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  • Changelog
    • Roadmap
  • Placing a Position
    • Position Warnings
    • Asset Management
      • Stop Loss
      • Take Profit
      • Volume
      • Templates
      • Order Types
    • Smart Trading
      • Condition Templates
      • Automated Loop
    • Manual Trading
  • Getting started
    • Connecting exchange account
      • Binance
        • How to connect your Binance account
        • How to create API keys
        • How to Enable Hedging Mode
        • How to enable Futures trading in Binance
        • How to create a Binance account
      • OKX
        • How to connect your OKX account?
        • How to create API keys
        • How to enable your account for futures trading?
        • How to verify phone number or enable authentication
        • How to create an OKX account

Asset Management

The Asset Management section allows you to set many crucial position attributes.

In this section of documentation you will find all needed to understand how to utilize Cleo’s unique options to maximize your trading performance.

Throughout the Asset Management section, we use the “target” icon.

Since in the Advanced mode you are allowed to see all 4 methods of data input at the same time, you need to set which one is the main method of calculation. The remaining three options are only approximated and visualized for you.

Asset Management cleo.finance
Currently, you can only use Market Order. Limit and stop will be added in the future.
Leverage setting via a slider or direct value, limits are taken from the exchange, as well as the max. leverage position limit.
The “target” icon – Determines the data input as the main method of calculation. The remaining three options are only approximated and visualized for you. You can pick any data input out of four as a target.

The values without the target icon are only approximations at the time. The values can change.

For Manual Trading, the approximations can be quite close to actual values considering that you open your position immediately rather than waiting for entry conditions to be met.

For Smart Trading, the approximations can vary from the actual values when your position is opened. This is mainly because the smart position has entry and exit conditions. Your entry conditions can take time to be met which could result in the difference between the approximations and the values when your position is opened.

There are some readily available templates that you can use.
You can preview them, pick them, and even customize them the way you want.

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