> For the complete documentation index, see [llms.txt](https://docs.saharaai.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.saharaai.com/sorin/use-cases/strategic-planning.md).

# Strategic Planning

Sorin helps you build strategies that span multiple assets, venues, and markets — and refines them as you go. It flags inefficiencies, suggests improvements, and keeps every plan grounded in your portfolio and the current market state.

<figure><img src="/files/jwKfvJygmKYkcI1atTs7" alt=""><figcaption></figcaption></figure>

## What You Can Ask

| You Say                                              | What You Get                                                      |
| ---------------------------------------------------- | ----------------------------------------------------------------- |
| "Build me a 3-leg strategy around the ETF decision." | Multi-leg structure with spot, perps, and options considerations. |
| "How should I hedge my current ETH exposure?"        | Hedge options sized to your current position.                     |
| "I want to rebalance toward yield — give me a plan." | Step-by-step rotation plan across your holdings.                  |
| "Is there a cleaner way to express this view?"       | Structural alternatives to a plan you've already drafted.         |
| "What's the risk/reward on this setup?"              | Scenario analysis with realistic upside, downside, and breakeven. |

## How Strategy Planning Works

{% stepper %}
{% step %}

### Describe the Intent

Start with what you're trying to achieve. The more concrete the better.

* "I want yield without adding smart-contract risk beyond what I already have."
* "I want long exposure to restaking but hedged for a broad crypto drawdown."
* "I want to trade the ETF decision with limited downside."
  {% endstep %}

{% step %}

### Sorin Drafts a Plan

Sorin proposes a strategy structured around your intent, grounded in:

* Your current portfolio and how a new strategy interacts with existing positions
* Market structure — where the best expression of the view actually lives
* Liquidity constraints — what's realistic to size into
* Risk profile — sizing that matches your stated tolerance
  {% endstep %}

{% step %}

### You Refine Together

Strategy is iterative. You push back, swap legs, adjust sizes, and ask "what if" — Sorin recalculates in context. Every change is re-evaluated against your portfolio and the live market state.
{% endstep %}

{% step %}

### Execute When Ready

Once the plan is solid, Sorin can move directly to execution. You never leave the interface.
{% endstep %}
{% endstepper %}

## What Sorin Catches

### Inefficiencies

Sorin flags things like:

* Two legs that partially offset — you're paying fees to express a net position you could get more directly
* Sizing that doesn't reflect stated risk tolerance
* Execution venues where liquidity won't support your intended size
* Funding costs that eat into the expected return on a perps-based leg

### Better Structures

Sorin suggests alternatives when they exist:

* Options instead of perps when asymmetry matters more than directional exposure
* Spot accumulation instead of leveraged longs when conviction is high but timing is uncertain
* Prediction market legs when an event-driven view has a cleaner expression there

### Portfolio Interactions

A strategy doesn't exist in isolation. Sorin shows:

* How a new position changes your overall risk profile
* Correlations with existing holdings you might not notice
* Total portfolio exposure to any single narrative or asset

## Example Conversation

> **You:** "I want to take a long view on restaking over the next 3 months, but I'm worried about a broader crypto drawdown. Build me something."
>
> **Sorin:** "Here's a draft, tuned to your moderate risk profile and your existing holdings:
>
> **Leg 1 — Spot long on your preferred restaking token.** Size: 5% of portfolio. Thesis: direct exposure, no funding cost.
>
> **Leg 2 — Short BTC perps as a hedge.** Size: equal notional to Leg 1. Thesis: if broader crypto drops, the hedge offsets most of the downside on Leg 1. Funding is currently \~4% annualized against you — factor this into holding cost.
>
> **Leg 3 — Optional: small long-dated ETH put.** Size: 0.5% of portfolio. Thesis: protects against a deeper drawdown scenario the perps hedge can't fully cover.
>
> **Net exposure:** Long restaking, flat on broad crypto beta, tail-hedged.
>
> **Risks to watch:** Funding compression on Leg 2 (cheap hedge becomes expensive), restaking-specific protocol risk on Leg 1.
>
> Want me to adjust sizing, skip Leg 3, or explore options on Leg 2 instead?"