Creating a DeFindex Vault

Webapp: https://app.defindex.io/

Prerequisites: Vault Roles

Before creating a vault, you'll need to establish the following key roles with their respective addresses:

Core Roles

1. Vault Manager

   • Primary owner of the vault

   • Controls vault settings and role assignments

   • Manages contract upgrades (if enabled)

   • Recommended: Use a multisig wallet for enhanced security

2. Rebalance Manager

   • Responsible for fund allocation between strategies

   • Optimizes strategy distribution

   • Recommended: Implement as an automated bot

3. Fee Receiver

   • Designated address for collecting strategy performance fees

   • Should be a secure, dedicated wallet

4. Emergency Manager

   • Handles emergency fund recovery from strategies

   • Critical for risk management

   • Recommended: Implement as an automated bot

Deployment Process

Initial Setup

• Any address with XLM can deploy the vault

• No multisig required for deployment

• Recommended: Use a fresh address for deployment

Strategy Selection

Choose from our curated and audited strategies:

Blend Fixed Pool Strategies (with Autocompound)

• USDC

• EURC

• XLM

Blend Yieldblox Pool Strategies (with Autocompound)

• USDC

• EURC

• XLM

Best Practices

• Recommended configuration: One asset with two strategies

• This provides optimal balance between yield and risk management

Security Initialization

• Required: Initial deposit of 1001 stroops of the chosen underlying asset

• Purpose: Security verification

• Timing: Complete before user implementation

• This ensures the vault is properly initialized and secure

Implementation Timeline

1. Set up all role addresses

2. Deploy vault

3. Select strategies

4. Make initial security deposit

5. Do first rebalance

6. Begin user implementation

This structured approach ensures a secure and efficient vault creation process while maintaining best practices for DeFi operations.

First rebalance

You can do the first rebalance using the script vault_usage_example.ts (discussed on next section) or by using the stellar-cli.

First, you need to setup your keys, make sure the rebalancer manager role defined previously is the one you are going to setup. For example, you can set it up using secret key by:

stellar keys add --secret-key rebalancer

then, you will be prompted to write your secret key.

Next, let's make the rebalance using testnet as example. You can do that by:

stellar contract invoke \
  --rpc-url https://soroban-testnet.stellar.org/ \
  --network-passphrase 'Test SDF Network ; September 2015' \
  --id <CONTRACT_ID> \
  --source-account rebalancer \
  -- \
  rebalance \
  --caller <REBALANCER_ADDRESS> \
  --instructions '[{"Invest":["<STRATEGY_ADDRESS>", "<AMOUNT_IN_STROOPS>"]}]'

you can find the strategy addresses on ~/public/<network>.contracts.json.

And that's all!

Interacting with the Vault

Using the Example Script (vault_usage_example.ts)

You can interact with your DeFindex Vault directly from the command line using the provided example script: Contracts/src/vault_usage_example.ts. This script demonstrates how to perform key vault operations such as deposit, withdraw, invest, unwind, and harvest.

Prerequisites

• Node.js and yarn installed

• All dependencies installed (yarn install in the project root)

• Properly configured environment (setup a .env file, see Contracts/src/utils/env_config.js for user/secret setup)

• The vault and strategy contracts deployed and addresses set in your address book

How to Use

1. Navigate to the Contracts directory:

   cd Contracts

2. Edit the script if needed: Uncomment the function call(s) you want to run at the bottom of src/vault_usage_example.ts (e.g., await deposit();).

3. Run the script:

   yarn vault-example <network>

Replace <network> with your target network (e.g., testnet, mainnet, or your custom config).

Available Operations

• Deposit:

  Deposits assets into the vault for the configured user.

  await deposit();

• Withdraw: Withdraws assets from the vault for the configured user.

  await withdraw();

• Invest:

  Allocates vault funds into a strategy (admin only).

  await invest();

• Unwind:

  Withdraws funds from a strategy back to the vault (admin only).

  await unwind();

• Harvest: Triggers a strategy harvest (keeper only).

  await harvest();

Note: Only uncomment and run one operation at a time to avoid transaction conflicts. Make sure your environment variables and address book are set up for the network you are targeting.

For more details, review the comments and code in vault_usage_example.ts.