Role of a Manager in Orion

In Orion, a manager is a portfolio manager who designs, launches, and maintains onchain investment strategies. Managers can range from individual traders to professional teams.

A manager's responsibilities include:

• Designing portfolio strategies that align with a specific objective (e.g., passive index, active trading, sector-based allocation).
• Choosing the vault type: transparent (visible allocation) or private (confidential allocation).
• Setting performance and management fees.
• Managing the vault over time, including monitoring performance and adjusting allocations at each rebalance.

Orion handles execution, fee accounting, performance tracking, and, when enabled, privacy-preserving trade settlement.

Independent security audits are published in the public repository. For disclosure and incident communications, see Security and Incident Response.

Two starting points

Vault creation is permissioned. The path forward depends on whether the manager's wallet address is already whitelisted.

Not yet whitelisted

A manager cannot create vaults until onboarding is complete.

1. Optional: skim the product from an investor's view; What is Orion?, How it works, Accessing the app, Connecting a wallet.
2. Complete Manager onboarding to get manager wallet addresses approved.
3. Return here and continue under Already whitelisted.

Already whitelisted

The rest of the manager docs assume a whitelisted wallet. Follow this order:

1. Optional: understand fee models before setting fee type when creating a vault. Production is Ethereum Mainnet; Sepolia is an optional testnet, see Getting ETH on Sepolia.
2. Create a vault (app or SDK)
3. Submit intents as strategist
4. Optional: explore execution and rebalancing, transaction costs, and vault access control