Equalization

The deterministic balancing step at cycle start

Equalization is the deterministic balancing step at cycle start. Heliox compares the two sides of the pair, applies a bounded balancing trade if needed, and starts the cycle from the resulting snapshot.

Equalization Flow
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How It Works

1

Read Current Mix

Heliox reads the vault's balances in the supported pair and determines whether one side is materially ahead.

2

Propose A Balancing Trade

If the portfolio is uneven enough, Heliox computes a bounded balancing trade to move the vault closer to an even starting point.

3

Respect Limits

The balancing step still honors the vault's configured trade-size and slippage limits. If the move would be too small or not allowed, it is skipped.

4

Continue The Cycle

If the balancing step is allowed, Heliox executes it through the supported venue and then records the opening cycle state.

Protocol ScopeEqualization is part of the core lifecycle, not a user-tunable strategy branch. It happens before the normal cycle execution path is evaluated.

Edge Cases

If the candidate balancing trade is too small, outside limits, or otherwise not actionable, equalization is skipped and the cycle starts from the existing balances.