Build an AI wealth management bot in Coinrule to automate portfolio rules, rebalancing and risk controls across top exchanges, no coding required.
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Instead of reacting to headlines, translate your plan into rules that execute consistently. With an AI wealth management bot, Coinrule automates entries, exits and portfolio actions while you keep control of custody and permissions.
Traders often over-optimize signals and under-build risk limits. Use caps on position size, drawdown alerts and pause conditions so automation does not spiral. Run the same logic on Binance, OKX, Bybit and Hyperliquid, then audit every action in detailed logs.
When markets trend, you might prefer momentum rules; when they chop, you may want mean reversion or higher cash exposure. Templates provide a starting point, then you tune indicators, timeframes and sizing. Combine conditions, like RSI confirmation plus a moving average filter, before any order is sent.
Portfolio Automation Basics
Set target allocations with tolerance bands so weights do not drift. Example: rebalance weekly if BTC rises above 35% or falls below 25%, moving the difference into USDT. Add a volatility rule to cut exposure 20% if the 24-hour range exceeds 8%.
Non-Custodial By Design
Coinrule connects to exchanges via API keys, so funds stay where you trade. Limit permissions to trading only and disable withdrawals. For on-chain automation, smart accounts and session keys can restrict what the system is allowed to do.
Portfolio Rebalance
Rebalances to target weights on a schedule. Trades when an asset drifts beyond a set band, such as plus or minus 5%. Optional cash buffer rules help reduce churn.
Risk Parity Allocator
Targets balanced risk across assets using volatility estimates. Increases weight in lower-vol coins and trims higher-vol ones. Rechecks weekly and rebalances when risk contribution shifts.
Minimum Variance Rebalance
Seeks a lower-volatility mix by favoring assets with steadier ranges. Rebalances monthly or when volatility spikes above a threshold. Pairs well with strict max allocation caps.
Volatility Regime Switcher
Switches between trend and defensive rules based on volatility. If 7-day ATR rises 30%, reduce exposure and tighten stops. Return to normal sizing when volatility cools.
DCA Accumulator
Buys a fixed amount on a schedule, like $50 daily or $200 weekly. Optionally buys extra if price drops 5% in 24 hours. Uses take-profit targets to skim gains.
Portfolio Rebalance
Rebalances to target weights on a schedule. Trades when an asset drifts beyond a set band, such as plus or minus 5%. Optional cash buffer rules help reduce churn.
Risk Parity Allocator
Targets balanced risk across assets using volatility estimates. Increases weight in lower-vol coins and trims higher-vol ones. Rechecks weekly and rebalances when risk contribution shifts.
Minimum Variance Rebalance
Seeks a lower-volatility mix by favoring assets with steadier ranges. Rebalances monthly or when volatility spikes above a threshold. Pairs well with strict max allocation caps.
Volatility Regime Switcher
Switches between trend and defensive rules based on volatility. If 7-day ATR rises 30%, reduce exposure and tighten stops. Return to normal sizing when volatility cools.
DCA Accumulator
Buys a fixed amount on a schedule, like $50 daily or $200 weekly. Optionally buys extra if price drops 5% in 24 hours. Uses take-profit targets to skim gains.
Stop Loss and Trailing Take Profit
Sets a hard stop, then trails profit once price moves in your favor. Example: stop at 3%, trail at 2% after a 6% gain. Helps protect downside while letting winners run.
MA Crossover with Volume Filter
Enters when a fast MA crosses above a slow MA and volume confirms. Exits on the reverse cross or a time stop. Works well on 4-hour or daily candles to reduce noise.
Bollinger Band Mean Reversion
Buys when price closes below the lower band and RSI is oversold. Sells near the middle or upper band with a profit target. Adds a time stop to avoid getting stuck in trends.
Supertrend Momentum
Follows trend direction using Supertrend flips. Enters on a bullish flip and exits on a bearish flip or trailing stop. Useful for capturing sustained moves without constant tweaking.
Funding Rate Hedge
Adds a hedge when funding turns extreme on perps. Example: reduce long exposure or open a small counter position if funding exceeds 0.05%. Close the hedge when funding normalizes.
Unlike generic robo-advisors, Coinrule starts with your rules and your venues. Connect Binance or Coinbase with trading-only API keys, choose the assets you want to manage and set allocation targets. Then add constraints like max exposure per coin, a minimum cash buffer and a no-trade window around major events.
When you build an AI wealth management bot, the goal is repeatable decision-making, not mystery signals. Structure logic with clear triggers, confirmations and exits. Example: buy 2% of balance if price drops 5% in 4 hours and RSI is below 35, then take profit at 4% and trail by 1.5%. Backtest ideas, then run small size before scaling.
For portfolios spread across venues, execution quality matters as much as the signal. Coinrule centralizes monitoring so you can run the same strategy on Kraken, KuCoin and Bitget without duplicating work. Standardize sizing rules, like risking 0.75% per trade, and apply identical stop logic everywhere. Alerts and logs make it easy to audit what happened and why.
When volatility spikes, guardrails should tighten automatically. Use drawdown limits, exposure caps and loss-streak pauses to keep a bad session from derailing the plan. Example: tighten stops from 3% to 1.5% once unrealized profit exceeds 10%, or pause new entries after three losses within 24 hours. You decide when to adjust or retire a rule set.
Build BotFAQ
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Once you have a stable baseline, treat automation like operations. Review weekly performance, check slippage and confirm sizing still matches account value. Retire rules that no longer fit the regime and keep alternatives ready to deploy.
A practical setup pairs scheduled accumulation with periodic rebalancing. Example: buy BTC every Monday and Thursday, then rebalance on Sundays if any asset drifts more than 6% from target. Add a cash buffer rule to avoid forced selling during drawdowns.
Many strategies fail because exits are vague. Use profit targets, trailing stops and time stops, like closing a position if it has not moved after 72 hours. Pair that with a volatility condition to avoid reacting to temporary spikes.
Set alerts for drawdown thresholds, large fills and rule pauses. For example, notify if the portfolio drops 4% in a day or if any asset exceeds a 40% allocation. This keeps you informed while the system handles repetitive execution.
To go deeper, see /automated-trading for rule design patterns and risk frameworks. Explore templates for trend, mean reversion and hedging, then adapt them to your constraints. Keep changes incremental so you can attribute results to specific edits.
Begin with one or two assets, one timeframe and conservative sizing. Add complexity only after logs show the rule behaves as expected in different conditions. Over time, layer rebalancing, hedges and regime filters into a robust system.
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