This section is referred to the Idatco Funds Matrix and allows users to set their overall percentage each asset should represent in their total portfolio, as well as the proportion of that asset to be held on each exchange.
Users can also use the Funds Matrix as an indicator when setting up momentum strategies to restrict trades to those that help move your fiat holdings toward your target allocation percentages.
Fund holdings in the matric are calculated in USD.
Important
Stablecoins such as USDT and USDC are treated as USD.
For example, if you want to hold EUR, GBP, and USD in equal proportions, with 75% of each held at Xago and 25% at Kraken, you would set:
- Allocation at Kraken: 25%
- Percentage of portfolio: 33.3% for each currency
- Allocation at Xago: 75%
See screenshot below for how this would be allocated on the Funds Matrix table.
