How to create a portfolio

Overview

This article provides all the necessary steps to create a portfolio on Anny Trade.

 

Target Audience

All traders.

 

Pre-requisites

• If you are a signal or strategy provider, and you will link the group to the portfolio, you will need to create your signal group first. Follow this link to learn how.
  
• Be registered with Anny. Click here to learn how to register.
• Be connected to an exchange. Click here to learn how to connect to an exchange.

Steps to create a Portfolio

Objective: create a portfolio designed to encompass a variety of assets with the objective of optimizing returns while minimizing risks.

Instructions: from the Dashboard tab, select the Portfolio section from the menu on the left and then click on Create a new portfolio.

Your balance on the exchange needs to be in USDT and under the SPOT account.

1. Select the exchange
2. Define the portfolio's total investment allocation in USDT on SPOT account.
   
   
   
   
3. Add coins and distribute the budget
   • Retain proportions: when adding coins and rebalancing, you can retain ratios and lock the shares so the percentage doesn't change.
   • Edit amounts: manually distribute the budget

   • Distribute evenly: divide the budget equally for all coins

   • Note: it is possible to add coins without investing, if you connect the portfolio with a trading strategy or simply because you want to leave it as a watermark for investing later.
     
     
     
     

4. Name your portfolio and review your investment.
   
   
   

Additional Resources

• Portfolio management is a critical practice aimed at optimizing returns and minimizing risks for investors while maintaining a diversified portfolio of assets. To learn more click here.
  
  
• Avoid Stop loss and link your strategy to your portfolio. To learn more click here.
  
  
• In order to understand the rules applied when rebalancing a portfolio, click here.