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How to set up a DCA strategy
How to set up a DCA strategy

A guide on how to set up a recurring buy order in the Caleb & Brown Portal.

Cassandra De-Lisle avatar
Written by Cassandra De-Lisle
Updated over a week ago

Dollar Cost Averaging (DCA) is a trading strategy where you regularly trade a fixed amount of money into a particular cryptocurrency, regardless of its current market price.

To set up a DCA strategy you will need to ensure you have a verified account, with 2FA activated.

Currently, you are only able to set up buy orders with Fiat via a DCA strategy. To fund your account please see our help article here.

To set up a strategy, you will need to ensure you have your first trade amount available in your account. Even if the payment date is in the future. For example, setting a strategy to buy $500 of BTC every week will require an available balance of $500.

We will send email notifications to remind you of any upcoming payments to ensure you have the funds available in your account.

DCA strategies can only be set up via your online Portal account. If you are yet to set up a password and log into your account please reach out to our support team at [email protected]

Navigating to DCA on the desktop

  1. Log into account

  2. Click the drop-down arrow next to “Trade”

  3. Select “Dollar cost average.”

Here you’ll find the section to enter your strategy (1) and the section on the right is all previous and current strategies (2)

Setting up a DCA strategy

  1. Enter the amount you wish to purchase and with what currency.

  2. Select which cryptocurrency you wish to purchase.

  3. Enter the cadence of purchase (Daily, Weekly, Monthly or Quarterly).

  4. Select the start date, by clicking the calendar icon and selecting the date.

    1. By default it will be set to today’s date.

  5. If you wish to add a limit, toggle the add limit button on.

    1. Select either End date or spend limit.

    2. Enter the date or the spend limit you wish to set.

  6. Click Create DCA strategy.

Review and Create by clicking on the Create DCA Strategy button.

Congratulations, your strategy is set.

On the right hand side, you will see your most recently set strategy (1) , followed by previously set or cancelled strategies (2).

If you want to cancel a strategy, click the Cancel button when looking at your strategies.

If you have any feedback or have any product suggestions, you can submit feedback via the form at the bottom of the menu bar. Or by opening a chat with our Support team.


Whenever you're ready, you can click below to get started with your registration.

If you have any questions or need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.

You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.

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