How to follow a portfolio
Step by step to follow a portfolio:
From the invitation link to follow a portfolio, you will be directed to login to Anny or to create an account if you haven't already.
Once registration is complete and Anny is logged in, she will inform you of the other 2 steps.
- Connect exchange:
Click on the "continue with exchange" button. This is a shortcut that already creates the API on the exchange and connects it to Anny without you having to do it manually.
Note: If the registration email on Anny and the exchange are not the same, you need to create the API manually on the exchange and connect it to Anny.
Connect exchange - Follow the portfolio:
You can check the portfolio first and then approve it by clicking the "Invest" button.
The only thing you need to do is define your investment allocation, that is, how much you want to allocate to this portfolio.
Your balance on the exchange needs to be in USDT and under the SPOT account.
And that's it, just like that, your portfolio has been added to your Anny account. The leader is in charge and any changes he makes to his portfolio will be replicated in yours.
Portfolio follower actions
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 rebalance 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: