4. Security & Account Manageme...
Exchange Management
19 min
supported exchanges sagemaster integrates with multiple leading cryptocurrency exchanges to provide you with a comprehensive trading experience each integration allows for secure api connections with specific features tailored to that exchange currently supported exchanges our platform currently supports the following exchanges exchange spot trading futures margin trading binance ✓ ✓ ✓ bitget ✓ ✓ ✓ bybit ✓ ✓ ✓ gate io ✓ ✓ hitbtc ✓ ✓ huobi ✓ ✓ kraken ✓ ✓ kucoin ✓ ✓ okx ✓ ✓ for detailed integration guides for each exchange, please refer to our exchange specific guides section exchange specific guides to properly set up your exchange connections, follow these exchange specific guides binance for detailed instructions on connecting your binance account, please see how to create binance api key https //docs sagemaster io/crypto getting started/create binance api key sgm how to connect binance exchange https //docs sagemaster io/crypto getting started/how to connect binance exchange bitget for detailed instructions on connecting your bitget account, please see how to connect bitget exchange https //docs sagemaster io/crypto getting started/how to connect bitget exchange bybit for detailed instructions on connecting your bybit account, please see how to connect bybit exchange https //docs sagemaster io/crypto getting started/how to connect bybit exchange gate io for detailed instructions on connecting your gate io account, please see how to connect gate exchange https //docs sagemaster io/crypto getting started/how to connect gate exchange hitbtc for detailed instructions on connecting your hitbtc account, please see how to connect hitbtc exchange https //docs sagemaster io/crypto getting started/how to connect hitbtc exchange huobi for detailed instructions on connecting your huobi account, please see how to connect huobi exchange https //docs sagemaster io/crypto getting started/how to connect huobi exchange kraken for detailed instructions on connecting your kraken account, please see how to connect kraken exchange https //docs sagemaster io/crypto getting started/how to connect kraken exchange kucoin for detailed instructions on connecting your kucoin account, please see how to connect kucoin exchange https //docs sagemaster io/crypto getting started/how to connect kucoin exchange how to update kucoin api keys from v2 to v3 https //docs sagemaster io/crypto getting started/kucoin update your api keys from v2 to v3 okx for detailed instructions on connecting your okx account, please see how to connect okx exchange https //docs sagemaster io/crypto getting started/how to connect okx exchange balance management effective balance management is crucial for successful algorithmic trading sagemaster provides tools to help you monitor and optimize your assets across exchanges asset distribution diversification distribute assets across multiple exchanges to reduce risk liquidity planning keep sufficient assets on exchanges with high trading volume reserve management maintain stable coin reserves for quick entry into opportunities balance monitoring sagemaster provides several features to monitor your balances real time updates track current balances across all connected exchanges asset allocation view see percentage distribution of your portfolio historical balance tracking monitor how your balances change over time usd equivalent values view your crypto holdings in fiat equivalent rebalancing strategies effective balance management often requires periodic rebalancing threshold rebalancing rebalance when an asset exceeds or falls below a certain percentage of your portfolio calendar rebalancing rebalance at regular intervals (weekly, monthly, quarterly) profit taking rebalancing take profits from high performing assets to maintain your target allocation risk management through balance control manage risk by controlling how much capital is allocated to each exchange risk limit exposure to any single exchange asset risk set maximum allocation percentages for individual assets strategy risk allocate specific amounts to different trading strategies cross exchange arbitrage for advanced users, sagemaster supports balance management for cross exchange arbitrage minimum balance requirements maintain minimum balances needed for arbitrage opportunities automated transfers set up rules for moving assets between exchanges (where supported) opportunity alerts receive notifications when balances are insufficient for potential arbitrage tax and accounting considerations proper balance management helps with regulatory compliance transaction history export complete transaction records for tax purposes profit/loss calculation track realized and unrealized gains cost basis tracking maintain accurate cost basis information for tax reporting "the key to trading success is emotional discipline making money has nothing to do with intelligence " victor sperandeo happy trading, the sagemaster team