Build multi-asset rebalancing strategy engine in the agent loop

[robertocarlous]

Summary

The agent loop makes portfolio decisions but lacks a structured strategy engine. A pluggable strategy system would allow rule-based (target allocation %) and optimisation-based (max APY, min risk) rebalancing.

Proposed Solution

• Define a RebalanceStrategy interface in src/agent/types.ts
• Implement two initial strategies:
  • TargetAllocationStrategy: rebalance toward user-configured % per protocol
  • MaxYieldStrategy: shift capital to highest-APY protocol within risk limits
• The agent router.ts selects strategy based on user preference (new DB column)
• Log chosen strategy and deviation trigger in AgentLog

Acceptance Criteria

• Strategy interface defined and documented
• Both strategies implemented and unit tested
• User preference column added via Prisma migration
• Agent loop uses selected strategy, logs decision rationale
• Existing agent behaviour unchanged when no preference set (defaults to current logic)

[Osifowora]

@Osifowora has applied to work on this issue as part of the Stellar Wave Program's 6th wave.

​Hi maintainer, I would love to work on this issue. I can get started on it right away.

ℹ️ Repo Maintainers: To accept this application, review their application or assign @Osifowora to this issue.

[Kappa16]

@Kappa16 has applied to work on this issue as part of the Stellar Wave Program's 6th wave.

PLEASE maintainer..I can handle this professionally and make sure this issue is closed ASAP WITHOUT ERRORS.

ℹ️ Repo Maintainers: To accept this application, review their application or assign @Kappa16 to this issue.

[drips-wave]

Congratulations, @Osifowora! 🎉 Your application was accepted by the repo's maintainers, and the issue is due on June 30, 2026.

🧑‍💻 @Osifowora: Please resolve the issue such that the repo's maintainers have enough time to review your contribution before the due date. You'll earn Points for completing the issue on-time, which will make you eligible for a share of the Stellar Wave Program's reward pool.

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