Build an AI portfolio manager on Coinrule to automate allocation, rebalancing and risk controls across Binance, Coinbase, Kraken, OKX and more with no-code rules.
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Instead of juggling spreadsheets and alerts, an AI portfolio manager on Coinrule turns your plan into rules that run 24/7. Set targets, define risk limits and let automation place orders on Binance, Kraken, OKX or Hyperliquid while you review performance in one dashboard.
Traders use systematic allocation to avoid overreacting to noise. Define what to buy, when to add and when to reduce exposure using indicators, price moves and time schedules. Execution stays consistent, even when volatility spikes overnight.
Your funds stay on your exchange accounts while Coinrule connects via API keys with limited permissions. Pause bots, revoke keys or change rules at any time. Detailed logs show every trigger, order and fill so you can audit decisions quickly.
Portfolio Automation Templates
Pick templates for rebalancing, DCA, trend following and hedging, then adjust thresholds to match your risk profile. Example: rebalance weekly to 50% BTC, 30% ETH and 20% SOL with a 2% tolerance band to reduce churn. Launch, monitor and iterate without writing code.
Risk Controls And Guardrails
Add hard limits like max position size, daily loss caps and cooldown timers between buys. Example: if BTC drops 5% in 4 hours, buy 1% of balance, but only if total drawdown is under 8% and RSI(1H) is below 35. These guardrails keep automation disciplined.
Portfolio Rebalance
Rebalance to target weights weekly with a 2% drift band. Sell overweight assets first, then buy underweight. Simple for long-term baskets.
Risk Parity Allocator
Size positions so each asset contributes similar volatility using ATR estimates. Rebalance monthly and cut exposure when volatility rises. Built for smoother swings.
Minimum Variance Rebalance
Shift weights toward lower-vol assets using rolling volatility and correlation. Rebalance every 14 days and cap any single asset at 35%. A defensive allocation style.
Altcoin Rotation
Rotate into top performers when 7-day momentum clears a threshold and volume confirms. Exit when momentum fades or a trailing stop breaks. Best on daily candles.
Volatility Regime Switcher
Detect high-vol regimes with ATR and range expansion. In high vol, raise stablecoin weight and tighten stops. In low vol, restore normal exposure.
Portfolio Rebalance
Rebalance to target weights weekly with a 2% drift band. Sell overweight assets first, then buy underweight. Simple for long-term baskets.
Risk Parity Allocator
Size positions so each asset contributes similar volatility using ATR estimates. Rebalance monthly and cut exposure when volatility rises. Built for smoother swings.
Minimum Variance Rebalance
Shift weights toward lower-vol assets using rolling volatility and correlation. Rebalance every 14 days and cap any single asset at 35%. A defensive allocation style.
Altcoin Rotation
Rotate into top performers when 7-day momentum clears a threshold and volume confirms. Exit when momentum fades or a trailing stop breaks. Best on daily candles.
Volatility Regime Switcher
Detect high-vol regimes with ATR and range expansion. In high vol, raise stablecoin weight and tighten stops. In low vol, restore normal exposure.
DCA Accumulator
Buy a fixed amount on schedule, like $125 weekly, and add an extra buy if price dips 3% from the 7-day high. Pause buys if RSI(4H) is above 70.
Supertrend Momentum
Enter when Supertrend flips bullish on 4H candles and price holds for two closes. Exit on a bearish flip or a 2.5% trailing stop. Trend-focused execution.
Stop Loss and Trailing Take Profit
Set a fixed stop loss, then switch to a trailing take profit after price gains 6%. Tighten the trail from 3% to 1.5% once profit exceeds 12%.
Funding Rate Hedge
When funding turns strongly positive, reduce spot exposure and open a small perps hedge. Close the hedge when funding normalizes and trend stays intact. Useful in frothy markets.
Mean Reversion with Z-Score
Buy when Z-score drops below -2 on 1H returns and volume stabilizes. Sell when Z-score mean reverts to 0 or after a 12-hour time stop. Targets quick snapbacks.
On this platform you can rebalance by time, by drift or by volatility, and you control how aggressive it is. Set a 1% drift band for tight tracking, or 3% to reduce fees. Add a rule to skip rebalances when spreads widen or volume is thin. Execution stays transparent with per-order logs and alerts.
Templates cover common signals, but you can combine them into your own playbook. Example: buy ETH when MA50 crosses above MA200 on daily candles and RSI is under 65, then exit if price closes 4% below MA50. Another option is a defensive rule that moves 20% into stablecoins if total portfolio drops 10% from the 30-day peak. These conditions create repeatable behavior.
Rather than switching tabs, connect accounts and manage strategies from one interface. Run spot rules on Coinbase while keeping a separate perps hedge on Hyperliquid, or split liquidity across Binance and OKX. Isolate strategies per venue, or coordinate them with shared risk limits. Alerts and logs keep everything accountable.
Every bot has clear triggers, position sizing and exit logic you can review before going live. Use API keys with trading-only permissions and keep withdrawals disabled. Pause all rules instantly if conditions change. You stay in control of custody and permissions at all times.
Launch BotFAQ
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Conservative users often start with a simple rebalance plus a drawdown circuit breaker. Active traders may pair trend rules with a small hedge that activates only when funding or volatility crosses a threshold. Long-term accumulators typically run scheduled buys with dip adds and strict max allocation caps. Keep each approach separate, then compare results over time.
Before risking capital, run rules in demo mode to validate triggers and sizing. Check how often conditions would have fired, whether exits are realistic and how fees affect turnover. Adjust one variable at a time, like widening a drift band from 1% to 2%. Iteration beats constant reinvention.
Size entries as a percent of balance, a fixed amount or a capped ladder. Example: buy 0.5% per signal up to a 10% max position, then stop adding. Pair that with a time stop, like exiting after 10 days if the thesis does not play out. Clear sizing rules prevent accidental overexposure.
Set alerts for drift, drawdown and unusual volatility so you only intervene when it matters. Review weekly summaries and rule logs to confirm the engine behaves as expected. If the regime changes, pause, clone and adjust rather than editing live logic under pressure. This keeps the process calm and repeatable.
If you prefer on-chain execution, Coinrule can run strategies through smart accounts while keeping self-custody. Session keys can limit permissions, and routing can seek better liquidity across pools. Use this when you want DeFi access without manual swapping. Keep the same rule mindset across venues.
Start with one template, add two risk rules and run it small for a week. Once results look stable, scale gradually and expand to more assets. Spend less time clicking and more time refining a repeatable process. Coinrule makes systematic execution practical for real portfolios.
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