Explanation of Futures Portfolio Parameters

Futures Portfolio Glossary 

1. Futures Portfolio: An automated strategy that dynamically adjusts asset allocation based on set triggers, selling assets that rise too much and buying those that are undervalued. 

2. Bullish Futures Portfolio: All assets are long positions. 

3. Bearish Futures Portfolio: All assets are short positions. 

4. Mixed Futures Portfolio: Combines both long and short positions. 

5. AI Strategy: Applies parameters recommended by the system based on historical market data and asset volatility. 

6. Popular Strategies: User-created strategies that others can follow, based on performance data. 

7. Manual Creation: For experienced traders to set parameters based on their market predictions. 

Order Parameters (Set When Creating a Strategy) 

1. Futures Cryptocurrency: Select up to 10 cryptocurrencies for the portfolio. 

2. Direction: Choose the trade direction for each futures position. 

3. Allocation: Preset the allocation of each asset, totaling 100%. 

4. Leverage: Set the leverage which applies to all positions. 

5. Margin Investment: Initial capital for the strategy; 70% is used for opening, the rest as reserved margin. 

6. Auto Rebalancing: Set trigger conditions for automatic rebalancing by threshold or cycle. 

• • • Threshold: Trigger rebalancing when an asset’s allocation deviates by a specified percentage (e.g., 3%). 

• • • Cycle: Set time intervals (e.g., 1 hour, 1 day) for automatic rebalancing. 

7. Take Profit: Strategy will stop when a certain profit percentage is reached. 

8. Stop Loss: Strategy will stop when a certain loss percentage is reached. 

Profit and Loss Parameters (located in “Strategy Details”) 

• Total Profit: Realized and unrealized gains/losses. 

• Profit Rate: Total profit / investment amount. 

• Current Strategy Assets: Current portfolio equity (investment + total profit). 

• Investment Amount: Total margin used to create the strategy. 

• Completed Profits: Closed profits + transaction fees. 

• Total Rebalancing Triggers: Total number of rebalancing actions triggered, including failures. 

Disclaimer 

Futures Portfolio is a trading tool, not financial or investment advice. Its success depends on market conditions and parameter settings, which can be adjusted based on market trends.