This self-hosted tool will allow you to manually program your take-profit for future Dollar-Cost-Averaging (DCA) or take home profit as well as rebalacing your index of portfolios. It does this in increments or whole amounts by your settings in precise positive deviations of your average portfolio balance.
By connecting your KuCoin or Binance subaccount APIs you will be able to control how your money is handled between shrimpy leaders.
You first need to setup each leader or personal portfolio on a seperate api. After this, you will set the starting balance and the allocation you would like each portfolio to have in a global setting, or place multiple leaders into an "index"
Ex. You are following "Gathering" on KuCoin and his currently 18 portfolios - Using 10% DCA take profit and 5% take-home profit on every 20% increase in the index
He requires 50% funds spread out into the BTC/ETH. 50% set into 16 other altcoin portfolios. In this example, with $3200, you would do $100 in each of the 16, with $1056 in BTC and $544 in ETH if using a 66:34 ratio. In the tool, you would join all these portfolios into a "portfolio" or "index" set the allocations for each portfolios inputting the starting balance for each one.
Bringing take profit into the example now: Using 10% DCA take profit and 5% take-home profit on every 20% increase in the index. If you started with $3200, and you did a 20% increase that would be $640. $64 (10%) will go into DCA subaccount and $32 (5%) into the take home account.
Rebalancing or Money Management:
Now the software knows which portfolios are below the average by tracking current balance associated with allocation. Lets assume one portfolio sold $5 (not to be confused
with DCA or take home profit) of its profit after a rebalance to fill a losing portfolio below the portolio average. The system will store this as -$5 the take profit and +$5
for the losing portfolio. So when it is time to rebalance and take profit again, the system to optimize the distribituion of funds to the best of its ability. Best case
the $5 of the $64 DCA profit fills into the portfolio who just transferred 5 into another portfolio once he hit a 20% increase in our portfolio and the rest will go into the
least performing portfolios. This is where the magic happens.
Rebalancing during an overall down trend (Negative deviation of all accounts compared to the previous rebalance average):