The portfolio builder tracks a list of assets in the market every few seconds. It then assigns a relative score for each assets. When assets scores decline they could be sold, when their score goes up they can be bought. This way a direction can be taken regardless of the market movements.

The portfolio builder software allows the user to be like a money changer providing liquidity to the market and taking profits on assets that are in demand. It is also non-custodial so it gives you the ability to provide liquidity in the market with a fraction of the assets.

The portfolio allocation is determined based on selected settings regarding coins current and future utility scores. Some other factors are considered as well, e.g. circulating supply and current market value.
Check "Settings" to change filters and/or select different coins.

In new portfolios, "add" notes indicate the total amount of suggested allocation. As more coins are added, "add" or "cut" notes indicate how far off added coins are from the suggested allocation.

This helps keep track of when a certain coin increases beyond suggested allocation, which updates as the coin value changes. If the added quantity matches suggested allocations in all cards the add and cut notes should disappear.

Each coin card presents some of the coin information with a number of virtual wallets. Click "Edit wallets" to input and change quantities, then "Save wallets" to save changes. These wallets can be used to account for coin allocations outside exchanges.

In settings menu on portfolio page:
1) scroll to "provide liquidity"
2) switch "liquidity mode" to "auto"
3) add Binance API

▷ Login to Binance (desktop)
▷ Click user icon on top right
▷ Select "API Management"
▷ Type a label to create the API
▷ Click "Edit restrictions"
▷ Check "Enable Spot.."
▷ Click "Save"
▷ Copy/paste new keys below

For accounts with active auto mode for providing liquidity, Binance could require re-activation of API permissions from time to time, usually every 90 days. If they ever do you should receive an alert on the portfolio page. For reactivation login to the respective Binance account and re-check "Enable Spot.." to maintain trading through the account.

Coins holdings can be sold from the holding Binance account. Additionally, if the dashboard is activated unselected coins with allocations on Binance above USD10 should have a "Sell" button to auto-sell on Binance.