Rebalancing

Draft: specification in progress. Endpoints and fields may change.

Rebalancing means adjusting the proportion between USDY and BUIDL in the yielding balance. The company decides when it happens: the rules live in the allocation policy, and every rebalancing happens only with the company’s approval and signature. TESA does not recommend allocations or set triggers.

Where proposals come from

Generated by a rule in your policy (origem: regra): you set the trigger, for example a rate spread above a threshold you choose. When your rule is met, the software prepares the transaction and the alocacao.proposta event notifies the integration. The regra_id field shows which rule was met.
Created manually by the integration (origem: manual): with POST /propostas, specifying the target allocation chosen by the company.

Rule monitoring works as reporting on the portfolio’s compliance with the company’s own policy, not as a suggestion.

Flow

Receive or create the proposal

curl -X POST https://api.t3sa.com/v1/propostas \
  -H "Authorization: Bearer tesa_live_..." \
  -H "Idempotency-Key: 3c9a0d52-1e7b-4f28-8d6a-5b2e7f0c9a14" \
  -H "Content-Type: application/json" \
  -d '{"alocacao_alvo":[{"ativo":"USDY","percentual":55},{"ativo":"BUIDL","percentual":45}],"motivo":"Revisão trimestral"}'

Review the movements

GET /propostas/{id} shows movimentos and alocacao_resultante. Check them before approving.

Approve or reject

With an admin key, call POST /propostas/{id}/aprovar or POST /propostas/{id}/rejeitar. Approval requires an Idempotency-Key and, in the current proposal, can be signed with HMAC.

Sign with the custodian

The approved proposal includes transacoes[].payload_nao_assinado. The custodian signs and broadcasts.

Track execution

After on-chain confirmation, the proposal moves to executada and records of type rebalanceamento appear in GET /registros.

Changing the policy

To change the proportion or the rules permanently, not just once, use PUT /politica-de-alocacao. The new version applies to future deposits and its regras generate upcoming proposals. The percentages must add up to 100, otherwise the API returns 422 with politica_invalida. Each rule has a gatilho (spread_acima or desvio_da_alocacao) and a limite chosen by the company. TESA does not suggest thresholds.

Approving does not move funds. Funds move only after signing by the company’s custodian.

Getting started

Guides

Reference

API reference

Where proposals come from

Flow

Changing the policy