Automated Liquidity Manager For Advanced Users

This guide provides a detailed walkthrough of every feature, panel, column, and control available in the application. It is designed to help new teammates onboard quickly and to serve as a reference for understanding how dashboard actions interact with on-chain V3 and V4 positions.

1. Dashboard Overview

The Dashboard is the central command center for tracking, managing, and analyzing automated liquidity strategies. It is designed to handle the complexities of both V4 (bin-based, hooks-enabled CLMM protocols like SquadSwap and Uniswap V4) and V3 (continuous tick-range concentrated liquidity like PancakeSwap V3).

Key Features

• Real-time Data Merging: The dashboard intelligently merges data from multiple sources. It combines on-chain state (balances, current ticks, bin IDs, fee tiers) with off-chain metadata (strategy notes, team configurations, cached vault snapshots).

• Auto-Refresh & Polling:

  • Interval: Strategy rows automatically poll for updates - the strategy list defaults to a 30-second refresh, while live AUM/vault data refreshes every 10 seconds.

  • Mechanism: Background polling ensures that balances and status indicators remain current without requiring a page reload.

  • Manual Override: You can trigger an immediate update using the Force Push or Refresh actions if you suspect on-chain data has changed recently (e.g., after a transaction).

• V3 + V4 Architecture: The system is tailored for V4’s discrete "Bin" architecture (price buckets + hooks) and V3’s continuous tick ranges. The appropriate metrics (Bin Range vs. Tick Range, L/R offsets vs. tick lower/upper) are shown per strategy type.

• Context-Aware Inference: Values such as fee tiers, networks, and DEXes are often inferred directly from the pool contract state or the traded token pair, minimizing configuration errors.

2. Toolbar, Filters & Layout Controls

Located immediately above the strategies table, the toolbar provides powerful tools to organize and filter your view.

Persistence

Your preferences are saved. Browser storage is used to remember your active filters, column visibility settings, and pagination choices. When you return to the dashboard, you pick up exactly where you left off.

Filter Options

• Free Text Search: The "Filter positions by pair…" input allows you to search for specific token symbols (e.g., "ETH", "USDC"). This matches against the tokens in the Pair column.

• Faceted Chips:

  • Network: Filter by blockchain network (e.g., Base, BSC). Only networks with active strategies are listed.

  • Status: Filter by operational state (e.g., Active, Inactive, Exited, Not Started).

  • Archived: Toggle the visibility of archived strategies to keep your main view clean.

  • Type: Filter by strategy structure, such as Simple (standard liquidity) or Farm (masterchef-staked positions).

  • Visibility: Filter by Public or Private.

  • Balancer: A dedicated toggle filters for Balancer strategies.

• Server-Side Facets: In server mode, filter counts are computed across the full matching dataset, not just the currently loaded page.

Layout Customization

• View Menu: This dropdown allows you to toggle the visibility of every column in the table. You can hide less relevant metrics (like specific fee windows) or enable advanced ones (like value distribution) to tailor the workspace to your specific role.

• Action Button Settings: Choose which quick-action buttons appear on each row.

• List / Grid: Switch between the tabular list and a card-based grid layout.

3. Strategy Columns: A Deep Dive

Each column in the dashboard is designed to answer a specific question about your position.

