if your wallet is on a different chain than the market you are operating in, you will be prompted to switch first.

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Renaming and removing

Renaming a portfolio affects the label only: positions, wallets, and history are untouched. Removing a portfolio does not move assets: your wallet and its contents are yours throughout, and removal only ends AGI3’s tracking of its transaction history on the platform.