Auto-Invest Plan Tutorial (App)

How to Create an Auto-Invest Plan

1. Open the CoinEx App, log in to your account, and tap [Spot] on the bottom navigation bar, then tap on [Strategy].

 

2. Enter “the Strategic Trading” page and tap on [Auto-Invest Plan].

Tips:

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

(2) Before creating a strategy, you can tap on the icon at the top right corner to read the [Newcomer Guide] and learn how to create, run, and end a strategy.

 

 

3. Select the market for your strategy, then configure parameters such as [Recurring Cycle], [Start], 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. You can view all your strategies on the "My Strategies" page. You can review Investment, Cumulative Revenue, and PNL%. You can also filter strategies by strategy type and status.

 

2. Click the arrow on the right side of the strategy to jump to view the strategy details (Data Overview, Current Parameters, and Auto-Invest records), or you can adjust the strategy.

  • Suspended:  The scheduled auto-invest strategy will be suspended from the next cycle. You can resume it at any time.
  • End: 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].

 

 

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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.