💫 Strategy

📢 2025. 07. 28 Updated

This page allows you to review detailed performance for each strategy.

[2025. 07. 28] Update Notice

  1. The Strategy category has been comprehensively updated, including improvements to UI/UX.

  2. A new sub-menu called List has been added under the Strategy category.

  3. The List menu now supports Tag editing, allowing for more efficient management of multiple accounts. This resolves previous issues caused by the increase in managed accounts.

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[2025. 06. 04] Update Notice

  1. UI/UX Improvements

  • The strategy selection interface has been updated. You can now click on a strategy name to open the Strategy Search popup, where you can search for and select a strategy.

  • The data export interface has also been revamped. When you click the Download button, an Export Data popup will appear, allowing you to set the file name and select the desired date range before downloading.

[2025. 02. 14] Version 1.05 Update Notice

  • Cumulative Return Calculation Revision

    • Regular Cumulative Return

      • The Regular Cumulative Return represents the profit earned based on the initial principal amount and the current valuation.

      • For example, if the initial deposit is 100 and the current valuation is 120, the cumulative return is 20.

      • If a withdrawal occurs, the remaining assets after withdrawal will be set as the new principal baseline.

      • Future cumulative returns will be calculated based on this updated principal, considering only the excess valuation over the new baseline.

Example:

Category
Valuation
Regular Cumulative Return
Withdrawal
New Baseline Principal

Initial Principal

100

0

0

100

First Settlement

120

20

10

110

Second Settlement

130

20 (130-110)

0

110

  • Rate Cumulative Return

    • The Rate Cumulative Return is calculated based on the initial principal, reflecting the accumulated profit over time.

    • It sums the Regular Cumulative Return and the initial principal, then calculates the percentage return based on this total.

Example:

Category
Valuation
Profit
Accumulated Profit
Rate Cumulative Return Calculation
Final Return Rate

Initial Principal

100

0

0

-

0%

First Settlement

120

20 (120-100)

20

(100+20) / 100 - 1

20%

Withdrawal 10

110

-

-

-

-

Second Settlement

130

20 (130-110)

40

(100+40) / 100 - 1

40%

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  • Quantity Change

    • Displays quantity changes of assets in the minimum recorded time unit (12-hour intervals).

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