Column	Description & Technical Detail
Dex	Displays the exchange provider (e.g., Uniswap V4, PancakeSwap, SquadSwap). Visual: Appears as an icon info-badge. Logic: Inferred from the factory address used to deploy the strategy.
Network	The blockchain network where the strategy is deployed (e.g., Base, BSC). Filter: Faceted filtering is available for this field.
Pair	The trading pair (e.g., WETH/USDC). Hover: Shows full token names and addresses. Custom pools are badged with a dedicated Custom Pool indicator.
Team	The team the strategy belongs to. Filterable when viewing across teams.
Fee Tier	The swap fee percentage earned on trades. Dynamic Fees: A lightning icon marks pools using dynamic fee tiers (e.g., Slot0 dynamic fees on SquadSwap), fetched live from the pair contract.
Tick Range	The active range for the position. V4: Shows left/right bin offsets (e.g., L:50 / R:50). V3: Shows the lower–upper tick range.
Distribution	V4 only. A visual representation of the value distribution across bins (e.g., even spread, bell curve, skewed).
Price Range	A visual bar showing the current price relative to your position's min/max range. Colors: Green indicates the price is in range (earning fees). Red indicates out of range.
Slippage	The maximum allowed slippage for rebalancing actions, expressed as basis points / percent. Configuration: Set at the team level (separate values for regular and Balancer V4 strategies) with fallback to the strategy's own value.
Daily Repositions	Shows the number of automated rebalancing actions triggered today versus the daily limit (e.g., 2 / 5).
Daily Enters	V4 only. Tracks daily entry (position-open) activity against the configured Daily Enter Limit.
Total Assets	The total value of the strategy vault (AUM + reserves). Sorted by USD value.
Vault	Idle reserve held by the strategy that is not deployed in bins (V4: reserveX/reserveY; V3: wallet balance).
Liquidity	The current token breakdown of the position (e.g., 1.2 ETH + 4000 USDC). Hover: Displays the real-time USD equivalent of the holdings based on current oracle prices. V4: Uses live vault AUM from the blockchain; shows Awaiting snapshot while data loads.
Unclaimed Fees	Realized fees that are sitting in the contract but haven't been claimed yet. Hover: Shows the USD value of these fees. Sorting: Can be sorted by total USD value.
1D / 7D / 30D Fees	Accumulated fees over the trailing 1, 7, and 30 day windows.
Inventory P&L (30D)	A sparkline of the trailing 30-day inventory PnL (impermanent-loss-adjusted), cached server-side.
APR (est.)	Estimated annual percentage return, color-coded by magnitude.
Duration	How long the current position has been open. Hover for the precise duration.
Position Status	The overall health of the strategy. Active: Current tick/bin is within the active range. Inactive: Price has moved outside the range; earning stops. Refreshing: A "Force Push" or automated update is in progress (pulsing badge). Not Started: No position has been opened yet (V3) or bins are empty (V4). Starting: A position start is being processed. Exited: V4 only - the position has been exited on-chain. Paused: V4 only - the automation is paused via the off-chain pause flag. Warning: Issues like missing placement references or blockchain data connection errors (yellow alert icon).
Type	The architectural type of the strategy. Simple: Standard concentrated liquidity position. Farm: Liquidity is staked in a MasterChef contract to earn additional farming rewards.
Created/Joined	V4 public strategies. Marks whether you Created or Joined a shared public strategy.
Note	Internal memos. Hovering shows the full text. Useful for tracking "why" a strategy was created.

4. Quick Actions

The inline action bar (rightmost column) provides contextual management. Action buttons are configurable via the Action Button Settings menu.

Inline Quick Buttons

1. Details (Info Icon) - Opens a full details dialog with live position data and metrics.

2. Set Note (Notebook Icon) - Attach a text note to the strategy. Visible to all team members and searchable.

3. Deposit (Plus Icon) - V4. Opens a modal to deposit more tokens into the strategy vault.

4. Withdraw (X Icon) - V4. Opens the withdrawal modal to remove funds from the strategy.

5. Update Strategy (Gear Icon) - Open the strategy settings dialog to adjust parameters.

6. Pause / Resume - V4. Toggles automated repositioning via the off-chain isPaused flag (does not withdraw liquidity).

7. Refresh (Rotate Icon) - Re-fetches strategy + live position data from the backend immediately.

8. Force Push (Refresh-CW Icon) - Triggers a backend job to re-index the strategy data from the blockchain immediately. No gas required.

