Monetized Auto Market Making & Portfolio Manager Marketplace

[Proposal setup] Proposal title

Please provide your proposal title

Monetized Auto Market Making & Portfolio Manager Marketplace

[Proposal Summary] Budget Information

Enter the amount of funding you are requesting in ADA

100000

[Proposal Summary] Time

Please specify how many months you expect your project to last

6

[Proposal Summary] Translation Information

Please indicate if your proposal has been auto-translated

No

Original Language

en

[Proposal Summary] Problem Statement

What is the problem you want to solve?

Cardano lacks an accessible way for users to monetize strategies or subscribe to managed portfolios, limiting user adoption and deeper non-custodial liquidity for DEXs and dApps.

[Proposal Summary] Supporting Documentation

Supporting links

• https://drive.google.com/file/d/1esZ3myVwP4U0tRpMQ1it1N30Xf5JqJR6/view

[Proposal Summary] Project Dependencies

Does your project have any dependencies on other organizations, technical or otherwise?

No

Describe any dependencies or write 'No dependencies'

No dependencies

[Proposal Summary] Project Open Source

Will your project's outputs be fully open source?

No

License and Additional Information

Not Initially

[Theme Selection] Theme

Please choose the most relevant theme and tag related to the outcomes of your proposal.

Yield

[Campaign Category] Category Questions

Describe what makes your idea innovative compared to what has been previously funded (whether by you or others).

Wizard enables a marketplace where market makers can offer automated or manual strategies through an intuitive UI and no overhead. Users can review transparent performance metrics before subscribing, ensuring fair & calculated access and trust. This approach drives activity, strengthens & deepens permissionless non custodial liquidity on the L1, and provides both retail and advanced users with a hand off experience way to gain exposure to the best Cardano native assets.

Describe what your prototype or MVP will demonstrate, and where it can be accessed.

The MVP will demonstrate non custodial automated trading strategies for Cardano asset pairs. Users will be able to create or subscribe to strategies, track transparent performance, and participate in shared limit order execution. All activity is designed to remain non-custodial, ensuring user control of funds. The prototype will be accessible via wizard.market on testnet, with mainnet deployment planned following successful testing.

Describe realistic measures of success, ideally with on-chain metrics.

Success will be measured through on-chain activity including the number of strategies created, unique subscriber wallets, and total value deposited into Wizard contracts. Additional indicators include active limit orders, orderbook depth, and order fill rates. Growth in recurring subscriptions and contract interactions will demonstrate adoption, while increased liquidity shared on L1 will reflect the protocol’s broader impact on Cardano’s ecosystem.

[Your Project and Solution] Solution

Please describe your proposed solution and how it addresses the problem

Wizard introduces a retail friendly, platform for monetized market making and fund management on Cardano.

By combining automated strategies, shared portfolio execution, and transparent on-chain performance tracking, Wizard creates a new liquidity layer that benefits both professional market makers and retail users.

The solution directly addresses three ecosystem gaps:

1. Constant Non-Custodial Liquidity to ensure deeper orderbooks and tighter spreads available to dApps, DEXs, and users.
2. Incentives for Market Makers through a marketplace where skilled traders can monetize strategies fairly.
3. Accessibility for Retail Users by enabling a hands-off exposure to ecosystem tokens through strategy subscriptions with transparent performance metrics.

User Experience for Strategy Creators

• Simple Deployment: Creators can launch automated or manual strategies via an intuitive UI.
• Monetization Model:Fees are based only on profits, ensuring managers succeed when participants succeed.
• Transparency and Analytics: Performance is tracked on-chain, visible through dashboards.
• Scalability: Creators can manage multiple strategies under a unified handle, and future iterations may include AI-assisted tools for optimization.

User Experience for Subscribing Users

• Accessibility: Join a strategy in just a few clicks, with flexible deposits and withdrawals.
• Transparency: Review performance history before subscribing, reducing guesswork.
• Retail Network Effect: Lowers the barrier to automated strategies, creating a social marketplace where users can discover and subscribe to community strategies to manage their portfolio.
• Risk Controls: Strategy execution can include predefined limits (e.g., max % from market price), reducing reckless management.

