A way to hold a portfolio as a single token, fully in your own wallet.
You select the assets and define the allocation rules.
The system can rebalance the portfolio on Solana based on those rules.
The contents of the portfolio can be public or privately stored through Zcash, depending on your preference.

The result is a self-custodied portfolio token:

• Tradeable if you want it to be
  
  

• Transparent or private, your choice
  
  

• Adjustable over time, without a custodian or fund structure
  
  

This brings portfolio management down to a single on-chain representation, controlled entirely by the user.

Today, asset management is:

• Custodial
  
  

• Permissioned
  
  

• Intermediated
  
  

• Geographically gated
  
  

• Privacy-eroding by default
  
  

If you want to create and manage your own portfolio, you either:

1. Give up custody to an institution, or
   
   

2. Manually rebalance across multiple markets.
   
   

We think that’s backwards.

A portfolio should:

• Belong to the person who holds it
  
  

• Be programmable
  
  

• Be portable
  
  

• Be optionally private
  
  

• Require no third-party trust
  
  

Freedom means choice:
What to reveal. What to keep to yourself.

Solana provides:

• Fast execution
  
  

• Low fees
  
  

• Shared global state, not fragmented chains
  
  

• Deep routing and liquidity infrastructure (Jupiter, Pyth, etc.)
  
  

Rebalancing only works smoothly if execution is fast and consistent.
Solana is the best environment for that today.

Not every investor wants their portfolio composition to be public.
However, hiding strategy is not the same as hiding ownership or evading transparency.
This is about protecting allocation logic, not hiding in the dark.

Zcash offers:

• Shielded storage for sensitive portfolio metadata
  
  

• Viewing keys, so the owner can selectively reveal composition when needed
  
  

• Privacy as a choice, not as an assumption
  
  

This matches real institutional behavior:
Public value. Private allocation. Selective disclosure.

This project takes structures usually reserved for:

• Swiss private banks
  
  

• Hedge funds
  
  

• Family offices
  
  

…and makes them:

• Permissionless
  
  

• Self-custodied
  
  

• User-controlled
  
  

• Globally accessible
  
  

No minimum capital.
No gatekeeping.
No custodians.

Just a wallet.

This MVP is the foundation for a more expressive portfolio layer:

• Backtesting & simulation: test allocations before minting
  
  

• Advanced rebalancing rules: volatility targeting, drift tolerances, factor tilts
  
  

• Shared strategies: optional strategy publishing and replication
  
  

• zk-based composition proofs: prove inclusion or exclusion without revealing full holdings
  
  

• Private execution (future): full private rebalancing when zk-coordination layers mature
  
  

The long-term direction is a fully programmable, private-optional portfolio primitive that works across markets.