Important notes!
The Auto Reallocate feature is currently available only on the Binance Spot and HTX exchanges.
Limitations: If there is at least one open limit order on the exchange, Auto Reallocation will not proceed. In this case, you will see the error message:
"Not required or not possible."
Automatic Rebalancing is not available on Demo Account.
This guide explains how to start and stop the Auto Reallocate feature, also known as Automatic Balancing or Auto Rebalancing, to maintain your portfolio's predefined allocations.
Enabling the Auto Reallocate Feature
You can automate the portfolio reallocation process by following these steps:
Step 1: Open the Portfolio Settings
Go to the My Portfolio page.
Click on the "View" button from the three-dot menu beside your portfolio.
Step 2: Enable Auto Reallocate in Settings
In the portfolio page, navigate to the Settings tab at the top.
Toggle the Auto Reallocate switch to the green (on) position to activate automatic reallocation.
Step 3: Configure the Reallocation Frequency
Select your portfolio from the list.
Choose the desired reallocation frequency (e.g., daily, weekly).
Step 4: Save Your Changes
Click the "Save" button to confirm the changes.
Congratulations! You’ve successfully enabled Auto Reallocate for your portfolio.
Disabling the Auto Reallocate Feature
If you decide to stop automatic reallocation, follow these steps:
Step 1: Open the Portfolio Settings
Navigate to the My Portfolio page.
Click the "View" button in the three-dot menu beside the portfolio you want to modify.
Step 2: Turn Off Auto Reallocate
In the Settings tab, locate the Auto Reallocate toggle.
Switch the toggle to the off position (gray).
Key Benefits of Auto Reallocate
Time-Saving: Automates the rebalancing process, eliminating the need for manual intervention.
Portfolio Consistency: Maintains the desired asset allocation over time, even during market fluctuations.