How xWIN Robo Advisor can help you start investing in crypto?

xWIN Robo Advisor allows you to create your decentralized fund based on your personal risk parameters. You can activate xWIN Robo Advisor by following these steps:

4.1. Click on the “Robo Advisor” menu from the xWIN Menu list. The Robo Advisor screen will appear as below:

i) If you have not connected to your crypto wallet, the Robo Advisor function will only let you perform a simulation of your portfolio.

ii) If you have connected to your crypto wallet before activating the Robo Advisor function, the Robo Advisor screen will look like this, which allows you to simulate the allocation of your portfolio and build your personal portfolio.

4.1. Select the “Allocation Approach” from the drop-down list. There are two approaches to choose from:

a. Weight Average SR

b. Mean-Variance Optimization

4.3. Enter the maximum number of assets to invest in.

4.4. Select the “Risk Tolerance” percentage by dragging the slider or clicking on the bar.

4.5. Enter your age by dragging the slider or clicking on the age bar.

4.6. Click on the “RUN” button. The system will start simulating and display the recommended portfolio based on your selection.

*Please note that to view all the information on one page as above, you may need to zoom out your screen to 50% or 60% depending on your screen resolution.

Sample of Weight Average SR:

You can change the risk tolerance % and click on the “RUN” button to see the expected returns, volatility, and Sharpe Ratio with the recommended tokens by the Robo Advisor.

4.3. Click on the “BUILD” button and xWIN system will display the “Create/Rebalance” screen as below:

i) Click the delete button (i.e.

) if you do not want to invest in the recommended token or add a new token.

ii) To add a new token, select the token from the “Token” list box and enter the % followed by the add button.

iii) Note that the sum of all tokens’ weight % must be 100%. You can use the “Align to 100%” button to adjust all tokens’ weight to 100%.

iv) Click the “APPROVE” button if you confirm to build the portfolio for the current investment. The system will pop up your crypto wallet to let you confirm the transaction with the charges. After you confirm the charges by the crypto wallet, it will return to the “Create/Rebalance” vault screen with the “BUILD” button. You must click the “BUILD” button in the “Create/Rebalance” vault screen to confirm to build your private vault.

v) You can view your personal private vault in the “My Vault” function after building your private vault. You may refer to the “How to view your private/personal vault” section for more details on how to operate it.