9. Start Position (Play Icon) - V4. Opens the start-position flow to open a new position with the deposited funds.

More Menu (⋮)

Additional actions live in the overflow menu:

• View on SquadSwap - V4. Deep link to the position on SquadSwap. Note: on public strategies, the bin layout is copy-protected - only the owner / super admin sees this link.

• Reassign Strategy - Move the strategy to another team member (admin/super admin only).

• Update Strategy ▸ - Submenu containing:

  • Deposit / Withdraw (V4)

  • Update Strategy / Initialize Strategy - edit creation parameters

  • Vault Settings - V4. Vault-level configuration (shares, limits).

  • Advanced Settings - V4. Owner + global admin only.

  • Placement Reference - set/verify the on-chain placement reference used by the automation.

  • Refresh and Force Push

• Notifications - V4. Configure per-strategy notification preferences (dashboard + Telegram).

• Share Link - Generate a public, accountless share link for the strategy report.

• Make Public - Publish the strategy to the public marketplace. ⚠️ Irreversible - once public, a strategy can never be made private again, and requires an on-chain transaction to confirm.

• Archive / Unarchive - Archive the strategy to keep the main view clean (hidden for public strategies).

• View Report - Navigate to the full strategy report (V3/V4).

5. Balancer Strategies

A specialized category in the Strategy ecosystem.

What is a Balancer Strategy?

Unlike standard strategies that distribute liquidity across a range of bins based on complex mathematical models, Balancer strategies are designed to consistently rebalance to a fixed 50/50 token value ratio.

Key Mechanics:

• Fixed Distribution: They utilize a fixed uniform distribution centered around the target price instead of dynamic or Gaussian distribution parameters.

• Oracle Pricing: They rely on external oracle prices (e.g., Chainlink) rather than the internal pool price (calculatePriceFromBinId). The system normalizes raw oracle price data (like 1e18 format) to a standard baseline (e.g., 1.0).

• Deviation Checks: Balancer strategies inherently skip standard deviation checks (the guard that pauses strategies when the pool price deviates too far from the oracle price) because their rebalancing mechanism is fundamentally different and relies directly on the oracle input.

• Custom Pool Integration: Custom Pools initialized via ManagerFeeHookFactory fall under the umbrella of "Balancer Strategies" within the application's underlying logic.

• Slippage: They use a dedicated v4BalancerSlippageToleranceBps team setting.

6. Custom Pools

Custom Pools allow advanced users to deploy and manage bespoke liquidity environments, especially tailored for specialized fee hooks.

Initialization & Syndication

1. Creation Process: Accessible via the Team view under the "Custom Pools" tab. You select the DEX, Token 0, Token 1, initialize parameters such as Bin Step, Starting Price, LP fee and Manager fee, and sign the transaction to deploy.

2. Deployment: Deploys via the ManagerFeeHookFactory on V4 architectures.

3. Synchronization: Once a pool is created on-chain, it needs to be synced with the SaaS Backend. We provide a manual Sync Custom Pools button inside the Custom Pools tab.

   • Only direct team members can run the sync.

   • The system polls the subgraph and on-chain slot0 active ID mappings to confirm successful instantiation before persisting into the DB.

4. Tracking: The Custom Pools dashboard tracks these specifically, aggregating real-time Market Price (from Chainlink Oracles), Pool Price, Deviation percentage, LP Fee differences (Dynamic Slot0 fees vs Fallback Tier), and highlighting if a Balancer strategy is attached.

7. V4 Strategy Lifecycle

Managing a V4 strategy is a cyclical process of creation, monitoring, and adjustment.

Phase 1: Creation

Click Add Strategy to open the wizard.

1. DEX & Pair: Select the protocol (e.g., SquadSwap V4) and the token pair. The system will auto-load available pools and their bin steps.

   • Note: If creating a position in a Custom Pool, you will see a "Custom Pool" badge explicitly denoting it during the setup flow. Public strategies can only be created on your team's own custom pools.

