Design a smart-beta bot with Coinrule to run factor rules, scheduled rebalancing and risk limits across Binance, Coinbase, Kraken, OKX and more.
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Instead of guessing entries, a Smart Beta Bot on Coinrule lets you express factor ideas as rules and run them consistently. For example, rebalance weekly into the top 5 coins by 30-day momentum, cap each at 25%, and pause buys if BTC drops 6% in 24 hours. Connect to Binance, Kraken, OKX, Bybit or Coinbase via API keys while keeping funds on the exchange. You get logs, alerts and clear conditions so you can review what happened and why.
Traders often want market exposure, but with a measurable tilt like momentum, low volatility or trend. The rule builder lets you set selection filters, position caps and timing so the system behaves like a rules-based index. You can start from templates, then adjust thresholds to match your risk tolerance and time horizon.
A factor portfolio fails when weights drift for weeks. Schedule rebalances daily, weekly or monthly, and add bands like rebalance only if a position deviates by 3% or more. Combine this with a cash buffer rule so the engine does not overtrade during noisy ranges.
Smart Rebalance Rules
Set rules that convert signals into allocations, not just single trades. Example: if ETH 50-day MA is above 200-day MA, target 30% ETH, otherwise cut to 10% and rotate the difference into stablecoins. Add a volatility gate like skip rebalances when 1-hour ATR is above its 20-period average by 40%.
Risk Controls Built In
Use guardrails like max open positions, per-asset exposure limits, and portfolio stop rules. You can set an emergency condition such as if total equity drawdown hits 8% from the weekly high, sell 50% to stablecoins and pause new entries for 24 hours.
Portfolio Rebalance
Rebalances weekly to target weights with 3% drift bands. Caps each asset at 25% to stay diversified. Adds a simple risk-off switch into stablecoins on trend breaks.
Sector Momentum Switcher
Rotates into the top 3 assets by 30-day momentum. Confirms trend with MA50 above MA200. Rebalances every 7 days and exits laggards at the next rotation.
Minimum Variance Rebalance
Ranks a watchlist by realized volatility and favors the calmest names. Rebalances monthly and caps exposure at 20% per asset. Pauses new buys after a portfolio drawdown trigger.
Risk Parity Allocator
Sizes positions so each contributes similar risk using ATR-based sizing. Rebalances weekly and reduces exposure when ATR spikes 50% above its 20-period average. Exits on a trend breakdown filter.
Low Vol Defensive Rotation
Shifts from higher beta coins to defensive holdings when volatility rises. Uses BTC ATR as a regime proxy and a breadth check. Re-enters risk-on when volatility normalizes.
Portfolio Rebalance
Rebalances weekly to target weights with 3% drift bands. Caps each asset at 25% to stay diversified. Adds a simple risk-off switch into stablecoins on trend breaks.
Sector Momentum Switcher
Rotates into the top 3 assets by 30-day momentum. Confirms trend with MA50 above MA200. Rebalances every 7 days and exits laggards at the next rotation.
Minimum Variance Rebalance
Ranks a watchlist by realized volatility and favors the calmest names. Rebalances monthly and caps exposure at 20% per asset. Pauses new buys after a portfolio drawdown trigger.
Risk Parity Allocator
Sizes positions so each contributes similar risk using ATR-based sizing. Rebalances weekly and reduces exposure when ATR spikes 50% above its 20-period average. Exits on a trend breakdown filter.
Low Vol Defensive Rotation
Shifts from higher beta coins to defensive holdings when volatility rises. Uses BTC ATR as a regime proxy and a breadth check. Re-enters risk-on when volatility normalizes.
Volatility Regime Switcher
Detects high vs low volatility regimes using ATR and range filters. Runs trend rules in high volatility and mean reversion in low volatility. Switches weekly to reduce whipsaws.
Beta Hedged Momentum
Buys momentum leaders while adding a hedge proxy when BTC trend weakens. Uses MA cross signals to toggle hedge size. Rebalances every 3 days to keep exposure aligned.
Altcoin Rotation
Ranks a watchlist and buys the top 4 performers on 14-day returns. Sells coins that drop out of the top set at rebalance time. Adds a 10% trailing stop per position.
Sharpe Targeting Rebalance
Scales exposure to target a steadier risk level using volatility estimates. Rebalances weekly and scales down when realized volatility exceeds a threshold. Keeps a stablecoin sleeve for flexibility.
Market-Neutral Factor Hedge
Pairs long factor picks with a hedge proxy to reduce market beta. Uses trend filters to avoid hedging into strong uptrends. Rebalances on a fixed schedule with strict caps.
Momentum, trend, carry and defensive tilts behave differently across cycles. Build a ruleset that matches your thesis, then test it on a small allocation before scaling. If you want a simple start, try a 2-signal model: buy when RSI(14) rises above 50 and price is above MA200, then exit when RSI falls below 45.
Run the same portfolio logic on several exchanges without juggling tabs. Coinrule can execute on OKX, Binance, Kraken, KuCoin and Bybit, while keeping a unified view of positions and rules. Use per-exchange allocation limits so one venue never dominates your exposure.
Every strategy needs a failure-mode plan. Add hard stops like a 4% per-position stop loss, then layer a trailing take profit that tightens from 6% to 2% once profit exceeds 12%. Use cooldown timers so the engine cannot re-enter for 2 hours after a stop, which helps avoid chop.
Start by writing conditions in plain language, then translate them into triggers and actions. Keep rules modular so you can swap one filter without rewriting the whole system. Review the trade log weekly to see which conditions fire most often and whether they still reflect your thesis.
Try StrategyFAQ
Lars H.
Priya K.
Michael R.
Giulia C.
Hiroshi Y.
Valentina C.
Overfitting breaks factor ideas fast. Keep signals few, use conservative thresholds and prefer 4H or daily selection. Define when you will stop or reduce risk before the market forces it.
Use drift thresholds and time windows to reduce unnecessary trades. A rule like rebalance weekly and only if any weight is off by 3% can cut churn. When spreads widen, pause non-urgent rotations until the next cycle.
Signals pick what to own, but guardrails decide how much pain you can take. Limit exposure to highly correlated assets and keep a stablecoin sleeve. When volatility spikes, scaling down can beat predicting the next candle.
Define a benchmark and track it consistently. If your goal is a smoother ride, compare drawdowns and volatility, not just headline returns. Reporting and logs help attribute results to selection, sizing and timing.
If you prefer self-custody, you can automate on-chain execution using smart accounts and session keys with limited permissions. Routing can seek liquidity across pools, which helps during rotations. Size positions conservatively to account for gas and slippage.
Start with one factor, one rebalance schedule and one risk stop, then iterate. Once the system behaves as expected, expand the universe and add a second filter like a long-term trend gate. You will learn faster from a simple live setup than endless tweaking.
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