[AI Rebalance] What Is the AI Rebalance?

1. Definition of the AI Rebalance

The AI Rebalance is an intelligent, multi-asset investment approach that automatically maintains a balanced portfolio across several cryptocurrencies.
Its core logic is to allocate funds into multiple tokens according to a preset ratio, and as market prices fluctuate, the system automatically rebalances holdings to restore each token’s proportion to its original weight.
Through this continuous rebalancing, the strategy aims to achieve steady, long-term arbitrage gains from relative price movements between assets.

In simple terms, the AI Portfolio acts as an “intelligent asset manager.”
For example, if you invest 1,200 USDT split as 40 % ONE, 30 % BTC, 30 % ETH, and BTC rises while ETH falls — BTC’s weight may increase to 40 % and ETH’s drop to 20 %.
The system will automatically sell excess BTC and buy ETH, restoring the ratio to 40 % ONE / 30 % BTC / 30 % ETH — all handled automatically without manual trading.

2. Suitable Users and Market Scenarios

The AI Rebalance is most effective under certain market conditions and for specific user types.

(1) Suitable Market Scenarios

• Sideways / Range-Bound Market:
  When prices fluctuate within a range without clear trends, the AI Portfolio captures the relative volatility between tokens via frequent rebalancing.
  Example: BTC, ETH, and ONE alternate between rises and dips over several months — ideal for “rotation arbitrage.”
• Long-Term Multi-Asset Outlook:
  If you believe in the long-term value of several major tokens (e.g., BTC, ETH, ONE) but are uncertain which will outperform short-term, the AI Portfolio allows you to hold multiple tokens simultaneously, diversifying exposure while sharing in each token’s growth.
• High-Volatility Periods:
  In sharp bull or bear swings, the AI Portfolio smooths returns through dynamic rebalancing.
  Defensive assets offset drawdowns in downturns, while profits from outperforming tokens are periodically distributed to others — reducing volatility and protecting realized gains.

(2) Suitable User Profiles

• Long-Term Investors:
  Focused on steady growth rather than short-term gains, and preferring automated, low-maintenance management.
• Multi-Asset Believers:
  Optimistic about several crypto assets and unwilling to bet solely on one token.
• Risk-Averse Users:
  Prefer smoother performance with less exposure to sharp single-asset volatility.

3. Key Advantages over Single-Asset Holding

Compared with “holding one token only,” AI Portfolio offers advantages in three major areas:

1. Risk Diversification & Reduced Volatility
   A single coin’s return fully depends on its own performance — a 30 % drop means a 30 % portfolio loss.
   In contrast, a multi-token mix offsets losses.
   Example: if ETH −20 %, BTC −5 %, ONE 10 %, total loss ≈ −5 %, far less than a single ETH position.
2. Capturing Multi-Token Opportunities
   A single-coin holder may miss other outperformers (e.g., holding BTC while ETH rises 25 %).
   AI Portfolio holds all and rebalances dynamically, capturing the growth of each performing asset simultaneously.
3. Automatic Rebalancing & Low Entry Barrier
   No manual timing or emotional trading.
   The system executes all balancing operations based on preset rules, letting even beginners participate in professional multi-asset investing.

4. How to Create and Configure an AI Rebalance on BigONE

The AI Portfolio workflow includes two main parts:
(1) Creating the Base Strategy and (2) Enabling Auto-Invest (DCA).

(1) Creating the Base Strategy

Set up asset allocation and rebalancing conditions as follows:

1. Access the AI Portfolio Page
   Open the BigONE App or website → Trading → Quantitative Strategies → AI Portfolio.
2. Enter Basic Information
   • Strategy Name: Customize for easy tracking (e.g., “2024 Multi-Asset Portfolio”).
   • Select Assets: Choose 2–10 tokens (e.g., ONE, BTC, ETH, SOL).
     Pick assets you believe in long-term.
   • Set Allocation Ratios:
     Assign weights (e.g., 40 % ONE / 30 % BTC / 30 % ETH).
     Total = 100 %. Adjust according to confidence level (e.g., higher BTC weight if more bullish).
3. Choose Rebalancing Rule
   • By Percentage (Recommended for Beginners):
     Set a threshold (e.g., 5 %). When any token’s allocation deviates by ≥ 5 % from its target, the system rebalances automatically.
     Example: BTC target 30 % → triggers when it reaches ≥ 35 % or ≤ 25 %.
     Suitable for volatile markets.
   • By Time Interval (For Conservative Users):
     Set fixed intervals (e.g., 7 days, 15 days).
     The system rebalances periodically regardless of deviation — better for stable markets or users preferring fewer adjustments.
4. Enter Investment Amount & Advanced Settings
   • Investment Amount:
     Specify total investment (minimum required; must be < 200,000 USDT).
     Default funding token = USDT, or select another supported asset.
   • Advanced Settings (Optional):
     • Take-Profit: Auto-exit when total profit ≥ target (e.g., 15 %).
     • Stop-Loss: Exit when total loss ≤ target (e.g., −8 %).
5. Create & Confirm Strategy
   Review all parameters → click Create Strategy → confirm details → strategy activates immediately.

(2) Enabling and Configuring Auto-Invest (DCA) Function

The Auto-Invest feature lets you add funds periodically to your AI Portfolio, reducing timing risk.

1. Open Strategy Details
   Go to Active Strategies → AI Portfolio → Details.
2. Enable Auto-Invest
   In the “Auto-Invest” section, tap Enable to open setup options.
3. Select Auto-Invest Mode
   • By Drawdown (Performance-Based):
     Set loss trigger % and minimum interval.
     Example: “Invest if loss ≥ 5 % and interval ≥ 7 days.”
     When floating loss hits 5 %, the system automatically adds funds from your spot wallet — ideal for buying dips.
   • By Time (Schedule-Based):
     Set period (e.g., every Monday / monthly on the 1st) and time.
     Example: “Every Friday 14:00 → auto invest X USDT.”
     Suitable for users with stable capital and long-term accumulation goals.
4. Set Investment Amount & Pause Conditions
   • Amount per Cycle:
     Define how much to invest each time (modifiable anytime).
     Default funding = USDT (other supported tokens optional).
   • Auto-Pause (Optional):
     Set a stop condition (e.g., auto-stop when total investment ≥ 100,000 USDT).
5. Confirm Activation
   Review settings → click Confirm Enable → system executes automatically once conditions are met.

5. Important Notes on Auto-Invest

• Auto-Invest Stops Automatically When:
  • Portfolio asset composition is changed
  • Spot account balance is insufficient
  • Total investment exceeds 200,000 USDT
• Funding Source:
  Auto-invest draws directly from your Spot Account.
  Ensure sufficient balance to avoid failed deposits.