# Use Cases & Scenarios

Portiq is designed to serve a wide spectrum of crypto investors, ranging from casual holders to experienced traders. The following scenarios illustrate how different user types can interact with and benefit from Portiq’s AI-powered portfolio intelligence system.

### 6.1 Individual Investor Use Case

**Profile**: A crypto holder with multiple wallets across Ethereum, BSC, and Polygon chains, holding assets in tokens like ETH, BNB, USDT, and various altcoins.

**Problem**:

* No centralized view of asset allocation
* Unaware of overexposure to certain high-risk tokens
* No strategic plan for rebalancing based on market conditions

**How Portiq Helps**:

* Real-time multi-chain portfolio diagnosis
* Concentration and volatility analysis
* Suggested rebalance (e.g., reduce Altcoin exposure, increase BTC/stablecoins)
* Simulation tool to estimate performance if strategy had been followed

**Outcome**: The user gains control over asset structure, reduces risk exposure, and makes data-backed decisions without relying on manual calculations or fragmented tools.

### 6.2 Passive User Scenario

**Profile**: A casual DeFi user with tokens sitting idle in a wallet, unaware of market fluctuations or portfolio imbalance.

**Problem**:

* No active portfolio management
* Misses out on strategic opportunities
* Vulnerable to volatility

**How Portiq Helps**:

* Alerts sent when certain thresholds are crossed (e.g., token volatility > 15%)
* One-tap strategy suggestions delivered via Telegram
* Auto-execution option (in development) to apply suggested rebalancing

**Outcome**: Passive users stay engaged and protected, receiving just-in-time notifications without needing to constantly monitor charts or token prices.

### 6.3 Professional Trader Use Case

**Profile**: An advanced trader managing funds for a private community or DAO, seeking optimization tools for transparency and performance.

**Problem**:

* Manual rebalancing processes
* Difficulty explaining strategy decisions to community members
* Need for simulated performance tracking

**How Portiq Helps**:

* Detailed analytics dashboard to communicate allocation logic
* Simulation tools to compare strategies before deployment
* Copy Portfolio feature (upcoming) for followers to mirror trader moves
* Token rewards for high simulated performance

**Outcome**: Traders streamline their strategy communication and create additional value via visibility, leadership, and gamified competition.

### 6.4 Cross-App Integration (Future Phase)

**Profile**: A user who keeps assets in both CEX and DeFi environments and wants unified control and strategic oversight.

**Problem**:

* Disconnected view between on-chain and exchange balances
* No holistic rebalancing recommendation
* No automated action across environments

**Portiq’s Future Solution**:

* API-based CEX integration (e.g., Binance, OKX)
* Combined analytics across wallet and exchange holdings
* Unified strategy execution panel
* Enhanced portfolio heatmap with real-time syncing

**Outcome**: A seamless user experience that bridges Web3 with Web2, delivering actionable portfolio intelligence regardless of storage location.

### 6.5 Institutional Scenario (Long-Term Roadmap)

**Profile**: Asset managers, crypto funds, or DeFi protocol treasuries requiring risk modeling and smart allocation recommendations.

**Portiq's Potential**:

* API-based white-labeled portfolio diagnostics
* Custom AI strategy modules
* Team-based portfolio monitoring and permissioning
* Treasury alerts for liquidity events, token de-pegs, or whale movements

**Goal**: To evolve Portiq into an institutional-grade portfolio logic layer, usable by DAOs, funds, and Web3-native organizations for intelligent capital management.

Portiq is not a one-size-fits-all tool — it’s a flexible portfolio intelligence agent built to adapt across skill levels, use environments, and asset structures. Whether you’re an individual looking for rebalancing suggestions or an entity managing capital at scale, Portiq offers a tailored, AI-assisted path to smarter asset management.
