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🎯 Simplified Goal-Based Onboarding

Goal-Based Onboarding

Express Your Financial Goals, Not Technical Details​

DeFiMatrix revolutionizes the DeFi experience with our simplified goal-based onboarding process. Instead of navigating complex protocol interfaces and technical parameters, users simply express what they want to achieve in everyday language.

How Goal-Based Onboarding Works​

1. Express Your Yield Goal​

Start by telling your AI agent what you want to accomplish with your assets. For example:

  • "I want to maximize yield on my USDC on Arbitrum"
  • "I need to earn stable yield on my stablecoins with minimal risk"
  • "I want to optimize my ETH yield while keeping it relatively liquid"

2. AI Translation​

Your DeFiMatrix AI agent translates your natural language goal into a structured strategy:

  • Identifies the relevant assets and chains
  • Determines appropriate protocols based on your goal
  • Formulates a yield optimization approach
  • Establishes performance metrics to track success

3. Guided Configuration​

The platform guides you through a simple process to:

  • Confirm your financial objectives
  • Set basic risk parameters
  • Select from recommended protocol options
  • Define any specific constraints or preferences

4. Strategy Preview​

Before execution, you'll see a clear explanation of:

  • How your AI agent plans to achieve your goal
  • Which protocols it will interact with
  • Expected yield ranges based on current conditions
  • How performance will be measured and reported

5. One-Click Approval​

Once you're satisfied with the strategy, a single approval sets your AI agent in motion, beginning its work to achieve your financial goals.

Benefits of Goal-Based Onboarding​

Eliminates Technical Barriers​

No need to understand complex DeFi concepts or protocol-specific terminology.

Saves Time​

Complete the entire process in minutes instead of hours of research and setup.

Reduces Cognitive Load​

Express what you want in familiar terms rather than translating your goals into technical parameters.

Ensures Alignment​

Clear confirmation process ensures the AI understands exactly what you want to achieve.

Builds Confidence​

Transparent explanation of the strategy builds trust in the AI agent's approach.

User Experience​

Our goal-based onboarding is designed to be intuitive and accessible:

  • Conversational interface that understands financial objectives
  • Visual confirmation of the AI's understanding
  • Simple toggles and sliders for risk preferences
  • Clear explanations without technical jargon
  • Seamless transition from goal setting to active management

Example: Yield Optimization Goal​

User Input: "I want to earn the highest stable yield on my USDC on Arbitrum while keeping risk moderate."

AI Translation: "I'll optimize your USDC yield on Arbitrum by allocating to vetted lending and staking protocols with moderate risk profiles. Based on current market conditions, I can target approximately 5-7% APY through a combination of Protocol A and Protocol B, which both meet our security criteria. I'll automatically compound rewards to maximize your effective yield."

User Configuration:

  • Confirm target asset (USDC) and chain (Arbitrum)
  • Adjust risk slider to "Moderate"
  • Toggle approved protocols (Protocol A: ✓, Protocol B: ✓)
  • Set maximum allocation per protocol (50%)

Strategy Preview:

  • Initial allocation: 50% Protocol A (currently 5.8% APY), 50% Protocol B (currently 6.2% APY)
  • Compounding frequency: Optimized based on reward size and gas costs
  • Estimated effective APY: 6.0% (after gas costs)
  • Monitoring: Continuous with rebalancing as rates change

Technical Implementation​

Behind the simple interface, DeFiMatrix employs:

  • Advanced natural language processing to interpret financial goals
  • Structured goal representation for precise agent guidance
  • Real-time protocol data integration for accurate strategy formulation
  • Clear translation of technical concepts into everyday language

Getting Started​

To experience our simplified goal-based onboarding:

  1. Create a DeFiMatrix account
  2. Click "Set New Goal" on your dashboard
  3. Express your financial objective
  4. Follow the guided configuration process
  5. Connect your wallet when ready to activate your AI agent