2. Strategy Type / Risk Preset: Choose a profile that maps to your risk tolerance:

   • Defensive Yield - Wider ranges for more stability and lower risk.

   • Balanced - Medium risk; balanced for passive yield (default bin counts).

   • Tight Range Sniper - Concentrates liquidity near the current price for higher returns and higher risk.

   • Custom - Fully customizable parameters.

   • A compatibility quiz helps validate your risk profile before proceeding.

3. Configuration:

   • Daily Enter Limit: Cap the max automated entries per day (default 10) to control gas costs.

   • Cooling Time: Minimum wait (in minutes) between automated repositioning actions.

   • Offsets (L/R): Define how many bins wide the range extends on each side of the current price.

   • Value Distribution: Choose a distribution template (even spread, bell curve, reverse bell, bullish/bearish skew, etc.) or paste a raw comma-separated distribution.

   • Vault Share (BPS): The platform's vault share of fees, in basis points.

   • Max Total Supply (USD): The strategy vault's total supply cap.

   • Slippage: Set via the team configuration (separate for Balancer strategies).

4. Make Public: Optionally publish the strategy. ⚠️ Irreversible - you will confirm an on-chain transaction.

5. Network Switch: If your wallet is on the wrong chain, the wizard will prompt you to switch automatically before confirming.

Phase 2: Funding (Deposit)

Once created, the strategy is empty. Use Deposit to add the initial corpus.

• You must approve the tokens for the strategy contract.

• The UI handles the math to proportion tokens based on the current price tick/bin.

• Single-sided or pair deposits are supported depending on configuration.

Phase 3: Start Position & Automation

• After depositing, use Start Position to open the position on-chain.

• Watch the Position Status. The automation bot checks the position continuously. If the price moves out of your configured range, and the strategy is not Paused, the bot may attempt to rebalance (withdraw and re-deposit in the new range) depending on your strategy rules (respecting cooling time and daily limits).

Phase 4: Adjustment & Closing

• Inactive? If the market moves wildly, you might end up "Inactive". Usage choice:

  • Wait: If you believe price will revert.

  • Manual Rebalance: Use "Withdraw" then re-deposit, or adjust the range via Update Strategy.

• Exit: Use Withdraw to sweep user funds back to your wallet. The history remains in the report.

8. Authentication & Access

Security is paramount. Multiple authentication methods and role-based access control are supported.

Sign-In Methods

• Email / Password - Standard credential-based registration and login.

• Web3 Wallet (SIWE) - Sign-In with Ethereum provides cryptographic proof of identity:

  1. Click Sign in with Ethereum.

  2. Select your wallet (MetaMask, Coinbase, etc.).

  3. Signature: You will be asked to sign a message like Sign in to Automated Liquidity Manager with your wallet.

     • Security: This signature costs 0 gas and does not grant transaction permissions. It purely proves you own the wallet address.

9. Automation Gas & Maintenance

For the automation bots to manage your positions (rebalancing, compounding, etc.), you must maintain a Gas Balance for your team or organization.

How it Works

• Automation Gas: This is separate from the gas you pay for manual transactions (like "Deposit"). It is used by the backend bots to pay for on-chain rebalancing.

• Gas Deposit: You must deposit native tokens (ETH, BNB, etc. depending on the network) into your team's gas vault.

⚠️ Critical Requirement

Deposits must be made exclusively through the Automated Liquidity Manager website.

• Do not send funds directly to strategy contracts or individual bot addresses.

• Using the official Deposit Gas interface ensures that your transaction is correctly indexed by our backend and credited to your team's automation budget immediately.

• Failure to use the website portal may result in the automation pausing due to "Insufficient Gas" even if you have sent funds elsewhere.

Monitoring Gas Usage

• You can track your gas consumption in the Gas Usage History view (under Account settings).

• Every automated action logs the Gas Used and the Gas Fee incurred at that specific block's effective price.

• Operator balances are monitored continuously; alerts notify you when balances run low.