Bitcoin Forum
January 26, 2020, 08:48:05 AM *
News: Latest Bitcoin Core release: 0.19.0.1 [Torrent]
 
   Home   Help Search Login Register More  
Pages: [1]
  Print  
Author Topic: Introducing Holderlab - the optimal crypto portfolio for all market conditions.  (Read 107 times)
Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
December 23, 2019, 07:04:29 PM
Last edit: December 24, 2019, 12:58:35 PM by Holderlab
 #1

Hi everyone, my name is Valo, I want to introduce you our crypto portfolio management platform.

One of the questions that we set for ourselves when creating the service, how do crypto investors distribute the weight of assets in a portfolio and how to choose the optimal weight of assets? Some distribute the weight in the portfolio proportionally, for example, all at 10%. Others distribute weight by giving more weight, for example, to Bitcoin. However, the result may not be optimal. We, in turn, focused on creating an optimal crypto portfolio.

What is an optimal crypto portfolio?

This is a crypto portfolio balanced in risk and profitability. We at Holderlab created a tool that automates the process of structuring a crypto portfolio. Those who choose the optimal combination of the weight of each asset in order to improve the profitability and risk of the crypto portfolio.

How did we do this?

The service analyzes 5000 different combinations of the crypto portfolio and selects the most optimal one. The service has testing, where you can test the structure of your portfolio or the created optimal portfolio and compare the results.

Key Features of Holderlab:
 
Creating and analyzing a crypto portfolio in steps.
Those you use the API keys to connect the exchange you are interested in, select Bitcoin and other cryptocurrencies and follow the steps to analyze your portfolio.

Crypto portfolio optimization.
Create or upload your crypto portfolios and analyze the optimal distribution of assets in your portfolio.

Crypto portfolio correlation analysis.
Major cryptocurrencies and stablecoins allow you to reduce the correlation of your portfolio, you can check the correlation of your portfolio on the service - always free.

Rebalancing a crypto portfolio.
You can create rules for automatic rebalancing of the crypto portfolio and set threshold or period parameters and their combination depending on the strategy you have chosen.

Backtest portfolio.
You can save or load your created crypto portfolios from other modules, conduct testing on the selected historical period.

Single dashboard.
All portfolios in one place. The ability to display single statistics and graphs of portfolio performance in one window


You can analyze your portfolio in a beta version of the service here: https://holderlab.io

We welcome your comments, feedback, ideas for improving the service. We are also especially pleased with the early adopters. Now most of the functions on the service are free and open.

We wish you fly to the moon!

Holderlab team.
1580028485
Hero Member
*
Offline Offline

Posts: 1580028485

View Profile Personal Message (Offline)

Ignore
1580028485
Reply with quote  #2

1580028485
Report to moderator
Advertised sites are not endorsed by the Bitcoin Forum. They may be unsafe, untrustworthy, or illegal in your jurisdiction. Advertise here.
Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
January 03, 2020, 08:37:04 AM
 #2

Hello! We have added a free ability to check the correlation of any cryptocurrency portfolio. There are several filters by period, 3 months, 6 months, 1 year and 2 years.

The result of the assessment is both the correlation matrix itself, and a detailed analysis for each cryptocurrency and an assessment of its correlation, in addition, we analyze the average correlation for the entire portfolio.
You can save and load crypto portfolios in the same module. The correlation matrix itself can also be saved as a separate picture. Have a nice day!
Diced90
Hero Member
*****
Offline Offline

Activity: 868
Merit: 504

EarnBet.io—licensed casino with the hottest games


View Profile
January 03, 2020, 09:29:05 AM
 #3

Looks like an interesting tool, sucks that it hasn't received much attention on here yet.

I found an error on your plans page: Yearly/ Safe -12% should be Yearly/ Save -12%. With that said, your pricing looks reasonable compared to your main competitors like TradingView, Coinigy etc.

Do you offer an affiliate scheme? I imagine it would be easy to market your software if people were incentivized to share it through referral links (particularly news outlets).

THE FIRST DECENTRALIZED & PLAYER-OWNED CASINO
.EARNBET..EARN BITCOIN: DIVIDENDS
FOR-LIFETIME & MUCH MORE.
. BET WITH: BTCETHEOSLTCBCHWAXXRPBNB
.JOIN US: GITLABTWITTERTELEGRAM
Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
January 03, 2020, 05:22:09 PM
 #4

Looks like an interesting tool, sucks that it hasn't received much attention on here yet.

I found an error on your plans page: Yearly/ Safe -12% should be Yearly/ Save -12%. With that said, your pricing looks reasonable compared to your main competitors like TradingView, Coinigy etc.

Do you offer an affiliate scheme? I imagine it would be easy to market your software if people were incentivized to share it through referral links (particularly news outlets).

Thanks! Yes we recently launched and are glad to early adopters.

We correct the error thanks for your attention.

We have a promo program.  Just invite 3 friends with your promo link. After they create portfolio, you take one free month on Holder Plan

As for the news media, of course we can discuss it.



vicoma
Jr. Member
*
Offline Offline

Activity: 371
Merit: 2

CARTESI📱 INFRASTRUCTURE FOR SCALABLE DAPPS


View Profile WWW
January 03, 2020, 11:39:21 PM
 #5

This might sound like an interesting project if only it will be adopted globally as the competitors. If you can have a banner at coinmarket cap even though for a short period might also contribute to its exposure. There are others that are doing fine and you need to put up on the marketing strategies and gain the attention of the public

██████████████  CARTESI 📱 LINUX INFRASTRUCTURE FOR SCALABLE DAPPS  ██████████████
https://cartesi.io/
Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
January 04, 2020, 09:01:27 AM
 #6

This might sound like an interesting project if only it will be adopted globally as the competitors. If you can have a banner at coinmarket cap even though for a short period might also contribute to its exposure. There are others that are doing fine and you need to put up on the marketing strategies and gain the attention of the public
Hello. Thank you for information and good words. Yes, there really can be good traffic on the coinmarket cap and maybe really worth a try.  We have some great tools and we want to talk more about them for cryptocurrency community and in some media.
We want to focus on convenience when forming a portfolio in terms of P&L and risk and we have a really good basic portfolio optimization tool.
I started to talk a little about portfolio optimization here: https://docs.holderlab.io/knowledge-base/cryptocurrency-portfolio-optimization/. And of course, now we are waiting for new reviews on the use of our tools.
Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
January 14, 2020, 05:57:53 PM
 #7

Hello everybody.