Portfolio Manager Model

Wizard introduces a non-custodial portfolio manager, one of its most innovative features:

• Hybrid Execution: Users keep custody of assets. During rebalancing, only a small fraction is pooled into a secure escrow like contract to execute a collective limit order.

• Efficient Execution: Pooled orders benefit from larger size, deeper orderbook impact, and better liquidity capture.

• Fair Distribution: Filled/Partially orders are the distributed back proportionally to the shared limit order participants .

• Institutional Potential: This unlocks transparent, non-custodial fund management for DAOs,fiduciaries or private groups.

Liquidity Benefits

Wizard directly improves Cardano’s liquidity landscape:

•	Deeper Orderbooks: More active strategies mean more limit orders across price levels, reducing slippage.

•	Shared Non-Custodial Layer: Liquidity provided through Wizard is accessible to any Cardano dApp or DEX without additional fees or custodianship.

•	P2P Settlement: Orders are executed at guaranteed prices with no slippage or hidden costs.

•	Aligned Incentives: Market makers earn only when they deliver profitable results, ensuring sustainable participation.

Future Enhancements

•	Advanced Management Tools: Dynamic rebalancing, conditional logic, and AI-assisted execution.

•	Analytics Dashboards: Enhanced reporting on portfolio performance, subscriber growth, and liquidity contributions.

•	Cross-Chain Potential: Extension into multichain strategies while keeping Cardano as the settlement layer.

How the Solution Addresses the Problem

Currently, Cardano lacks a seamless platform for:

•	Market makers to be incentivized and monetized for their strategies.

•	Retail users to access automated trading or managed funds without custodial risk.

•	Constant liquidity to be available across dApps and DEXs through Wizard shared non-custodial infrastructure.

Wizard addresses this by:

•	Offering a simple, transparent UI for strategy creation and subscription.

•	Monetizing performance, not losses, aligning incentives.

•	Allowing anytime deposits/withdrawals, keeping users in control.

•	Executing pooled orders for effective and fair distribution.

•	Growing liquidity across the ecosystem by consolidating non-custodial strategies directly on Cardano L1.

⸻

Conclusion

Wizard creates a Market maker marketplace that benefits all participants:

•	Market makers gain monetization and visibility.

•	Retail users gain access to a variety of trading strategies on different asset pairs.

•	The Cardano ecosystem gains deeper, constant, permissionless non-custodial liquidity.

By tackling liquidity fragmentation, incentivization gaps, and accessibility barriers, Wizard provides an innovative, sustainable, and transparent infrastructure for Cardano’s next stage of DeFi growth.

[Your Project and Solution] Impact

Please define the positive impact your project will have on the wider Cardano community

Strengthening Cardano’s Liquidity Layer

Liquidity is the backbone of any DeFi ecosystem. Without deep, reliable, and non-custodial liquidity, DEXs and dApps struggle to provide efficient trading, lending, and composability. Wizard directly addresses this by creating a permissionless liquidity layer powered by automated strategies, fund management tools, and monetized market making.

Every monetized strategy, grid bot, or fund portfolio deployed through Wizard increases the number of active limit orders on-chain. This strengthens orderbook depth, narrows spreads, and reduces slippage across the ecosystem. As more users subscribe or run their own strategies, liquidity deepens and becomes accessible to all Cardano dApps that integrate Wizard’s permissonless orderbook layer with no additional fees, custodians, or central intermediaries.

Sustainable incentivizing for Market Makers is one of Cardano’s biggest challenges is motivating market makers to provide sustainable liquidity. Wizard creates clear, merit-based system to scale marekt making

• Strategy creators earn commissions only on profits, an added principle ensuring alignment with subscriber interests.
• High-performing strategies attract more subscribers, creating a virtuous cycle of liquidity growth.

By allowing anyone to become a market maker, Wizard democratizes liquidity provision strategies

This incentive structure encourages high-frequency, larger trades, and answering to true market demand while directly strengthening liquidity across Cardano.

Accessible Marketplace for Retail Users

DeFi today is often intimidating for retail users. Wizard lowers the barrier to entry with a marketplace of strategies where:

•	Users can transparently view historical performance before subscribing.

•	Subscriptions, deposits, and withdrawals are flexiable.

•	Both automated bots and manual strategies are available, offering choice depending on user risk/reward appetite.

