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The table will tell you how much USD you need to add or remove from each sub-portfolio to reach your targets.Make sure the Sum Check adds up to 100%.
Select the sub-portfolios you’d like to plan the category allocations for
Add your Target % allocation for each category Limitation of 3 sub-portfolios to plan on this page right now. Let me know if you’d like to have more
Select the sub-portfolio you want to set targets forIn the Portfolio Builder - Positions Table, add the portfolio % target for each PositionThe table will tell you the Delta USD required to hit your targetYou can also add the target % of all your assetsCheck if your allocation targets line up with your token category targets using the Category - % Check For Portfolio table.The delta tells you what % of your portfolio needs to be added or subtracted to hit the category target (set in step 2 - )What are Planned Positions?Any position that doesn’t have any entry information (entry size/price etc.)Click the button to make one (or just add it to the table)You can move a planned position to an open position state by adding the entry information when you enter the trade.
Portfolio Instructions
Planning Your Portfolio
Step 1.
Plan your sub-portfolio asset distribution.
Step 2.
Plan your token category distribution for each sub-portfolio
Step 3.
Plan the individual token allocation for each sub-portfolio
Plan New Position
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