Build rule-based on-chain workflows to rebalance, DCA and hedge across tokens with self-custody smart accounts and Li.fi swap routing.
410k+
users building rules
1M+
strategies executed
20+
exchanges and chains supported
Instead of juggling spreadsheets and manual swaps, DeFi portfolio automation on Coinrule lets you define allocation rules while keeping self-custody. Set targets like 50% ETH, 30% BTC and 20% stablecoins, then rebalance when any sleeve drifts 3% or more. Schedule weekly checks, log every action and keep a clear audit trail across wallets and venues.
On-chain workflows run through SAFE smart accounts, so you keep control of funds while the system executes your rules. Smart sessions via Rhinestone or Biconomy can limit permissions, time windows and spend caps. For example, allow swaps up to $500 per day and block new token approvals. If you prefer centralized venues for part of your stack, connect Binance, Kraken, OKX or Bybit via API keys and manage everything from one interface.
When a rule triggers a swap, the engine can route orders through Li.fi to find efficient paths across pools. You choose the chain and venue, then set guardrails like max slippage of 0.5% and a minimum received amount. For example, swap $200 USDC to ETH only if price is within 1% of a 4-hour VWAP and gas is below your threshold. This keeps execution systematic when markets move fast.
Rebalancing And DCA Templates
Templates cover recurring buys, drift-based rebalancing and risk-off switches you can adapt in minutes. Example: invest $1,000 per month as four $250 weekly buys, then pause if weekly volatility exceeds 8%. Another: rebalance to targets every Friday at 16:00 UTC, but only trade if the largest position is above its 200-day moving average. Clone, tweak and backtest logic before going live.
Guardrails For Real Portfolios
Add portfolio-level limits like max exposure per token, max daily turnover and a global kill switch. If a position drops 6% from entry, cut 25% and tighten a trailing stop to 2% once profit exceeds 10%. These controls keep automation aligned with your risk plan rather than chasing noise.
Portfolio Rebalance
Rebalance to target weights when drift exceeds 3%. Run weekly and skip trades if slippage is above 0.5%. Keeps allocations consistent during volatile weeks.
DCA Accumulator
Split a monthly budget into weekly buys on a set day and time. Add an extra buy if price drops 5% in 24 hours. Pause when volatility exceeds your threshold.
Risk Parity Allocator
Target equal risk across assets using volatility bands. Reduce exposure when 14-day volatility rises above your level. Rebalance on a fixed cadence to avoid overtrading.
Minimum Variance Rebalance
Shift weights toward lower-volatility assets when correlations rise. Use a monthly rebalance window and a max turnover cap. Designed to smooth drawdowns without constant trading.
Sharpe Targeting Rebalance
Increase allocation to assets with improving risk-adjusted momentum. Rebalance every two weeks using a lookback window. Add a stablecoin sleeve when signals weaken.
Portfolio Rebalance
Rebalance to target weights when drift exceeds 3%. Run weekly and skip trades if slippage is above 0.5%. Keeps allocations consistent during volatile weeks.
DCA Accumulator
Split a monthly budget into weekly buys on a set day and time. Add an extra buy if price drops 5% in 24 hours. Pause when volatility exceeds your threshold.
Risk Parity Allocator
Target equal risk across assets using volatility bands. Reduce exposure when 14-day volatility rises above your level. Rebalance on a fixed cadence to avoid overtrading.
Minimum Variance Rebalance
Shift weights toward lower-volatility assets when correlations rise. Use a monthly rebalance window and a max turnover cap. Designed to smooth drawdowns without constant trading.
Sharpe Targeting Rebalance
Increase allocation to assets with improving risk-adjusted momentum. Rebalance every two weeks using a lookback window. Add a stablecoin sleeve when signals weaken.
Volatility Regime Switcher
Switch between risk-on and defensive baskets based on volatility. Rotate into stablecoins when volatility breaks your band. Return to growth assets when conditions normalize.
Stablecoin Flow Risk Filter
Use stablecoin flow as a risk filter for entries. Buy only when the filter is positive and price holds above a moving average. Exit to stablecoins when the filter flips.
Funding Rate Hedge
Add a hedge when funding turns strongly positive or negative. Reduce directional exposure during crowded positioning. Helps smooth PnL during leverage-driven swings.
Supertrend Momentum
Enter when Supertrend flips bullish on 4-hour candles. Exit on the first bearish flip or a trailing stop. Keeps trades aligned with trend rather than chop.
Buy the Dips
Buy when price drops 4% from a 24-hour high and RSI is below 35. Scale in with two more buys if price falls another 3%. Take profit at a target or trailing stop.
On this platform you can run the same rule set across Base, Arbitrum and Binance Smart Chain, then mirror parts of it on exchanges like Coinbase or Bitget. DeFi portfolio automation becomes a workflow: signals, execution and reporting in one place. You see positions, recent swaps and pending conditions without switching tabs. For more context, see /automated-trading and refine your on-chain rules from there.
Traders get better results when rules are explicit. Try conditions like: buy 2% of balance when RSI(14) crosses below 30 on 1-hour candles, but only if price is above MA200 on daily charts. Add an exit that sells 50% at +8% and trails the rest by 2.5%. These details turn a vague idea into a repeatable system.
Rather than leaving a hot wallet exposed, use smart sessions to scope what automation can do. Limit swaps to approved tokens, cap daily notional and set an expiry date for the session key. If you change your mind, revoke permissions without moving funds. This is a practical way to automate while staying security-first.
Portfolio views show what triggered, what executed and what was skipped. Review slippage, fees and timing to improve future runs. Alerts help you intervene only when something breaks your rules.
Launch BotFAQ
Lars H.
Priya K.
Diego R.
Emma T.
Kenji M.
Amara N.
Templates are useful, but the real advantage is orchestration. Coordinate entries, exits and rebalances across multiple tokens with shared limits. That makes it easier to treat your portfolio like a system, not disconnected trades.
Once you trust a basic rebalance, add layers. Use a trend filter to reduce risk when price falls below MA200, then re-enable when it recovers. Add a volatility gate that blocks new buys when the 24-hour range exceeds 9%. Each layer should have a clear purpose and measurable effect.
More checks do not always mean better outcomes. Start with daily or weekly evaluation windows and trade only when drift or signals cross a threshold. This reduces fees and keeps decisions intentional.
Keep a simple review loop: weekly performance, top contributors and biggest costs. If slippage rises, tighten limits or change routing preferences. If turnover is too high, widen drift bands from 3% to 5%.
Use separate smart accounts for different risk buckets, like core holdings and experimental tokens. Keep permissions minimal, rotate session keys and set expirations. Combine that with alerts for unusual activity so automation stays controllable.
Start with one chain, one stablecoin pair and one rule. Validate execution, then expand to more assets and more logic. Coinrule helps you move from manual swaps to repeatable, risk-aware workflows without giving up custody.
Get Started
