To create a new portfolio, go to the page https://3commas.io/portfolios (the "Portfolios" section in the menu) and click on "Analyze new portfolio".
That will take you to a page where you can enter the name of the portfolio in the "Name" field and choose the exchange you need (at present, portfolios are only supported on Poloniex and Bittrex).
As soon as you do this, the following interface will be displayed:
There are two ways to add coins to the portfolio:
Press "+" in the column "By market volume";
Press "Add token" and enter the name or select one from the list.
As soon as you add the coins you need, you must determine their ratio. The portfolio will initially be divided equally among all currencies you selected.
The "Share" field can contain whole numbers and fractions. How the calculations are performed depends on your preferences. If you use percentages, the portfolio in the image above can be distributed in the following way:
Since there are 5 coins in the portfolio which constitute 100%, we allocate 20% for each to get a uniform distribution (100%/5 = 20%. If there were 20 coins, then in the case of uniform division, we would allocate 5% for each, since 100%/20 = 5%).
FYI: the uniform distribution was only used to simplify the calculations; you can distribute the portfolio non-uniformly as well, for example, 50\10\10\10\20.
Portfolio analysis at the creation stage
The following analysis tools are available when adding coins to the portfolio:
Distribution – this is a standard diagram visually displaying the percentage ratio of the coins. If you move your mouse over any of the colors, you can see the name of the coin and its % in the portfolio.
BTC\USD profit – reflects the corresponding profit over the past 24 hours.
Statistics – displays the same % over the past day and month at the top. Description of the remaining values exceeds the scope of this article, but if you are interested, look them up online. We recommend that you begin with Markowitz portfolio theory
Completing the creation
As soon as you have selected all coins of interest to you and added them to the portfolio, you can save the portfolio or use the coins immediately on the exchange. The following buttons will be at the bottom of the page:
"Save + Publish" saves your portfolio in the section "My portfolios" and makes it available for other users of the service.
"Enter" purchases the coin you selected on the connected exchange.
Important: when you press "Enter", the service uses your entire balance on the exchange. If you have purchased coins and they are not in the portfolio, they will be sold. After you press this button, your balance on the exchange will correspond completely to the assembled portfolio - Market Orders are used on exchanges that support this order type.