Smart Portfolio Strategy Upgrade: A Smarter, More User-Friendly, and Convenient Profit Tool
OKX's Smart Portfolio strategy operates on a simple principle: based on your existing asset mix, it automatically and intelligently rebalances your holdings to maximize overall returns by optimizing the proportion of each cryptocurrency, all driven by real-time market movements.
Here's the simplest example: if your portfolio only holds Bitcoin and Ethereum, when Bitcoin's price drops, the system automatically sells some Ethereum to buy more Bitcoin — and vice versa when Ethereum declines.
As you can see, the key advantage of this strategy is that it can capitalize on exchange rate fluctuations between different cryptocurrencies to accumulate more coins. By profiting from market volatility, your total asset holdings grow over time, which translates to higher returns when the market recovers.
Of course, as the variety of digital assets continues to expand and the crypto market evolves, the Smart Portfolio strategy also needs to undergo a series of upgrades to better meet users' new demands.
Recently, OKX's Smart Portfolio strategy is rolling out three feature upgrades, designed to make your investing and trading more convenient, flexible, and intelligent — helping you achieve your profit goals.
Smart Portfolio: Aggregating Popular Sectors to Cover Quality Tracks
Unlike simply holding mainstream assets like Bitcoin and Ethereum, most seasoned investors are more purposeful and strategic when selecting trading targets. For instance, investors with a passion for meme culture are particularly devoted to "animal coins" like Dogecoin, while users deeply interested in the DeFi sector have a special affinity for assets like UNI, and some traders are so obsessed with the Ethereum ecosystem that they keep a close eye on related coins. In short, different perspectives and experiences lead various users to develop distinct investment preferences — much like how the stock trading market is divided into different concept sectors.
To cater to all kinds of investment preferences, OKX's Smart Portfolio strategy has launched the "Smart Portfolio" feature, which categorizes popular crypto concepts and types into corresponding sectors for users to choose from. Notably, each sector contains multiple relevant cryptocurrencies, and investment ratios are automatically set through "Smart Allocation" — users simply need to select the sectors they want.
The Smart Portfolio feature will initially launch with 5 investment sectors for users to choose from, with more diverse portfolios to be added in the future.
Smart Allocation: Optimal Asset Ratios Based on Financial Theory and Big Data Algorithms
Because Smart Portfolio is a multi-asset portfolio strategy, users inevitably have to allocate investment ratios for each asset based on their personal situation and judgment. The more cryptocurrency types included in your portfolio, the more complex the ratio allocation may become.
This is a systemic process where a change to one asset affects all others — adjustments to any single asset's investment ratio will involve changes to other assets. For example, if Bitcoin and Ethereum each make up 50% of your portfolio, how to adjust the ratios when you need to add other popular coins to maximize returns becomes a challenge.
To address this, OKX's Smart Portfolio strategy has launched the "Smart Allocation" feature. When activated, the system automatically calculates the optimal portfolio ratios for users by combining traditional financial theory with big data algorithms — no need for users to perform tedious calculations themselves. With one click, you get the most scientific and objective recommended values; users only need to enter the investment amount. If users want to add or remove assets from the portfolio, the system will automatically recalculate the original ratios to dynamically achieve the optimal allocation.
Multi-Currency Investment: No Need to Convert Assets in Your Account to USDT — Transfer Directly to Execute Your Strategy
Generally, when using any strategy product for investment, you need to convert the assets in your account to USDT first — non-stablecoin assets like BTC and ETH cannot be traded directly. This means your funds in the account cannot be utilized to their fullest potential, making it difficult to seize every investment opportunity to the max.
OKX's Smart Portfolio strategy now supports one-click investment with trading coins like BTC and ETH — meaning users no longer need to convert BTC, ETH, and other coins in their account to USDT before using the strategy. They can directly transfer such assets into the strategy to execute investment operations. Notably, before the transfer, the page will display a corresponding reminder — before confirming the transfer, users should be aware of the liquidation risk resulting from changes in the assets in their trading account.
How to Use:
Go to OKX's official website homepage, click [Finance], and select [Create Strategy].
Once on the strategy page, click [Smart Portfolio] under [Select Strategy]. After entering the [Smart Portfolio] page, you can experience the latest three features.
1. First, let's introduce the [Smart Portfolio] feature.
This is a selection of popular investment sectors curated by the system, so you won't miss any investment opportunities.
Click the [Recommended Strategy] button, and several cards will pop up below (these are investment portfolios officially selected by OKX for users).
Click on a card to enter its detail page, which displays the sector the portfolio targets, historical returns, and recommended parameters — all for your detailed reference.
Click [Use], and you can create it with one click. You only need to enter a value in the [Investment Amount] field at the bottom.
2. Next, let's introduce the [Smart Allocation] feature.
If you don't know how to configure asset ratios for multi-currency investment, you can try this feature.
Under [Manual Create], click the [Add Coin] button to select a multi-currency investment portfolio that better suits your style. The system will automatically calculate the optimal ratios for you to maximize returns. Click the [Smart Allocation] button to configure your assets according to the optimal ratios provided by the system.
3. Finally, let's introduce the [Multi-Currency Investment] feature.
With this feature enabled, other trading coins in your Smart Portfolio — such as Bitcoin and Ethereum — don't need to be converted to USDT and can be invested directly.
Click [Allow Use of Trading Coins] at the bottom, then click [Confirm] in the pop-up prompt to directly convert your trading coins into equivalent USDT for investment.
Disclaimer
This article may contain product-related content that does not apply to your region. This article is intended to provide general information only and does not accept responsibility for any factual errors or omissions herein. This article represents the author's personal views only and does not represent the views of OKX. This article is not intended to provide any advice, including but not limited to: (i) investment advice or investment recommendations; (ii) offers or solicitations to buy, sell, or hold digital assets; or (iii) financial, accounting, legal, or tax advice. Holding digital assets (including stablecoins) involves a high degree of risk and may be subject to significant price fluctuations, and may even become worthless. You should carefully consider whether trading or holding digital assets is appropriate for you based on your financial situation. For questions about your specific circumstances, please consult your legal/tax/investment professional. The information contained in this article (including market data and statistics, if applicable) is for general reference purposes only. While all reasonable precautions have been taken in the preparation of such data and charts, we assume no responsibility for any factual errors or omissions expressed herein. © 2025 OKX. This article may be reproduced or distributed in its entirety, or excerpts of 100 words or less may be used, provided that such use is for non-commercial purposes only. Any reproduction or distribution of the full article must prominently state: "This article is copyrighted © 2025 OKX, used with permission." Permitted excerpts must cite the article name and include attribution, for example: "Article name, [author name (if applicable)], © 2025 OKX." Some content may have been generated or assisted by artificial intelligence (AI) tools. Reproduction of this article for derivative works or other uses is not permitted.
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