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Portia AI

With Portia AI, managing a DeFi portfolio becomes as simple as sending a message to an AI assistant.

CRE & AI DeFi & Tokenization

What it is

Portia AI is an AI-powered portfolio manager designed to automatically optimize yield across DeFi protocols.
Today, over $170B is locked in DeFi, and around 36% of DeFi activity involves yield strategies such as lending markets, vaults, and staking. However, managing these opportunities requires constant monitoring of changing APYs and manually reallocating liquidity across protocols. As a result, many users leave capital idle or earning suboptimal yield.
Portia AI solves this by acting as an AI portfolio manager that continuously analyzes yield opportunities and automatically reallocates liquidity to achieve a target yield specified by the user.
Users interact with the agent through a simple Telegram interface where they can define their target yield. Funds are held securely in a Gnosis Safe, and the AI agent manages the portfolio using a Safe module that allows controlled execution of transactions.
By combining AI decision-making, secure smart contract execution, and automated data collection, YieldPilot enables users to optimize their DeFi portfolios without constant manual management.

How it Works

Portia AI is built using a combination of AI agents, smart contracts, and Chainlink automation.
Users deposit funds into a Gnosis Safe and enable the PortfolioManager Safe module that we implemented. This module allows the system to execute portfolio management actions while maintaining the security guarantees of Safe custody.
A Chainlink CRE workflow runs periodically as a CRON job to query supply APY data across several DeFi protocols and yield vaults. This data is forwarded to an AI agent responsible for evaluating the best strategies to reach the user’s target yield.
Based on this analysis, the AI agent generates a portfolio rebalancing plan and executes transactions through the Safe module to rearrange liquidity across protocols.
The system also includes a Telegram interface that allows users to communicate directly with the agent, set their target yield, and monitor portfolio activity.

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Created by

  • John Tan