Set Documentation
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Set Management
Guides for operating your Set as a Manager

TokenSets Search
After creating your Set you are going to want to navigate to its dedicated page on TokenSets. You can do this via searching the address, name or symbol in the search bar at the top of the page and selecting your Set in the resulting list. Alternatively, you can use this URL pattern to bookmark and navigate directly to the page:
https://www.tokensets.com/v2/set/<set-contract-address>
For all the examples below, we will be managing the $CKI Set, which the contract address is 0x68ab9f9ba8E490D9Dc191f7A90540b5EDCcC92D6. Using the provided TokenSets URL format the direct Set page link is:
Crypto Kai Innovation Index Page

The Managers portal on TokenSets is one way a Set Manager can interface with their deployed Set, allowing them to execute their strategy via trading amongst other features. When you first visit the Managers page you will need to enable the available modules to you. The UI will prompt you to do this and a low gas Ethereum transaction is associated with each one.
Set modules only need to be enabled once via a one-time, low-cost transaction on the Ethereum network
In this guide, we will describe each module to best prepare you as a manager to run your Set.

The Issuance module will enable the Manager and Investor to be able to Buy, Sell, Issue & Redeem your Set, making this an important, core module in the contract. This module is automatically enabled with the creation of the Set. For more information regarding the process behind these actions, please take a look at the Buy & Sell Sets and Issue & Redeem Sets pages in the Investor documentation.
When you trade into a new asset not previously seen within your Set before, do check to enable that particular asset within the Issuance module so Investors can continue to interface with your Set.
Issuance Module

As a Manager, you can invoke a streaming fee within your Set as a method of monetizing your product to investors. The Fees module once enabled is what enables you as a Manager to adjust the monetization model of your Set going forward and also collect accrued fees from your Set Investors at any point in time. This module is automatically enabled with the creation of the Set.
Fees Module

The streaming fees are fees that are paid out to Set managers over time based on the entire market cap of the Set (e.g. 2% of market cap over 1 year). This incentivizes managers to increase the value of their Sets over time for their users.
The streaming fee is calculated linearly over the lifespan of the Set. For example, if a Set has a 2% streaming fee and 6 months has passed, 1% of streaming fees would have been collected.

Currently, our UI does not support updating the streaming fee split. However, this can be done quite easily through Etherscan or Polyscan [for the Polygon network]. Note that this interaction requires both the owner address and the methodologist address to submit an update request.
In this example, we will be using Polyscan, but the UI is near identical to Etherscan. We start off by navigating to your Set's page and clicking on the "Manager address" link in the "About" section.
This will take you to the Etherscan or Polyscan page for the Set. Navigate to the "Contract" tab of the page.
Once you are in the "Contract" tab, click on "Write Contract." On that tab, you will see a button to "Connect to Web3." Click that button to connect. Make sure that you are connecting with the correct Owner/Methodologist address. After connecting, the red dot will turn green and your address will be displayed next to it.
Scroll down to section 17 titled "Update Owner Fee Split." Here you can input the new fee split for the owner of the Set. The Methodologist fee split will be automatically updated as 100 - owner fee split. In this example, we are updating the fee split from 80% owner 20% methodologist to 90% owner and 10% methodologist. Note that because we are directly interacting with the smart contract, we need to conform to the number format. We represent 90% as 900000000000000000. The trailing 16 zeroes are incredibly important and must be included.
Hit "Write" and approve the transaction in your wallet. The methodologist must follow the same steps and provide the same upgrade information in order for the fee split to be updated. Once the methodologist submits their transaction, the fee split will be updated!

Currently, our UI does not support updating the streaming fee split. However, this can be done quite easily through Etherscan or Polyscan [for the Polygon network].
Navigate to the Streaming Fee Split Extension by clicking here. You can confirm this is the right link by clicking the "Contract" tab and verifying the Contract Name.
Once here, navigate to the "Write Contract" tab. Connect your wallet and make sure the account you are connecting with is the owner account. Navigate to section 7 "updateStreamingFee". In order to update your streaming fee you are going to need the address of your Set as well as the new fee amount. You can find the address of your Set in the "About" section on your Set page under "Set Address".
For the "_newFee" input, you need to enter the new streaming fee amount followed by 16 zeroes. For example, if you want to update the streaming fee to 5%, you will type in 50000000000000000. Make sure you have the right amount of zeroes!
Submit and approve the transaction and the streaming fee will be updated.

If you are a methodologist, there are specific actions that you control or require your input. Updating the streaming fee split requries the Methodologist to submit a transaction. Additionally, methodologists have the freedom to update their methodologist address.
In order to begin this process, navigate to the "Write" tab of the Manager Contract. This is covered in the Update Streaming Fee Split section.
Once you are on the "Write" tab and have your methodologist wallet connected, scroll down to section 13 which is a function called "setMethodologist". There, input your new methodologist address and hit "Write". Approve the transaction in your wallet and the methodologist address will be updated!

The owner of the Set has total control over the operator role of the Set. This includes adding a new oeprator wallet and adding tokens to the asset whitelist if enabled.

In order to begin this process, navigate to the "Write" tab of the Manager Contract. This is covered in the Update Streaming Fee Split section.
Once you are on the "Write" tab and have your owner wallet connected, scroll down to section 4 which is a function called "addOperators". There, input your new operator address and hit "Write". Approve the transaction in your wallet and the operator address will be added to the list of operators!
In order to remove an operator, the process is similar, except the correct function is section 10 called "removeOperators".

In order to begin this process, navigate to the "Write" tab of the Manager Contract. This is covered in the Update Streaming Fee Split section.
Once you are on the "Write" tab and have your owner wallet connected, scroll down to section 1 which is a function called "addAllowedAssets". There, input the contract address of the token you want to whitelist and hit "Write". Approve the transaction in your wallet and the asset will be added to the list of allowed assets! Note that wrapped positions in other protocols [i.e. cUSDC] need to be added to the Allow List as well in order to be usable.
In order to remove an asset from the allow list, the process is similar, except the correct function is section 7 called "removeAllowedAssets".

The owner of the Set has the ability to transfer ownership to another address. This new address will get all the permissions an Owner of the Set has. We currently do not support doing so on the UI, but you can do so easily through the Etherscan or Polyscan interface.
In order to begin this process, navigate to the "Write" tab of the Manager Contract. This is covered in the Update Streaming Fee Split section.
Once you are on the "Write" tab and have your owner wallet connected, scroll down to section 14 which is a function called "transferOwnership". There, input the wallet address of the new owner. Approve the transaction in your wallet and the owner address will be updated!

This section is covered under Set Trading​
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On this page
Finding your Set
Managers Portal
Issuance
Fees
Streaming Fees
Update Streaming Fee Split
Update Streaming Fee
Methodologist
Operator
Add or Remove an Operator
Add or Remove a Token to the Allow List
Transfer Ownership
Trade