Planning Your Portfolio
Plan your sub-portfolio asset distribution.
Use the to change your target % allocation for each sub-portfolio. 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%.
Plan your token category distribution for each sub-portfolio
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
Plan the individual token allocation for each sub-portfolio
Use the page to set target % for open positions and planned positions Select the sub-portfolio you want to set targets for In the Portfolio Builder - Positions Table, add the portfolio % target for each Position The table will tell you the Delta USD required to hit your target You can also add the target % of all your assets Check 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
