Auto-Invest Plan Tutorial (Web)

How to Create an Auto-Invest Plan

1. Visit CoinEx's official website (https://www.coinex.com), log in to your account, and select [Strategic Trading] under [Spot] in the top navigation bar.

 

2. On the "Strategic Trading" page, locate the [Auto-Invest Plan] section and click [Create Strategy].

Tips:

(1) Before creating a strategy, you can click [Newcomer Guide] to learn how to create, run, and end a strategy.

(2) If you’re creating a strategy for the first time, you must carefully read and agree to the [Risk Reminder].

 

3. Select the market for your strategy, then configure parameters such as [Recurring Cycle], [Repeat on local time], and [Investment per Cycle]. Click [Create] > [Confirm] to set up your Auto-Invest Plan.

Note: You can set a Total Investment amount to automatically end the strategy. When the total invested amount meets or exceeds the pre-set total investment amount, the system will automatically stop the plan.

 

How to View/Adjust an Existing Auto-Invest Plan?

1. On the "My Strategies" page, you can view all your strategies and filter them by strategy type and running status..

  • This page displays Invested Cycle(s), Investments, Total Revenue, Total Profit, Avg. buy price, and Latest Price.
  • Clicking [Execute Now] will immediately purchase once. This amount will be included in the total investment but will not affect your auto-invest plan.
  • Click [Details] to view the details of the current strategy.

 

2. On the "Strategy Details" page, you can review the Current Parameters, Auto-Invest Records, and adjust the strategy.

  • Suspend Strategy:  The scheduled auto-invest strategy will be suspended from the next cycle. You can resume it at any time.
  • End Strategy: This permanently stops the auto-invest plan. Once terminated, it cannot be reactivated.
  • Edit Parameters: You can modify settings like the [Recurring Cycle], [Next Cycle], and [Investment per Cycle].

 

 

🔗 Explore More

Introduction to Auto-Invest Plan

FAQ about Auto-Invest Plan

Disclaimer: The content provided on this website is for informational purposes only and does not constitute investment advice. The information provided is not intended to be a substitute for professional financial advice, consultation, or recommendations. Users are encouraged to consult with a qualified financial advisor before making any investment decisions. The website owners and authors do not assume any liability for any loss or damage that may result from reliance on the information provided. All investments carry risk, and past performance is not indicative of future results.