7. DCA strategy

Buy or sell a fixed amount on a schedule, and backtest the plan before you commit any ADA.

Nobody times the bottom. Dollar-cost averaging (DCA) buys a fixed amount on a fixed schedule, so your entry price averages out over the ups and downs. Surge runs the schedule for you. It also works in reverse, selling on a schedule to scale out of a position.

What you'll learn

• Setting up a Buy or Sell DCA plan

• Choosing the amount per trade, the frequency and the budget

• Backtesting the plan on real price history

• Tracking your cost basis once the plan is running

Buy or sell

Side	Use it to
Buy	Accumulate a token over time
Sell	Scale out of a position gradually

Create a DCA strategy

1. Click New Strategy and choose DCA.

2. Name the strategy, then pick your DEX.

3. Choose Buy or Sell, then pick your pair. Confirm the token you're accumulating so there's no mix-up.

4. Set the amount per trade, for example 40 ADA.

5. Choose the frequency, from every minute up to once a month.

6. Set the total budget. The strategy stops once the budget is spent.

7. Assign a hot wallet.

8. Review the Confirm DCA Strategy window. It lists every setting, the estimated fees and the exact amount to fund. Then deploy.

Performance preview

Metric	Meaning
Total deployed	The ADA the plan will spend (the full budget)
Trades	How many trades it takes to spend the budget
Duration	How long the plan runs
DEX fees	Estimated fees across all trades

Backtest before you commit

Click Run Backtest and choose 1, 3, 6 or 12 months. You'll see how this exact plan would have performed over that period, including the tokens acquired and the average entry price.

While it runs

• Budget and trades: how much has been spent, and how many trades have filled

• Tokens acquired: your running total

• Avg cost basis: your average entry price so far

• DCA progress: a bar showing how far through the budget you are

• Low balance banner: tells you how much to top up if the wallet runs short

Good to know

• Keep the Surge tab open. Trades are signed in your browser. Turn on Keep display awake in Settings.

• Mind the fees. Very small trades lose a bigger share to fees, so check the preview before choosing a high frequency.

• A backtest isn't a forecast. It shows how the plan would have done in the past. It can't predict what happens next.

Next

8. Arbitrage strategies