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    Gate.io > Help Center > HODL & Earn > Auto-Investment
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    "Periodic Investment Plan" Instructions
    Gate.io
    Updated at:145 days 1 hours ago

    Step-by-step instructions (on web)

    1.Log in to your Gate.io account on web. Click "Finance" - "Periodic Investment Plan" to go to the auto-investment page.

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    2. In the "Leaderboard" tab, you will see a list of high-yield investment plans, from which you can select one and copy the plan (or edit the fields according to your preference) by clicking "Copy". You can also create your own plan by clicking "New Investment Plan" on this page.

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    3.On the "Edit Investment Plan" page, you need to set the "Basic Info" and "Portfolio" sections first to activate the "Backtest Portfolio Return" section. If you are happy with the plan, click "Are you sure to auto-", enter the fund password, and submit.

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    Note:

    ①Percentages in the portfolio should add up to 100%, and the currency with a set proportion of 0% will not be invested in; ②Minimum amount invested in the currency of the least share in the portfolio should be no less than 10%.

    For example: Create a portfolio of 25% ETH, 35% EOS, and 40% GT. Since the amount per period * 25% should not be less than 10%, the amount per period should not be less than 40 to make this portfolio viable.

    4.You can view records of your current investment and investment history in "My Investment". Click "Detail" to see details.

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    5.On the "Auto-Investment Details" page, you can view details of your auto-investment order and change its status.

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    Annotations on the top-right buttons:

    ①Edit: Return to the "Edit Investment Plan" page to edit relevant fields; ②Suspend: Suspend the current investment; ③Terminate: Terminate the current investment. Terminated orders cannot be reactivated.


    Step-by-step instructions (on app)

    1.Log in to your Gate.io account on app. Click "Gate.io Finance" - "Periodic Investment Plan" to go to the auto-invest page.

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    2.On this page, you can see the "Auto-Invest Ranking" with a list of high-yield investment plans, from which you can select one and copy the plan. You can also create your own plan by clicking the "+" icon in the bottom-right corner.

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    3.Set the "Profile" and "Crypto Portfolio" sections according to your preference.

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    4.Once completed, you can turn to the "Auto-Invest" page and click "My Investment" to view records.

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    5.Select a record and enter the details page, where you can either terminate or suspend the investment.

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