Keep target allocations on track with rule-based rebalancing. Automate adjustments across exchanges with drift bands, schedules and risk limits you control.
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Instead of manually chasing weights after every pump, Portfolio rebalancing automation on Coinrule helps you maintain a clear target mix with consistent execution. Set thresholds, schedules and guardrails, then let the engine place the required trades while you stay in control.
Traders typically rebalance by time, by drift, or with a hybrid approach. For example, you can rebalance every Friday at 16:00 UTC, or only when an asset moves more than 3% away from its target weight. Hybrid rules reduce churn by waiting for meaningful drift, then executing on a fixed cadence. You can also exclude small positions to avoid dust trades.
On this platform, you connect venues like Binance, Kraken, Coinbase, KuCoin and Bybit and manage allocations from one dashboard. Rules can route orders per exchange, respect minimum order sizes and avoid over-trading during thin liquidity. Logs show what triggered each action, what was filled and what changed in your portfolio. That audit trail matters when you refine your process over time.
Allocation Drift Guardrails
Rather than rebalancing on every small move, set a tolerance band such as plus or minus 2% around each target. When BTC exceeds its band, the system can sell a defined slice and distribute proceeds across underweight assets. You can cap each rebalance to 10% of portfolio value to reduce slippage. Add a cooldown like 6 hours to prevent repeated triggers in choppy markets.
Risk Limits Built In
Risk controls can pause execution if daily drawdown exceeds 5%, if stablecoin allocation drops below 20%, or if a single asset concentration rises above 35%. You can also require confirmation signals, like only buying when RSI is above 40 on 4-hour candles, to avoid catching falling knives. These constraints keep the process systematic, not reactive.
Portfolio Rebalance
Rebalances to target weights weekly and when drift exceeds 3%. Uses market or limit orders with a 10% max rebalance size. Adds a 6-hour cooldown to reduce churn.
Risk Parity Allocator
Sizes positions by recent volatility so no single asset dominates risk. Recomputes weights daily using a 14-day ATR proxy. Rebalances only if weight change exceeds 2%.
Minimum Variance Rebalance
Shifts toward lower covariance baskets using rolling 30-day returns. Rebalances monthly and enforces a 35% max per asset. Adds a stablecoin floor to keep liquidity available.
Sharpe Targeting Rebalance
Increases allocation to assets with improving risk-adjusted momentum. Checks weekly using 8-week return and volatility. Sells laggards when their score drops below a set threshold.
Altcoin Rotation
Rotates between a defined alt basket and BTC based on relative strength. Enters the top performers when they lead over 14 days. Exits to BTC when momentum fades.
Portfolio Rebalance
Rebalances to target weights weekly and when drift exceeds 3%. Uses market or limit orders with a 10% max rebalance size. Adds a 6-hour cooldown to reduce churn.
Risk Parity Allocator
Sizes positions by recent volatility so no single asset dominates risk. Recomputes weights daily using a 14-day ATR proxy. Rebalances only if weight change exceeds 2%.
Minimum Variance Rebalance
Shifts toward lower covariance baskets using rolling 30-day returns. Rebalances monthly and enforces a 35% max per asset. Adds a stablecoin floor to keep liquidity available.
Sharpe Targeting Rebalance
Increases allocation to assets with improving risk-adjusted momentum. Checks weekly using 8-week return and volatility. Sells laggards when their score drops below a set threshold.
Altcoin Rotation
Rotates between a defined alt basket and BTC based on relative strength. Enters the top performers when they lead over 14 days. Exits to BTC when momentum fades.
Volatility Regime Switcher
Moves between risk-on and defensive allocations based on volatility. If 7-day realized vol rises above a set level, shifts toward stablecoins. Returns to growth weights when vol normalizes.
DCA Accumulator
Splits a fixed budget into scheduled buys, like $125 weekly. Adds an extra buy if price drops 5% in 24 hours. Pauses if drawdown exceeds your limit.
Stop Loss and Trailing Take Profit
Adds portfolio-level protection with per-asset stops and trailing exits. Example: stop at -6% and trail at 3% once profit exceeds 8%. Helps lock gains while limiting downside.
Funding Rate Hedge
Hedges spot exposure with a small perp position when funding turns expensive. Reduces hedge when funding normalizes. Designed to dampen carry costs during crowded longs.
Volatility Targeted Trend
Targets a steady risk level by scaling exposure with volatility. Increases size when vol falls and trims when vol spikes. Uses a trend filter to avoid adding in downtrends.
Templates give you a fast starting point, but you can tailor every step. Define target weights like BTC 40%, ETH 30%, SOL 20% and stablecoins 10%, then set drift bands such as 2% for majors and 4% for smaller assets. Add execution preferences like limit orders with a 0.3% offset, or market orders only when spread is below a threshold. Once you test on paper, go live with the same logic.
Unlike constant rebalancing, Portfolio rebalancing automation works best when you tune it for fees and slippage. Many users start with weekly checks plus a 3% drift trigger, then adjust based on turnover. You can add minimum trade sizes like $25 to avoid micro-orders. If you want fewer trades, widen bands or increase cooldown time. If you want tighter tracking, narrow bands and rebalance more often.
Coinrule connects to exchanges via API keys, so your funds stay on the venue. You can restrict permissions to trading only and disable withdrawals for safer operation. Every action is logged, making it easy to review fills, compare before and after allocations and iterate on rules. For on-chain execution, you can use smart accounts with session keys for limited permissions. That keeps automation practical without giving up control.
When BTC weight rises above 42% and your target is 40%, sell 2% of portfolio value and buy ETH and SOL in a 60/40 split. If ETH drops 5% in 4 hours and RSI on 1-hour candles is below 30, add 1% allocation from stablecoins. If total portfolio drawdown hits 7% in a day, pause all rules for 24 hours and send an alert.
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Long-term investors often prefer monthly or weekly rebalances with wider bands. Active traders may use tighter thresholds, but should pair them with cost controls. Pick a cadence that matches your conviction and liquidity. Then measure turnover for a few weeks before changing anything.
Do not rebalance tiny positions that cannot clear minimum order sizes. Do not ignore fees when you tighten bands. And do not run multiple rules that fight each other on the same assets. A single, well-scoped rule set usually performs better than overlapping logic.
Set notifications for large drifts, paused rules and completed rebalances. That way you can review execution without watching charts all day. Alerts also help you catch API permission issues early. You stay informed while the system does the repetitive work.
Start in demo mode to validate sizing and triggers. Check that your thresholds do not fire too often in sideways markets. Confirm that your stablecoin floor and concentration caps behave as expected. Once results look clean, switch to live with smaller amounts.
If you want to manage allocations across wallets, you can automate on-chain execution using smart accounts. Session keys let you grant limited permissions for defined actions and time windows. Routing can seek best liquidity across pools to reduce price impact. Keep the same discipline: clear targets, clear limits and clear logs.
Begin with a small set like BTC, ETH, one alt and stablecoins. Use targets you can explain in one sentence, then set a 3% drift trigger and a weekly check. Add a max rebalance size like 10% and a 6-hour cooldown. After two to four weeks, refine bands and sizing based on real turnover.
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