Accurately tracking your earnings on CoinEx Dual Investment is far more than simply viewing changes in your account balance; it’s a systematic project involving precise recording, multi-dimensional analysis, and strategy review. Clear earnings tracking not only validates the effectiveness of your strategies but is also the core basis for optimizing future decisions and controlling risk. Below is a complete guide to building your personal earnings dashboard.
Step 1: Use the platform’s built-in “Order History” and “Asset Details” for basic tracking. This is the most direct data source. On the “Current Orders” and “Historical Orders” pages of CoinEx Dual Investment, each subscription clearly records key parameters: the amount of asset invested (e.g., 1.5 ETH), the target price (e.g., 3,200 USDT), the annualized rate of return (e.g., 22.5%), the settlement date, and the final settlement result (1.503 ETH or 4,810 USDT). You need to record this data manually or through the export function. An efficient approach is to regularly (e.g., every Sunday) export historical records in CSV format and create an Excel or Google Sheets spreadsheet to record the principal invested, settlement assets, market price at settlement, and USDT-denominated market value for each investment. For example, investing 1 BTC and settling for 1.01 BTC, with a BTC market price of 65,000 USDT at settlement, results in a 1% return in BTC terms and (1.01 + 65,000 – 1 + 65,000) = 650 USDT in USDT terms.
The second step is to calculate and differentiate between the “nominal rate of return” and the “actual rate of return,” which is crucial for evaluating the strategy’s effectiveness. The annualized rate of return displayed on the platform is a theoretical value based on the invested principal and the investment period. Your actual annualized rate of return (APR) needs to be calculated retrospectively based on the final settled assets and the market price at that time. The formula is: Actual APR = [(Market value of settled assets / Market value of invested assets) – 1] * (365 / Number of investment days). For example, a 14-day investment of 10,000 USDT in ETH, resulting in an asset return of 10,200 USDT, yields an actual return of 2%, or an annualized return of 2% (365/14) ≈ 52.1%. Comparing this data with the estimated annualized return (e.g., 45%) displayed when subscribing to the product can verify whether your target price setting is optimized.
Step 3: Establish a dual-perspective yield dashboard from both “crypto-based” and “fiat-based” perspectives. Long-term holders should focus more on cryptocurrency-based growth. Create a separate table to track the net change in the amount of core assets (such as BTC and ETH) you accumulate through a Dual Investment strategy. For example, if you held 5 ETH at the beginning of the year, through 12 rounds of a “bullish” strategy throughout the year, even with 3 settlements to USDT due to price increases, subsequent operations would result in a year-end ETH balance of 5.4, representing an 8% annualized return in cryptocurrency terms. Simultaneously, another dashboard calculates your total fiat-denominated return based on USDT, reflecting the strategy’s absolute purchasing power growth and should include all interest income and capital gains (or losses).
Step Four: Introduce “Opportunity Cost” analysis, an indispensable part of advanced tracking. Your returns are superior by comparing them to a benchmark strategy. The most direct benchmark is “Buy and Hold.” In your tracking table, record the value of each Dual Investment if you had simply held the original asset until the settlement date. For example, if you invest 1 BTC (market price 60,000 USDT) in a bullish investment and settle for 63,000 USDT after 14 days, but simply held it and the BTC price rose to 65,000 USDT during the same period, your strategy’s absolute return would be 3,000 USDT, but the opportunity cost would be 2,000 USDT ($65,000 – 63,000). Long-term statistical analysis of this data allows you to calculate your strategy’s relative performance in bull, bear, and sideways markets. For example, you might find that your strategy has a win rate exceeding 70% in a sideways market, but underperforms the benchmark by up to 60% in a one-sided bull market.
Step 5: Use a blockchain explorer or third-party portfolio management tool for on-chain verification and aggregation. Although Dual Investment is a centralized product, fund flows and settlements are partially verifiable. When your investment settlement involves asset conversion, a corresponding on-chain transaction hash is generated in your CoinEx deposit and withdrawal records. For large settlements, you can confirm the arrival time and amount on a blockchain explorer using the hash, ensuring 100% consistency between the transaction and the actual transaction. Furthermore, you can connect your CoinEx API key (with read-only access) to third-party portfolio tracking applications (such as CoinStats and Delta). These applications automatically synchronize your Dual Investment orders and earnings, providing richer chart analysis and a cross-platform asset net value overview.
Step 6: Regularly generate strategy performance reports for multi-dimensional statistical analysis. It is recommended to conduct an in-depth review monthly, calculating the following core metrics: 1. Total monthly return (USDT); 2. Average annualized return; 3. Win rate (percentage of trades settled in the expected direction); 4. Maximum single profit/loss; 5. Return volatility. For example, analysis might reveal that a 7-day product has an average annualized return of 15% but a win rate of only 55%, while a 30-day product has an average annualized return of 20% and a win rate as high as 75%. This data insight will directly guide your future term selection.
Finally, establish a continuous learning and optimization cycle. Correlate your return tracking data with market conditions (volatility index, trend strength). Record market sentiment and your personal judgment at the time of each subscription. For example, does a product subscribed when implied volatility is 80% higher than the historical average have an average actual return 40% higher than a product subscribed during a low-volatility period? By accumulating data over several cycles (such as 12 months), you will develop a quantitative “investment manual” based on your own trading history. This will allow you to clearly understand which parameters of the CoinEx Dual Investment strategy will deliver the highest certainty of enhanced returns to your portfolio under which market conditions. The ultimate goal of precise tracking is to transform vague experience into repeatable and optimizable quantitative strategies.