Smart Portfolio on Bitget - Mobile App Guide

[Estimated Reading Time: 3 mins]
This article provides a step-by-step guide to using the Smart Portfolio feature on the Bitget Mobile App. Learn how to create diversified cryptocurrency portfolios with automated rebalancing, allocate assets efficiently, and manage your investments seamlessly.

What is Smart Portfolio?

The Smart Portfolio allows users to invest in multiple cryptocurrencies through a single plan. It simplifies portfolio management by enabling allocation percentages for each coin and automated rebalancing based on user-defined conditions.

Key Benefits:

• Diversification: Invest in up to 10 cryptocurrencies to reduce risk.

• Automated Rebalancing: Keep your portfolio aligned with your strategy without manual adjustments.

• Flexibility: Customize coin allocations, rebalancing preferences, and investment amounts.

How to Set Up the Smart Portfolio Trading Bot?

Step 1: Access the Smart Portfolio Feature

1. Tap the Trade tab on the bottom navigation menu.

2. Switch to the Bots tab.

3. Select Smart Portfolio from the list of bot options.

Step 2: Choose a Setup Method

1. Choose between the following setup methods:

• Recommended Settings: Use predefined portfolio setups based on market trends.

• Manual Settings: Fully customize your portfolio, including coin selection and allocations.

Step 3: Add Cryptocurrencies and Set Allocations (For Manual Settings)

1. Add Coins: Select up to 10 cryptocurrencies to include in your portfolio.

2. Set Allocation Percentages: Assign a percentage of your total investment to each coin. Ensure the total equals 100%.

3. Distribute Equally (Optional): Tap Allocate equally for even distribution across selected coins.

Step 4: Configure Portfolio Preferences

1. Rebalance Mode:

• Proportional Rebalancing: Adjusts your portfolio when individual coin values deviate from predefined thresholds (e.g., 1%, 3%, or 5%).

• Timed Rebalancing: Realigns your portfolio at regular intervals.

2. Investment Amount: Enter the total USDT amount you plan to invest. Ensure your available balance meets the minimum requirement displayed.

3. Termination Settings:

• Auto selling: If you select Sell at termination, your portfolio holdings will be automatically sold when the portfolio ends. The final settlement asset will depend on the coin used for your investment.

4. Enable Asset Transfer:

• The Enable Asset Transfer option ensures that the bot utilizes available funds efficiently by first using the balance of the specified coins in the bot's settings.

Step 5: Review and Activate

1. Double-check all portfolio settings, including coin selection, allocation percentages, rebalancing options, and investment amounts.

2. Tap Create order to activate your Smart Portfolio.

3. Monitor your portfolio’s performance in the My bots section, where you can modify or terminate the bot as needed.

FAQs

1. How many coins can I include in my portfolio?
Up to 10 cryptocurrencies can be added to a single portfolio.

2. What is proportional rebalancing?
Proportional rebalancing adjusts your holdings when the proportions deviate from thresholds like 1%, 3%, or 5%.

3. What is timed rebalancing?
Timed rebalancing realigns your portfolio at set intervals.

4. Can I modify my portfolio after activation?
Yes, you can adjust coin allocations, investment amounts, and rebalancing preferences anytime.

5. Are there additional fees for using Smart Portfolio?
Standard spot trading fees apply during rebalancing, but there are no extra charges for using this feature.

6. What happens if I choose “Sell at Termination”? 
If you select Sell at termination, your portfolio holdings will be automatically sold when the portfolio ends. The final settlement asset will depend on the coin used for your investment.

Disclaimer and Risk Warning

All trading tutorials provided by Bitget are for educational purposes only and should not be considered financial advice. The strategies and examples shared are for illustrative purposes and may not reflect actual market conditions. Cryptocurrency trading involves significant risks, including the potential loss of your funds. Past performance does not guarantee future results. Always conduct thorough research and understand the risks involved. Bitget is not responsible for any trading decisions made by users.

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