Constraints

Overview

Constraints control how agents and the optimizer allocate capital. Use them to enforce diversification, cap exposure, exclude protocols, and set minimum allocations. Constraints apply to both the Agentic approach (passed during agent.activate()) and the IaaS approach (passed to giza.optimize()).

Constraint Types

enum WalletConstraints {
  MIN_PROTOCOLS = 'min_protocols',
  MAX_AMOUNT_PER_PROTOCOL = 'max_amount_per_protocol',
  MAX_ALLOCATION_AMOUNT_PER_PROTOCOL = 'max_allocation_amount_per_protocol',
  MIN_AMOUNT = 'min_amount',
  MIN_ALLOCATION_AMOUNT_PER_PROTOCOL = 'min_allocation_amount_per_protocol',
  EXCLUDE_PROTOCOL = 'exclude_protocol',
}

Reference

MIN_PROTOCOLS

Require diversification across a minimum number of protocols.

{
  kind: WalletConstraints.MIN_PROTOCOLS,
  params: {
    min_protocols: 2,
    min_fraction_per_protocol: 0.1  // Optional, default 0.05 (5%)
  }
}
// Always diversify across at least 2 protocols, each with at least 10%

Parameter	Type	Required	Description
`min_protocols`	number	Yes	Minimum number of protocols to receive allocation
`min_fraction_per_protocol`	number	No	Minimum fraction each protocol must receive (0-1). Default: 0.05

MAX_AMOUNT_PER_PROTOCOL

Cap a specific protocol to a percentage of total capital.

{
  kind: WalletConstraints.MAX_AMOUNT_PER_PROTOCOL,
  params: {
    protocol: "aave",
    max_ratio: 0.5  // 50% of total capital
  }
}

Parameter	Type	Required	Description
`protocol`	string	Yes	Protocol to constrain
`max_ratio`	number	Yes	Maximum fraction of total capital (0-1)

Requires a separate constraint for each protocol you want to limit. Uses max_ratio (0-1), not max_amount.

MAX_ALLOCATION_AMOUNT_PER_PROTOCOL

Cap a specific protocol to an absolute amount.

{
  kind: WalletConstraints.MAX_ALLOCATION_AMOUNT_PER_PROTOCOL,
  params: {
    protocol: "moonwell",
    max_amount: 2000000000  // 2000 USDC (6 decimals)
  }
}

Parameter	Type	Required	Description
`protocol`	string	Yes	Protocol to constrain
`max_amount`	number	Yes	Maximum absolute amount in token’s smallest unit

MIN_AMOUNT

Set a minimum allocation for any protocol that receives funds. Prevents dust allocations.

{
  kind: WalletConstraints.MIN_AMOUNT,
  params: { min_amount: 100000000 }  // 100 USDC
}

Parameter	Type	Required	Description
`min_amount`	number	Yes	Minimum amount in token’s smallest unit

MIN_ALLOCATION_AMOUNT_PER_PROTOCOL

Ensure a specific protocol receives at least a minimum amount if it’s used.

{
  kind: WalletConstraints.MIN_ALLOCATION_AMOUNT_PER_PROTOCOL,
  params: {
    protocol: "aave",
    min_amount: 500000000  // 500 USDC
  }
}

Parameter	Type	Required	Description
`protocol`	string	Yes	Protocol to constrain
`min_amount`	number	Yes	Minimum amount in token’s smallest unit

EXCLUDE_PROTOCOL

Blacklist a protocol entirely. The optimizer will never allocate to it.

{
  kind: WalletConstraints.EXCLUDE_PROTOCOL,
  params: { protocol: "compound" }
}

Parameter	Type	Required	Description
`protocol`	string	Yes	Protocol to exclude

MAX_AMOUNT vs MAX_ALLOCATION_AMOUNT

Constraint	Parameter	Limits by
`MAX_AMOUNT_PER_PROTOCOL`	`max_ratio` (0-1)	Percentage of total capital
`MAX_ALLOCATION_AMOUNT_PER_PROTOCOL`	`max_amount` (integer)	Absolute amount in token units

Both require the protocol parameter.

Combining Constraints

await agent.activate({
  owner: userWallet,
  token: USDC_ADDRESS,
  protocols: ['aave', 'compound', 'moonwell', 'fluid'],
  txHash: depositTxHash,
  constraints: [
    // Diversify across at least 3 protocols
    {
      kind: WalletConstraints.MIN_PROTOCOLS,
      params: { min_protocols: 3 }
    },
    // Cap each protocol at 40%
    {
      kind: WalletConstraints.MAX_AMOUNT_PER_PROTOCOL,
      params: { protocol: 'aave', max_ratio: 0.4 }
    },
    {
      kind: WalletConstraints.MAX_AMOUNT_PER_PROTOCOL,
      params: { protocol: 'compound', max_ratio: 0.4 }
    },
    {
      kind: WalletConstraints.MAX_AMOUNT_PER_PROTOCOL,
      params: { protocol: 'moonwell', max_ratio: 0.4 }
    },
    {
      kind: WalletConstraints.MAX_AMOUNT_PER_PROTOCOL,
      params: { protocol: 'fluid', max_ratio: 0.4 }
    },
    // Cap newer protocol at absolute 2000 USDC
    {
      kind: WalletConstraints.MAX_ALLOCATION_AMOUNT_PER_PROTOCOL,
      params: { protocol: 'fluid', max_amount: 2000000000 }
    },
    // No dust allocations
    {
      kind: WalletConstraints.MIN_AMOUNT,
      params: { min_amount: 500000000 }
    }
  ]
});

Next Steps

Quickstart

See constraints in a full integration example

Optimizer

How the optimizer uses constraints

SDK Reference

activate() method with constraint parameters

Get Started

Architecture

Resources

Constraints

Overview

Constraint Types

Reference

MIN_PROTOCOLS

MAX_AMOUNT_PER_PROTOCOL

MAX_ALLOCATION_AMOUNT_PER_PROTOCOL

MIN_AMOUNT

MIN_ALLOCATION_AMOUNT_PER_PROTOCOL

EXCLUDE_PROTOCOL

MAX_AMOUNT vs MAX_ALLOCATION_AMOUNT

Combining Constraints

Next Steps

Quickstart

Optimizer

SDK Reference

​Overview

​Constraint Types

​Reference

​MIN_PROTOCOLS

​MAX_AMOUNT_PER_PROTOCOL

​MAX_ALLOCATION_AMOUNT_PER_PROTOCOL

​MIN_AMOUNT

​MIN_ALLOCATION_AMOUNT_PER_PROTOCOL

​EXCLUDE_PROTOCOL

​MAX_AMOUNT vs MAX_ALLOCATION_AMOUNT

​Combining Constraints

​Next Steps

Quickstart

Optimizer

SDK Reference

Overview

Constraint Types

Reference

MIN_PROTOCOLS

MAX_AMOUNT_PER_PROTOCOL

MAX_ALLOCATION_AMOUNT_PER_PROTOCOL

MIN_AMOUNT

MIN_ALLOCATION_AMOUNT_PER_PROTOCOL

EXCLUDE_PROTOCOL

MAX_AMOUNT vs MAX_ALLOCATION_AMOUNT

Combining Constraints

Next Steps