Update Strategy

Change a wallet’s yield allocation after creation.

After creating a wallet, you can update its allocation strategy when no incompatible withdrawal or rebalance workflow is active.

This applies to wallets with autoRebalance: true. See How Auto Rebalancing Works for wallet types, drift thresholds, and examples of when funds move.

During the Tempo beta, a rebalance may spend at most 100 USDC.e of Tempo cash across all its legs. Saving a strategy does not bypass this limit: an oversized plan is skipped entirely, not split into smaller transfers. Deposits are still credited, so Tempo cash can remain unallocated above the limit.

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Update the strategy

Choose cash and yield sources from the live catalog. Stocks are available through manual allocations, not automatic strategies. Yield products identify their usual allocationGroup; each included group totals 100% and omitted groups retain their existing targets. See Allocation groups for fund and network compatibility.

USDC and Ethereum USDT

curl -X PATCH "$BASE_URL/v2/wallets/$WALLET_ID/strategy" \
  -H "Authorization: Bearer $API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "requestId": "6d74dc1c-f1b5-4f2c-8f33-9f7b9e27cd4b",
    "allocations": {
      "usdc": [
        { "yieldSourceId": "cash", "pct": 20 },
        { "yieldSourceId": "syrup-usdc", "pct": 80 }
      ],
      "usdt": [
        { "yieldSourceId": "cash", "pct": 50 },
        { "yieldSourceId": "syrup-usdt", "pct": 50 }
      ]
    }
  }'

Field	Required	Description
requestId	Yes	UUID v4 idempotency key
allocations	Yes	An object keyed by the allocation groups to update. Each included group must sum to 100%.

Each allocation must include yieldSourceId (from the yield source catalog) and pct (0-100, supporting 0.1% increments).

Each included allocation group is replaced in full. For example, updating usdt:tron preserves the usdc and usdt targets.

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Response

The strategy update returns the desired allocations. The response includes every allocation group, including groups preserved because they were omitted from the request:

{
  "strategyAllocations": {
    "usdc": [
      { "yieldSourceId": "cash", "targetWeightBps": 2000 },
      { "yieldSourceId": "syrup-usdc", "targetWeightBps": 8000 }
    ],
    "usdt": [
      { "yieldSourceId": "cash", "targetWeightBps": 5000 },
      { "yieldSourceId": "syrup-usdt", "targetWeightBps": 5000 }
    ],
    "usdt:tron": [
      { "yieldSourceId": "cash", "targetWeightBps": 10000 }
    ]
  }
}

strategyAllocations reflects the desired group targets immediately. Fetch the wallet separately to read its current holdings and balances, which can remain different until a rebalance executes.

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What happens during a strategy update

Updating a strategy saves new targets immediately. It requires API authentication but no Turnkey approval, and does not start or schedule a rebalance. When you update the strategy:

1. The included allocation groups are saved immediately and reflected in strategyAllocations.
2. A later rebalance may move holdings toward the new targets when the wallet has executable work and no incompatible workflow is active.
3. If a later rebalance is created, execution happens over time. For positions with longer unwind windows such as syrup-usdc, the full rebalance can take hours even if synchronous ERC-4626 legs such as the supported Morpho vaults move immediately.

If a rebalance runs, each position’s valueUsd may move toward its pct. You can monitor progress by comparing these two fields.

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Strategy webhook

Strategy updates emit portfolio_wallet.strategy.status_changed events as the update is applied.

See Webhooks for registration and payload details.