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Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
LABS
Services

AI-Managed Staking Portfolio Rebalancing & Tax Optimization

An automated service that rebalances multi-chain staking positions for optimal yield and risk, while generating tax-optimized harvest and compound schedules for institutional reporting.
Chainscore © 2026
overview
CORE SERVICE

Smart Contract Development

Secure, audited smart contracts built for production from day one.

We architect and deploy custom smart contracts that power your token, DeFi protocol, or NFT platform. Our development process is built on Solidity 0.8+ with OpenZeppelin standards, ensuring security and upgradability from the start.

We deliver production-ready contracts in 2-4 weeks, backed by a formal audit report.

  • Full Lifecycle Support: From initial design and ERC-20/ERC-721 implementation to deployment and post-launch monitoring.
  • Security-First Development: Rigorous internal review, automated testing with Hardhat/Foundry, and integration with top audit firms.
  • Gas Optimization: Every contract is optimized for minimum execution cost, critical for user adoption and protocol efficiency.
key-features-cards
AUTOMATED & COMPLIANT

Core Capabilities of Our Staking Management System

Our platform automates the complexity of multi-chain staking, delivering optimized yields and precise tax reporting for institutional clients and high-net-worth individuals.

01

Automated Multi-Chain Portfolio Rebalancing

Dynamically reallocates staked assets across Ethereum, Solana, Cosmos, and other major networks based on real-time APY, validator performance, and slashing risk. Maximizes yield while managing exposure.

15+
Supported Chains
24/7
Monitoring
02

Real-Time Tax Lot Accounting & Reporting

Automatically tracks cost basis, acquisition dates, and rewards for every staking transaction. Generates IRS Form 8949, Schedule D, and country-specific reports (e.g., HMRC, ATO) for seamless tax filing.

FIFO, LIFO, HIFO
Accounting Methods
CSV, PDF, API
Export Formats
03

Institutional-Grade Security & Custody

Integrates with Fireblocks, Copper, and MPC wallets. Implements multi-signature approvals for all rebalancing actions. Private keys never leave your controlled infrastructure.

SOC 2 Type II
Compliance
Zero Trust
Architecture
04

Customizable Yield Optimization Strategies

Deploy rule-based strategies for validator selection, delegation, and unbonding schedules. Set parameters for target APY, risk tolerance, and liquidity requirements.

10-40%
APY Improvement*
API & UI
Control Methods
05

Comprehensive Performance Dashboard & Alerts

Single-pane view of total staked value, projected rewards, network health, and tax liabilities. Configurable alerts for slashing events, APY drops, or unbonding completion.

Real-time
P&L Tracking
SMS, Email, Slack
Alert Channels
06

Regulatory Compliance & Audit Trail

Maintains an immutable, timestamped log of all portfolio actions for internal audits and regulatory reviews. Exports ready for accountants and financial controllers.

Fully Immutable
Audit Log
GDPR/CCPA Ready
Data Compliance
benefits
DELIVERING TANGIBLE RESULTS

Business Outcomes for Your Fund or Platform

Our Staking Portfolio Rebalancing & Tax Optimization service is engineered to deliver measurable improvements to your operational efficiency, compliance posture, and bottom line. We focus on outcomes, not just outputs.

02

Dynamic Portfolio Rebalancing

Our algorithms automatically reallocate staked assets based on pre-defined risk/return parameters (e.g., APY, slashing risk, network health). This ensures optimal yield generation while maintaining your fund's strategic asset allocation without manual intervention.

>20%
APY Optimization
24/7
Portfolio Monitoring
04

Capital Efficiency & Unlocking

Strategically manage unbonding periods and liquidity across multiple Proof-of-Stake networks. Our system optimizes the timing of stake movements to minimize idle capital and maximize deployable assets for your fund's strategies.

Up to 40%
Improved Liquidity
Zero
Missed Epochs
06

Customizable Dashboard & API

Gain a unified, real-time view of your cross-chain staking portfolio, tax liabilities, and performance metrics. Our full-featured API allows for seamless integration into your existing fund management and reporting systems.