This marketplace creates a network effect as more retail users subscribe, more strategists are incentivized to publish and monetize strategies, leading to more liquidity and adoption. It transforms retail participation from passive token holding into active contribution to Cardano’s non custodial liquidity/settlement layer.

Non-Custodial Fund Management

Wizard introduces an innovative portfolio manager model:

•	non custodial

•	During rebalancing, only a fraction is temporarily pooled to execute collective limit orders.

•	Trades are distributed back proportionally, creating efficiency without custody risk.

This hybrid execution model blends account abstraction principles with shared liquidity benefits, making fund management safe, transparent, and scalable. It opens the door for fiduciary style strategies on Cardano that are accessible to everyday users, from family groups to professional funds.

Ecosystem-Wide Composability

Because Wizard is built as a permissionless orderbook layer, its liquidity is available to any Cardano project:

•	DEXs can integrate Wizard’s liquidity to improve execution and depth.

•	dApps can build on top of Wizard strategies to create structured products, insurance models, or yield aggregators.

•	Developers can plug into a ready made infrastructure to build use cases instead of racing for capital capture.

This composability multiplies Wizard’s impact it doesn’t just benefit Wizard users but enhances the entire Cardano DeFi stack.

Transparent Metrics

Success is measurable in ways the entire community can verify:

•	Number of monetized strategies and fund portfolios deployed.

•	Subscriber growth and total assets deposited.

•	Liquidity depth, spread compression, and orderbook fill rates.

•	Wallet interactions with Wizard contracts.

These on-chain metrics allow the community to transparently track Wizard’s collaborative contribution to Cardano’s DeFi growth.

Long-Term Growth and Innovation

Beyond the MVP, Wizard sets the stage for:

•	AI-assisted strategy generation and optimization.

•	Advanced portfolio analytics and dashboards for creators and subscribers.

•	Cross-chain liquidity strategies in the future, bringing external assets into Cardano while keeping the system trustless.

This roadmap positions Wizard as not just a dApp, but as core liquidity infrastructure for Cardano.

Why It Matters for the Wider Community

• For traders: Better prices, lower slippage, deeper orderbooks.

• For retail users: Simple access to advanced strategies and fund style portfolios.

• For creators/market makers: A transparent, monetizable way to publish strategies.

• For projects/dApps: A shared liquidity layer that improves composability and network efficiency.

• For the ecosystem: More activity, more integrations, more confidence in Cardano DeFi.

Conclusion

Wizard’s impact goes beyond one project it strengthens the foundations of Cardano DeFi. By combining automated strategies, retail accessibility, and non-custodial fund management, Wizard creates a scalable, user-friendly, and sustainable liquidity layer. The result is an ecosystem with greater adoption, deeper liquidity, and stronger composability all achieved without compromising on trustlessness or decentralization.

[Your Project and Solution] Capabilities & Feasibility

What is your capability to deliver your project with high levels of trust and accountability? How do you intend to validate if your approach is feasible?

Wizard is not starting from scratch. We are already actively building and testing the most composable P2P infrastructure on Cardano, focused on automated limit orders with premiums attached in grid trading. This foundation demonstrates both our technical capability and our commitment to delivering real, functional infrastructure. Our modeling shows that what is complex and risky on AMM DEXs (like impermanent loss and liquidity fragmentation) can be implemented more safely and efficiently via P2P execution.

Our team combines deep experience in:

•	Smart contract development (with external support from Aiken/Plutus developers such as TxPipe Labs).

•	User experience design, ensuring the UI makes advanced tools accessible to retail and institutional users alike.

We also engage external advisors and leaders from IOG, prominent Cardano projects, DeFi experts, and ecosystem builders, who bring accountability, feedback, and use case alignment to our process.

We ensure feasibility and accountability by:

•	Running simulations of monetized market making models.

•	Testing live P2P prototypes with automated limits and premiums, already functioning as early infrastructure for Wizard.

•	Validating strategy execution through testnet deployments, open for community review before mainnet.

•	Collecting on-chain metrics (orders filled, liquidity depth, strategy adoption) as transparent proof of impact.

By releasing our MVP publicly on wizard.market, we allow the Cardano community to directly access, test, and measure our progress building trust through action, not promises.

