Strategy Selection and First Allocation

Six-Step Process

Every user's first allocation follows a guided decision tree based on their profile and preferences.

Step 1 – Review your profile

START: You have funds in your wallet
│
├─ Step 1: REVIEW YOUR PROFILE
│  │
│  ├─ Profile complete? 
│  │  ├─ YES → Continue to Step 2
│  │  └─ NO → Quick setup (5-10 min)
│  │           ├─ Goals (passive income / growth / preservation)
│  │           ├─ Risk tolerance (conservative / balanced / opportunistic)
│  │           ├─ Time horizon (short / medium / long)
│  │           └─ Preferences (chains, assets, liquidity needs)
│  │
│  └─ Profile reviewed → Proceed
│
├─ Step 2: AI SHOWS MATCHED OPTIONS

Step 2 – AI shows matched options

├─ Step 2: AI SHOWS MATCHED OPTIONS (typically 3)
│  │
│  ├─ Option A: Recommended (best match to your profile)
│  │  ├─ Protocol details (name, type, APY range)
│  │  ├─ Risk score (matched to your tolerance)
│  │  ├─ Cost estimate (gas + fees)
│  │  ├─ Steps required (e.g., "3 steps: approve → swap → stake")
│  │  └─ Reason-codes ("Why this?")
│  │
│  ├─ Option B: Alternative (different trade-off)
│  │  └─ [Same structure as Option A]
│  │
│  └─ Option C: Alternative (different approach)
│     └─ [Same structure as Option A]
│
├─ Step 3: USER DECISION POINT

Step 3 – User decision point

├─ Step 3: USER DECISION POINT
│  │
│  ├─ "I want Option A" → Proceed to Step 4
│  │
│  ├─ "I want to customize allocation" 
│  │  ├─ Adjust percentages between options
│  │  ├─ Mix multiple strategies
│  │  └─ Set custom limits → Proceed to Step 4
│  │
│  ├─ "Show me more options"
│  │  ├─ AI shows next 3 alternatives
│  │  └─ Return to Step 2
│  │
│  ├─ "I need to adjust my profile first"
│  │  ├─ Modify goals/risk/preferences
│  │  ├─ AI recalculates recommendations
│  │  └─ Return to Step 2
│  │
│  └─ "I want to research myself"
│     ├─ Exit to protocol list (allow-listed only)
│     └─ Manual selection → Proceed to Step 4
│
├─ Step 4: REVIEW TRANSACTION FLOW

Step 4 – Review transaction flow

├─ Step 4: REVIEW TRANSACTION FLOW
│  │
│  │  OROKAI prepares complete flow:
│  │
│  ├─ Flow Preview:
│  │  ├─ Step 1: [Action] (e.g., "Approve Lido contract")
│  │  │   ├─ What: "Allow Lido to access X amount"
│  │  │   ├─ Cost: Estimated gas
│  │  │   └─ Security: Approval scope (limited vs unlimited)
│  │  │
│  │  ├─ Step 2: [Action] (e.g., "Swap USDC → ETH via Uniswap")
│  │  │   ├─ What: "Exchange assets for staking"
│  │  │   ├─ Cost: Gas + LP fee + slippage estimate
│  │  │   └─ Expected output: Amount you'll receive
│  │  │
│  │  └─ Step 3: [Action] (e.g., "Stake ETH in Lido")
│  │      ├─ What: "Deposit into staking protocol"
│  │      ├─ Cost: Gas estimate
│  │      └─ Expected position: Token amount + APY range
│  │
│  ├─ Total Summary:
│  │  ├─ Total gas cost: [Estimate]
│  │  ├─ Total fees: [DEX + bridge + OROKAI]
│  │  ├─ Total steps: [Number]
│  │  ├─ Estimated time: [Minutes]
│  │  └─ Expected position value: [Amount in your assets]
│  │
│  └─ User sees EVERYTHING before signing ANYTHING
│
├─ Step 5: COST & RISK CONFIRMATION

