Idea 08
Universal RWA Portfolio
A wealth account made of tokenized assets, labeled like a balance sheet.
- Category
- RWA × Consumer Finance
- Difficulty
- Intermediate
- Theme
- RWA Finance
- Soroban
- SAC
- USDC
Savings modes are allocation rules, not a yield promise. Say which assets each mode holds. Do not state an expected return.
Problem
Stellar already hosts treasuries, money-market funds, private credit, and tokenized gold. A holder still sees ticker symbols — BENJI, USDC, XAUm, deJTRSY — instead of what they own.
Idea
Show the account as cash, treasuries, private credit, and gold. Let the user set an allocation, for example 50% treasuries, 20% gold, 20% credit, 10% cash. Soroban rebalances to those weights.
Why now
Stellar hosts multiple RWA classes, and its Q2 report said RWAs had crossed $3B by June.
User story
A saver picks an allocation. The account shows “Cash $2,100, US Treasuries $7,400, Private Credit $1,800, Gold $1,200”. A rebalance trade moves SAC balances toward the targets.
Architecture
01
Read SAC balances: BENJI, USDC, XAUm, deJTRSY
02
Map each token to Cash, Treasuries, Private Credit, or Gold
03
User sets target weights
04
Soroban computes the trades
05
Rebalance executes
MVP
- Map four allowlisted assets to plain-language buckets.
- Price each bucket and show the dollar mix.
- Accept target weights that sum to 100%.
- Propose the trades that move the book to those weights.
- Execute the rebalance with the user’s authorization.
Soroban contracts
Portfolio
Stores the bucket map and the user’s target weights.
Valuation
Prices each SAC into a bucket total.
Rebalancer
Computes and submits the trades toward target weights.
Stellar features
- Multiple RWA SACs in one account
- Soroban auth on the rebalance
- Plain balances instead of raw tickers in the UI
Suggested integrations
- BENJI or a treasury SAC
- USDC
- A gold token such as XAUm
- A private-credit token
- An oracle
Build sequence
01
Bucket map
Four assets, four labels, balances read from the account.
02
Valuation
Dollar value per bucket and a current mix.
03
Targets
Weights that must sum to 100. Reject anything else.
04
Rebalance
Compute deltas and execute the smallest set of transfers.
05
Demo
Show the balance-sheet view before and after one rebalance.
Stretch goals
- Savings modes — Conservative, Income, Inflation Hedge — described as asset rules. Do not promise a return.