Our architecture prioritizes safety and decentralization:

•	Users remain in custody of funds at all times.

•	Shared limit orders execute only within defined safety boundaries.

•	Orderbook composability ensures other Cardano dApps and DEXs can tap into liquidity without new fees or friction.

This design ensures we can deliver at scale without sacrificing security or breaking key accountability principles for the Cardano community.

We take a phased, transparent approach:

•	Phase 1: MVP of monetized strategies and automated market-making.

•	Phase 2: Subscribable portfolios with shared non-custodial execution.

•	Phase 3: Expanded fund management marketplace and advanced analytics.

Each milestone will be validated by community testing, on-chain metrics, and public reporting, ensuring that delivery is not only feasible but accountable to the ecosystem that funds it.

Conclusion

Our capability to deliver rests on a clear foundation: existing infrastructure already in development, technical expertise proven by modeling and prototypes, and a commitment to non-custodial, composable systems. Validation comes through transparent testnet access, measurable on-chain metrics, and open community feedback. This ensures Wizard can be delivered with the highest level of trust, accountability, and feasibility while driving real liquidity impact across Cardano.

[Milestones] Project Milestones

Milestone Title

Automated Spot Gridbot Strategy with Inventory Rebalancing

Milestone Outputs

• Research and evaluation of best fit smart contract solutions for implementing shared automated order placement, position tracking, and safe rebalancing logic on Cardano.
• Development of a smart contract driven monetized gridbot prototype for spot trading, supporting dynamic inventory rebalancing.
• Frontend UI components allowing users to configure grid parameters (price bands, premiums, thresholds).
• Recorded Video and live testing of the monetized bot.

Acceptance Criteria

• Users can create a gridbot strategy via the Wizard UI, setting fixed premiums and thresholds.
• Smart contracts place fillable limit orders automatically within the specified grid parameters.
• Inventory rebalancing adjusts user defined allocations across orders without requiring manual intervention.
• Rebalancing occurs safely and predictably, ensuring funds remain non-custodial at all times.
• Demonstrated resilience in testnet environments with no double satisfaction or execution failures.

Evidence of Completion

• Screenshots or recordings of the UI showing grid creation, parameter setup, and live order placement.
• Test results and logs confirming gridbots successfully execute orders and rebalance across multiple price points.
• Testnet transaction IDs proving execution of automated spot grid orders with inventory adjustments.
• Demonstrated resilience in testnet environments with no double satisfaction or execution failures.

Delivery Month

6

Cost

40000

Progress

20 %

Milestone Title

Portfolio Manager with Shared Limits

Milestone Outputs

• Development of a portfolio management module where users can deposit funds into a shared strategy while maintaining non-custodial ownership.
• Smart contract design enabling shared limit orders, pooling proportional amounts from participants for collective execution.
• Research fund managers boundaries (eg..max % above/below market orders) and execute shared manual strategies.
• UI integration for creating and managing portfolio style funds, showing allocations, historical performance, and commissions.
• Documentation covering portfolio logic, non-custodial safeguards, and the workflow for order execution and distribution.

Acceptance Criteria

• Users can subscribe, deposit, and withdraw from a portfolio at any time except assets utilized in an active shared limit.
• Fund managers can place shared limit orders that are executed across all subscribed participants in proportion to their contribution.
• Orders settle non-custodially, with tokens redistributed automatically after execution.
• Safety constraints (boundaries on buy/sell zones) are enforced at the contract level.
• Successful execution on testnet without loss of funds, with multiple participants confirmed.

Evidence of Completion

• UI demonstrations (screenshots/recordings) of portfolio creation, deposit/withdraw, and shared limit execution.
• Testnet transaction IDs confirming shared orders executed and funds redistributed proportionally.
• Validating enforcement of safety constraints and correct fee application.

• Documentation explaining how portfolio manager functions extend the Wizard P2P orderbook while maintaining trustless, non-custodial principles.
  

