Auto invest

Auto invest tutorial

Auto Invest is a powerful tool offered by Anny that enables you to automatically enter trades based on signals from reliable signal providers. With Auto Invest, you can effortlessly follow signals without manual intervention, making your trading experience seamless and hands-free.

Here's a step-by-step guide to help you understand and set up Auto Invest:

Understanding Auto Invest:

Auto Invest automatically generates an entry order when a signal provider you follow publishes a signal that meets the entry range criteria. This ensures that you don't miss out on potentially profitable trading opportunities.

When to use Auto Invest:

Auto Invest is particularly valuable when you have a trusted signal provider who consistently shares high-quality signals. By using Auto Invest, you can capitalize on these signals promptly and efficiently.

Please note that this feature requires Anny to have a partnership with your chosen signal provider.

How Auto Invest works:

Anny continuously monitors the price of a specific coin trade, checking if the signal has reached the entry range. Once the next open bid price falls within the entry zone, Anny will automatically place an entry order on your behalf.

Setting up Auto Invest:

To configure Auto Invest, follow these steps:

1. Access Anny's platform and navigate to the Dashboard tab.
2. Select "Signal groups/ Strategies" and locate the Signal provider group you want to automate.
3. Click on "Automation" and choose the Auto Invest option.
4. Configure your Auto Invest settings based on your preferences.

Available options:

• Basic mode: In this mode, you can specify the exchange, entry method, investment allocation, and risk management parameters.
• Advanced mode: This mode allows you to define a more specific entry strategy according to your trading preferences.
• Filters: Anny also offers additional filters to further refine your Auto Invest settings: parity, position side, account to trade and volume/satoshi filters.
  
  

Basic mode: Simplifying Auto Invest Setup

Here's a breakdown of the options available in Basic Mode:

1. Exchange: Choose the exchange you will be using for your trades. 
2. Entry method:
   • Automatic entry: With this option, Anny will automatically create entry orders without requiring your confirmation, if the provided signal meets your defined filters. 
     
   • 1-click (default): Selecting this option means you will need to manually authorize each new signal. Anny will notify you of new signals, but trades will only be executed upon your approval. These signals will be listed under the "Positions" tab, specifically under "1-Click Buy."
     
3. Investment allocation: You can configure your investment allocation in either BTC or USDT. This allocation represents the maximum amount that can be allocated across active signals from a bot or signal group. It's important to note the following considerations:
   1. Investment allocation does not take leverage into account.
   2. The allocated amount should always be less than or equal to your total balance. It should never exceed your available balance.
   3. If your investment allocation is higher than your actual balance, the position size calculation may result in an investment greater than what you have available.
      For example, let's say you have 0.05 BTC in your wallet, and you set the "Investment allocation" to 1 BTC. Suppose a signal suggests investing 10% of the limit, resulting in 0.1 BTC to enter the signal. In this case, your actual available balance is 0.05 BTC, not 0.1 BTC, so you won't be able to enter the signal with the suggested amount.
      
      
      
4. Risk management: Safeguarding your capital
   1. Position sizing: Position sizing refers to the maximum relative portion of your investment allocation that will be invested in each signal. Auto Invest provides two options for position sizing:
      
      • Fixed investment: With this method, you invest a fixed portion of your allocation on each trade. This means that the risk exposure will fluctuate with each trade as the investment recommendation varies.
        Calculation method:
        Entry amount = investment allocation * (Investment recommendation/100)
      • Fixed risk: Alternatively, you can choose to fix the risk by calculating the amount to invest based on the stop-loss position.
        Calculation method:
        Step 1: Investment recommendation = (Risk percent / Stop-loss percent) * 100
        Step 2: Entry amount = Allocation * (Investment recommendation/100)
        
      • or take recommendations from the signal.

   2. Risk limit: To further manage your risk exposure, you can define a maximum risk limit for your allocated capital in active trades. When this limit is reached, new positions will not be opened for the signal provider until existing trades are closed or stop-loss orders are adjusted to lower-risk areas. This feature helps protect your capital from excessive exposure in volatile market conditions.
      
      By implementing these risk management features, you can optimize your trading strategy while ensuring appropriate risk control. It's important to carefully consider your risk tolerance and select the position sizing and risk limit that align with your investment goals.
      

Advanced mode: Fine-Tuning Auto Invest Settings

Entry Strategy

1. Market order entry: 
   
   1. Within Entry Range (Default): With this option selected, your entries will be made within the entry range. If there is no booking for MARKET orders, they will be created at LIMIT with the highest price within the entry range.
   2. Always Enter with Market Orders: Alternatively, you can choose to always enter trades with market orders, regardless of the booking status. This ensures immediate execution of trades, even if there is no booking available.
2. DCA entry distribution: This configuration is only applicable to groups that distribute signals with DCA (Dollar-Cost Averaging) or limit entries. You can set the percentage of each entry or choose to follow the percentages recommended by the signal provider in the signal.
   Calculation method for each entry:
   Signal Investment Amount * the defined percentage.
3. Account: You can choose to trade with a Spot or Futures account, or you can take recommendations from the signal provider. If you select the Futures account, you will need to configure the Margin mode and maximum leverage settings.
   
4. If you select the Futures account, you will need to configure the Margin mode and maximum leverage settings.
   • Cross-Margin Mode: In this mode, your margin balance is shared across all open positions to avoid liquidation. However, please note that in the event of liquidation, you risk losing your entire margin balance along with any remaining open positions.
     
   • Isolated Margin Mode: With this mode, you can manage your risk on individual positions by restricting the amount of margin allocated to each position. If the margin ratio of a position reaches 100%, that position will be liquidated. 
     

Filters

Auto Invest filters not only allow you to filter the signals that you really want to enter but also help to balance your risks.

Low-volume symbols or the ones priced with a low amount of satoshis tend to present higher volatility.

• Volume filter: select the minimum volume over the last 24 hours. The lower the volume, the higher will be the exposure to volatility.
• Satoshi filter: select the minimum amount of satoshis a given coin should have. The lower the number of satoshis, the higher will be the exposure to volatility.

Youtube video: Learn how the auto-invest works and how to set it up