Portfolio structure
Organizes exchanges, quote currencies, allocations, and strategy settings in one place.
All features
Portfolio strategy orchestration
AMP
A structured portfolio configuration experience for coordinating allocation, strategy, and market participation across supported exchanges.
AvailableAMP brings portfolio configuration into one coherent workflow. It helps customers define how capital is allocated, which products and strategies are eligible, and how the Box should operate across each connected exchange.
What it contributes
A focused capability inside the larger system
Eligibility controls
Defines the products and conditions a portfolio is allowed to consider.
Operational visibility
Shows whether the portfolio and its supporting services are ready to act.
How it works
A visible path from intent to outcome
-
01
Connect
Select the customer exchange account and quote-currency lane.
-
02
Allocate
Set capital, holding, and transaction limits.
-
03
Choose
Assign eligible strategies and supported products.
-
04
Monitor
Review health, orders, holdings, and outcomes from one portfolio context.
Controls and boundaries
Automation with a defined operating envelope
- Every exchange lane can be paused independently.
- Buy and sell permissions remain separate operational controls.
- Configuration changes are recorded for support and review.