Account value
$3,960,000
Crypto UMA Sleeve
Demo environment - all deals, scores, and portfolio data are illustrative.
UV Terminal Platform
Proposal / Rebalance
Build a model-based crypto proposal with drift, trades, estimated costs, and compliance results.
Turnover
39.3%
Estimated proposal turnover
Estimated cost
$5,798
Trading + platform estimate
Status
REVIEW
Compliance outcome
Model drift
Current vs target
SOL
13.1%
TBILL
-12.0%
USDC
-5.8%
CASH
4.7%
BTC
-4.2%
ETH
4.2%
Compliance checks
Pre-trade controls
Restricted asset screen
passNo proposed restricted asset buys.
Qualified custody
passAll holdings use approved custody venue.
Single asset concentration
passNo asset exceeds 40% of account.
Staking provider exposure
reviewETH, SOL staking exposure requires provider review.
Custody eligibility for buys
passAll proposed buys are custody eligible.
Trade list
Generated rebalance proposal
TickerActionValueCurrentTarget
SOLSELL$520,20021.1%8.0%
TBILLBUY$475,2000.0%12.0%
USDCBUY$229,0009.2%15.0%
BTCBUY$166,00030.8%35.0%
ETHSELL$165,00034.2%30.0%