Single Pane
Multi-Chain View
REST & WebSocket
API Access
Build vs. Buy Analysis

Manual Management vs. Chainscore's AI-Driven Service

A direct comparison of the costs, risks, and outcomes of managing a staking portfolio manually versus leveraging our automated, AI-driven platform.

Key FactorManual In-House ManagementChainscore AI-Driven Service

Time to Initial Deployment

3-6 months

2-4 weeks

Development & Audit Cost

$150K - $300K+

From $50K

Ongoing Rebalancing Logic

Static rules, manual updates

Dynamic AI models, auto-optimized

Real-Time Tax Lot Tracking

Manual spreadsheet management

Automated, on-chain attribution

Security & Smart Contract Risk

High (requires full audit cycle)

Managed (pre-audited, battle-tested protocols)

Team Overhead (FTE)

2-3 Engineers + 1 Quant

Fully managed service

Portfolio Performance

Sub-optimal, reactionary

Data-driven, maximizes yield & minimizes tax

Regulatory Compliance

Manual reporting, high error risk

Automated reporting for Form 8949, Schedule D

Total Cost of Ownership (Year 1)

$300K - $600K+

$75K - $200K

Time to Value

6+ months

Immediate upon deployment

how-we-deliver
A PROVEN 4-STEP FRAMEWORK

Our Implementation Process: From Audit to Automation

We deliver a complete, secure, and automated staking portfolio management system. Our process ensures zero tax surprises, optimal validator performance, and hands-free operation.

01

1. Portfolio Audit & Strategy

We analyze your current staking positions, validator performance, and tax liabilities. We deliver a custom rebalancing strategy to maximize yield and minimize tax exposure.

24-48 hrs
Analysis Report
10+ Chains
Protocols Audited
02

2. Smart Contract Development

Our engineers build secure, gas-optimized smart contracts for automated rebalancing, yield harvesting, and tax lot accounting. Built with OpenZeppelin standards and formal verification.

100%
Code Coverage
2-3 weeks
Avg. Build Time
03

3. Security & Compliance Audit

Every contract undergoes rigorous internal review and third-party audit by firms like Spearbit or Code4rena. We ensure compliance with tax regulations (FIFO, HIFO) and secure fund handling.

2+ Audits
Per Contract
Zero Critical
Guarantee
04

4. Deployment & Automation

We deploy the automated system to your infrastructure with full monitoring, alerting, and reporting dashboards. Your portfolio rebalances and harvests yield 24/7 without manual intervention.

99.9%
Uptime SLA
< 1 day
Go-Live
security-compliance
CORE INFRASTRUCTURE

Smart Contract Development

Secure, audited smart contracts built for production on EVM, Solana, and Cosmos.

We architect and deploy the foundational logic for your protocol. Our focus is on security-first development, gas optimization, and upgradeability patterns that protect your assets and users.

  • Production-Ready Code: Built with Solidity 0.8+, Rust, or CosmWasm using OpenZeppelin and established security libraries.
  • Comprehensive Audits: Every contract undergoes internal review and is prepared for third-party audits from firms like Spearbit and CertiK.
  • Measurable Outcomes: Achieve >99.9% uptime, reduce gas costs by 15-40%, and deploy a secure MVP in as little as 2-4 weeks.

We don't just write code; we deliver resilient, auditable systems that form the trusted backbone of your application.

Technical & Operational Clarity

Frequently Asked Questions on Staking Management

Get clear answers on how our automated staking management and tax optimization services work, from deployment to ongoing support.

A standard implementation takes 2-3 weeks from kickoff to production. This includes initial strategy configuration, smart contract deployment, integration with your existing wallets/validators, and a full security review. Complex multi-chain portfolios or custom yield strategies may extend this to 4-5 weeks.

ENQUIRY

Get In Touch
today.

Our experts will offer a free quote and a 30min call to discuss your project.

NDA Protected
24h Response
Directly to Engineering Team
10+
Protocols Shipped
$20M+
TVL Overall
NDA Protected Directly to Engineering Team