From Learning to the Platform
You already know everything you need
Across these modules you've learned:
This is a solid foundation. With this knowledge you can already read your own position and understand what's happening inside it. Tools just speed up what you already know how to do β it's like already having the map, and now getting a car as well.
The problem: doing everything by hand
Strategy B has a lot of moving parts. Here's what you'd need to watch every day:
That's 6 different sources. Every single day. 30-60 minutes of work.
What monitoring lets you catch in time
What matters most isn't the market itself β it's how fast you react. When LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β starts climbing, you want to see it the same day, not two days later. When a PutPutAn option type that grants the right to SELL at a set price. Used as insurance.Read the lesson β has 7 days left, you want a reminder. When the LPLPLiquidity Provider β deposits tokens into a pool and earns a share of trading fees.Read the lesson β goes out of range, you want to know immediately, not three days later. These are all simple, repeating signals, and catching them is a skill you build through a system β reminders, a checklist, or a platform.
What the platform is planned to automate
Status: the platform is still being built
The DeFiDeFiDecentralized Finance β financial services without intermediaries, operating through smart contracts.Read the lesson β Risk OS platform does not exist yet β there are no accounts, no dashboard and no API connections. What follows describes how it will work, so you can see where this is heading. Until then you do these calculations yourself, and that is entirely doable: the lessons include LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β and IL calculators, and the weekly checklist works perfectly well in a spreadsheet or on paper.
1. Real-time LTV monitoring (in development)
The platform will connect to Kamino and Aave and show you, in real time:
- Your current LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β percentage with color coding (green/yellow/red)
- The liquidation price
- The distance to liquidation
- Alerts when LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β crosses your limits
Instead of: opening KaminoKaminoSolana lending protocol. In our strategy: SOL collateral to a USDC loan.Read the lesson β/AaveAaveEthereum lending protocol (v3). In our strategy: ETH collateral to a USDC loan.Read the lesson β every day and calculating it by hand.
2. Net delta calculation (in development)
The platform will gather the delta of every position and show a single number:
- CollateralCollateralThe asset you deposit in order to borrow. In DeFi this is typically crypto (SOL, ETH).Read the lesson β delta (from lending)
- LPLPLiquidity Provider β deposits tokens into a pool and earns a share of trading fees.Read the lesson β delta (from Orca)
- OptionsOptionA financial contract that grants the right (but not the obligation) to buy or sell at a set price.Read the lesson β delta (from DeribitDeribitA crypto options exchange. In our strategy this is where we buy put protection and sell covered calls.Read the lesson β)
- Net delta and directional percentage β right at the top of the screen
Instead of: recalculating it in a spreadsheet every time the price moves.
3. Options alerts (in development)
| Alert | When | What to do |
|---|---|---|
| RollRollRolling an option β closing the old one and opening a new one with a later expiry.Read the lesson β window | 30 days left | Start rolling the PutPutAn option type that grants the right to SELL at a set price. Used as insurance.Read the lesson β |
| Approaching expiry | 14 days left | If not rolled yet β act quickly |
| Last day | 1 day left | Close it or let it expire |
| CallCallAn option type that grants the right to BUY at the strike price. The opposite of a put.Read the lesson β assignment risk | StrikeStrikeAn option's exercise price. A $90 put means the right to sell at $90.Read the lesson β is approaching | Prepare to sell SOLSOLSolana's native token. Used to pay gas and as collateral.Read the lesson β |
Instead of: calendar reminders and manually checking DeribitDeribitA crypto options exchange. In our strategy this is where we buy put protection and sell covered calls.Read the lesson β.
4. Scenario analysis (in development)
One click will show you what happens if the price:
- Drops 10%, 20%, 30%, 60%
- Rises 20%, 50%, 100%
For each scenario: new LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β, options profit/loss, LPLPLiquidity Provider β deposits tokens into a pool and earns a share of trading fees.Read the lesson β profit/loss, whether you'd be liquidated.
Instead of: complicated spreadsheet formulas.
