The Strategy Canvas is where curators build rule-based automation for vault operations. Strategies evaluate indicator values on configurable tick intervals and dispatch DeFiX intents to the OMS when conditions are met.
Navigate to /strategy/{chainId}/{vaultAddress} or select a vault from the dropdown.
Canvas Layout
Strategies are partitioned into three columns by action type:
| Column | Action | Description |
|---|
| Inflow | DEPOSIT | Deploy capital into yield sources |
| Outflow | WITHDRAWAL | Unwind positions to fulfill redemptions |
| Rebalance | REBALANCE | Redistribute capital between yield sources |
Strategy States
| State | Description |
|---|
CREATED | Defined but never activated |
IDLE | Ready, not ticking |
RUNNING | Actively evaluating rules each tick |
PAUSED | Halted by vault kill switch |
ERROR | Runtime error (hover for details) |
ARCHIVED | Soft-deleted |
IDLE and RUNNING using the state control on each card.
Kill Switch
The vault-level kill switch (top of canvas) pauses all strategies simultaneously. When engaged, all RUNNING strategies transition to PAUSED. Use this for emergency stops without toggling individual strategies.
API: PATCH /api/v1/vaults/{vault_id} with { "kill_switch": true }
Creating a Strategy
Click New Strategy to open the creation form.
Core Fields
| Field | Description |
|---|
| Name | Human-readable identifier |
| Action | DEPOSIT, WITHDRAWAL, or REBALANCE |
| Tick Interval | Evaluation frequency in milliseconds |
| Cooldown | Minimum time between intent dispatches (milliseconds) |
| Priority | Execution order within column (lower = higher priority) |
Indicators
Named variables evaluated each tick. Define with a name (e.g., usdc_morpho_apy) and a data source expression. Live values are visible by hovering over a running strategy’s shard state.
Rule Tree
Boolean logic tree that determines when the strategy dispatches an intent:
| Node Type | Description |
|---|
EXPR | indicator op value (e.g., apy > 0.05) |
AND | All children must be true |
OR | At least one child must be true |
NOT | Negates a child rule |
VOTE | N-of-M children must be true |
Action Config
| Field | Description |
|---|
size_expr | Position size expression (e.g., free_assets * 0.5) |
objective | Optimization goal |
execution_name | Target hook name |
target_address | Yield source address |
max_slippage_bps | Maximum acceptable slippage in basis points |
Conviction Config
Controls how many consecutive passing ticks are required before dispatching an intent. Prevents excessive churn on noisy signals.
Viewing Intents
Each strategy card has an Intents tab showing its dispatch history: intent ID, action, status (Processing/Completed/Failed/Cancelled), size, slippage, gas used, and timestamps. Vault-level intent history is also available across all strategies.
Live Shard State
Running strategies maintain in-memory shards with current indicator values, active intent count, and last tick timestamp.
GET /api/v1/engine/shards/{vault_id}/state returns this state. A 404 means no shard exists (no running strategies).
Drag-to-Reorder
Drag strategy cards within a column to change priority order. When multiple strategies trigger simultaneously, higher-priority strategies dispatch first.
Optimistic Concurrency
Strategy updates require a version field. If two clients edit the same strategy, the second write returns 409 Conflict. Refresh and retry with the latest version.
OMS Session Key
Before strategies can dispatch intents, the vault must have a valid OMS session key — a delegated signing key that authorises the OMS to execute onchain actions on behalf of the vault.
If no valid session key exists, the canvas displays an OMS Canvas Gate overlay blocking automation. Use the Session Key panel (accessible via VaultStrategyHeaderControls in the header) to grant or renew.
Session Key States
| State | Description |
|---|
| Ready | Valid key exists, automation can run |
| Not Ready | No key or key expired — canvas gate shown |
| Pending Rotation | Rotation initiated but not yet completed onchain |
Grant / Renew Flow
- Open the session key panel from the strategy header controls
- Click Grant (new) or Renew (expiring soon) — the UI calls the OMS grant/rotation endpoint and returns EVM calldata
- Sign the transaction with your connected wallet
- Call Complete Rotation after the transaction confirms
The UI polls readiness every 45 seconds; polling accelerates to every 20 seconds while the signing popover is open.
Session Key API Endpoints (OMS)
| Endpoint | Method | Description |
|---|
/defix/vaults/{vault_id}/session-key/readiness | GET | Check if key is ready |
/defix/vaults/{vault_id}/session-key/grant | GET | Get grant calldata |
/defix/vaults/{vault_id}/session-key/rotation | GET | Get renewal calldata |
/defix/vaults/{vault_id}/session-key/rotation/complete | POST | Complete rotation |
/defix/vaults/{vault_id}/session-key/rotation/cancel | POST | Cancel pending rotation |
/defix/vaults/{vault_id}/session-key/revoke | GET | Get revoke calldata |
API Reference
| Endpoint | Method | Description |
|---|
/api/v1/strategies?vault_id={id}&limit=50 | GET | List strategies |
/api/v1/strategies | POST | Create strategy |
/api/v1/strategies/{id} | PUT | Update (requires version) |
/api/v1/strategies/{id} | DELETE | Delete strategy |
/api/v1/strategies/{id}/state | PATCH | Transition state |
/api/v1/strategies/{id}/reload | POST | Hot-reload running strategy |
/api/v1/strategies/{id}/intents?limit=50 | GET | Strategy intent history |
/api/v1/vaults/{vault_id} | GET/PATCH | Kill switch and rate limits |
/api/v1/engine/status | GET | Active shard count |
/api/v1/engine/shards/{vault_id}/state | GET | Live indicator values |
vault_id in the Strategy Engine uses {chainId}:{vaultAddress} format (e.g., 8453:0xdef...). Erebor uses separate chain_id and vault_address parameters.
