How to implement a strategy on Exceefy

Easily create and manage your sales strategies for several assets, with profit taking and automatic orders.

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.

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

  2. 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.