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Manage Smart Treasury

Smart Treasury automates balance management by monitoring thresholds and triggering top-ups from your configured funding sources.

How Smart Treasury Works​

Balance drops below minimum threshold
       ↓
Smart Treasury checks eligible funding sources
       ↓
Automatically executes top-up conversion or transfer
       ↓
Balance restored to target level
       ↓
Webhook notification sent

Key Concepts​

ConceptDescription
Managed BalanceA balance you want to keep at a target level
Target BalanceThe ideal amount to maintain
Min ThresholdWhen balance drops below this, a top-up is triggered
Max ThresholdMaximum cap for the balance
Funding SourceWhere top-up funds come from (asset pool, venue)

Quick Start​

1. Create a Managed Balance​

POST /api/v1/managed-balance

{
  "name": "USDC Hot Wallet",
  "assetPoolId": "pool-uuid",
  "asset": "USDC",
  "targetBalance": 50000,
  "minThreshold": 10000,
  "maxThreshold": 100000
}

2. Add a Funding Source​

PUT /api/v1/managed-balance/{id}/funding-source

{
  "sourceType": "ASSET_POOL",
  "sourceId": "reserve-pool-uuid",
  "priority": 1
}

3. Monitor​

Smart Treasury will now automatically top up when the USDC balance drops below 10,000 USDC, pulling funds from the reserve pool and converting if necessary.

Configure via Portal​

  1. Navigate to Treasury > Managed Balances
  2. Click Create Managed Balance
  3. Select the asset pool and asset
  4. Set target, min, and max thresholds
  5. Add one or more funding sources with priority order
  6. Enable the managed balance

Predicting Top-Ups​

View predicted top-up timing based on current balance trends and historical data in the portal under Treasury > Predictions.

Notifications​

Smart Treasury sends webhook events for all operations:

  • balance.updated — When a top-up is executed
  • Treasury-specific events via the Activity Logs API

Next Steps​