What is Smart Portfolio?
The Smart Portfolio bot is an automated trading strategy designed to dynamically rebalance cryptocurrency holdings in a user-selected portfolio. By maintaining consistent allocation ratios across multiple crypto assets, it helps investors capitalize on market fluctuations while minimizing manual intervention.
Key features:
- Dynamic rebalancing maintains target allocation percentages
- Two trigger modes: time-based intervals or threshold-based deviations
- Automated profit-taking during price surges
- Opportunistic reinvestment into undervalued assets
Smart Portfolio Use Cases
Cryptocurrency markets exhibit asymmetric price movements, where some assets surge while others lag. The Smart Portfolio bot addresses this by:
- Gradually selling appreciating assets to lock in profits
- Automatically reinvesting proceeds into temporarily undervalued assets
- Maintaining optimal portfolio balance through market cycles
👉 Discover how Smart Portfolio can optimize your crypto holdings
Creating and Configuring a Smart Portfolio Bot
Step-by-Step Creation Process
- Access OKX trading platform (web or mobile app)
- Navigate to "Trading Bot" under the "Trade" section
- Select "Smart Portfolio" from available bot options
- Configure parameters (detailed below)
- Fund your bot with the desired investment amount
- Activate and monitor performance through the "Bots" dashboard
Essential Parameters Explained
Crypto Allocation:
- Select up to 10 USDT-quoted pairs
- Set target market cap ratios for each asset
- Example: BTC 50% | ETH 30% | SOL 20%
Rebalance Modes:
Proportional Mode:
- Triggers when any asset deviates beyond set threshold (e.g., 10%)
- Minimum 5-minute cooldown between rebalancing events
- Ideal for volatile market conditions
Scheduled Mode:
- Periodic rebalancing at fixed intervals (e.g., every 4 hours)
- Minimum 3% deviation requirement
- Suitable for more stable market environments
Investment Amount:
- Total USDT capital allocated to the portfolio
- Funds convert to selected crypto assets upon activation
Practical Examples
Example 1: Proportional Rebalancing
Initial Setup:
- Allocation: BTC 50% | ETH 30% | SOL 20%
- Threshold: 10%
- Investment: 10,000 USDT
Execution Phases:
Initial Conversion:
- 5 BTC @ $1,000 = $5,000
- 6 ETH @ $500 = $3,000
- 20 SOL @ $100 = $2,000
Rebalancing Trigger:
- BTC price rises to $1,500 (60% of portfolio)
- Bot sells 0.833 BTC, buys 2.5 ETH + 5 SOL
- New holdings: 4.167 BTC | 7.5 ETH | 25 SOL
Example 2: Scheduled Rebalancing
Initial Setup:
- Allocation: BTC 50% | ETH 30% | SOL 20%
- Interval: 4 hours
- Investment: 10,000 USDT
Execution Phases:
- Initial Conversion matches Example 1
After 4 hours with BTC at $1,500:
- Deviation exceeds 3% minimum
- Identical rebalancing executed as Example 1
👉 Start building your optimized crypto portfolio today
Risk Management and Important Notes
- Account Isolation: Smart Portfolio funds remain separate from manual trading balances
- Market Risks: Monitor for potential delistings or trading suspensions
- Volatility Considerations: Higher frequency rebalancing may incur more transaction fees
- Performance Monitoring: Regularly review bot performance and adjust parameters as needed
FAQ Section
Q: How often should I rebalance my Smart Portfolio?
A: Depends on market conditions. Proportional mode works well for volatile markets, while scheduled intervals suit more stable conditions.
Q: What's the minimum investment amount?
A: While OKX doesn't specify a minimum, we recommend at least $100-$200 for effective diversification.
Q: Can I change my crypto allocation after starting?
A: Currently, you'll need to create a new bot with updated allocations.
Q: How are transaction fees handled?
A: All rebalancing trades incur standard OKX trading fees.
Q: What happens if a crypto gets delisted?
A: The bot automatically pauses and holds remaining assets until manual intervention.
Q: Can I run multiple Smart Portfolio bots simultaneously?
A: Yes, you can operate multiple bots with different configurations.