Portfolio management
Portfolio management is the practice of managing an investor's investment portfolio. It involves creating and maintaining a diversified portfolio of assets with the goal of maximizing returns and minimizing risks.
Portfolio managers must balance risk and return and adjust their strategies over time to reflect changes in the market and their client's goals.
This management involves making decisions about which investments to hold, when to rebalance, adding and removing coins, how much to invest in each, and when to make DCA investments to the entire portfolio or individual coins.
Any changes made to the manager's portfolio will be replicated to the follower's portfolio.
Your balance on the exchange needs to be in USDT and under the SPOT account.
In this article:
Portfolio manager actions
Create the portfolio: visit this link for a tutorial.
Invite members, edit (manage coins and rebalance), change investment, schedule contributions and remove a portfolio.
Invite members: generate a link and invite your community.
Edit: update your portfolio by adding/removing coins and rebalancing allocations for each one.
Distribute the values evenly or edit manually. When retaining proportions, you can lock dimensions from changing.
Change investment: increment or decrease the amount allocated to your portfolio and the new reallocation will be properly distributed among the existing coins.
Schedule: schedule your investment increase weekly or monthly.
Choose the frequency and the amount to buy.
Remove: make sure you sell the assets before proceeding as Anny will not automatically sell any assets when you click "remove".
Edit a specific coin: check statistics, buy or sell a specific asset.
Portfolio follower actions
Follow a Portfolio: visit this link for a tutorial.
The follower of a portfolio does not have the autonomy to do all the actions that the leader does, but he has control over his portfolio in terms of investment allocation and what he allows or does not allow the leader to do (rebalancing and contributions).
You can modify the investment at any time, schedule contributions and remove a portfolio.
As a portfolio follower, you can't buy/sell any specific coin.
Portfolio manager permissions: the follower is in control and can choose to leave changes turned off, be notified only, or authorize the execution.
- Portfolio changes
Add, remove and re-balance portfolio items. - Budget changes
Increase or reduce the overall portfolio budget.
Change investment: increment or decrease the amount allocated to your portfolio and the new reallocation will be properly distributed among the existing coins.
Schedule: schedule your investment increase weekly or monthly.
Choose the frequency and the amount to buy.
Remove: make sure you sell the assets before proceeding as Anny will not automatically sell any assets when you click "remove".
Related articles: