Auto-Invest Plan Beginner's Guide

2026-03-03Beginner
2026-03-03
Beginner
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I. What is Auto-InvestPlan?
Auto-Invest Plan is an automated investment tool that involves regularly investing a fixed amount to purchase specific cryptocurrencies at predetermined intervals.
 
Core Concepts
  • Dollar-Cost Averaging: Spread out investment costs across market fluctuations through regular investing.
  • Automated Investing: One-time setup, executed automatically by the system.
  • Disciplined Investing: Avoid emotional trading decisions.
 
II. Why Choose CoinW Auto-Invest?
  1. Saves Time and Effort
  • Fully Automated Execution: No need to monitor the market daily.
  • One-Click Configuration: Set once and it runs long-term.
  • Smart Fund Transfer: When users enable auto-transfer, funds can be automatically allocated across accounts.
  1. Reduces Risk
  • Diversified Investment: Supports investment in a portfolio of up to 5 cryptocurrencies.
  • Cost Smoothing: Automatically spreads purchases across different price ranges.
  • Enforced Savings: Cultivates a habit of regular investing.
  1. Flexible and Convenient
  • Adjust Anytime: Plans can be paused, modified, or terminated.
  • Transparent and Clear: View real-time earnings and portfolio details.
 
III. How to Start My Auto-InvestPlan? (Step-by-Step Guide)
Preparation
Ensure your account has sufficient USDT, which can be held in:
  • Spot Account: Deductions are prioritized from here
  • Asset Account: Can serve as a backup if auto-transfer is enabled
 
Detailed Creation Steps
Step 1: Access the Auto-InvestPage
  1. Log in to the official CoinW website or APP
  2. Find the [Earn] section in the navigation bar
  3. Click [Auto-InvestPlan] to enter the feature page
Step 2: Read and Agree to the Agreement
  • Carefully read the "CoinW Auto-InvestService Agreement"
  • Understand the relevant rules and risk warnings
  • Check the agreement consent box
Step 3: Configure Your Investment Portfolio
  1. Select Cryptocurrencies
    1. Click the [Add Token] button
    2. Choose 1-5 cryptocurrencies from the list
    3. Supports viewing basic information and recent performance of each cryptocurrency
  2. Set Investment Allocation
    1. Allocate investment weights for each cryptocurrency
    2. Minimum allocation per cryptocurrency is 10%
    3. Total allocation for all cryptocurrencies must equal 100%
  3. Example Allocation:
    1. BTC: 40%
    2. ETH: 30%
    3. Other Tokens: 30%
Step 4: Set Investment Parameters
  1. Investment Amount
    1. Enter the USDT amount to invest per cycle
    2. Set reasonably based on your financial situation
  2. Investment Cycle
    1. Select investment frequency:
      • Hourly Investment
      • Daily Investment
      • Weekly Investment (choose specific day of the week)
      • Bi-Weekly Investment
      • Monthly Investment (choose specific date)
  3. Fund Settings
    1. Recommended to enable [Auto-Transfer] function
    2. Ensures automatic replenishment when funds are insufficient
Step 5: Confirm and Activate
  1. Carefully review all setup information
  2. View the investment plan overview
  3. Click [Confirm] to complete creation
  4. The system will display a plan activation success message
Step 6: Plan Management
  1. View Plan Details
    1. View all plans on the Auto-Investoverview page
    2. Real-time viewing of:
      • Cumulative Earnings
      • Return on Investment (ROI)
      • Next Deduction Time
      • Average Holding Cost
  2. Adjust Plans
    1. Pause/Resume: Pause or restart plans anytime
    2. Modify Configuration: Adjust investment allocation or amounts
    3. Terminate Plan: Stop investing and redeeming assets
  3. Fund Withdrawal
    1. Cryptocurrencies acquired through Auto-Investare held in the spot account
IV. Frequently Asked Questions
Q1: How are funds deducted in an Auto-InvestPlan?
A: The system deducts funds from your spot account USDT balance according to the set cycle. If the balance is insufficient:
  • If the user has enabled [Auto-Transfer]: The system will transfer USDT from the asset account to the spot account.
  • If not enabled or funds remain insufficient: The current cycle's investment fails, with no fees incurred.
Q2: Can I modify an active plan?
A: Users can make the following modifications anytime:
  • Adjust investment cryptocurrencies and allocation
  • Change the investment amount per cycle
  • Modify the investment cycle
  • Pause or terminate the plan Modifications take effect from the next investment cycle.
Q3: How are earnings calculated and viewed?
A: Earnings calculation formula:
Return on Investment = (Current Price - Average Cost) × Quantity Held ÷ Total Investment Amount
You can view the following in real-time on the Auto-InvestPlan details page:
  • Cumulative Earnings (USDT)
  • Return on Investment percentage
  • Profit/Loss details for each cryptocurrency
Start Your Auto-InvestJourney Today
Just 5 minutes of setup to begin automated cryptocurrency investing. Whether you're a busy professional or a new investor, CoinW Auto-Investis the ideal way to start accumulating digital assets.
 
Risk Disclosure:
  1. Cryptocurrency investments carry high market volatility risks. Asset prices may fluctuate significantly due to market conditions, and past performance does not guarantee future returns.
  2. The Auto-InvestPlan is merely an automated trading assistance tool and does not constitute any form of investment advice, profit guarantee, or assurance.
  3. Users should carefully evaluate product rules and associated risks, participate prudently based on their personal risk tolerance, and allocate personal assets reasonably.

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