With Asset Allocation Optimization, you can quickly rebalance and optimize your portfolio structure.

How to Access

You can access Asset Allocation Optimization via the App - [Assets] - [Overview]. An entry point banner will appear for asset allocation optimization. If there are no assets eligible for optimization, the entry point will not be displayed.

How to Use

Step 1: Select Assets to Optimize. Choose the assets you want to optimize. Multiple cryptocurrencies can be selected at the same time. The number of assets available for optimization is based on the available balance in your Spot Account / Unified Account. Note that some assets may be temporarily unavailable for optimization due to market depth limitations.

Step 2: Choose an Allocation Strategy
Recommended strategies include Conservative Strategy, Conviction Strategy, and Market Capitalization Strategy. You can also create a custom allocation plan based on your preferences.

Step 3: Confirm and Execute Optimization. After confirmation, the system will proceed with the asset optimization. You can view the optimization results in Optimization History.

The content provided herein is for reference and educational purposes only and does not constitute any financial, investment, trading, or legal advice, nor does it constitute an offer or solicitation to buy or sell any digital assets. Gate makes no express or implied representations or warranties regarding the accuracy, completeness, or timeliness of the information contained herein. Product features, interfaces, rules, and fee structures may be updated or adjusted at any time. Please refer to the latest announcements and the actual information displayed on the Gate platform for the most accurate details.
Digital asset investments involve significant risk, and prices may fluctuate substantially. You may lose the entire amount of your investment. Please make decisions cautiously based on your own financial situation and risk tolerance after fully understanding the associated risks. If necessary, you are advised to consult an independent professional financial or legal advisor.
For more information about potential risks, please refer to Gate's Risk Disclosure and User Agreement.