Futures Portfolio Glossary
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Futures Portfolio: An automated strategy that dynamically adjusts asset allocation based on set triggers, selling assets that rise too much and buying those that are undervalued.
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Bullish Futures Portfolio: All assets are long positions.
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Bearish Futures Portfolio: All assets are short positions.
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Mixed Futures Portfolio: Combines both long and short positions.
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AI Strategy: Applies parameters recommended by the system based on historical market data and asset volatility.
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Popular Strategies: User-created strategies that others can follow, based on performance data.
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Manual Creation: For experienced traders to set parameters based on their market predictions.
Order Parameters (Set When Creating a Strategy)
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Futures Cryptocurrency: Select up to 10 cryptocurrencies for the portfolio.
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Direction: Choose the trade direction for each futures position.
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Allocation: Preset the allocation of each asset, totaling 100%.
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Leverage: Set the leverage which applies to all positions.
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Margin Investment: Initial capital for the strategy; 70% is used for opening, the rest as reserved margin.
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Auto Rebalancing: Set trigger conditions for automatic rebalancing by threshold or cycle.
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Threshold: Trigger rebalancing when an asset’s allocation deviates by a specified percentage (e.g., 3%).
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Cycle: Set time intervals (e.g., 1 hour, 1 day) for automatic rebalancing.
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Take Profit: Strategy will stop when a certain profit percentage is reached.
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Stop Loss: Strategy will stop when a certain loss percentage is reached.
Profit and Loss Parameters (located in “Strategy Details”)
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Total Profit: Realized and unrealized gains/losses.
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Profit Rate: Total profit / investment amount.
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Current Strategy Assets: Current portfolio equity (investment + total profit).
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Investment Amount: Total margin used to create the strategy.
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Completed Profits: Closed profits + transaction fees.
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Total Rebalancing Triggers: Total number of rebalancing actions triggered, including failures.
Disclaimer
Futures Portfolio is a trading tool, not financial or investment advice. Its success depends on market conditions and parameter settings, which can be adjusted based on market trends.