How to implement a strategy on Exceefy

A strategy allows you to easily view and manage the sale of several assets, by applying key principles such as DCA (Dollar-Cost Averaging) or percentages of profit taking.

Create a strategy:

1. Visit the strategy tab, then click Create a strategy.

1. Fill out the form:

• Name: For example MA First strategy.

• Wallet: Select a specific wallet or leave empty to apply to all your wallets.

2. Add the different profit taking by clicking on Add a new profit taking (eg 25%, 50%, 75%).

3. Click Create To access the Strategy Details.

Manage assets and profit sockets:

• All assets in your portfolio (or all portfolios) are listed with the sale price to be informed.

• You can :

  • Add, modify or remove a profit taking (e.g. go from 25% to 35%).

  

  • Remove an asset line from the strategy (beware, it can no longer be reintegrated automatically)

  

• You can view your potential performance before creating orders.

Create orders:

• Click Create orders To automatically generate all orders corresponding to profit -shaped intake in the associated wallet.

• These orders can then be viewed in wallet current orders.

Edit, duplicate or delete a strategy:

• Modify: Click on the pencil icon to change the settings at any time.

• Duplicate: In the strategies list, click on the duplication icon to create a copy.The principle remains identical.

• Delete: If orders have already been created, a question will be asked to decide if you also want to delete associated orders.

Reload a strategy:

• The Recharging button allows you to update the assets if you have bought new tokens or sold some assets in the meantime.

• ⚠️ All assets deleted previously will be reintegrated during recharging.

💡Tip: Using duplication and recharging allows you to test several variants of a strategy without losing your initial data.