5. Breakeven tracking (in development)
In real time (planned view):
BREAKEVEN: LP needs >=46% per year
Now: ~68% | Coverage: 1.48x
||||||||||||||||||||||_______ Healthy
Instead of: calculating and comparing this by hand.
6. Weekly cycle checklist (in development)
Every Friday the platform will show this list β but you can already run it by hand:
- Collect LPLPLiquidity Provider β deposits tokens into a pool and earns a share of trading fees.Read the lesson β fees
- Move SOLSOLSolana's native token. Used to pay gas and as collateral.Read the lesson β fees to CollateralCollateralThe asset you deposit in order to borrow. In DeFi this is typically crypto (SOL, ETH).Read the lesson β
- Move USDCUSDCA USD stablecoin issued by Circle. Regulated, audited monthly. Our primary stablecoin and loan asset in the Kamino/Aave strategies.Read the lesson β fees to the Insurance Vault
- Check LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β
- Check options dates
- Review breakeven
In the platform, each step will come with a button and a confirmation.
What the platform will NOT do
| The platform WILL | The platform will NOT |
|---|---|
| Show real-time data | Buy/sell without your confirmation |
| Send alerts | Promise or guarantee any return |
| Calculate scenarios | Give investment advice |
| Show a checklist | Protect you from smart contract risk |
Your path forward
For beginners (portfolio < $5,000)
- Build a simple spreadsheet and enter your positions into it
- Review it every day β get used to the metrics
- Use the LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β calculator from the lessons and the scenario table from lesson 6-4
- Start with a simple strategy: collateral + lending, no options
For intermediate users (portfolio $5,000 β $50,000)
- Implement the full Strategy A or B
- Set up your own reminders (calendar or Telegram) for LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β checks and option dates
- Write down your limits: at what LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β you act, and at what LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β you cut the position
- Use the weekly cycle checklist
For advanced users (portfolio > $50,000)
- Manage multiple portfolios with different strategies
- Telegram bot alerts
- Historical data analysis
- Optimize strategies across the market cycle
You're already ready to start in practice
Congratulations β you've mastered the core strategies for managing a DeFiDeFiDecentralized Finance β financial services without intermediaries, operating through smart contracts.Read the lesson β portfolio. The remaining lessons in Module 6 and Modules 7-8 (dynamic management, RWARWAReal World Assets β real-world assets (stocks, bonds, treasuries) represented as blockchain tokens.Read the lesson β) go deeper into practice and add advanced topics.
You now understand:
- How DeFiDeFiDecentralized Finance β financial services without intermediaries, operating through smart contracts.Read the lesson β lending, concentrated liquidity, and options work
- How to combine them into a strategy with three profit layers
- How to measure portfolio delta, carry, and breakeven
- How to handle crisis situations
One step remains β putting this knowledge into practice.
What to do now, while the platform is being built
The platform isn't live yet, so the next step is practice with what already works:
- The lesson calculators β the LTVLTVLoan-to-Value β the ratio of debt to collateral value. LTV 30% is considered safe. LTV 83%+ triggers liquidation.Read the lesson β calculator (Module 3) and the IL calculator (Module 4).
- Your own spreadsheet β the net delta, daily carry and breakeven formulas from lessons 6-1 and 6-3.
- The weekly checklist β copy it into that spreadsheet and walk through it every Friday.
- Get in touch β if you'd like us to let you know when the platform launches.
Thank you for learning with us
DeFiDeFiDecentralized Finance β financial services without intermediaries, operating through smart contracts.Read the lesson β Risk OS's mission is to make complex portfolio management accessible to everyone. These lessons are the first part; the platform itself is still being built.
If you have questions or suggestions β reach out. Your feedback shapes the product.
Good luck managing risk, not just your portfolio.
Before trusting a tool, it's worth understanding what it's doing for you. This is a paper task β write out your manual monitoring process and find its weak points (~15 min).
This is learning, not investing β use only small amounts you treat as tuition.
You just laid out your own monitoring system and named exactly where it could break β that's the kind of planning that separates people who manage a strategy calmly from those who react too late.