Delivery Month

6

Cost

50000

Progress

20 %

Milestone Title

Monetized MM Strategy Marketplace with Performance Analytics & Subscription

Milestone Outputs

• Creation of a marketplace UI where market makers can publish automated or manual strategies as monetized, subscribable items.
• Integration of performance analytics, allowing users to view historical returns, drawdowns, and subscription trends before committing.
• Implementation of subscription logic, enabling users to deposit, withdraw, and track their allocations in chosen strategies in a fully non-custodial way.
• Whitelist mechanism to ensure only committed market makers can publish monetized strategies reducing spam and mitigating low quality or untested strategies.
• On-chain fee distribution system where market makers earn a share of profits or commission-based withdrawals.
• Documentation for users (how to subscribe, track, and manage funds) and for market makers (how to onboard, set fees, and maintain transparency).

Acceptance Criteria

• Marketplace UI live on testnet showing at least 10 monetized strategies with trackable performance data.
• Users can subscribe/unsubscribe to strategies, with deposits and withdrawals processed non-custodially.
• Performance dashboard displays key analytics (eg..returns, PnL, time,history etc.).
• Whitelist system is enforced, preventing unverified accounts from publishing spam strategies.
• Testnet transactions confirm strategy creation, user subscriptions, and profit-based fee distribution.

Evidence of Completion

• Screenshots/recordings of the marketplace with live strategies, performance dashboards, and subscription workflows.
• Smart contract demonstrating fee logic, whitelisting enforcement, and subscription handling.
• Testnet transaction IDs showing successful deposits, withdrawals, and fee distributions.
• live analytics outputs proving accurate performance tracking and reporting.
• User documentation accessible online (wizard.market/docs or similar).

Delivery Month

6

Cost

10000

Progress

40 %

[Final Pitch] Budget & Costs

Please provide a cost breakdown of the proposed work and resources

The requested funding is focused entirely on smart contract development and backend infrastructure, which form the foundation of Wizard’s non-custodial liquidity and strategy marketplace. While this proposal alone will not cover the full cost of development, it will accelerate delivery without compromising security or quality.

Milestone 1 — 40,000 ADA

• Conduct research and testing for optimal smart contract design.
• Develop smart contracts for automated spot gridbot strategy with inventory rebalancing.

Milestone 2 — 50,000 ADA

• Implement portfolio manager functionality with shared limit orders.
• Integrate backend logic to handle pooled trades securely.

Milestone 3 — 10,000 ADA

• Launch monetized strategy marketplace with performance analytics and subscriptions.
• Add anti-spam features (e.g., whitelisting) to ensure committed market makers.

Total: 100,000 ADA

All funds are dedicated to smart contract and backend development to ensure the protocol is robust, efficient, and scalable to support ecosystem wide needs. (we are hopeful that with funding we can deliver it sooner than the 6 months buffer)

[Final Pitch] Value for Money

How does the cost of the project represent value for the Cardano ecosystem?

This proposal represents value for the Cardano ecosystem because it directly funds the most critical infrastructure components that unlock deeper liquidity and broader participation across DeFi.

• By delivering automated grid strategies, portfolio managers, and a monetized marketplace, this proposal makes advanced trading tools accessible to both professionals and retail users. More active market makers and fund managers means greater liquidity depth, tighter spreads, and higher efficiency for all Cardano dApps and DEXs.
• Each milestone compounds value. Automated bots bring consistent liquidity, portfolio managers enable shared participation, and monetized strategies create a self-sustaining incentive loop. These tools reduce reliance on external liquidity providers and create an on-chain network effect where liquidity grows organically and in a sustainable way.
• Low Cost, High Output: For 100,000 ADA, the ecosystem gains an entire layer of infrastructure for automated strategies, fund management, and a marketplace at a fraction of the cost similar tooling requires on other chains. The requested funds will not fully cover our development expenses but will accelerate delivery without compromising security.
• All development funded here reinforces Cardano’s unique strength non-custodial, composable infrastructure. Users never give up keys or custody, and liquidity remains openly available to all dApps without added fees
• By enabling monetization of strategies, this proposal creates long lasting incentive model for market makers and fund managers. That ensures continued usage, deeper liquidity, and a thriving marketplace that sustains itself beyond Catalyst funding.

In short: For the cost of 100K ADA, Cardano gains a scalable liquidity engine that benefits every user and project building on the network. The value delivered far exceeds the ask, as this infrastructure will continue to serve the ecosystem long after the initial funding.

[Required Acknowledgements] Consent & Confirmation

Terms and Conditions:

Yes