Setting Up Your Index

The setup screen is where you define your index. It has three panels — index composition, token picker, and rebalance trigger — and a single launch button at the bottom. Everything else is live validation.

1. Pick your tokens

The token picker lists every asset IndexPilot currently supports. Tap a token to add it to your index; it will appear in the composition panel on the left. Supported assets at the moment: BTC, ETH, SOL, BNB, AVAX, and USDC. More will arrive as ValueChain onboards them.

An index of one asset works but defeats the point. Two to six assets is the sweet spot — enough spread to matter, few enough to understand at a glance.

2. Set the weights

Each allocation row shows the token, a weight slider or input, and a remove button. Edit the weight directly with the number field, or drag the slider. Rules:

• Weights must sum to 100%. The total counter at the top of the composition panel turns amber until the sum is exactly one hundred.
• No zero weights.If you want a token out, remove it — don't leave it at 0.
• Even split is a one-click helper that distributes weights evenly across every token in the index. Useful as a starting point.

3. Choose a rebalance trigger

The trigger decides when the dashboard will tell you action is needed.

• Drift threshold — rebalance the moment any asset drifts more than X percentage points from its target. 10 points is a reasonable default for a volatile basket.
• Time-based — rebalance on a fixed cadence regardless of drift. Good for disciplined, strategy-driven indices where you want regular touches rather than reactive ones.

4. Launch the dashboard

When the composition is valid and a trigger is selected, Launch dashboardbecomes active. Pressing it saves your index configuration to local storage and routes you to the live dashboard. The dashboard reads your wallet's real ERC-20 balances from Ethereum mainnet — connect a wallet to populate it.

You can edit the index at any time — the Edit index link in the dashboard activity panel drops you back into setup with your existing configuration prefilled.

Ready to build? Open the setup screen.