Build a rules-based crypto portfolio with automated rebalancing, DCA and risk limits. Run one allocation plan across exchanges from a single dashboard.
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Instead of guessing entries, Crypto asset allocation becomes repeatable when you define targets and let Coinrule execute the plan. Set weights, bands and buy rules, then monitor everything from one view across Binance, Coinbase, Kraken and Bybit. Your funds stay on your venues while the platform connects via API keys and logs every action.
Traders often start with a simple split like 60 percent BTC, 30 percent ETH and 10 percent alts, then drift when one coin runs. Coinrule lets you set rebalance bands such as plus or minus 5 percent around each target. When a weight breaches the band, the system can sell the overweight asset and buy the underweight one. You can schedule checks daily, weekly, or only after large moves to reduce churn.
On this platform, DCA is not just a timer. You can split $500 per month into four $125 weekly buys, or add a dip filter like buy only if price is down 4 percent over 24 hours. Add a volatility guard so buys pause when ATR expands above your threshold. This keeps accumulation consistent without blindly buying into spikes.
Allocation Guardrails
Risk controls include max position size, max daily spend and portfolio drawdown stops. For example, cap any single token at 25 percent, stop new buys if total equity drops 8 percent from the weekly high, and resume only after a 3 percent recovery. You can also require stablecoin reserves, such as keeping at least 15 percent in USDC before adding risk. These rules help keep sizing disciplined when markets get noisy.
Multi-Venue Portfolio View
Rather than juggling tabs, you can manage the same playbook across KuCoin, Bitget and Hyperliquid with consistent logic. Coinrule centralizes signals, execution status and alerts so you can compare performance and exposure in one place.
Portfolio Rebalance
Rebalances to target weights on a schedule or when drift exceeds 5 percent. Sells overweight assets first, then buys underweight ones. Best for daily or weekly checks.
Risk Parity Allocator
Sizes positions by volatility so no single coin dominates risk. Uses ATR or realized volatility to scale exposure. Rebalances weekly to keep risk contributions stable.
Minimum Variance Rebalance
Targets a lower-volatility mix by reducing high-variance tokens when volatility rises. Rebalances weekly with a max weight cap. Useful in choppy regimes.
Sharpe Targeting Rebalance
Shifts weight toward assets with stronger risk-adjusted momentum. Uses a 30-day lookback and rebalances weekly. Adds a stablecoin sleeve when signals weaken.
DCA Accumulator
Buys a fixed amount on a set cadence such as daily or weekly. Can add a dip trigger like buy extra if price drops 3 percent in 6 hours. Optional take-profit rules skim gains.
Portfolio Rebalance
Rebalances to target weights on a schedule or when drift exceeds 5 percent. Sells overweight assets first, then buys underweight ones. Best for daily or weekly checks.
Risk Parity Allocator
Sizes positions by volatility so no single coin dominates risk. Uses ATR or realized volatility to scale exposure. Rebalances weekly to keep risk contributions stable.
Minimum Variance Rebalance
Targets a lower-volatility mix by reducing high-variance tokens when volatility rises. Rebalances weekly with a max weight cap. Useful in choppy regimes.
Sharpe Targeting Rebalance
Shifts weight toward assets with stronger risk-adjusted momentum. Uses a 30-day lookback and rebalances weekly. Adds a stablecoin sleeve when signals weaken.
DCA Accumulator
Buys a fixed amount on a set cadence such as daily or weekly. Can add a dip trigger like buy extra if price drops 3 percent in 6 hours. Optional take-profit rules skim gains.
BTC Weekly DCA
Buys BTC once per week at a fixed budget. Pauses buys if RSI is above 70 to avoid chasing. Resumes when momentum cools and the schedule continues.
Altcoin Rotation
Rotates into a basket of alts when their 14-day momentum beats BTC. Exits back to BTC or stablecoins when relative strength fades. Rechecks weekly to reduce noise.
BTC Dominance Rotation
Increases BTC weight when dominance trends up and reduces it when dominance breaks down. Uses MA crossovers for confirmation. Rebalances on set intervals to avoid overtrading.
Stablecoin Flow Risk Filter
Reduces risk when stablecoin outflows suggest risk-off conditions. Uses a confirmation window like 2 days before shifting allocation. Moves part of the portfolio into stablecoins until conditions normalize.
Cross-Asset Correlation Hedge
Cuts exposure when correlations spike across holdings. Increases stablecoin weight when diversification disappears. Reverts when correlations fall back below your threshold.
Templates give you a starting point, but the real power is editing conditions without code. You can add a rule like: if ETH weight exceeds target by 6 percent, sell 20 percent of the ETH position, then buy BTC and USDC to restore balance. Add confirmation such as only rebalance when 4-hour volume is above its 20-period average. Every step is visible in the rule builder so you can audit logic before going live.
Once a strategy is live, the engine checks conditions and places orders automatically. You can run spot allocation on Coinbase and Kraken, while using perps on Hyperliquid for hedging if you choose. Set order types, slippage limits and cooldown timers so the system does not spam trades. Alerts notify you when a rebalance happens, when a limit is hit, or when an order fails.
Unlike naive rebalancing, you can require trend confirmation before adding to a falling asset. Example: only buy the underweight coin if price is above MA200, or if Supertrend is green on the daily chart. You can also delay buys for 12 hours after a 10 percent drop to avoid catching the first leg down. These filters help you keep the benefits of diversification while respecting market regimes.
Your assets remain on your exchange accounts, and you decide what the API keys can do. Use trade-only permissions, keep withdrawals disabled and rotate keys anytime. On-chain automation can run through smart accounts with limited session permissions for safer execution. The platform focuses on control, transparency and logs you can review.
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For a conservative setup, try 70 percent BTC, 20 percent ETH and 10 percent USDC with a 7 percent rebalance band and weekly checks. For a growth tilt, use 50 percent BTC, 25 percent ETH and 25 percent a top-10 alt basket, but cap each alt at 8 percent and rebalance only when drift exceeds 6 percent. If you want a dip-buyer overlay, add: buy 2 percent of available USDC when BTC drops 5 percent in 4 hours and RSI(1H) is below 35, then pause buys for 12 hours. These are starting points you can refine based on your risk tolerance.
Frequent rebalancing can create unnecessary turnover. Use wider bands, longer check intervals and minimum trade sizes to keep costs reasonable. A common approach is weekly rebalancing plus a monthly deep rebalance that cleans up small drift. You can also add a rule to skip rebalances when spreads widen or volume is thin.
Risk management is not only about weights. Add stop rules like: if any position falls 12 percent from entry, reduce it by 50 percent and move proceeds to stablecoins. Use trailing take-profit to lock gains, for example trail by 4 percent once profit exceeds 10 percent. These exits can coexist with your rebalance logic when you set priorities.
Start by paper-planning your targets and bands, then run small size for a few weeks. Review the trade log to see if rules trigger too often or miss key moves. If you need more context, add indicator confirmations or cooldown timers. Once stable, scale gradually rather than changing multiple variables at once.
If you want to go deeper, see /portfolio-rebalancing for workflow ideas and /automated-trading for rule design patterns. The template library is a fast way to compare approaches like DCA, trend filters and rotation. Use cloning to keep a clean version history of your strategies. That process makes improvements measurable instead of emotional.
Separate your long-term targets from short-term noise by letting rules handle the routine work. With clear bands, budgets and limits, you can focus on research while the system maintains consistency. Connect your exchanges, pick a template, and adjust the parameters to match your risk profile.
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