> For the complete documentation index, see [llms.txt](https://oltafinance.gitbook.io/oltafinance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://oltafinance.gitbook.io/oltafinance/index-methodology-rulebook.md).

# Index Methodology Rulebook

Each OLTA index follows a strict, rules-based selection and weighting framework that holds consistency, scalability and integrity over time. The methodology draws on institutional index practices, including those of S\&P, and adapts them to onchain mechanics so that exposure to crypto, tokenized equities and Tokenized Real-World Assets (RWA) is constructed with the same discipline a benchmark provider would apply.

The rulebook rests on a single principle: every constituent, every weight and every change traces back to a published rule with a defined threshold. Discretion is bounded and governed, which keeps fund construction objective and lets a third party replicate any index from its written rules.

**The four pillars.**

* **Eligibility filters** define which assets may enter an index, screening for free float, liquidity, venue coverage, compliance and security.
* **Weighting logic** sizes each constituent under concentration caps, using market-cap, equal or custom methods selected per mandate.
* **Rebalancing and reconstitution** keep the index aligned with its target on a disciplined, rules-based schedule whose cadence varies by strategy.
* **Diversification controls** cap single-asset and stablecoin exposure and apply optional sector limits to manage concentration risk.

**How discipline is enforced.** Selection screens and weighting formulas are mechanical and threshold-driven. Rebalancing follows a schedule fixed in advance per index. Methodology changes and discretionary exclusions pass through governance, are announced with effective dates and are recorded in a changelog. Historical constituents, weights and rule versions remain publicly accessible for backtesting and compliance.

This documentation describes the methodology behind OLTA’s index products. It is not a published prospectus, a factsheet or a legal offering. Where a parameter is set per index, it is disclosed in that index’s own construction rules with visible weightings.

**Continue reading:**

* [Methodology Overview](/oltafinance/index-methodology-rulebook/methodology-overview.md)
* [Asset Selection Filters](/oltafinance/index-methodology-rulebook/asset-selection-filters.md)
* [Index Maintenance & Weighting](/oltafinance/index-methodology-rulebook/index-maintenance-and-weighting.md)
* [Reference Methodologies](/oltafinance/index-methodology-rulebook/references.md)

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