Step-by-step guide: How to manually create a DCA strategy for all coins

1. Introduction

This tutorial will guide you on how to manually create a full-coin DCA strategy on AiCoin.

2. Operating Steps

Step 1: Enter the manual creation page for the universal DCA strategy

Step 2: Set Up Basic Information

1. Strategy Name: Enter strategy name

2. Type: Choose "Contract DCA" or "Spot DCA" according to trading preferences.

3. Order currency: You can choose from the following four order combinations.

Combination Type

Target Audience

Market Capitalization Portfolio

novice investors

Block Combination

Investors who have researched specific sectors

Custom Combination

Investors with clear investment goals or preferences

Custom Combination

Professional Investor

4. (Contract) Direction: Choose "Long", "Short" or "Long/Short"

5. (Contract) Leverage: Choose leverage multiple and account mode

Step 3: Set Opening Position Parameters

1. Initial margin: Set the first position amount

2. Price Difference for Adding Positions: Set the percentage change in price that triggers the addition of positions.

3. DCA Activation Conditions: Choose one of the following four trigger conditions:

RSI Trigger, TD Trigger, TD13 Trigger, MACD Trigger

4. Margin for adding positions: Set the amount for each additional position.

5. Maximum number of additional purchases: Set the maximum number of additional purchases allowed.

6. Position Increase Price Difference Multiplier: Set the price adjustment multiplier for the position increase order (default is 1x)

7. Additional Position Amount Multiplier: Set the adjustment multiplier for the additional position amount (default 1x)

Step 4: Set closing parameters

1. Single Take-Profit Target: Set a profit target for each trade.

2. Individual Cryptocurrency Stop Loss: Set the stop loss percentage for a single cryptocurrency. When the percentage is reached, the cryptocurrency will be liquidated (default is not set).

3. Total Investment Stop Loss: Set a total investment stop loss percentage. Once the percentage is reached, this DCA strategy will terminate (default is not set).

Step 5: Advanced Settings (Optional)

Parameter

Description

Maximum number of held currencies

Limit the number of currencies held

Maximum number of orders

The maximum number of orders that can be placed for a single cryptocurrency at the same time.

Cooldown Time

Trading Round Interval

Minimum Daily Trading Volume

Set a trading volume threshold to filter out low liquidity coins.

Automatic liquidation at expiration

Set a specified time for automatic position closing

Profit Reinvestment Percentage

Set to reinvest DCA profits into the next round of trading.

Sell all at termination

Whether to close all positions at the end of the selected strategy

Step 6: Preview and Create

1. Check the "Account Information" section to confirm the settings and ensure the account has sufficient funds.

Minimum required amount for strategy: Initial amount for a single cryptocurrency + Additional amount for increasing position

Percentage of available balance: Minimum required amount as a percentage of account balance

2. Check the "Parameter Preview" section to confirm the parameter settings.

3. Click "Create DCA" to create and run the strategy.

Tip: Please regularly monitor the performance of the strategy, especially during periods of significant market volatility, and adjust parameters or terminate the strategy as needed.

3. Advantages of Manually Creating DCA Strategies

4. Fully personalized investment strategy

Flexible combination configuration, supporting free selection of three combination modes:

● Market capitalization portfolio (such as cryptocurrencies ranked in the top 10/20/50 by market cap), suitable for beginners to follow market trends;

● Sector combinations (such as DeFi, AI, etc.) allow investors with research in specific areas to focus their investments.

● Custom combinations allow professional investors to add cryptocurrencies entirely based on personal judgment, precisely matching investment views.

2. Refined risk control system

Multi-level stop-loss mechanism

● Single Currency Stop Loss (0.1%-99.99%): Prevents the loss of a single currency from expanding, timely stops losses on weak assets;

● Total Investment Stop Loss (0.1%-99.99%): Protects the safety of the overall strategy principal and avoids systemic risks;

● Time stop loss (e.g., automatically exit after 24 hours without taking profit): Avoids risks of insufficient market liquidity or stagnant market conditions.

Dynamic Parameter Adjustment

● Support setting the multiple of the increase price difference, the multiple of the amount, the maximum number of increases, etc., to optimize position management.

3. There is greater room for strategy optimization.

Advanced parameter customization (achieved through "Advanced Settings"):

● Position and Order Limitations: Control the maximum number of cryptocurrency holdings and order quantities to prevent excessive dispersion;

● Liquidity filtering: Set a minimum daily trading volume threshold to automatically exclude low liquidity coins;

● Automated exit mechanism: Supports automatic liquidation at expiration and selling all positions upon termination;

● Compound Enhancement: By using the "Profit Reinvestment Percentage" to roll profits into the next round of trading, it improves capital efficiency.