Trader Guide

Trader Guide

Become a Trader

1. Click [Profile]

2. Click [Apply to be a trader]

3. Fill out the Google Form survey and submit

[Tip] Trader application is only granted to users who have completed Level 3 (KYC) verification. Please allow up to 2 business days for your application to be approved. Once the trader approval is complete, the text 'Apply to be a trader' will change to 'Trading Room'.

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Strategy Types

1. SPOT strategy

  • A strategy that operates only on the Spot Market.

2. Algorithmic strategy

  • A strategy for automated trading of digital assets based on buy and sell signals in the Futures Market.

[Tip] Strategies created and operated in Coinvestor can be made visible or invisible on the Marketplace page.

  • Private  Strategy
    • A private strategy refers to a strategy that operates without exposure to a marketplace.
    • The priveate strategy will not be listed on the marketplace. Therefore, investors who do not have the strategy URL cannot access to the strategy.
    • To share a private strategy, copy the strategy URL and share.
    • Please contact the customer center or sales team below to switch your private strategy to Public
  • Public Strategy
    • Public strategy refers to a strategy that is registered in a marketplace and exposed to the general public.
    • Please contact the customer center or sales team below to convert your public strategy to a private strategy.
    • Depending on the operational performance of your Public strategy and the frequency of trading, your public strategy can swtich to Private without notice.

Coinvestor Support Center : cs@coinvestor.co 

 

Trading Room

How to access trading room

1. Click [Profile]

2. Click [Trading Room]  on the main page

3. or Click [Tradong Room] on the dropdown menu.

 

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How to view your Spot strategy details

1. Click a manual strategy (spot market) you created on the Trading Room page.

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Spot Strategy Detail Page Description

1. Control Panel

  • BUY: Go to the page where you can purchase the strategy
  • My Strategies: Go to the Trading Room Strategy List
  • Terminal: Go to Trading Terminal
  • Default: Click to set this strategy as the default strategy

2. Display the information you entered when creating the strategy (Including 2-1)

  • Shows the categories and strategy content you filled out when creating the strategy

3. Definition of indcatiors (Update Schedule : every hour)

  • Total Asset: The current value of this strategy
  • Pending Accrual: Expenses incurred by Coinvestor for your settlement. This amount will be deducted from your Total Asset.
  • Available Asset: True amount of total asset in your strategy.
  • 24h Change: Difference in the strategy's asset value between yesterday closing time (Closing time: 23:00 UTC) and now
  • Total Profit share: Operational performance fees incurred through this strategy
  • 24 Hour ROI: ROI from the past 24h
  • 7 Days ROI: ROI from the past 7 days
  • 30 Days ROI (Return on Investment): ROI from the past 30 days
  • Cumulative ROI: Results reflecting all yield data from the time the strategy was created to the last update (most recent).

4. BUY

  • Number of Requests: Total Purchase Requests
  • Assets on Request: Sum of assets requested to purchase
  • Total Buy: Total Purchase Amount

5. SELL

  • Number of Requests: Total Sales Requests
  • Assets on Request: Sum of assets requested to sell
  • Total Sells: Total sells amount

6. Total Assets graph

  • TA (= Total Assets): The current value of this strategy
  • BUY: Total assets purchased on that day
  • SELL: Total assets sold on that day

7. Trading Volume graph

  • Daily: Trading volume between (UTC 00:00:00 to UTC 23:59:59) (KST 09:00 to KST 08:59 next day)
  • Weekly: The sum of trading volume by week
  • Monthly: The sum of trading volume by month

 

How to view your Algorithmic strategy details

1. To view your currently running algorithmic strategy, click a strategy under Current rounds

2. To view your algorithmic strategy ready for next rounds, click a strategy under Next rounds

3.  To view your algorithmic strategy in draft status (not submitted), click a strategy under On standby

 

 

Creating SPOT Strategy

[Tip] You can create strategies and see a list of the strategies you've created in the Trading Room.

