Build portfolio workflows with free portfolio automation on Coinrule. Run rebalancing, DCA and risk controls across top exchanges in minutes.
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Exchanges Supported
Instead of juggling spreadsheets, try free portfolio automation in Coinrule to keep allocations aligned with your plan. Connect to Binance, Coinbase, Kraken or Bybit via API keys and run rules without moving custody.
Traders set simple logic like buy, sell, rebalance and protect. You can schedule weekly checks, react to price moves, or combine indicators with portfolio limits. The interface keeps every condition readable, so you can audit what the engine will do before it goes live.
On this platform, portfolio automation is not just entries and exits. You can run DCA alongside allocation targets, then add guardrails like max position size and drawdown stops. Logs and alerts show which rule fired and why, so you can iterate with confidence.
Free Plan, Real Execution
Users typically begin by cloning a template and adjusting two numbers: target allocations and trade size. After a quick backtest, you can paper test, then switch to live execution when you are ready. Your funds stay on the exchange while Coinrule sends orders through your API permissions.
Non-Custodial By Design
Coinrule never takes custody of your assets. You control exchange keys and can restrict them to trading-only, disable withdrawals and rotate keys anytime. For on-chain automation, smart accounts and session keys limit permissions to the rules you approve.
Portfolio Rebalance
Rebalances weekly to target weights like 50/30/20. Trades only if drift exceeds 3%. Adds a max trade cap to reduce churn in choppy markets.
DCA Accumulator
Splits a 400 USD monthly budget into four 100 USD buys. Runs every Monday at 10:00 UTC. Pauses buys if price jumps more than 8% in 24 hours.
Stop Loss and Trailing Take Profit
Sets a 4% stop loss and a 6% take profit. After profit reaches 5%, trails by 2% to lock gains. Useful for swing positions on 4H candles.
Minimum Variance Rebalance
Shifts weight toward lower-volatility assets using a simple volatility filter. Rebalances when 14-day volatility rises above a threshold. Keeps a small cash buffer during spikes.
Sharpe Targeting Rebalance
Adjusts allocations monthly using risk-adjusted returns. Increases weight when 30-day Sharpe improves. Reduces exposure when the metric deteriorates.
Portfolio Rebalance
Rebalances weekly to target weights like 50/30/20. Trades only if drift exceeds 3%. Adds a max trade cap to reduce churn in choppy markets.
DCA Accumulator
Splits a 400 USD monthly budget into four 100 USD buys. Runs every Monday at 10:00 UTC. Pauses buys if price jumps more than 8% in 24 hours.
Stop Loss and Trailing Take Profit
Sets a 4% stop loss and a 6% take profit. After profit reaches 5%, trails by 2% to lock gains. Useful for swing positions on 4H candles.
Minimum Variance Rebalance
Shifts weight toward lower-volatility assets using a simple volatility filter. Rebalances when 14-day volatility rises above a threshold. Keeps a small cash buffer during spikes.
Sharpe Targeting Rebalance
Adjusts allocations monthly using risk-adjusted returns. Increases weight when 30-day Sharpe improves. Reduces exposure when the metric deteriorates.
Volatility Regime Switcher
If 24H volatility exceeds 6%, shifts to defensive allocations. When volatility drops below 3%, rotates back to growth assets. Checks conditions every 6 hours.
Altcoin Rotation
Ranks a basket by 7-day momentum and rotates into the top 2. Exits positions that fall below rank 4. Uses a 2% position cap per rebalance to limit churn.
Risk Parity Allocator
Sizes positions inversely to recent volatility to balance risk. Recomputes weights weekly using 14-day ranges. Helps prevent one asset from dominating portfolio swings.
BTC Weekly DCA
Buys BTC every Friday with a fixed amount. Adds a dip boost: if price drops 5% in 4 hours, buys an extra 25% of the weekly size. Skips buys during sharp spikes.
Volatility Targeted Trend
Follows trend while targeting steady risk. When trend is up, stays invested but reduces size as volatility rises. Exits when trend flips and volatility remains elevated.
Unlike manual rebalancing, free portfolio automation can enforce your rules even when markets move fast. For example, rebalance only when an asset drifts 5% from target, and cap each correction to 1% of portfolio value. Add a pause if total drawdown hits 10% in a week to stop new buys. This keeps decisions consistent without staring at charts all day.
Templates cover common portfolio workflows and you can edit them in minutes. Try a rule like: when RSI drops below 30 on 1H candles, buy 2% of available USDT, then sell when RSI rises above 55. Or schedule a weekly rebalance every Sunday and only trade if drift exceeds 3%. Small constraints often matter more than complex signals.
Separate from single-exchange tools, Coinrule can coordinate strategies across venues you already use. Run the same allocation logic on Binance and Kraken, or keep different risk limits per exchange. If you trade perps on Hyperliquid, isolate leverage rules from spot holdings. One dashboard shows exposure, open orders and rule history.
Risk controls include trading-only API permissions, IP whitelisting where supported and instant rule shutdown. You can set max order size, max daily trades and asset allowlists. If a rule misbehaves, pause it, clone it and adjust thresholds without touching your funds. For more details, see /automated-trading.
Launch BotFAQ
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Start by writing down targets and constraints: allocations, max drawdown and how often you want to trade. Then translate them into two or three rules you can explain in one sentence each. Simplicity makes monitoring easier and reduces surprise behavior.
Set alerts for drift, large fills and rule pauses so you stay informed without watching charts. Review the execution log weekly and adjust one parameter at a time. This keeps optimization disciplined.
If you want to automate swaps on Base, Arbitrum or Binance Smart Chain, use smart-account execution. Routing can seek better liquidity across pools, while session permissions limit what the strategy can spend. Keep on-chain rules separate from exchange rules for clarity.
Backtests help, but do not chase perfect curves. Prefer robust thresholds like 3% drift bands or weekly schedules over fragile, hyper-specific triggers. Consistency usually beats complexity.
Frequent rebalancing can increase fees and taxable events depending on your jurisdiction. Use minimum trade sizes and longer schedules if you want fewer transactions. Always review your own reporting requirements.
Connect an exchange, choose a template and set conservative limits. Then run a small allocation first and expand only after you like the behavior. You stay in control the whole time.
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