Veli · Schema

Strategy

Investment strategy definition with allocations and rules

CryptoDeFiFinanceInvestmentPortfolio Management

Properties

Name Type Description
id string Strategy identifier
name string Strategy display name
description string Strategy description
category string Strategy category
risk string Risk level
assets array Asset allocations
rebalanceThreshold number Drift threshold that triggers rebalancing (e.g. 0.05 = 5%)
managementFee number Annual management fee rate (e.g. 0.01 = 1%)
performanceYTD number Year-to-date return
performanceAllTime number All-time return
View JSON Schema on GitHub

JSON Schema

veli-strategy-schema.json Raw ↑ 
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/veli/refs/heads/main/json-schema/veli-strategy-schema.json",
  "title": "Strategy",
  "description": "Investment strategy definition with allocations and rules",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Strategy identifier",
      "example": "strat-btc-eth-index"
    },
    "name": {
      "type": "string",
      "description": "Strategy display name",
      "example": "BTC-ETH Index"
    },
    "description": {
      "type": "string",
      "description": "Strategy description"
    },
    "category": {
      "type": "string",
      "enum": [
        "index",
        "theme",
        "custom"
      ],
      "description": "Strategy category",
      "example": "index"
    },
    "risk": {
      "type": "string",
      "enum": [
        "conservative",
        "moderate",
        "aggressive"
      ],
      "description": "Risk level",
      "example": "moderate"
    },
    "assets": {
      "type": "array",
      "description": "Asset allocations",
      "items": {
        "$ref": "#/components/schemas/AssetAllocation"
      }
    },
    "rebalanceThreshold": {
      "type": "number",
      "description": "Drift threshold that triggers rebalancing (e.g. 0.05 = 5%)",
      "example": 0.05
    },
    "managementFee": {
      "type": "number",
      "description": "Annual management fee rate (e.g. 0.01 = 1%)",
      "example": 0.01
    },
    "performanceYTD": {
      "type": "number",
      "description": "Year-to-date return",
      "example": 0.23
    },
    "performanceAllTime": {
      "type": "number",
      "description": "All-time return",
      "example": 1.45
    }
  }
}