Step 5 – Cost & Risk confirmation

├─ Step 5: COST & RISK CONFIRMATION
│  │
│  ├─ Review Screen Shows:
│  │  ├─ Risk Warnings:
│  │  │   ├─ Protocol risk level (low/medium/high)
│  │  │   ├─ Liquidity constraints (if any)
│  │  │   ├─ Lock-up periods (if any)
│  │  │   └─ Variable APY disclaimer
│  │  │
│  │  ├─ Cost Breakdown:
│  │  │   ├─ Network gas fees
│  │  │   ├─ DEX/bridge fees (if applicable)
│  │  │   ├─ Protocol fees (if applicable)
│  │  │   ├─ OROKAI UI fee
│  │  │   └─ Total maximum cost (worst case)
│  │  │
│  │  └─ Security Checklist:
│  │      ├─ ✓ Protocol on allow-list (audited)
│  │      ├─ ✓ Contract addresses verified
│  │      ├─ ✓ Network correct (Ethereum/Polygon/etc.)
│  │      ├─ ✓ Approval scope: [Exact amount or limited]
│  │      └─ ✓ Your wallet has sufficient gas
│  │
│  ├─ User Decision:
│  │  ├─ "Looks good, proceed" → Step 6
│  │  ├─ "Adjust settings" (slippage, gas priority) → Recalculate → Step 5
│  │  ├─ "Too expensive, wait for lower gas" → Set alert → Exit
│  │  └─ "Cancel" → Return to Step 2
│  │
│  └─ Confirmation required: [Checkbox] "I understand risks and costs"
│
├─ Step 6: SIGNATURE PHASE (Critical - YOU Control)

Step 6 – Signature phase

├─ Step 6: SIGNATURE PHASE (Critical - YOU Control)
│  │
│  │  OROKAI NEVER SIGNS FOR YOU
│  │
│  ├─ For each step in the flow:
│  │  │
│  │  ├─ Transaction appears in YOUR wallet (MetaMask/WalletConnect/etc.)
│  │  │  ├─ Review transaction details
│  │  │  ├─ Verify: recipient address, amount, network
│  │  │  ├─ Check gas fee (one last time)
│  │  │  └─ Sign or Reject (your choice)
│  │  │
│  │  ├─ If SIGNED:
│  │  │  ├─ Transaction broadcast to blockchain
│  │  │  ├─ OROKAI tracks status (pending → confirmed)
│  │  │  ├─ Progress bar updates
│  │  │  └─ Move to next step when confirmed
│  │  │
│  │  └─ If REJECTED:
│  │     ├─ Flow paused
│  │     ├─ Option to resume later
│  │     └─ Option to cancel entire flow
│  │
│  └─ Multi-step handling:
│     ├─ Step 1 signed → Wait for confirmation → Present Step 2
│     ├─ Step 2 signed → Wait for confirmation → Present Step 3
│     └─ All steps complete → Proceed to Step 7
│
├─ Step 7: CONFIRMATION & POSITION TRACKING

Step 7 – Confirmation & position tracking

├─ Step 7: CONFIRMATION & POSITION TRACKING
│  │
│  ├─ Success Screen:
│  │  ├─ All transactions confirmed
│  │  ├─ Your new position:
│  │  │   ├─ Protocol: [Name]
│  │  │   ├─ Amount staked: [X tokens]
│  │  │   ├─ Current value: [$ equivalent]
│  │  │   ├─ Expected APY range: [Variable]
│  │  │   └─ Next reward accrual: [Timeframe]
│  │  │
│  │  ├─ Actual costs:
│  │  │   ├─ Total gas spent: [Actual vs estimated]
│  │  │   ├─ Fees paid: [Breakdown]
│  │  │   └─ Links to block explorer
│  │  │
│  │  └─ What you can do now:
│  │      ├─ View position in dashboard
│  │      ├─ Set up reward notifications
│  │      ├─ Enable auto-claim (optional)
│  │      └─ Review/revoke approvals
│  │
│  └─ Position now visible in unified dashboard
│
└─ ONGOING: Continuous monitoring begins (see Section 5.4)
   ├─ AI tracks APY changes
   ├─ Monitors for rebalancing opportunities
   ├─ Alerts for claim windows
   └─ Suggests migrations when beneficial

Key Decision Points Where USER Controls Outcome

Decision Point	User Options	OROKAI Role
Profile Setup	Goals, risk, horizon, preferences	Suggests defaults, user decides
Strategy Selection	Choose recommended or alternatives	Shows options, user chooses
Customization	Adjust allocations, mix strategies	Prepares flow, user approves
Cost Acceptance	Proceed or wait for better conditions	Shows costs, user decides
Each Signature	Sign or reject every transaction	Prepares tx, user signs
Approval Scope	Limited vs unlimited permissions	Recommends limited, user chooses
Post-Allocation	Monitor, claim, migrate, exit	Suggests actions, user executes

Core Principle

At every decision point, YOU have final say.
OROKAI informs, prepares, and guides — YOU decide and execute.

No "best execution"

OROKAI does not guarantee best price; we display costs and slippage before signing.