Auto invest

Overview

This article provides all the descriptions and necessary steps to set up the Auto invest.

 

Target audience

All traders

 

Pre-requisites

• Connected to an exchange
  
• Be connected to a signal pool or strategy

Steps to set up the Auto invest

Objective: configure Auto invest for signal pools and strategies

Description of automation: Auto Invest, known as automatic entry, is a functionality that generates an entry order automatically as soon as a signal is published and aligns with the designated entry zone.
With Auto Invest, you can effortlessly enter positions without manual intervention, making your trading experience seamless and hands-free.

How Anny functions: Anny continuously monitors the availability of offers, checking their prices every second to ensure they fall within the specified entry range. Once it confirms that the upcoming bid value is within this range, Anny proceeds to generate the order.

 

Instructions: from the Dashboard tab, select the Signals or Strategies section from the menu on the left and find the pool's card. From the card do the basic configuration and for advanced mode and filters click on Automation and select Auto invest and configure.

1. Basic mode: you have the option to define the exchange, entry method, investment allocation, and parameters for risk management.
2. Advanced mode: This mode allows you to define a more specific entry strategy according to your trading preferences.
3. Filters: Anny provides supplementary filters that allow you to further fine-tune your Auto Invest configurations, including options for parity, position side, trading account, and volume/satoshi filters. 
   

Basic mode

1. Allocated capital: you have the flexibility to configure your investment allocation in either BTC or USDT. This allocation represents the maximum amount that can be distributed across active signals originating from a bot or signal pool. It's essential to keep in mind the following considerations:
   • Investment allocation does not take leverage into account.
   • The allocated amount must always be less than or equal to your total balance; it should never surpass your available balance.
   • If your investment allocation exceeds your actual balance, the position size calculation may lead to an investment greater than what is currently available.
     For instance, suppose you hold 0.05 BTC in your wallet and set the "Investment allocation" to 1 BTC. If a signal recommends investing 10% of the limit, which results in 0.1 BTC to enter the signal, your actual available balance remains at 0.05 BTC, not 0.1 BTC. Therefore, you won't be able to enter the signal with the suggested amount due to the insufficient available balance.
     
     
2. 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. Consequently, 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 have the option to maintain a fixed level of risk by determining the investment amount 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.
     
3. 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.
   
   
4. Entry method
   • Automatic entry: with this option, Anny will automatically create entry orders without requiring your confirmation as long as the signal aligns with your predefined filters.
   • 1-click (default): opting for this mode implies that you will be required to manually authorize each new signal. Anny will notify you of new signals, but trade execution will only occur after your approval. These signals will be listed in the "Positions" tab, specifically under "1-Click Buy."
     
     
5. Exchange:  you can set an investment allocation for each of the exchange connections you have configured. One position per exchange will be open for every signal.
   
   
6. Portfolio: this is not a mandatory step. if you have a portfolio you can link it to your strategy or signal pool. By doing this, you can choose to transfer funds from a potential stop-loss to the portfolio, waiting for the price to rise without incurring losses (spot only). Click here to learn more.
   
   
7. What is the compound function (auto invest)?

Advanced mode

Entry strategy

1. Market order entry: 
   
   • 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.
   • 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 pools 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 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.

Common issues

• A signal was triggered but it wasn't received.
  Please double-check if the Auto invest is ON.
  
  
• Received a signal the investment wasn't executed.
  There could be various reasons for not entering a position, such as API issues, insufficient balance, or auto-invest being turned off, monitoring, among others. To promptly resolve any obstacles to successful trade entries, regularly monitor your positions and stay attentive to Anny's notifications.
  How do I check why I didn't enter a position?
  What does Monitoring price mean?

Additional resources

• Click here to learn how to create a Smart trade.
• Click here to learn how to distribute a signal to a group.

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