 

1. Click [Profile]

2. Click [Trading Room] 

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3. Click [Create Manual Strategy]

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4. On the Create Strategy page, enter the strategy information and click [the Create New Strategy]

  • Strategy Name / Symbol : Please write the name of the strategy within 40 characters and the symbol within 5 characters in alphabets or numbers..
  • Strategy Description: Please write a description of the strategy within 100 characters. Explaining what you consider when organizing your portfolio and the operational criteria of your strategy will help you appeal to the investor as a more attractive strategy.
  • Base Currency: The base currency of the strategy, which allows you to choose between USDT and BTC. If USDT is selected as the key currency, all strategic investments (purchase money) will be collected in USDT, and only coins listed in the USDT market can be traded. Similarly, if you select BTC as the key currency, the investment (purchase) is collected into BTC and only coins listed in the BTC market can be traded.
  • Please refer to USDT/BTC Market.
  • Category: For an investor who is not familiar with the type of coin, the theme strategy is easy to choose, so you choose the theme by thinking about the association within the coin you want to put in the portfolio.
  • Trading Frequency: Select an approximate trading cycle by hour/day/bi-daily/week.
  • Monthly Revenue Target: Select a monthly revenue target.
  • Yearly Revenue Target: Select an annual revenue target.
  • Profit Share Rate: Rate of the profit a Trader shares with one's investor when the investor sells the strategy with positive profit. It can be set up to a minimum of 10% and a maximum of 50%.
  • Profit share amount will be paid to the trader after deducting 20% of the profit share amount for service fee.

 

[Caution] As a general rule, it is not possible to change the information in a strategy after it has been created. However, if you need to make any corrections, such as typos, please contact the support center below.

Coinvestor support center : cs@coinvestor.co 

 

Creating Algorithmic Strategy - (To be Upadted)

[Tip] You can create strategies and see a list of the strategies you've created in the Trading Room.

1. Click [Profile] icon in the upper right corner

2. Click [Trading Room] 

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3. Click [Create Algorithmic Strategy]

 

4. Fill in all required fields on Basic Information

5. Fill in all required fields on Introduction

6. Fill in all required fields on How to produce returns

7. Fill in all required fields on Risk Management

8. Fill in all required fields on Fees

9. Fill in all required fields on Operations

10. Fill in all required fields on Miscellaneous

11. If you want to save draft before submit, click [Save Draft]

12. If you've filled in all required fields for your algorithmic strategies, click [Submit]

 

Trading Terminal

Method 1 : How to access trading terminal

1. Click [Profile]

2. Click [Trading Room] 

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3. Click on the graph icon to the right of the strategy you created (in the trading terminal)

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Method 2 : How to access trading terminal

1. Click on the strategy you created in the Trading Room

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2. Click the [Terminal] in the control panel at the top of the strategy details screen

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Trading Terminal Descriptions

1. Price & Market Information

  • ETHUSDT : Current price of Selected Trading Pairs
  • 24h Change : The percent change in trading volume for this asset compared to 24 hours ago.
  • 24h High : the highest price paid of the day
  • 24h Low : the lowest price paid of the day
  • 24h Volume (ETH) : The total dollar value of all transactions for this asset over the past 24 hours in ETH
  • 24h Volume (USDT) : The total dollar value of all transactions for this asset over the past 24 hours in USDT

2. Supported Trading Pairs in USDT Market

  • Coinvestor provides USDT Market & BTC Market

3. Showing recently traded price & volume

4. Real Time Candlestick & Market Depth & technical indicators of the trading pairs

5. Trading Section

  • [Limit] is an order type that allow you to buy or sell crypto for a specific price.
  • [Market] is an order type that allow you to buy or sell crypto for the real-time market price (Transaction is completed instantly)
  • Avbl : Available Balance (before placing an order, make sure you have enough balance)

6. Order Book - Sell Orders

7. Order Book - Buy Orders

8. Balance

  • [Balance] shows crypto that you are currently holding.

9. Open Orders & Closed Orders

  • [Open Orders] is an order that has been placed, but not yet executed.
  • [Closed Orders] is an order that has been executed.

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Coinvestor Trading Terminal

 

USDT/BTC Market

1. BTC Market

  • Buy and sell other digital assets with Bitcoin (BTC).
  • The sale price will be settled by BTC.
  • The price of digital assets subject to sale is determined in BTC.
  • The transaction fee is the same 0.4% for both Market Order and Limit Order.

2. USDT Market

  • Buy and Sell other digital assets with USDT (Tether).
  • The sale price will be settled in USDT.
  • The price of digital assets subject to sale is determined in USDT.
  • The transaction fee is the same 0.4% for both Market Order and Limit Order.

[Tip] The trading terminal screen for each BTC & USDT market is automatically applied according to the 'base currency' set during strategy creation.

[Tip] In the trading terminal of a USDT strategy, you can only buy coins with USDT held by the strategy. On the other hand, the trading terminal of a BTC strategy can only buy coins with BTC held by the strategy.

[Caution] KRW conversion prices are for reference only.