We added a video that describes how to create a crypto portfolio step by step and analyze it, using a correlation matrix, an efficient frontier. And you can select and test the rebalancing strategy.

https://www.youtube.com/watch?v=YCx1APO7TH0

hugeblack
Legendary
*
Offline Offline

Activity: 938
Merit: 1079


Avatar for Rent for 3 weeks. PM me


View Profile
January 15, 2020, 06:43:01 AM
 #8

How are these currencies analyzed? As I understood from the video, the site is analyzing the charts of many currencies, but it will not be correct.
There are news effects, some technological issues, resistance levels, historical barriers and other things.

Is there a guarantee that the predictions will be correct? Credibility? How are risk rates measured?

Holderlab
Newbie
*
Offline Offline

Activity: 14
Merit: 0


View Profile WWW
January 15, 2020, 09:41:01 AM
 #9

How are these currencies analyzed? As I understood from the video, the site is analyzing the charts of many currencies, but it will not be correct.
There are news effects, some technological issues, resistance levels, historical barriers and other things.

Is there a guarantee that the predictions will be correct? Credibility? How are risk rates measured?

Hello. Thank you for attention. At the moment, the analysis has implemented a correlation matrix and an efficient frontier, those are mainly mathematical analysis.
Suppose you have a balance on the exchange, say in Binance, you connect it and in the first step coins are loaded.
Next, you select the coins of interest to you, all coins correspond to those available on the Binance exchange.

The next step is the correlation matrix.
The task here is to select non-correlated assets, respectively, the degree of correlation is between -1 and +1.
With an absolute positive correlation, assets will move in one direction, respectively, with a fall, the loss will increase. Of course, there is no absolute correlation, such as -1, when assets move in different directions. But our task at this step is to collect the assets that are least correlated. For example, we add Bitcoin, coins on different blockchains, stablecoins and exchange coins to our portfolio and they can show us not a high correlation. This is not a recommendation for action, but is indicated as an explanatory example. In addition, you see how the degree of correlation varies at different distances, 3 months, 6 months, 1 year or 2a years.

We decided on this step. Next, we move on to the search for the Markowitz efficient frontier. In the mid-twentieth century, the eminent American economist Harry Markowitz developed the “Modern Portfolio Management Theory”, which scientifically explained that (among other things):

1. It is impossible to achieve a high rate of return without risk
2. The increase in high profits is accompanied by a large increase in risk
3. The investment portfolio should be drawn up at the border of efficiency

Markowitz put two parameters at the head of his theory – risk and profitability. An efficient frontier is one that defines the effective set of portfolios on it, respectively, between risk and return. Let’s look at an example:
https://docs.holderlab.io/wp-content/uploads/2019/09/Efficient-Frontier-Portfolio.jpg

Portfolio 1 – low return and low risk

Portfolio 2 – high return and high risk

Portfolio 3 – effective portfolio

Portfolio 4 – not effective portfolio

All investment portfolios that are on the border will be effective. With the existing risk, the other portfolio will have lower returns. Therefore, the investor can choose the appropriate risk and select the optimal yield.

So how do we further distribute the weight in the portfolio, maybe 60% in Bitcoin or 10% in the ETH, or will we all distribute proportionally to 10%?

In the optimization module, we start the calculation with 5000 options for possible portfolios and find the optimal one according to the maximum Sharpe ratio. (an indicator of the effectiveness of the investment portfolio (asset), which is calculated as the ratio of the average risk premium to the average deviation of the portfolio)
You choose the distance for portfolio analysis, for example, 2a years, if of course there were already coins in the portfolio. The optimization module calculates and gives you the optimization result for the period in the form of % distribution in coins.

Cons and Pros
Pros
- The method allows you to see the pros and cons of investing, especially in a growing market
- Thanks to the mathematical apparatus, the process of portfolio formation can be brought to automatism
Cons
- If there is a recession in the market, the theory does not work
- There are no clear criteria for entering and exiting the portfolio and there are no forecast methods

Well, we decided on the portfolio and then we can go into the backtest, test it on history and choose a rebalancing strategy. Rebalancing is an old proven strategy; it smoothes out investment returns, forcing us to “sell high” and “buy cheap”, we take profit from our investments and buy falling cryptocurrencies.

https://ic.pics.livejournal.com/fintraining/11748042/313666/313666_original.jpg

Holderlab implements instant rebalancing and automatically choosing a period (from 1 hour to a week) or a threshold in%. For example, choosing a threshold of 5%, rebalancing will be carried out if one of the assets has reached this threshold.

Accordingly, the portfolio analysis module by steps in Holderlab looks like this. Sorry for the long text. I will try to answer your other questions. And further tell what other methods we implemented in Holderlab

 
Pages: [1]
  Print  
 
Jump to:  

Sponsored by , a Bitcoin-accepting VPN.
Powered by MySQL Powered by PHP Powered by SMF 1.1.19 | SMF © 2006-2009, Simple Machines Valid XHTML 1.0! Valid CSS!