How to automate your TradFi portfolio with Bybit TradFi Combo Bot strategies

Managing multiple TradFi positions manually can be time-consuming and error-prone. Between tracking allocations across stocks, gold, forex and indices, many traders struggle to maintain a balanced portfolio. Bybit TradFi Combo Bot solves this by letting you bundle multiple contracts for difference (CFDs) into a single automated bot that rebalances your portfolio on your behalf.

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This article explains how TradFi Combo Bot works, highlights ready-to-use Hot Strategies and walks you through launching your first combot bot step by step.

Key Takeaways:

• TradFi Combo is a portfolio bot that bundles multiple CFD contracts into one automated strategy, rebalancing positions on a set schedule or when allocation thresholds drift.

• Pre-built Hot Strategies like US Banks Combo, Global Pharma Core and Semiconductor Supply Chain let you deploy sector-themed portfolios in one click.

• You can customize everything from direction (long/short) and leverage to rebalancing frequency (30 minutes to 28 days) and trailing stop settings.

What is TradFi Combo Bot?

TradFi Combo Bot is Bybit's portfolio trading bot designed for traditional financial assets. It manages baskets of USDT-settled Bybit CFD contracts, including stocks, forex, precious metals and indices, all within a single automated strategy. The bot maintains your target allocation ratios by rebalancing positions either on a fixed time schedule or when individual asset weights drift beyond your set threshold.

Think of it as running your own mini fund. You set the assets, allocation weights and rebalancing rules. The bot handles execution, buying and selling to keep your portfolio aligned with your targets around the clock.

Bybit also offers a Crypto Combo for cryptocurrency assets and a Futures Combo for crypto derivatives. This article focuses specifically on TradFi Combo and its features for traditional market exposure.

Why use TradFi Combo Bot?

TradFi Combo Bot offers three core advantages that simplify portfolio management:

1. Batch management of asset baskets

Bundle multiple assets such as stocks, forex, precious metals and more into a single portfolio. With one click, you can allocate capital across different markets and manage your personal investment portfolio as easily as managing a fund.

2. AI portfolio recommendations

The system constructs various portfolio combinations based on recent historical market data. It runs batch backtests and automatically recommends optimal asset combinations, rebalancing frequencies and rebalancing thresholds tailored to current conditions.

3. Auto rebalancing

Set target allocation percentages for each asset. The bot automatically buys and sells on a scheduled basis or when threshold values trigger, keeping the portfolio in line with your target risk ratio at all times.

Explore Hot Strategies

Hot Strategies are pre-built, sector-themed portfolios that you can deploy immediately without configuring assets or weights from scratch. Each strategy displays historical performance metrics so you can compare options before committing capital.

Each strategy card shows three key metrics:

• APR: Annualized percentage return based on historical performance

• Max Drawdown: The largest peak-to-trough decline during the backtest period

• ROI Volatility: How much the returns fluctuate over time

All Hot Strategies support both long and short directions. You can click "Use" on any strategy, then select "Edit Settings" to reverse the direction if you want to take a bearish position on the sector.*Note: Available Hot Strategies may change over time. The examples above reflect options at the time of writing. Past performance does not guarantee future results.

How to launch a TradFi Combo Bot Strategy

Follow these steps to deploy your first TradFi Combo Bot strategy on Bybit.

Step 1: Navigate to the Combo Bot page

Head to the TradFi Combo Bot page. You'll see the Hot Strategies grid with available pre-built portfolios.

Step 2: Browse and compare Hot Strategies

Review the available strategies and compare their performance metrics (30D ROI, max drawdown, ROI volatility and APR). Click into any strategy card to see the full asset breakdown and allocation weights.

Step 3: Select a strategy

Click Use on your chosen strategy. This loads the strategy's pre-set configuration into the bot creation screen.

Step 4: Review the default settings

Check the pre-set asset allocations, leverage level and direction (long or short). Make sure the configuration matches your trading goals.

Step 5: Customize your bot (optional)

Click Edit Settings to adjust the strategy. You can:

• Reverse the position direction (switch from long to short or vice versa)

• Adjust individual asset allocation weights

• Add new assets to the basket or remove existing ones

Step 6: Set the auto rebalance method

Choose how the bot rebalances your portfolio:

• By Threshold: The bot rebalances when any asset's actual weight drifts beyond a set percentage from its target allocation

• By Time: The bot rebalances on a fixed schedule. Options range from 30 minutes (30M) up to 28 days (28D), with intervals at 1H, 4H, 8H, 12H, 1D, 3D, 7D and 14D

Step 7: Enter your investment amount

Input your total investment in USDT. The minimum amount is displayed on screen. Funds are drawn from your Funding account. You can click the + icon to transfer additional funds if needed.

Step 8: Configure advanced settings (optional)

• Trailing Stop: Turn this on and set a percentage between 5% and 99%. When the bot's overall PnL% reaches your set level, the bot automatically closes all positions and stops running. This locks in profits without requiring you to monitor the bot constantly.

Step 9: Confirm and launch

Review all settings one final time and click Create to confirm. Your TradFi Combo bot is now live and will begin managing your portfolio according to the rules you set.

Step 10: Monitor and adjust

Track your bot's performance from the bot dashboard. You can edit settings, pause or stop the bot at any time.

Tips for choosing and customizing strategies

• Match leverage to your risk tolerance. Choose 2x for a conservative approach or 5x for more aggressive exposure

• Use shorter rebalancing intervals (30M to 4H) during volatile markets to keep allocations tight. Use longer intervals (7D to 28D) in stable conditions to reduce trading fees

• Turn on trailing stop during trending markets to lock in gains automatically without constant monitoring

• Compare max drawdown across strategies before deploying. A lower max drawdown indicates the strategy weathered historical downturns better

• Start with a smaller investment amount to test a strategy before committing more capital

Risks to consider

Before launching a TradFi Combo bot, be aware of the following risks:

• Leverage and liquidation: Leverage amplifies both gains and losses. Positions can be liquidated if the market moves significantly against you

• Rebalancing costs: Each rebalance triggers trades that incur fees. Frequent rebalancing (e.g. every 30 minutes) increases total trading costs over time

• Past performance is not indicative of future results: Metrics like 30D ROI and APR reflect historical data. Market conditions change and the same strategy may perform differently going forward

• Off-hours pricing: TradFi assets are linked to underlying markets with set trading hours. Liquidity may be lower and spreads wider outside those hours

• Trailing stop limitations: In fast-moving markets, the trailing stop may not execute at your exact set percentage due to price gaps or volatility

The bottom line

TradFi Combo Bot gives Bybit users automated, fund-like access to diversified TradFi portfolios without the need to manage individual positions. Hot Strategies make it possible to deploy a sector-themed portfolio in one click, while customization options for direction, weights, rebalancing frequency and trailing stop let you fine-tune the approach to match your trading style and risk tolerance.

Ready to automate your TradFi portfolio? Explore TradFi Combo Bot strategies on Bybit and launch your first bot today. For more on how trailing stops work, visit the Trailing Stop guide.

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