Portfolio Co-Pilot

The Portfolio Co-Pilot surfaces inside /app Mission Control as two things: a regime-aware wallet header that shows your two pots with honest custody labels, and a single display-only suggestion that links idle USDC to a yield venue. It never executes anything on its own.

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Wallet header — two pots, labeled by custody truth

The header shows the two accounts you actually have, each labeled with its real custody regime:

• CONNECTED WALLET — your auth EOA (the wallet you signed in with). Role: auth, gas, and withdrawals.
• OTTO WALLET SAFE — the Otto Wallet Safe you fund for mini-agent activity. Its custody label follows the account’s actual regime:
  • most accounts today show agent-custodial today — an Otto-managed key signs execution;
  • the label reads yours · non-custodial only once your account is on the converged Safe7579 regime.

The label never overclaims: if the regime can’t be determined, it stays on the agent-custodial wording rather than upgrading to a non-custodial claim.

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The Co-Pilot suggestion — informational, never executes

When your Otto Wallet Safe holds idle USDC (≥ $100), the Co-Pilot shows a single suggestion pointing at the top live, deployable USDC yield venue it can find — for example:

OTTO CO-PILOT — $1,200 idle USDC could earn ~5% APY at the top deployable venue (e.g. Aave or Compound on Base). Review →

Selecting it deep-links to the yield-copilot mini-agent, where you review and approve any deposit. The Co-Pilot itself never moves funds, and never recommends a venue it can’t deploy to. Honest by design — the suggestion renders only when there’s a live, deployable USDC venue with a positive APY; if there isn’t (idle under the threshold, the feed unavailable, or no eligible venue), it renders nothing rather than a fixture or a stale rate. It is not financial advice — rates change, and you review and approve every deposit.