Contract DCA Strategy Parameters
1. Trading Account
Options: 【AI Hub】 and 【Futures】. The default 【AI Hub】 account is recommended.
- When using the 【AI Hub】 account: Funds allocated to Contract DCA are held in an independent account, isolated from other futures positions to facilitate strategy risk management. Recommended for most users.
- When using the 【Futures】 account: Contract DCA shares margin with your current futures account positions, and risk exposures affect each other. Suitable for signal providers or other professional users. Note: If the 【Futures】 account is selected, funds used by the robot will not be included in AI Hub statistics.
Using a 【Futures】 account may lead to Contract DCA creation failure in the following cases:
- Existing positions for the selected trading pair conflict with the current strategy direction or margin mode
- Pending orders for the selected trading pair have a different leverage multiple than the current strategy
- The futures account’s current positions or pending order status do not meet strategy creation requirements
2. Strategy Direction
Options: 【Long】 and 【Short】. The default is subject to page display.
- Long Contract DCA: Suitable for bullish outlooks or markets where prices are expected to rebound after a drop. The strategy opens a long position upon launch, automatically adds positions when the price falls to the set Add Position Price, and closes positions for profit when take-profit conditions are met.
- Short Contract DCA: Suitable for bearish outlooks or markets where prices are expected to decline after a rise. The strategy opens a short position upon launch, automatically adds positions when the price rises to the set Add Position Price, and closes positions for profit when take-profit conditions are met.
Select the corresponding Contract DCA direction based on your market outlook.
3. Add Position Price
The Add Position Price refers to the percentage of price change that triggers the next position addition.
- For Long strategies: The system automatically adds the next position when the market price drops to the set percentage relative to the previous order price.
- For Short strategies: The system automatically adds the next position when the market price rises to the set percentage relative to the previous order price.
A smaller Add Position Price setting triggers more frequent position additions; a larger setting results in wider intervals between additions.
4. Per-Round Take-Profit
Per-Round Take-Profit is the condition for the system to automatically take profit and close positions once each DCA trading round reaches the target return.
- Required when 【Profit Reinvestment】 is enabled. After each round meets the set take-profit percentage, the system ends the current round, includes profits in subsequent strategy funds, and continues executing the next DCA round.
- If 【Profit Reinvestment】 is disabled, whether Per-Round Take-Profit is required depends on actual page requirements.
5. Add Position Multiple
The Add Position Multiple refers to the multiple of each subsequent position addition amount relative to the previous order.
- 1x: Each position addition amount remains consistent.
- >1x: Subsequent addition amounts increase by the set multiple. A higher multiple adjusts the average opening price faster but also increases capital occupation and position risk.
6. Maximum Add Position Times
Maximum Add Position Times is the maximum number of position additions the strategy can execute.
More times cover a wider range of price fluctuations but require higher investment. In a sustained one-way market, a higher number may lead to rapid position growth. Set reasonably based on your capital size and risk tolerance. Required field.
7. Investment Amount
Investment Amount is the funds allocated to run the Contract DCA strategy. Available spot balance is displayed here.
- Leverage: The leverage multiple used for futures trading. Maximum leverage varies by token. Higher leverage amplifies both profits/losses and increases liquidation risk.
- Estimated Max Investment: The system estimates the maximum potential investment required based on Add Position Price, Add Position Multiple, Max Add Position Times, Investment Amount, and Leverage.
- Reserved Margin: Reduces risks of liquidation or order failure due to high capital usage, fees, funding rates, or price volatility. The page displays the required reserved margin based on strategy settings.
8. Profit Reinvestment
When 【Profit Reinvestment】 is enabled, profits from each round’s take-profit remain in the strategy as available funds for subsequent rounds.
- Increases future strategy capital but also raises overall risk exposure. Enable to retain profits in the strategy after each round’s take-profit.
- 【Per-Round Take-Profit】 is required when enabled.
9. Launch Condition
- Trigger Price: Set a price level to launch the Contract DCA strategy.
- Optional. If unset, the strategy launches at the current market price upon creation.
10. Stop Condition – Take-Profit Price (Optional)
The system stops the Contract DCA strategy when the market price reaches the preset Take-Profit Price.
- Triggered by price conditions. The system stops the robot per strategy settings; if 【Close All Positions on Stop】 is enabled, all current strategy positions are closed simultaneously.
11. Stop Condition – Stop-Loss Price (Optional)
The system stops the Contract DCA strategy when the market price reaches the preset Stop-Loss Price.
- Controls risk during sustained adverse price movements. Triggered by price conditions. The system stops the robot per strategy settings; if 【Close All Positions on Stop】 is enabled, all current strategy positions are closed simultaneously.
12. Close All Positions on Stop
When 【Close All Positions on Stop】 is enabled, the system closes all positions held by the current Contract DCA strategy if the strategy is stopped manually or via stop conditions.
- If disabled, positions may remain after the strategy stops, requiring manual risk management.
- Note: Before stopping the strategy, verify current holdings, unrealized P&L, margin ratio, and liquidation price. Extreme market volatility may affect closing execution prices.
Managing Active Contract DCA Strategies
Web: Go to 【AI Hub】-【Investments】
Your active Contract DCA robots are displayed here:
- Left: Robot overview cards
- Right: Robot details (performance history & settings)
- Go to 【Parameters】 on the right to manage settings.
① Fund Management
1.1 Release Profit: Withdraw Contract DCA profits to your spot account. The system shows the maximum withdrawable profit. Retaining profits in the robot reduces liquidation risk.
1.2 Reduce Investment: Transfer funds from the Contract DCA robot to your spot account. The system shows the maximum removable amount. Active robots must retain sufficient funds to cover initial margin and floating losses.
1.3 Add Investment: Transfer funds from your spot account to the Contract DCA robot.
② Advanced Settings (Stop Conditions)
2.1 Take-Profit Settings
2.2 Stop-Loss Settings
2.3 Max Drawdown Percentage
- Activation Price: Set before robot launch.
- Close Positions on Stop: Enabled by default.
③ Quick Actions
Located on the left card (marked ③): Quick buttons for Add Investment, Release Profit, Stop Robot.
Copying Contract DCA Strategy Parameters
- Go to 【AI Hub】-【Trading Robots】
- View the Featured Leaderboard: Displays active Contract DCA robots across performance metrics. Select a robot to one-click copy its strategy.
- Click the robot’s detail page → Click ① to copy core parameters. Enter an investment amount to launch. Customize take-profit/stop-loss and drawdown protection as needed.
- Click ② to open the strategy settings page for the trading pair and customize all parameters.
