You can update your Bundle’s name, asset makeup, predefined allocation parameters and rebalancing schedule at any time after it’s been created via the Edit Bundle link, found in the bottom left corner of your bundle portfolio.
Editing Assets & Allocations
You can change the assets within your bundle by adding assets (via the Add Asset button), or removing assets (via the Remove button).
When adding an asset, you will be required to specify the allocation amount, and may need to adjust the allocation parameters of the other assets within your bundle. (Reminder: predefined allocation parameters must add up to 100%).
Removing an asset will cause it to be liquidated and the funds may be distributed proportionally among the remaining assets within your bundle. You are still able to change these percentages.
Important: Note that you cannot remove or add assets that are not currently tradable.
Moving Funds In or Out
In order to Add or Liquidate funds from your bundle, use the Move In or Move Out function.
Move In lets you fund your bundle with a specific USD amount. The system then automatically purchases assets based on the predefined allocation parameters.
For example, if predefined allocation parameters are 50% BTC, 25% ETH, and 25% LTC and $1,000 is moved in, the system purchases $500 of BTC, $250 of ETH, and $250 of LTC.
Move Out lets you transfer a specific USD amount out of your bundle and back into Cash in your Individual Holdings. The system sells assets from your bundle based on the current allocation percentages, not predefined allocation parameters. This results in assets being reduced proportionally based on how the bundle is currently allocated. The proceeds are then transferred as USD to your Individual Holdings.
For example, if your bundle currently holds 55% BTC, 20% ETH, and 25% LTC and you move out $1,000, the system sells $550 of BTC, $200 of ETH, and $250 of LTC.
Editing Strategy: Renaming Bundle and Changing Rebalancing Frequency
The Edit Strategy tab lets you update your bundle’s name or change how often it rebalances.
When a new rebalancing frequency is selected, the next rebalance is rescheduled to the next available date for that option.
Select Save to apply your changes. Your updated rebalance schedule will take effect immediately.
Closing Your Bundle
If you choose to close a bundle, any pending transactions are completed, and the assets within the bundle are transferred back into Individual Holdings. This does not trigger any trades or fees.
How to Close a Bundle
Click the Edit Bundle link at the bottom left corner of your Bundle.
Click the Edit Strategy tab.
Find the Close Bundle section and click the Close button.
Confirm in the pop up window that you want to proceed by clicking the Close button.
You will receive an email notifying you of your request to close your bundle.