Build a rules-first portfolio with AI portfolio tools from Coinrule. Automate entries, exits and rebalancing across exchanges with clear controls and logs.
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users building rules
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strategies created
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Exchanges Supported
Instead of juggling spreadsheets and alerts, AI portfolio software on Coinrule turns your allocation plan into rule-based execution. Set targets, triggers and risk limits, then run them across Binance, OKX, Kraken and Bybit from one dashboard. You stay in control with transparent conditions, audit logs and real-time notifications.
Traders often want intelligence without a black box. Coinrule keeps decisions readable with if-this-then-that logic, indicator signals and time-based schedules. Combine allocation targets with trade rules, like adding risk only when trend filters agree. That makes reviews clearer and iteration more confident.
On this platform you can connect multiple venues and manage them as one system. Use API keys for centralized exchanges, or run on-chain with smart accounts for self-custody. On-chain swaps can route via Li.fi for better liquidity while your rules stay consistent. The result is fewer manual steps and fewer missed moves.
Portfolio Controls
Risk controls include max position size, max daily loss and per-asset exposure caps. For example, block new buys if drawdown hits 8 percent, or if BTC dominance drops 3 percent in a day. Add a time stop to close positions after 72 hours if momentum never arrives. These guardrails keep automation disciplined.
Automation Workflow
Users typically start with one allocation rule, then layer entries, exits and hedges. Clone a working setup, change one variable, and compare results in the same interface. Pause everything instantly, or schedule rules to run only during specific sessions.
Portfolio Rebalance
Rebalance to target weights on a schedule, like Fridays at 16:00 UTC. Add drift bands so small moves are ignored. Helps keep risk aligned after big swings.
Risk Parity Allocator
Size positions by volatility so no single asset dominates risk. Recheck weekly using ATR-based volatility. Reduce exposure when volatility expands sharply.
Minimum Variance Rebalance
Shift weights toward lower-correlation assets to reduce portfolio swings. Run monthly and apply max weight caps. Useful for calmer allocation in choppy regimes.
Volatility Regime Switcher
Detect high vs low volatility using ATR and range filters. In high vol, reduce risk and increase stable exposure. In low vol, allow more allocation to trend assets.
MA Crossover with Volume Filter
Buy when a fast MA crosses above a slow MA and volume beats its 20-period average. Exit on crossback or a fixed stop. Works well on 4H or daily charts.
Portfolio Rebalance
Rebalance to target weights on a schedule, like Fridays at 16:00 UTC. Add drift bands so small moves are ignored. Helps keep risk aligned after big swings.
Risk Parity Allocator
Size positions by volatility so no single asset dominates risk. Recheck weekly using ATR-based volatility. Reduce exposure when volatility expands sharply.
Minimum Variance Rebalance
Shift weights toward lower-correlation assets to reduce portfolio swings. Run monthly and apply max weight caps. Useful for calmer allocation in choppy regimes.
Volatility Regime Switcher
Detect high vs low volatility using ATR and range filters. In high vol, reduce risk and increase stable exposure. In low vol, allow more allocation to trend assets.
MA Crossover with Volume Filter
Buy when a fast MA crosses above a slow MA and volume beats its 20-period average. Exit on crossback or a fixed stop. Works well on 4H or daily charts.
Supertrend Momentum
Enter when Supertrend flips bullish and price holds above the band. Exit when the trend flips or a trailing stop is hit. Built to catch sustained moves.
Bollinger Band Mean Reversion
Buy when price closes below the lower band and RSI is under 35. Take profit near the middle band and cut losses if bands expand. Best in range-bound markets.
DCA Accumulator
Split a fixed budget into timed buys, like $500 per month as four $125 weekly orders. Add an extra buy if price drops 5 percent in 24 hours. Smooth entries over time.
Stop Loss and Trailing Take Profit
Set a hard stop, then trail profit once price moves in your favor. Example: stop at -3 percent, trail 2 percent after +6 percent. Protect gains without guessing tops.
Funding Rate Hedge
Add a hedge when funding turns extreme and positioning looks crowded. Reduce the hedge when funding normalizes for several hours. Useful for managing perp risk in fast markets.
Unlike manual rebalancing, the system can enforce bands and timing so you do not overtrade. You might set a 60-30-10 target and only rebalance when any sleeve drifts by 4 percent. Add a rule that pauses rebalancing during news spikes, then resumes after 2 hours. This keeps allocation steady while avoiding churn.
For trend-following portfolios, combine indicators with allocation changes. Example: increase BTC weight by 5 percent when daily MA50 crosses above MA200, and reduce it when RSI exceeds 75. For defensive mode, rotate into stable exposure when ATR rises 30 percent week over week. Simple rules create consistent behavior.
Rather than handing decisions to an opaque model, the platform focuses on assisted design and disciplined execution. Use templates as starting points, then tune thresholds, timeframes and sizing. For instance, buy 2 percent of balance when RSI drops below 30 on 1H candles, but only if price is above MA100 on 4H. Add a trailing stop that tightens from 3 percent to 1.5 percent once profit exceeds 10 percent. Every change is visible, testable and reversible.
Portfolio views consolidate balances, open positions and rule activity across connected venues. This makes it easier to spot concentration risk and duplicated exposure. Separate strategies by account, asset group or risk bucket. Alerts keep you informed without constant chart watching.
Launch BotFAQ
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Start by defining what you want to own and why. Translate that into constraints like max allocation per asset, rebalance frequency and when to add or reduce risk. The builder keeps each assumption explicit so you can audit it later.
After a rule works in a small account, scale with position sizing rather than adding complexity. Increase allocation in steps, like 1 percent per week, while monitoring drawdown and slippage. Keep one variable per iteration so you know what changed.
For fast markets, use tighter checks and smaller order sizes. For slower swing setups, use daily signals and wider stops to avoid getting shaken out. Schedule rules to avoid low-liquidity hours or focus on specific sessions.
If you prefer on-chain execution, use smart accounts and session keys for limited permissions. Trades can route across liquidity sources via Li.fi to reduce friction. You keep control of assets while still benefiting from automation.
Good automation is measurable. Review fills, rule triggers and portfolio drift to see what happened, not what you remember. Use alerts to catch unusual events like sudden volatility or repeated stop-outs, then adjust thresholds with intent.
Coinrule is built for traders who want repeatability: allocation rules, signal-driven adjustments and risk controls that do not disappear when you get busy. Connect exchanges, start from a template, and refine with real data. When you are ready, run multiple strategies as one coherent system.
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